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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.
Team activity · Sales
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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.
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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