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CRM + Telephony (CTI)The CRM connected to your phone system.
FinixPhone brings CRM and telephony together in one platform: every call is linked to the right contact, logged automatically and tied to your pipeline — so your teams sell instead of entering data.
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What computer-telephony integration (CTI) means
CTI connects your phone system to your CRM. On an incoming call, the contact record opens automatically; on outbound, one click from the CRM places the call. Every conversation is time-stamped and stored.
Contact records & unified history
Details, company, status, owner and custom fields in one place. Your team sees the full context — calls, notes, tasks — before they even pick up.
Sales pipeline & follow-ups
Track opportunities by stage, measure conversion and schedule reminders and follow-ups. Nothing falls through the cracks between two calls.
- Click-to-call from the record
- Screen pop on inbound calls
- Automatic recording and history
- Reporting by rep, team and campaign
Supervision & team management
Managers and supervisors track activity in real time: call volumes, answer rate, average duration and per-agent performance.
Who is it for?
Sales teams, customer service and contact centers. Explore the cloud phone system and the call center software.
What CTI does, step by step.
Computer-telephony integration is the link between the phone and the management software. It comes down to three automatic actions that replace three manual ones.
| The moment… | What happens | What nobody has to do |
|---|---|---|
| The phone rings | The number is recognised, the record opens with the history | Search for the customer in a base |
| You click a number | The call is placed from the record | Dial the number by hand |
| The call ends | Duration, direction and outcome are written to the history | Write up a call report |
And when the number is not in the base?
The most frequent case in inbound prospecting, and the one where most couplings show their limits.
- A blank record is offered, pre-filled with the calling number: there is nothing to do but complete it during the conversation.
- The call is logged even without a record, which avoids gaps in the reporting.
- If the contact calls back later, matching happens on the number and the history reassembles itself.
From first call to signed deal.
Sales follow-up stops being a declarative exercise as soon as call activity feeds it by itself.
The history fills itself
Every exchange is written to the record: who called, when, for how long, and what came of it.
The pipeline stays current
The deal stage is visible during the call — the rep knows where things stand before picking up.
Follow-ups do not get lost
What remains to be done is attached to the record, not to the memory of whoever made the call.
The manager sees real activity
Without asking for a report: measured activity is activity performed.
"What if we already have a CRM?"
This is the first objection, and a fair one: nobody changes CRM for fun. Three scenarios.
- You keep your CRM — the marketing solutions (SMS, RCS, lead generation) work with the CRM you already run, replacing nothing.
- You connect the two — feasibility depends on your CRM and the interfaces it exposes. Tell us which one and we will say what is possible rather than promise a generic integration.
- You move to FinixPhone — migrating your existing data is prepared in advance, with a test set before the full switch.
On the order of deployment, see our guide CRM or telephony first.
Frequently asked questions
What is CTI?
CTI (computer-telephony integration) links your phone system to your CRM: the record opens on a call, calls launch with one click, and every exchange is logged automatically.
Can I keep my current CRM?
Depending on your setup, FinixPhone can act as a full CRM or work alongside an existing tool. We review your case during the demo.
Does reporting cover each rep?
Yes: volumes, answer rate, average duration and conversion are available per rep, team and campaign.
Is it suitable for sales teams?
Yes, it is one of the main use cases: call from the record, log the exchange and move the pipeline forward without switching tools.
See CRM + Telephony in action.
A 30-minute demo tailored to your team, or a direct chat on WhatsApp. No commitment.
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