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I will seamlessly integrate your cloud pbx with your CRM
Digital transformation consultant
Hello! I'm Liran, your digital transformation ally with 20+ years of expertise. Specializing in Zoho CRM, Google Workspace, and WhatsApp Cloud API integration. From streamlining workflows to going pap...
Vetted by Fiverr Pro
Liran Haber was selected by the Fiverr Pro team for their expertise.
Vetted for
CRM Management
Software Management
About this Gig
Vetted Pro
Streamline your business communication by integrating your cloud PBX with your CRM system.
I specialize in connecting VoIP systems like RingCentral, Zoom and 8x8 with leading CRMs like HubSpot, Zoho, and Microsoft 365. This integration enables seamless call tracking, management, and automation, ensuring that every customer interaction is captured and utilized effectively.
Whether you need basic integration for call logging or a fully automated system with advanced workflows and analytics, I offer tailored solutions to meet your needs. My services include setup, configuration, and ongoing support, ensuring your PBX-CRM integration is efficient and reliable.
Choose from my packages and customize your experience with gig extras like custom workflows, advanced analytics, and extended support.
Let's connect your cloud PBX to your CRM and elevate your business communication!
Software:
Monday
Industry:
Construction
•
E-Commerce
•
Financial services
Clients I’ve worked with
Avon
Beauty & Cosmetics Products
Developed comprehensive operational frameworks for the Israeli branch, a wholly owned subsidiary of Avon Cosmetics. This project included the establishment of physical infrastructure as well as the development of the software backbone.
Jul 2010-Aug 2011
My Portfolio
Other Software Management Services I Offer
FAQ
Can you help me choose the right cloud phone platform for my business?
Absolutely! I'll assess your needs, budget, and feature priorities to recommend the best fit from platforms like Zoom Phone, Zadarma, 3CX, and others.
What's the difference between softphones and desk phones?
Softphones are software-based phones you use on computers, tablets, or smartphones. Desk phones are traditional hardware devices. I can set up either or both, depending on your preferences.
Can you set up and manage my cloud phone system remotely? Do I need an on-site technician?
In most cases, I can configure and manage your entire system remotely. The beauty of cloud-based solutions is that I can access and troubleshoot from anywhere. This saves you time, money, and hassle compared to traditional systems that often require on-site visits.
My current phone system has a lot of physical equipment – a PBX, dedicated wiring, etc. Does a cloud-based solution eliminate all of that?
In many cases, yes! Cloud phone systems are primarily software-based, hosted on the provider's servers. This often means no bulky on-site PBX, complex wiring, or dedicated phone lines. We'll discuss your specific setup to determine if we can fully streamline your infrastructure.
Do you have experience integrating analog devices (like fax machines) with cloud phone systems?
Yes! I can help you bridge the gap. Using analog telephone adapters (ATAs), we can often integrate your existing fax machines or other analog devices into your new cloud phone system.
I'm currently using a traditional phone system (POTS/PSTN). How difficult is it to switch to a cloud-based solution?
The transition is usually smoother than you might think! I'll guide you through the process, including number porting, device setup, and minimizing downtime. Let's discuss your current system to create a seamless migration plan.
Can you integrate my cloud phone system with other business tools?
Often, yes! Let's discuss your specific tools (CRM, helpdesk, etc.). I'll explore integration options to streamline workflows and enhance data flow.
Do you offer ongoing service and support?
Of course! I'm not going anywhere. I am here to make sure your systems continue to run smoothly over time (monthly fees apply).
Will the integration affect my existing CRM setup?
The integration is designed to enhance your existing CRM setup without disrupting current processes. Any changes will be carefully managed to ensure a smooth transition.
Can we include other channels?
Sure! Most PBXs offer native support for SMS and many of them also support WhatsApp and other similar channels. We can even consider supporting faxes!
