Stream Telecom integrations
with popular CRMs

Stream Telecom integrations with popular CRMs

Integrate telephony with your CRM to keep calls, data, and customers in one place.
Choose a system from our pre-defined list or discuss a new integration with us.

CRM systems

Ukrainian CRM for sales and communications management.
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CRM + ERP platform from Microsoft for large companies.

1. Incoming call notification
2. Click to Call
3. Call history
4. Call recording and playback
5. Call transcription

Cloud CRM for sales and marketing automation.

1. Client card when calling
2. One-click calling (Click to Call)
3. Linking clients to managers, call forwarding
4. Recording and listening to conversations
5. Call history

Free open source CRM for business.

1. Incoming call notification
2. Click to Call
3. Call history
4. Call recording and playback

Ukrainian CRM for small and medium businesses.

1. Customer card during a call
2. One-click calling (Click to Call)
3. Quick lead creation
4. Call recording and playback
5. Call history

Ukrainian CRM for e-commerce and services

1. Customer card during a call
2. One-click calling (Click to Call)
3. Quick lead creation
4. Call recording and playback
5. Call history and statistics

CRM inside Gmail and Google Workspace.

1. Click to Call
2. Record and listen to calls
3. Call history and statistics
4. Create a new contact from a call

CRM for online trading and order automation.

1. Click to Call
2. Incoming Call Notification
3. Call Recording and Listening
4. Call History and Statistics
5. Missed Call Display
6. Call Tracking

CRM + BPM platform for business process management.

1. Customer card during a call
2. One-click calling (Click to Call)
3. Quick lead creation
4. Call recording and playback
5. Call history and statistics

CRM for sales management through a visual funnel.

1. Click to Call
2. Record and listen to calls
3. Call history and statistics

CRM and project management system for business.

1. Customer card when calling
2. Recording and listening to conversations

Ukrainian CRM + ERP for comprehensive automation.

1. Customer card when calling
2. One-click calling (Click to Call)
3. Call recording and playback
4. Call history and statistics

CRM designer for customization to suit business needs.

1. Customer card during a call
2. One-click calling (Click to Call)
3. Quick lead creation
4. Call recording and playback
5. Call history

Asteril CRM for customer and sales management.

1. Customer card during a call
2. One-click calling (Click to Call)
3. Quick lead creation
4. Call recording and playback
5. Call history and statistics

CRM + Workspace for collaboration and communications.

1. Click to Call
2. Record and listen to calls
3. Automatic lead creation
4. Assigning clients to managers, call forwarding
5. Call history

Ukrainian CRM for small businesses.

1. Recording and listening to conversations
2. Automatically linking calls to clients

CRM + Workspace with tasks, chat and telephony.

1. Client card when calling
2. One-click calling (Click to Call)
3. Linking clients to managers, call forwarding
4. Opening deals when receiving an incoming call
5. Call interception and transfer
6. Call recording and listening

CRM for sales department and funnel management.

1. Client card when calling
2. One-click calling (Click to Call)
3. Linking clients to managers, call forwarding
4. Opening deals when receiving an incoming call
5. Call interception and transfer
6. Call recording and listening

ERP systems

ERP + CRM platform for business management.

1. Client card during a call
2. One-click calling (Click to Call)
3. Quick lead creation
4. Call recording and playback
5. Client-to-manager assignment, call forwarding
6. Call history

ERP system for process automation and CRM.

1. Dialing a number from a customer card
2. Pop-up window when calling (creating a contact)
3. Distributing calls between employees
4. Recording and listening to conversations
5. Integrating telephony directly into OneBox (no separate account required)

ERP for accounting, bookkeeping and enterprise management.

1. Customer card during a call
2. Dialing a number from a customer card
3. Recording and listening to conversations
4. Call history
5. Information about internal lines
6. Synchronization of customers and deals with 1C and Stream CRM
7. Quick lead creation

Industry solutions

CRM + ERP for managing medical clinics.

1. Customer card when calling
2. Click to Call

Medical ERP for clinic automation.

1. Dialing from a customer card
2. Pop-up window when calling
3. Call distribution between employees
4. Recording and listening to conversations
5. Telephony integration directly into IMED (no separate account required)

ERP for medicine and doctors' work.

1. Click to Call
2. Download notification
3. Automatic patient card creation
4. Call statistics (with listening/download options)

CRM for travel companies.

1. Client card when calling
2. One-click calling (Click to Call)
3. Linking clients to managers, call forwarding
4. Recording and listening to conversations
5. Call history

CRM for online stores and e-commerce.

1. Creating a client and transactions without duplicates
2. Filling out client card fields
3. Transaction information in messengers

CleverBOX:CRM

CRM для салонов красоты и клиник.

1. Звонок в 1 клик (Click to Call)
2. Уведомление о входящем звонке
3. Быстрое добавление клиента при звонке
4. Исходящий звонок прямо из карточки или журнала
5. История звонков
6. Запись и прослушивание разговоров
7. Распределение звонков между сотрудниками

CRM + ERP for veterinary clinics.

1. Click to Call
2. Incoming call notification
3. Automatic client/appointment card creation
4. Call distribution among employees
5. Call recording and playback
6. Missed calls
7. Call statistics

Services

A system for automating telephone sales and call tracking.

1. Client card during a call
2. One-click calling (Click to Call)
3. Quick lead creation
4. Call recording and playback
5. Client-to-manager assignment, call forwarding
6. Call history

A platform for team communications and online meetings.

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Cloud telephony service for business.

1. Customer card during a call
2. One-click calling (Click to Call)
3. Quick lead creation
4. Call recording and downloading
5. Call history

A designer of integrations between business systems and services.

1. Unifying communications into a single center
2. Integration with multiple third-party services
3. Automatic lead collection and transfer
4. Call data collection for analytics
5. Automatic task assignment in CRM
6. Setting up messaging campaigns in messengers
7. Manager performance monitoring

Try any service for free – from 7 to 30 days

✅ We’ll answer your questions and suggest the best solution for your needs.
✅ We’ll conduct a product presentation to demonstrate how it works.
✅ We’ll connect the service you need for testing.

Frequently asked questions

Implementing a CRM system bridges the gap between customer interactions and data management. Calls are automatically assigned to a caller card, and the call log records the topic, time, and outcome.

CRM system setup eliminates the need for manual data entry. This information is generated immediately after the call. Furthermore, tasks are created automatically, and statuses are updated according to predefined logic. As a result, conversions increase and errors are reduced.

The centralized statistics provided by telephony in the CRM provide a clear picture of incoming and outgoing channels. Management can see employee workload, average call duration, and the number of missed calls. This helps create staffing schedules and allocate resources to priority tasks.

Stream Telecom works with most common CRMs for messaging apps used in business:

  • Stream CRM;
  • USpacy;
  • RetailCRM;
  • Microsoft Dynamics 365;
  • OneBox;
  • Microsoft Team;
  • Planfix;
  • KeyCRM, others.

Connection is via ready-made modules or an open API. The first option allows for faster installation – the server module is installed on the CRM, telephony access is specified, and basic route settings are configured. For specific requirements, engineers use the API to transmit events, synchronize maps, and send metrics. Preliminary testing of CRM system integration allows us to verify the correct settings before launching the service.

Business specifics are taken into account when connecting, including the format for storing contact information, rules for linking calls to deals, and the logic for handling missed calls. The setup includes checking the display of maps, saving of records and the correctness of reports.

CRM integration unlocks a range of features designed to speed up request processing and improve service quality. Below, we’ll discuss the key settings used in real-world projects.

Automatic Call Recording

If you install a CRM system, each call is recorded with timestamps and status. Call recordings are stored in the customer card and are available for review and analysis. Auto-filling fields speeds up the entry of results and provides a foundation for employee training.

Pop-up Customer Cards

During an incoming call, the caller’s details—name, previous deals, and call history—appear on the screen. Thus, CRM telephony speeds up conversations, eliminates the need to search for information manually, and increases the level of personalization.

Employee Statistics

Reports are generated on the number of calls and average call duration. This information helps set KPIs, plan changes, and conduct targeted training.

Integrating telephony with CRM allows you to automate request processing. It’s easy to combine calls with instant messaging and create routing scenarios. You can also set up automatic reminders and messaging.

The CRM system implementation process is divided into stages. Each stage is documented in the project documentation:

  1. Analysis of tasks and requirements. Checking the current CRM for instant messaging apps, the telephone network, traffic volumes, and priority scenarios.
  2. Designing the input scheme. Selecting a connection method – a ready-made module or integration via API, defining routing rules and call processing logic.
  3. Configuration and testing. Installing modules, connecting SIP lines, testing maps, recording conversations and reports in a test environment.
  4. Staff training. Brief instructions for managers, call processing checklists, recommendations for playback of recordings.
  5. Go-live. Monitoring the first days of system operation, promptly adjusting scenarios, and handing over documentation.
  6. Technical support and maintenance. Regular updates, connection quality monitoring, and scenario refinement based on analytics results.

Stream Telecom specialists offer advice on how to choose a CRM that best suits your business needs. Traffic volumes, planned sales scenarios, and reporting requirements are taken into account. Support remains active after the system launch, and settings can be adjusted as the workload increases.

The cost of CRM system implementation depends on the number of numbers, the number of users, the feature set, the level of automation, and the need for customization. The price is also affected by the complexity of routing, the integration of external services, and the time required for testing and staff training.

The final estimate is calculated individually for each client. For precise pricing information for a specific case, please submit a request on the Stream Telecom website. Please specify the number of users and the desired feature set. The individual estimate includes installation and technical support costs.

Stream Telecom’s experience is proven by case studies in retail, e-commerce, banking, and service departments. CRM projects with telephony span small businesses and large contact centers with hundreds of lines. Experience shows that automated call processing leads to increased conversion and reduced lead loss.

Telephony support in the CRM is provided during the initial stages and after integration. Upon integration of each case, the company’s employees train managers, develop scripts, and configure reports. The technical service maintains contact with the integrator, verifies module updates, and monitors quality.

Flexible solution configurations allow for the installation of a CRM system tailored to the client’s business processes. As requirements change, the program can be quickly reconfigured, reports adjusted, and routing updated. This improves quality control and accelerates the use of new communication channels.

You can order CRM and telephony integration with Stream Telecom right now. After you submit your connection request, our team will begin project preparation (configuring, testing, and training staff). Once the launch is complete, reports and records are available in the CRM, providing managers with insights for operational decisions.

CRM integration reduces the time it takes to process requests, reduces lost leads, and improves sales team efficiency. To calculate costs and timelines, please use the form available on the Stream Telecom website. Once completed, we will provide a commercial proposal tailored to your requirements.