EVOX CRM integration
Empowers next level service with AI

Say goodbye to routine manual work and unlock up to 300% greater productivity. More than just click-to-call, AI delivers deeper insights and smarter customer interactions so you can understand your customers better and deliver higher-quality service.

Seamless EVOX and CRM integration — never miss an opportunity!

Boost productivity
by 3x

Eliminate tedious system switching and manual data entry. Contact highlights sync automatically to your CRM, saving time and effort in your team workflow.

Elevate customer experience

Combine customer data with AI to gain deeper insights into customer needs and preferences. Maximize the value of your CRM to deliver hyper-personalized service and drive business growth.

Free up more time for selling

All customer contact data syncs automatically to provide complete and accurate records. Teams no longer need to double-check entries, freeing everyone to focus on customer engagement and business growth.
Contact Us

AI-powered customer interactions meet CRM intelligence

Uncover the golden opportunities in every conversation

In the digital age, customers expect more than fast responses — they expect every interaction to be personalized and relevant. By seamlessly integrating AI with CRM systems, businesses can enable click-to-call, automatically sync call records and deliver real-time, personalized service. This integration enhances both customer service quality and operational efficiency by addressing three key CRM challenges: fast customer identification, complete/accurate customer records and effective utilization of contact history.

Manage every call better

Faster communication, more complete data, fewer manual steps

Click-to-call for faster communication — say goodbye to manual dialing

With EVOX’s powerful integration, users can click directly on a customer’s phone number within the CRM interface to initiate a call instantly. No switching between systems, no manual dialing — saving your team valuable time so they can focus on the customer.

Auto-sync conversation records to your CRM for a complete customer interaction history

Details of all inbound and outbound calls or text messages — including date, time and duration — are automatically logged in your CRM. This reduces the burden of manual data entry, ensures data integrity and enables easy tracking and analysis. Call logs are automatically integrated with other customer records to build a comprehensive customer profile.

One-click recording playback — easily review call details, summaries and labels

Call recordings along with AI summaries and labels are automatically embedded in the relevant customer’s profile page in the CRM. Users can play them back with a single click via the EVOX PC App. AI summaries and labels make it easy to review conversations, analyze call content, or conduct internal training.

Respond faster for a better customer experience

Instantly identify callers and deliver the best possible service experience

Instant caller identification
and engagement context

When the system detects an incoming call from a number registered in the CRM, the customer’s profile page pops up instantly. Agents can immediately view the customer’s interaction and transaction history — without any manual searching — for more professional and personalized support.

Premium experience for VIPs with custom profile routing

For select customers or key accounts, you can configure the system to automatically route incoming calls to a dedicated agent to provide more personalized and consistent service and increase customer loyalty.

What AI brings to your business

AI-assisted analysis and recommendations for smarter customer service

Quickly grasp key information and customer needs with AI-generated conversation summaries and labels

EVOX provides AI summaries and labels for customer interactions (calls and messages) that are displayed in Connect Knowledge and can be uploaded into your CRM. Service agents can grasp key information and understand customer needs to respond quickly without reviewing each record.

AI-powered smart suggestions
provide more precise responses and more efficient interactions

When a customer calls, EVAA can quickly retrieve key information from both the CRM and Connect Knowledge to generate real-time suggestions. Agents can instantly review the customer’s interaction history and even receive recommended responses, significantly improving service efficiency and professionalism.

Integration case study

Jourdeness integrates CRM with EVOX, savingmillionsin implementation costs

EVOX’s integration service significantly reduced Jourdeness’s system implementation costs while enabling the customer service team to respond to customer needs quickly and accurately. With fewer resources spent, they achieved higher customer satisfaction and established a solid foundation for their international expansion.
Contact Us

Contact Us