Integrating your Level365 service with your CRM or business systems can increase efficiency throughout your organization.
Gain access to a full sales automation platform and seamlessly capture prospect and customer interactions. Plus, work more efficiently by unlocking instant click-to-call, automatic call logging, caller info screen-pops, and advanced call analytics.
Level365 offers the following CRM Integrations options:
(1) CRM Connect Lite for Chrome
CRM Connect Lite is a free Google Chrome plug-in offering database-driven screen pops using APIs for popular web-based applications such as HubSpot, Netsuite, Salesforce, Zendesk more. The plug-in also recognizes any phone number presented in Google Chrome and transforms it into a clickable link for seamless click-to-call. There is also recent call history information, including inbound, outbound, and missed calls.
CRM Connect Lite Integrations:
- Active Campaign
- Blitz Lead Manager
- Snap Vantage
➡️ Learn more about using CRM Connect Lite.
(2) Level365 CRM Connect Pro
This Windows-only service is $5 per month per user and offers more features than CRM Connect Lite for Chrome. Popular features include contact screen popping, click-to-call, recent call history, contact searching, and easily creating new contacts while on the phone. Available applications include Act! 2010+, ConnectWise, Microsoft Dynamics, Netsuite, Salesforce, SugarCRM, Zendesk, and more.
Level365 CRM Connect Pro Integrations:
- ACT 2010+
- Microsoft Outlook
- Salesforce Lightning
- Sugar CRM
Tenfold is our most advanced CRM Integration option. This service is available for $15 per month per user. It offers the most features of any option, including the following:
- Caller Screen Pops (Inbound and Outbound)
- Automatic Call Logging (Inbound and Outbound)
- Capture Notes Seamlessly
- Relate Calls to Existing Opportunities, Tickets, Cases
- Create New Contacts
- Native API Integration
Tenfold CRM Integration Options:
- Microsoft Dynamics (Dynamics 365)
➡️ Contact us to learn more about Tenfold CRM Integrations from Level365.
Ready to Learn More? Attend an Upcoming Training Webinar.
Get the most out of your Level365 service with tools that improve communications and collaboration. Join a 30-minute live Webinar using the most popular advanced features of the Level365 Web Portal and Mobile App, including our new Video Collaboration & Screen Sharing solution. Unable to join live? Watch an on-demand replay here.
About Level365: Level365 offers a complete Unified Communications as a Service (UCaaS) solution with enterprise voice that is customizable and scalable for your business. Our service seamlessly integrates communication among desk phones, computers, and mobile devices to improve efficiency and collaboration. The UC platform extends beyond voice communications with Unified Messaging, Presence, Chat/SMS, Video Collaboration, Cloud Faxing, CRM Integrations, and more.