SugarCRM telephony integration

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Steps to Integrate

Steps to integrate SugarCRM
with Acefone

Step 1

Signing in to Acefone

Sign in to your Acefone account using your credentials
Click on the Download button to install the Acefone Webphone
Select the preferred medium for your softphone

Step 2

Enabling the integration

An .exe file is downloaded. Click on it and enter your credentials again
Under the Services tab, click on Integrations
Toggle the Enable button to activate SugarCRM

Step 3

Logging in to SugarCRM

Click on Instructions
When the new window opens, click on the Enable button
On the new dialogue box, you can choose the user from a dropdown list
Log in to your SugarCRM account with your credentials
On the SugarCRM homepage, find the Acefone dial button at the bottom right of the page

Acefone + SugarCRM Integration

Automate and simplify processes for quicker leads, lasting customer relations and better productivity at every step.

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Overview
Benefits
Advantages
Other Integrations
Resources

Steps to Integrate

Better together

Get the benefits of two in one by integrating your Zoho CRM and Acefone telephony set-up. From omnichannel communication and detailed call records to features like live call monitoring and click-to-call––do so much more without even having to switch your screen. Streamline your workflow and mitigate any issues well before they crop up with an intuitive solution.

Steps to Integrate

Integrate to ace all customer interactions

Intelligent data visualisation

Access all customer data in a quick, efficient manner
Get visual data reports for better customer insights
Allow your agents to offer holistic omnichannel support

AI-driven automation

Let the integration handle all mundane, regular tasks
Access AI-based customer predictions for better results
Better lead management with automated lead storage

Optimised calling experience

Get CTI pop-ups for all customer calls
See detailed customer history as you receive calls
Update notes during live calls for future context

Intelligent data visualisation

Access all customer data in a quick, efficient manner
Get visual data reports for better customer insights
Allow your agents to offer holistic omnichannel support

AI-driven automation

Let the integration handle all mundane, regular tasks
Access AI-based customer predictions for better results
Better lead management with automated lead storage

Optimised calling experience

Get CTI pop-ups for all customer calls
See detailed customer history as you receive calls
Update notes during live calls for future context

You may also drop a mail and contact to
support for further assistance.

0800-084-3663 [email protected]

Leverage smart solutions for better results

Work on the go

With all your data on one platform, working remotely has never been easier.

Find all your data and tools on one centralized platform
Enjoy 24x7 remote access, with only a stable Internet connection
Our user-friendly interface can uncomplicate all process

Rice insights, richer interactions

An exhaustive database ensures actionable insights for all customer interactions.

Create a detailed database with comprehensive call logs
Provide excellent customer service with all the data at your fingertips
With auto ticket generation, your database is always up to date

On top of your game

Keep a track of everything to ensure that you never miss out on a customer.

Allow agents to monitor all emails and calls for timely resolutions
Get detailed call logs and history to optimise your customer experience
Ensure that your agents have the right context for all conversations

Set the gold standard of communication
for your clients today.

0800-084-3663 Start my free trial

Check our others Integrations

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Salesforce

Deliver 360° customer service by integrating your Acefone cloud solutions with the Salesforce CRM.

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Hubspot

Integrate your Acefone solutions with the Hubspot CRM to automate, collaborate, and accelerate all customer interactions.

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Freshdesk

Unlock the 3Cs of outstanding customer service by integrating Acefone with the Freshdesk Helpdesk.

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Zendesk

Combine Acefone’s best-in-class cloud communication services with Zendesk’s intuitive CRM and build lasting customer relationships.

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Resource library

Learn how to make the most of your business communication system.

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Frequently asked questions

You have queries, we have answers

How Business-Class VoIP Works

VoIP is an acronym for Voice over Internet Protocol, which also may be referred to as “IP Telephony,” “IP Phones” or “Internet Phones.” UCaaS stands for Unified-Communications-as-a-Service, also known as Unified Cloud Communications.

VoIP vs. UCaasS: What’s the Difference?

How will they simplify your move to the cloud?

Does it integrate with other as a service systems

How many types of UCaaS architectures

What are Unified Communications as a Service Solutions?

Still in doubt? Drop your question in the box below and we'll get back to you