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Proprietary CRM × EVOX
Rapidly expand your telephony capabilities

Flexible API integration that preserves your existing CRM architecture — while enabling click-to-call, automatic call log sync and seamless alignment with your sales and customer service workflows.

You have a proprietary CRM that is not connected to your phone workflow

Don't let a rigid communication infrastructure limit the value of your existing system.

Sales Team

Customer data can't sync — call logs still require manual entry

Agents must switch between systems to dial and record calls manually — reducing call efficiency, increasing the risk of missing key information and impacting follow-up and deal closure opportunities.

Customer Service Team

No real-time customer context means service quality and efficiency take a hit

Without instant access to customer profiles and interaction history when a call comes in, agents are forced to reverify information mid-call — slowing resolution times and degrading the overall service experience.

Management Team

Monitoring operations across two separate systems poses challenges

Call logs and customer interactions are scattered across separate systems with no unified view — making it difficult for managers to track team performance and customer status in real time.

IT Team

Maitenance, integration and upgrades are costly with rigid legacy communication infrastructure

Traditional phone systems are difficult to align with existing proprietary CRM data and workflows. Implementation often requires a custom CTI project — high cost, long timelines and an ongoing maintenance burden.

EVOX connects and adds telephony power
to your proprietary CRM system

Say goodbye to costly traditional CTI projects. Upgrade seamlessly with zero disruption.

Highly adaptable architecture for varied business models

EVOX adapts to the proprietary CRM data structures of any industry — finance, medical aesthetics, travel and more — providing precise integration with minimum IT overhead.

Automatic call log sync
ensures every communication is perfectly organized

After every call, the system automatically creates a complete log linked to the corresponding proprietary CRM fields — including date, time, call duration and a link to the recording. All contact information in one place.

Click-to-call boosts your sales team's productivity

Click any phone number in your proprietary CRM to dial — no tool switching, no manual input. Let your team focus on high-value conversations.

Automatic caller ID so you can recognize your customer in 3 seconds

The moment a call comes in, customer profiles and contact history appear on screen — so your team can deliver informed, professional service from the get go.

Break free from the constraints of legacy communication — turn voice data into business intelligence

AI Auto-summary captures key takeaways

With AI-powered voice-to-text transcription and summarization, key points are extracted from every call — so your team can quickly grasp the essentials without replaying recordings.

AI Smart Label identifies what matters

EVOX AI analyzes call transcripts to identify customer intent, suggests and applies relevant labels — reducing manual labeling effort and helps your team search, track and analyze customer records.

One-click recording playback so you can review the details

Call recordings are embedded directly within proprietary CRM customer profiles and available with a single click — no downloading or switching systems required. Say goodbye to tracking down and managing recordings with legacy equipment.

Auto-create records for unknown callers so you never miss an opportunity

When an incoming number isn't found in your proprietary CRM, the system automatically creates a new lead record — capturing every inbound call as a potential customer.

Priority call routing makes every VIP customer feel special

Configure custom routing rules to automatically connect high-value customers — such as VIPs and enterprise accounts — to their dedicated agent, ensuring consistent service quality at every touchpoint.

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Tell us what you need and we'll build a tailored solution for you.

Frequently Asked Questions

A

Yes. Through the EVOX and CRM integration, you can make calls with a single click directly from your CRM interface — embedding phone communication intuitively into your existing workflows.

A

Yes. Whether inbound or outbound, the system automatically maps to the corresponding CRM fields the moment a call begins — syncing call date, time, duration, and a recording link directly into the CRM.

A

Yes. After a call ends, the recording is automatically linked and displayed within the corresponding CRM record. Play it back with a single click — no need to switch to the EVOX platform or download any files, making it easier to review and handle customer disputes.

A

Absolutely. EVOX understands that every company's proprietary system has its own unique logic. Our professional team will work with you to evaluate the most suitable integration approach for your specific setup.

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