When calling connects to your CRM and helpdesk, agents see who’s calling and why, calls log themselves, and managers get a complete picture across systems.
Instant context
Customer history appears the moment the phone rings.
Automatic logging
Calls and outcomes record without manual entry.
Unified reporting
See call activity alongside your business metrics.
Fewer handoffs
Workflows flow between systems automatically.
Integration categories
Connect the categories that matter
CRM systems
Sync contacts, log calls and screen-pop customer records.
Helpdesk platforms
Tie calls to tickets for a single support conversation.
Sales tools
Feed call activity into your pipeline and outreach tools.
Messaging workflows
Extend into WhatsApp and messaging where supported.
Email systems
Voicemail-to-email and email-based notifications.
Reporting dashboards
Export call data into your analytics and BI tools.
Specific tools are confirmed during scoping. Tell us what you use and we’ll advise what’s supported.
Workflow examples
What connected calling looks like
Support
Call to ticket
An inbound call opens or updates a ticket with the recording and notes attached.
Sales
Lead to dial to log
Reps click-to-dial a lead in the CRM; the call and outcome log automatically.
Ops
Missed to follow-up
A missed call triggers a callback task and a message to the right team.
Custom integrations
API-ready for your unique workflows
If it’s not off-the-shelf, we build it. Our API-ready platform lets us connect UniTech to your custom systems and processes.