Question 1

Which CRMs does smplVoice integrate with?

Accepted Answer

smplVoice integrates with more than 50 CRMs, including deep embedded integration with Salesforce, Zendesk, and Zoho. This cloud UC and CRM integration connects your phone system directly to the customer records your team relies on every day. Whether you use a major platform or a niche tool, smplVoice likely supports it.

Question 2

How does CRM screen pop work with smplVoice?

Accepted Answer

When a call comes in, smplVoice delivers a screen pop that instantly displays the caller's information from your CRM before you even answer. This gives agents immediate context on who is calling and their history, enabling more personalized service. Screen pops are part of the smplVoice desktop client that powers CRM integration.

Question 3

What is Click-to-Dial and Highlight-to-Dial in smplVoice?

Accepted Answer

Click-to-Dial lets you place calls by clicking a phone number in your CRM, while Highlight-to-Dial lets you select any number on your screen and dial it instantly. Both features eliminate manual dialing and misdials, speeding up outbound calling for sales and support teams. They come standard with the simple smplVoice desktop client.

Question 4

Do I need special software for smplVoice CRM integration?

Accepted Answer

You simply download a lightweight desktop client that connects smplVoice to your CRM and enables screen pops, click-to-dial, and call logging. Setup is straightforward, and our Boots on the Ground technicians and The Tech Team are available to help you get running. There is no complex on-premise infrastructure required.

Question 5

Does smplVoice integrate with Salesforce?

Accepted Answer

Yes, smplVoice offers deep embedded integration with Salesforce, so calling features live right inside your Salesforce workflow. You get screen pops with caller details, click-to-dial from records, and automatic call logging against the correct account. This tight integration helps sales teams work faster without switching between applications.

Question 6

Can smplVoice CRM integration log calls automatically?

Accepted Answer

Yes, smplVoice automatically logs call activity into your connected CRM, so every inbound and outbound call is captured against the right customer record. This removes tedious manual data entry and keeps your customer history complete and accurate. Automatic call logging works across Salesforce, Zendesk, Zoho, and dozens of other supported CRMs.

Question 7

Is smplVoice CRM integration cloud-based?

Accepted Answer

Yes, smplVoice pairs cloud unified communications with CRM integration on a carrier-class platform built on Metaswitch and backed by 99.999% uptime. Because it is cloud-based, your team can access integrated calling features from anywhere with a reliable connection. This future-proof approach scales with your business without added hardware.

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