CRM Integrations
Bring Business Phone System Directly Into Your CRM
Make and receive business calls without leaving your CRM.
E-MetroTel adds the InfinityOne Dialpad directly inside Salesforce, Zoho CRM, and other web-based CRM systems. Your team can call customers, answer incoming calls, click phone numbers to dial, and manage active calls from the same screen where they manage customer information.
- Dialpad Inside Your CRM
- Make & Receive Calls
- No App Switching
- Works With Every CRM
- Works With Any Web-Based CRM
- Live in Salesforce
- Live in Zoho CRM
- In Freshdesk Coming Soon
See CRM phone Integrations in Action
Why It Matters
Keep Calls Connected to Customer Work
Most CRM systems manage contacts, deals, and support tickets, while business calling stays in a separate application.
This creates extra steps, slower customer responses, and less information during important conversations.
- Switching Between Tools
- Manual Call Logging
- Missing Caller Context
- Disconnected Workflows
E-MetroTel telephony integration solves these problems by bringing calling directly into the CRM.
The Solution
E-MetroTel calling platform built to fit everywhere
Bring E-MetroTel business calling directly inside your any CRM, ERP system, customer portal, or other web-based platform.
Your team can sign in, make and receive calls, manage active conversations, and view call history without switching to another application.
- Works Inside Any CRM
- Make & Receive Calls
- Hold, Mute & Transfer
- Choose Your Extension
- Call History & Redial
Telephoney + Custom CRM
Simple Integration Steps
Add the InfinityOne dialpad to your custom CRM and let users manage business calls from the same workspace.
Enable the Integration
Turn on CRM integration and create the InfinityOne dialpad link.
Add It to Your CRM
Place the dialpad link inside your CRM, ERP, portal, or web application.
Sign In and Start Calling
Users select their extension and make or receive calls directly inside the CRM.
Zoho CRM Integration
Business Calling Inside Zoho CRM
InfinityOne works directly inside Zoho CRM, helping users make calls, view matching customer records, and manage call activity without leaving the Zoho workspace.
- Make & Receive Calls
- Click-to-Dial Contacts
- Incoming Record Popups
- Hold, Mute & Transfer
- Automatic Call Logging
- Call Details in Zoho
Salesforce Integration
Business Calling Inside Salesforce
InfinityOne works inside supported Salesforce Lightning apps. Users can make and receive calls, access matching customer records, and manage conversations without leaving Salesforce.
- Make & Receive Calls
- Click-to-Dial Records
- Incoming Screen Pops
- Hold, Mute & Transfer
- Automatic Call Logging
- Docked Salesforce Phone
Freshdesk CRM Integration
Business Calling Inside Freshdesk
Freshdesk integration is coming soon. It will help support teams manage customer calls and support requests from one connected workspace.
- Built for Support Teams
- Faster Customer Response
- Calls Linked to Tickets
- One Support Workspace
AI for CRM Workflows
Turn Every Customer Call Into Useful CRM Context
E-MetroTel AI helps sales and support teams understand customer conversations faster, reduce manual note-taking, and keep CRM records more useful.
AI Call Summaries
Review the main points from customer calls and update CRM records faster without writing every detail manually.
Call Transcripts
Use searchable call transcripts to review customer requests, important details, and follow-up information.
Customer Sentiment
Understand whether a conversation was positive, neutral, or negative so teams can plan the right next action.
Why E-MetroTel
Improve How Your Team Handles Every Customer Call
E-MetroTel telephony integration puts calling inside your CRM. This improves response time, gives users customer information during calls, reduces manual work, and keeps communication connected to the customer record.
- Faster Customer Response
- Customer Details During Calls
- Less Manual Call Work
- Fewer Missed Follow-Ups
- Calls Connected to CRM Records
- One Workspace for Calls and CRM
CRM Integration FAQ