Integration of Yeastar with SugarCRM allows you to fully connect your PBX system with the CRM platform and take call management to the next level. By linking both tools, users have instant access to all essential contact information at the moment of receiving a call.

Key integration features

• Call pop-up window – when a client calls, SugarCRM displays a pop-up with the caller’s information: contact details, company, position, and interaction history (calls, emails, notes).
• Quick access to history – with one click, you can open the client’s full profile to review past conversations and topics, helping you conduct calls with complete context.
• Notes during the call – the pop-up allows you to add notes in real time. The panel remains active even after the call ends, so you can finish documenting the conversation.
• Automatic call logging – every call is recorded in the CRM with a note and a link to the audio recording.
• New contact handling – if the caller is not in the database, the system shows the phone number, and the user can immediately add the details and create a contact or lead.
• Missed calls – unanswered calls are also logged, ensuring that no attempt to reach your company is overlooked.
• Click to Call – users can initiate calls directly from the CRM by clicking on a phone number in the record.

Benefits of integration

• full context of customer conversations without manually searching through history,
• faster and more professional call handling,
• time savings thanks to automatic call logging and convenient note-taking,
• no lost contacts – all call attempts are recorded,
• the ability to work entirely within the CRM without switching between applications.

The Yeastar and SugarCRM integration is the perfect solution for companies that want to improve team efficiency, enhance customer service, and maintain a complete history of interactions within the system.