Integrating your Level365 service with your CRM or business systems can provide significant productivity gains to 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 dial, 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, and more. The plug-in also recognizes any phone number presented in Google Chrome and transforms it into a clickable link for seamless click-to-dial. There is also recent call history information including inbound, outbound, and missed calls.
CRM Connect Lite Integrations:
- Active Campaign
- Blitz Lead Manager
- Snap Vantage
- Sugar CRM
➡️ 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-dial, recent call history, contact searching, and the ability to easily create 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
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 on 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.
For more information and updates in the future Follow Us on Social Media: @level365