Ooma VoIP Phone
  • BUSINESS
      Business Solutions
      • Business Phone Service
      • Business Internet
      • POTS Replacement
      • Enterprise Communications
      Learn More
      • Features
      • Integrations
      • Industries
      • Webinars
      • Case Studies
      • Blog
      • Calculate Savings
      • Setup Guides
      Get Started
      • Contact Sales
      • Build Your Own System
      • Get a Phone Number
      • Buy Phones
  • RESIDENTIAL
    • Home Phone Service
    • All Products
    • Basic Home Phone Service
    • Premier Home Phone Service
    • Features
    • Shop Now
    • Home Security Systems
    • Shop Products
    • Plans
    • Features
  • SHOP
    • Business Phones & Service
    • Home Phones & Service
    • Home Security Products
  • PARTNER
    • Why Ooma
    • Channel Partners
    • Carriers
    • VAR Partners
    • Resellers
    • ISP Partners
  • SALES: 877-353-5168
  • Search

    More results...

  • MY OOMA ACCOUNT
    • My Ooma Telo
    • My Ooma Office
    • Partner's Login
  • Cart Button
    0

    Your Cart

    Your cart is empty.
  • Plans & Pricing
    • Compare Plans & Pricing
    • Office Pro Plus Plan
    • Office Pro Plan
    • Office Essentials Plan
    • Small Business Starter Kits
    • Phone & Internet Bundles
    • Build Your Own System
    • Savings Calculator
    • PROMOTIONS
    • Elevate your business now with free IP phones.
      Shop three limited time offers.
  • Features & Integrations
    • Explore All Features
    • Call Management
    • Desktop App
    • Mobile App
    • Virtual Receptionist
    • Call Parking
    • Overhead Paging
    • Multi Ring
    • Call Blocking
    • Auto Dialer
    • Collaboration
    • Videoconferencing
    • Team Chat
    • Hot Desking
    • Call Recording
    • Call Queuing
    • Text Messaging
    • Ring Groups
    • Voicemail Transcription
    • Customer Experience
    • Contact Us Website Widget
    • Shift-to-Text
    • Music on Hold
    • Transfer Music
    • Extension Dialing
    • Toll-free Number
    • Virtual Fax
    • Caller Info
    • Integrations
    • Salesforce
    • HubSpot
    • Square
    • Microsoft Dynamics 365
    • QuickBooks Online
    • Clio
    • Jobber
    • See all integrations
  • Shop Phones
  • Industries
    • Automotive
    • Construction
    • Dental
    • Education
    • Hospitality
    • Healthcare
    • Insurance
    • Legal
    • Non-Profit
    • Real Estate
    • Restaurants
    • See All Industries
  • Business Resources
    • Featured Blog
    • The award for Top VoIP Provider in 2025 goes to … Ooma!
    • Learn
    • Setup Guide
    • Webinars
    • Case Studies
    • Podcast
    • Business Blog
    • Customer Videos
    • Reviews
    • FAQs
    • Compare
    • AT&T vs Ooma
    • Comcast vs Ooma
    • Marketplace
    • Explore
    • International Calling
    • Choose a Phone Number
    • Toll Free Numbers
    • What is VoIP?
    • IT Leaders
GET STARTED
  • Search

    More results...

    • My Ooma Telo
    • My Ooma Office
    • Partner's Login
  • BUSINESS
    • Business Solutions
      • Business Phone Service
      • Business Internet
      • POTS Replacement
      • Enterprise Communications
  • RESIDENTIAL
    • Home Phone Service
    • Home Security Systems
  • SHOP
    • Business Phones & Service
    • Home Phones & Service
    • Home Security Products
  • PARTNER
    • Why Ooma
    • Channel Partners
    • Carriers
    • VAR Partners
    • Resellers
    • ISP Partners
  • Search

    More results...

    • My Ooma Telo
    • My Ooma Office
    • Partner's Login
  • BUSINESS SOLUTIONS
  • Plans & Pricing
    • Compare Plans & Pricing
    • Office Pro Plus Plan
    • Office Pro Plan
    • Office Essentials Plan
    • Small Business Starter Kits
    • Phone & Internet Bundles
    • Build Your Own System
    • Savings Calculator
  • Features & Integrations
    • Explore All Features
    • Call Management
    • Desktop App
    • Mobile App
    • Virtual Receptionist
    • Call Parking
    • Overhead Paging
    • Multi Ring
    • Call Blocking
    • Auto Dialer
    • Collaboration
    • Videoconferencing
    • Team Chat
    • Hot Desking
    • Call Recording
    • Call Queuing
    • Text Messaging
    • Ring Groups
    • Voicemail Transcription
    • Customer Experience
    • Contact Us Website Widget
    • Shift-to-Text
    • Music on Hold
    • Transfer Music
    • Extension Dialing
    • Toll-free Number
    • Virtual Fax
    • Caller Info
    • Integrations
    • Salesforce
    • HubSpot
    • Square
    • Microsoft Dynamics 365
    • QuickBooks Online
    • Clio
    • Jobber
    • See all integrations
  • Shop Phones
  • Industries
    • Hospitality
    • Dental
    • Real Estate
    • Insurance
    • See all industries
  • Business Resources
    • Learn
    • Setup Guide
    • Webinars
    • Case Studies
    • Podcast
    • Business Blog
    • Customer Videos
    • Reviews
    • FAQs
    • Compare
    • AT&T vs Ooma
    • Comcast vs Ooma
    • Marketplace
    • Explore
    • International Calling
    • Choose a Phone Number
    • Toll Free Numbers
    • What is VoIP?
    • IT Leaders
  • PROMOTIONS
    Elevate your business now with free IP phones.
    Shop three limited time offers.
  • Search

    More results...

    • My Ooma Telo
    • My Ooma Office
    • Partner's Login
  • RESIDENTIAL SOLUTIONS
  • Shop Devices & Bundles
    • Shop All Products
    • Ooma Telo
    • Ooma Telo Air
    • Ooma LTE w/ Battery Backup
    • Handset & Accesories
    • Home Phone Bundles
    • Retro Phone Bundle
    • Senior Phone Bundle
    • Family Phone Bundle
    • Home Office Bundle
  • Pricing & Plans
    • Basic Home Phone Service
    • Premier Home Phone Service
    • International Calling Plans
    • Savings Calculator
  • Features
    • See all features
    • Enhanced 911
    • Mobile App
  • Resources
    • Get Started
    • FAQs
    • Customer Reviews
    • Home Phone Blog
    • Calculate Savings
    • Choose a Phone Number
    • Consumer Reports Rating
    • Landline Alternative
  • Shop Now
    • PROMOTIONS
    • The internet may drop, but your calls won't.

      Save up to $50 on a throwback phone bundle today!

      Shop Now
    • PROMOTIONS
    • The internet may drop, but your calls won't.

      Starting tomorrow, save up to $50 on Prime Day!

      Browse on Amazon
  • Search

    More results...

    • My Ooma Telo
    • My Ooma Office
    • Partner's Login
  • POTS Replacement
  • Remote Device Management
  • Resources
  • Compliance
  • FAQs
  • Industries
    • Real Estate
    • Education
    • Government
    • Healthcare
  • Search

    More results...

    • My Ooma Telo
    • My Ooma Office
    • Partner's Login
  • RESIDENTIAL SOLUTIONS
  • Products
    • Motion Sensor
    • Door and Window Sensor
    • Garage Door Sensor
    • Alarm Siren
    • Water Sensor
    • Keypad
    • Mobile App
  • Features
  • Plans
  • Build Your Own System
  • Reviews
  • FAQs
  • Shop Now
  • Search

    More results...

    • My Ooma Telo
    • My Ooma Office
    • Partner's Login
  • BUSINESS SOLUTIONS
  • Backup Internet
  • Check Coverage
  • Check Speed
  • Data Usage Calculator
  • Managed WiFi
  • Search

    More results...

    • My Ooma Telo
    • My Ooma Office
    • Partner's Login
  • BUSINESS SOLUTIONS
  • Features
    • See All
    • CRM Integration
    • Videoconferencing
    • Mobile App
    • Text Messaging
    • Advance Analytics
    • Desktop App
    • Call Center
    • Hot Desking
    • Caller Info Match
    • Teams Direct Routing
  • Pricing
  • Services
    • Airdial
    • Teams Direct Routing
    • Network Connectivity
    • SIP Trunking
    • IP Security
  • Solutions
    • By Need
    • Customer Service
    • Sales
    • Remote workers
    • Business Growth
    • By Industry
    • Retail Stores
    • Professional Services
    • Hospitality Services
    • Franchises
    • Tech Companies
    • Financial Services
  • Be a Partner
OOMA Business Blog

10 CRM and VoIP phone integration hacks

Mark Vogel profile image
Mark Vogel
June 27, 2025 | 6 min read

If you want to manage client interactions effectively, you need more than just a great customer relationship management (CRM) system or a reliable VoIP small business phone system. You need the two working in sync.

It’s easy for important details to fall through the cracks when you’re jumping between platforms to log calls, look up client details or schedule follow-ups. The hack to avoid slip-ups? Integrating your CRM with VoIP.

When connected, your VoIP phone system automatically syncs call data directly into your CRM, so everything’s up to date without lifting a finger. You save time, cut down on manual work and get a clearer view of every customer interaction, all in one place. And the CRM can provide useful info such as the customer record associated with an incoming call.

Whether you’re in sales, support or operations, here are 10 smart ways to make the most of your CRM and VoIP setup.

1. Instantly access customer details before you answer

One of the biggest perks of integrating your VoIP and CRM systems is the ability to see customer details the moment a call comes in. Rather than scrambling to pull up notes, you’re instantly shown the incoming caller’s profile, giving you immediate context.

This real-time access to customer information means you can greet callers personally and tailor your conversation based on their history with your business. Whether you’re in sales or customer service, having this information at your fingertips improves the quality of every call and builds stronger relationships.

2. Click-to-call directly from your CRM

Another hack is to use your CRM for phone communications with click-to-call. Placing calls directly from your CRM eliminates the need to switch between multiple apps, saving time and reducing dialing errors.

For example, a VoIP – Salesforce integration lets you make or receive VoIP calls within the Salesforce platform itself. To place an outbound call, you simply click the phone number link in Salesforce or enter the number directly into the text box. The system then dials the number using your VoIP service, streamlining the calling process.

3. Automatically log calls and customer data

Integrating your VoIP and CRM systems also means that every call is automatically recorded in your customer database. When a call comes in or goes out, the integration logs the call times, duration and other important details directly to the contact record. After the call, you’ll see a complete history of interactions with that customer in your CRM.

It’s a simple feature with a big payoff. Sales teams don’t have to scramble to remember what was discussed last week and support teams get instant context to resolve issues faster. Even better? If your VoIP system has a mobile app (like Ooma Office does), you can make calls and update your CRM even when you’re away from the office.

4. Segment customers based on call behavior

When your VoIP – CRM integration is in place, your call data becomes more than just a record of conversations. Call data can be mined to segment customers and improve your strategy. By grouping customers according to metrics like call frequency, average duration or even missed-call patterns, you can identify who needs extra attention and who’s already well-engaged.

For instance, you might create a segment for highly engaged leads who have had multiple long conversations or for customers who frequently reach out for support. These insights can help your team tailor messaging, prioritize follow-ups and create more relevant campaigns.

5. Use call notes and recordings to improve follow-ups

Remembering every detail from every call just isn’t realistic. That’s why taking notes and recording calls is so important. With smart CRM – phone integration, you can automatically attach call notes or recordings to a customer’s record. This creates a clear, searchable history of interactions that your team can access.

Plus, recorded calls are an excellent resource for training and quality control. Managers can review conversations to coach team members, while reps can learn from past calls to improve their approach.

6. Create follow-up tasks based on call outcomes

The actions you take after a call can be just as important as the call itself—and smart CRM integrations with your VoIP system can help make sure the next steps happen smoothly.

When your CRM and phone system are connected, you can create and even automate follow-up tasks after a call. For instance, rather than having to remember to send an email or schedule the next meeting, you can streamline the workflow by activating a follow-up task prompt as soon as a call is logged. This way, your team can stay consistent, efficient and responsive, while spending less time on repetitive admin work.

7. Transfer calls smartly based on CRM data

There’s nothing quite as frustrating as being inefficiently transferred from one person to another. Connecting your VoIP and CRM systems means you can quickly access key details from the caller’s profile and route them more intelligently.

For example, if a client has an open support ticket, the call could be directed to the agent handling it. If it’s a VIP customer, you could prioritize the call or send it to a senior rep. Details like language preferences or purchase history can also help direct the caller to the right place.

This kind of smart call routing reduces hold times, eliminates the need for customers to repeat themselves and helps get them to the right person faster. The result? Happier customers and more productive employees.

8. Use call analytics to track performance

Call analytics are essential for understanding how your team performs and how customers interact with your business. When you integrate your CRM with VoIP, you can track valuable call metrics like volume, duration, missed calls and response times, all from one centralized dashboard.

These insights make it easier to define and monitor key performance indicators (KPIs) that align with your business goals. Whether it’s average response time for support calls or conversion rates tied to sales calls, you’ll have the data you need to assess what’s working and what’s not.

9. Improve team alignment

Another major advantage of CRM and VoIP integration is that it keeps everyone on the same page—literally. With details logged into a central CRM, every interaction with a customer is visible to sales, support and management alike. That means no confusion about what was said on the last call or duplicated efforts because someone missed a message. Everyone can instantly access the full history of customer interactions right inside your CRM.

10. Make every call part of the bigger picture

Each customer call is more than just a one-time conversation. They’re pieces of a bigger puzzle. Having all these calls organized in one place helps your team spot patterns and trends. Marketing can see what customers respond to best, sales can identify common objections or opportunities, and support can find recurring issues before they become problems.

Over time, this big-picture view gives your leadership rich data to make smarter business decisions. In short, smart CRM and phone integration help you turn everyday calls into valuable insights that drive growth and improve customer relationships.

Unlock the full potential of CRM and VoIP integration

Integrating your CRM and VoIP systems can be a game-changer for how your team works and connects with customers.

The best CRM – VoIP integrations give you everything from automatic call logging and click-to-call features to real-time analytics and mobile flexibility. Whether your team is in the office or on the go, having these tools work together means less time spent on manual tasks and more time building meaningful relationships.

If you’re looking to boost efficiency and create better customer experiences, check out Ooma Office and our CRM integrations, which include partnerships with top platforms like Salesforce, Square, QuickBooks, Microsoft Dynamics 365 and more.

About the Author
Mark Vogel profile image
Mark Vogel

Mark Vogel, Director of Product Marketing for Ooma, Inc., is an accomplished marketing leader with 12 years of experience in high-growth SaaS, AI and CX industries. He specializes in transforming customer experiences and driving business success through innovative technology solutions.

Recent Posts
recent post image:Steering your success: Drive your business like a pro from your car office
Steering your success: Drive your business like a pro from your car office
recent post image:Is PBX better than VoIP?
Is PBX better than VoIP?
recent post image:Smart scanning: a consumer’s guide to QR code safety
Smart scanning: a consumer’s guide to QR code safety
FOR BUSINESS +

  • Business Phone System
  • Enterprise Phone
  • POTS Replacement
  • UCaaS
  • Cloud Phone
  • Mobile App
  • Internet Services
  • Live Demo
  • Video Conferencing
  • Choose a Number
  • International
  • VoIP Phone System
  • Business Phone Services
  • Ooma Office
  • Faqs
FOR HOME+

  • Home Phone
  • Basic Plan
  • Premier Plan
  • Connect Your Home
  • Savings
  • Accessories
  • International Calling
  • Landline Phones
  • Phone Numbers
  • Ooma Telo
  • Reviews
  • Faqs
  • Mobile App
  • Forums
FOR SECURITY+

  • Home Security
  • Professional Monitoring
  • Build Your Own System
  • Plans
  • Reviews
  • Videos
  • Faqs
  • Mobile App
SHOP+

  • Buy Home Phone
  • Buy Home Security
  • Buy Business Phone
  • Marketplace
PRESS
+

  • In the News
  • Press Releases
  • Awards
  • Press Kit
ABOUT OOMA+

  • Company
  • Careers
  • Contact
  • Investors
  • FAQs
  • Partners
  • Support
  • Blog
  • Legal
  • Notice to California Residents
  • Notice to Texas Residents
  • Your Privacy Choices privacy choices icon
VISIT CANADA SITE


  • Facebook icon
  • Twitter icon
  • LinkedIn icon
  • Youtube icon
  • Instagram icon
Copyright © 2025 Ooma, Inc. All Rights Reserved.
Terms of Use / Privacy Policy / Sitemap
consumer report
senior living
Ooma's Better Business Bureau Listing
PC Mag Logo
Best Places to Work
Thank you

Thank you!

An Ooma Office Sales Representative will be in touch shortly.

If you’d like to chat with us right away, just give us a call or start an online chat!

CALL
CHAT ONLINE
Popup images

Let’s talk!

One of our knowledgeable representatives is standing by to provide recommendations and help you get started. Just call 877-621-0515 or click this CHAT button. Or, fill out this form and someone will reach out to you shortly.

By clicking below you expressly agree to and acknowledge the statements set forth in this
link. By submitting your contact information, you are giving express written consent to receive on your telephone, mobile or other electronic device auto-dialed, pre-recorded, artificial or other automated telemarketing calls or texts (SMS & MMS) from Ooma, its marketing partners, or third parties acting on Ooma’s behalf, even if your number is a on a corporate, state or federal Do Not Call (DNC) list. Carrier fees may apply. Consent is not a condition of purchase. It also indicates that you agree to Ooma’s Privacy Policy.
Fix error

We’ll talk shortly!

To get to know you better and help you, could we ask a few more questions?

By clicking below you expressly agree to and acknowledge the statements set forth in this
link. By submitting your contact information, you are giving express written consent to receive on your telephone, mobile or other electronic device auto-dialed, pre-recorded, artificial or other automated telemarketing calls or texts (SMS & MMS) from Ooma, its marketing partners, or third parties acting on Ooma’s behalf, even if your number is a on a corporate, state or federal Do Not Call (DNC) list. Carrier fees may apply. Consent is not a condition of purchase. It also indicates that you agree to Ooma’s Privacy Policy.
Fix error
Or Call 877-621-0515
Thank you

Thank you!

An Ooma Office Sales Representative will be in touch shortly.

If you’d like to chat with us right away, just give us a call or start an online chat!

CALL
CHAT ONLINE

Don’t Let Another Month of Overpaying Go By.

Our knowledgeable sales team is standing by to help you find the perfect phone system for your business needs.

  • 30-Day Money Back Guarantee
  • Keep Your Number Guaranteed
  • No Long-Term Contract Required
📞
Call Now
877-621-0515
💬
Live Chat
Chat with sales

By clicking below you expressly agree to and acknowledge the statements set forth in this
link. By submitting your contact information, you are giving express written consent to receive on your telephone, mobile or other electronic device auto-dialed, pre-recorded, artificial or other automated telemarketing calls or texts (SMS & MMS) from Ooma, its marketing partners, or third parties acting on Ooma’s behalf, even if your number is a on a corporate, state or federal Do Not Call (DNC) list. Carrier fees may apply. Consent is not a condition of purchase. It also indicates that you agree to Ooma’s Privacy Policy.
Fix error

We’ll talk shortly!

To get to know you better and help you, could we ask a few more questions?

By clicking below you expressly agree to and acknowledge the statements set forth in this
link. By submitting your contact information, you are giving express written consent to receive on your telephone, mobile or other electronic device auto-dialed, pre-recorded, artificial or other automated telemarketing calls or texts (SMS & MMS) from Ooma, its marketing partners, or third parties acting on Ooma’s behalf, even if your number is a on a corporate, state or federal Do Not Call (DNC) list. Carrier fees may apply. Consent is not a condition of purchase. It also indicates that you agree to Ooma’s Privacy Policy.
Fix error
Or Call 877-621-0515
Sepcial Offer

Get a Special Offer Today

Call 877-621-0515 today to learn more.

Offer expires 07/07/25

CALL US START CHAT
Call support icon Call support icon SUPPORT 866-939-6662
Sales Number Sales Number SALES877-621-0515
Get a quote Get a quote QUOTE
Live Chat Live Chat CHAT
QUOTE CALL CHAT
We use cookies and similar technologies to analyze traffic, enhance your experience and allow our partners to serve tailored advertisements. For more information or to opt out, visit our Privacy Policy.
I agree  Learn more