Subscribe to our Newsletter!
Leave us your e-mail and let us keep you up to date with latest whitepapers, e-books and news from the world of open source IT systems for business.
Shop
SuiteCRM & Yeastar Integrator
$ 1 395,00 net
It’s high time to combine phone communication and customer relationship management into one cohesive system. The Yeastar & SuiteCRM integrator gives you full control over every business call. The plugin offers: automatic display of caller information, comprehensive view of contact and communication history, the ability to take real-time notes during calls, automatic archiving of calls with recordings, and creating new contacts directly from the PBX. You also get the function to initiate calls with a single click on a phone number and review all missed calls. A key convenience is access to the full history of the customer relationship even before answering the phone—making every conversation a continuation of previous interactions rather than starting anew.
Integration of Yeastar with SuiteCRM enables you to fully connect your PBX system to your CRM and elevate call handling to a new level. By linking the two platforms, users gain instant access to all essential contact information at the moment a call comes in.
Key integration features
-
Call pop-up window: When a customer calls, SuiteCRM displays a window showing the caller’s details: contact information, company, position, and interaction history (calls, emails, notes).
-
Quick access to history: One click takes you to the customer’s full profile, letting you see when and what was discussed in past conversations, so every call is context-rich.
-
Real-time note-taking: You can add annotations in the window while talking. The panel remains active after the call ends, making it easy to finish documenting the conversation.
-
Automatic call logging: Every call is saved in CRM—complete with notes and a link to the audio recording.
-
New contact handling: If the caller isn’t in your database, the system shows the number, and you can immediately add their details to create a contact or lead.
-
Missed calls: Even missed calls are logged, ensuring no contact attempt is ever overlooked.
-
Click to Call: Users can initiate calls directly from the CRM by clicking the phone number in a record.
Benefits of integration
-
full context of customer conversations without manual searching,
-
faster and more professional phone service,
-
time savings through automatic call logging and convenient note-taking,
-
no lost contacts—all call attempts are logged,
-
ability to work entirely within CRM without switching applications.
Yeastar and SuiteCRM integration is the ideal solution for companies wanting to improve team workflows, enhance customer service, and maintain a complete interaction history in their system.