CRM and telephony integration
Your phones and your CRM, finally talking.
The caller’s record opens before you say hello, and every call, recording and AI summary lands in it on its own. Or we build you a CRM that fits.
Question 1 of 5
When a customer rings, does their record open on screen before you say hello?
How your phones and CRM probably work now, and with Padel.
Two ways we do it.
Connect the CRM you have
Screen pop
The right record on screen as the phone rings, from the caller’s number.
Every call logged
Who, when, how long and the recording, against the right customer.
AI summaries
Calls transcribed and summarised, saved to the record.
Or a CRM built for you
Built around your process
Your stages, your fields, your rules, not a template.
AI inside
AI doing the typing, the summaries and the reading of documents.
One system
Phones, quotes, orders and bills joined up, like Padel World.
We use what we build
Our whole business runs on a CRM we built ourselves.
Every quote, order, install, bill and support call at Padel runs through Padel World. It is why nothing gets typed twice and nothing falls between two teams. We build yours the same way.
Check your CRM and phones.
Five questions about your phones and your CRM. Answer them all comfortably and you can close this page.
Padel
A two-minute check
We use your details only to contact you about your answers. See our privacy policy.
Questions about CRM integration.
Which CRMs can you connect to?
Most of them. If your CRM can be connected to, we can link your phones to it. If it cannot, we will tell you straight away.
What does “bespoke CRM” actually mean?
A CRM built around how your business works, rather than your business bending around a CRM. We built our own platform, Padel World, the same way, and we use it every day.
Do we have to change phone system?
Integration works best with Padel Cloud, because calls, recordings and transcripts come straight from the system. We will look at what you have first.
How long does it take?
Connecting phones to a CRM you already use is usually quick. A bespoke CRM depends on what it needs to do, and you get a plan in writing before anything starts.
The Keep-It Promise
If what you have is right, we will tell you to keep it.
Start the check above, or ring us and ask anything.