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Ooma Office for
Freshdesk CRM

Get advanced phone capabilities that are perfectly suited for Freshdesk CRM. Ooma Office for Freshdesk CRM automates many aspects of customer interactions while improving the overall employee and customer experience.

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Key Freshdesk Integration Features:

  • Inbound and outbound phone calls – Make and receive calls within Freshdesk CRM.
  • Click-to-call – Make calls by clicking on a phone number within Freshdesk or simply typing a phone number into the user interface.
  • Screen pops – Enable staff to see who’s calling before interactions begin; and present contact details prior to employees making outbound calls.
  • Call recording – Enhance compliance and easily find and review sales and customer call recordings for continuous improvement.
  • Task creation – Automatically creates log entries for all phone calls as a task against matching Freshdesk records.
  • Call history – Visual call metrics such as call volume trends and metrics by day, week, or custom time range provide insights into staff productivity and staffing requirements.

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