VoIP and CRM Integration: Everything You Need to Know

As your business grows, you’ll operate multiple tools and apps for internal and external communication, storing and managing customer data, and creating and analyzing reports – and this can get confusing.

Fortunately, it’s possible to integrate these software into one platform, with a VoIP-CRM integration allowing you to streamline business processes and achieve improved communication, smoother data collection, and faster information sharing.

This article will tackle what VoIP and CRM integration is, how CRM phone integrations work, and the advantages you can reap by integrating these applications for your business. As well as this, we’ll also discuss the pricing, strengths, and weaknesses of the three best VoIP providers for CRM integration. So, if you’re browsing the world wide web for insights on how your business can benefit from this solution, you’ve come to the right place.

What are the top 3 VoIP providers for CRM integration?

These are the providers we recommend based on our research. Use our cost comparison tool to find the best value service for your business

  1. RingCentral – 97 integrations, including Salesforce, Hubspot, Microsoft Dynamics
  2. 8×8 – 12 integrations, including Salesforce, Hubspot, Zoho
  3. Vonage – 9 integrations, including Salesforce, Hubspot, Zoho.

What is VoIP and CRM Integration?

The marriage between VoIP and CRM gives rise to a powerful tool that’s essential for boosting the efficiency of any business. It’s predicted that global spending on mobility solutions will reach $1.6B by 2030, and among these mobile solutions is the integration of VoIP and CRM. This is why more and more businesses are using this unified system to improve their operations.

CRM was originally created as a marketing database for monitoring your customers’ life cycles. Today, it’s evolved into a mobile tool that allows you to use a variety of customer information to your advantage, by delivering personalized customer service, creating effectively targeted marketing strategies, and monitoring and boosting sales metrics.

Meanwhile, VoIP (voice over internet protocol) is a cloud-based phone system that has superseded what a basic landline service can do. There’s no need for additional hardware – just a reliable, high-speed internet connection over which you can receive incoming calls and make outgoing calls, engage with your staff remotely through video calls and chat, and display call analytics.

Integrated together, these applications can help you achieve wonders, such as a shorter lead response times, improved customer retention, and a boost in sales. How? Well, this innovative synergy allows you to retrieve customer data before every call without having to juggle different applications just to access the right information. As a result, you can handle calls with special attention, achieving more customer satisfaction. All interactions will be recorded in the CRM, whether this is a phone call, an SMS, notes, or even call recordings. This way, every agent can be kept up to speed on a customer’s issue and call history. Keep reading as we’ll talk more about the benefits of VoIP and CRM integration below!

How Does VoIP and CRM Integration Work?

First, you’ll need a phone system provider that can assist you with this. A basic VoIP plan that offers native CRM integration can go for as little as $19.99 per user, per month. You’ll need to find out if either software comes with a ready-made integration option with the specific software you’re using. If you’re using 8×8 and Zoho CRM, find out whether they come ready to integrate with one another, and go from there. If not, you’ll need to find out whether your software has an open API, so you can configure the integration yourself or ask assistance from someone with the right technical knowledge to do this.

Considering your business’s unique needs can help you choose from infinite options for CRM-VoIP integrations. For example, the data stored in the software allows your sales reps to schedule the best call times or know which prospects are sales-qualified leads. So when the CRM is integrated with VoIP, and when there’s a need to retrieve customer information with call recording records, full customer data can be accessed in real-time, which enables your agents to provide improved customer interaction.  Adopting this solution enables you to have a simplified business process that results in increased productivity. These connected features help your marketers or sales reps easily multi-task while handling a customer, such as taking down notes while on a call or sending follow-up emails after talk time.

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What are the Advantages of VoIP CRM Integration?

The integration of VoIP and CRM provides so many benefits for your business, including:

  • Real-time call data

  • Better customer satisfaction

  • Lower costs

Let’s explore these benefits in more detail.

Real-Time Call Data

VoIP and CRM integration eliminates the need to manually input customer data in your CRM database, which saves your staff from doing this lower-value task, boosting their efficiency and productivity.

Aside from that, an integrated system provides a streamlined way to manage customer data that can save time, money, and resources. Depending on the package you’re on, this integration enables you to easily monitor call analytics, track live call data, and manage reports, that can help you identify trends or launch better marketing campaigns for a more successful business growth.

Better Customer Satisfaction

Your customer service agents can have access to customer data through the CRM. They can retrieve this whenever they need it while using the system’s VoIP features to contact customers, providing personalized experiences and fostering a higher level of customer satisfaction. You don’t just create rapport; you build relationships, which in turn, can boost customer retention rates.

Lower Costs

This cost-effective solution eliminates the need to purchase two separate software for CRM and VoIP applications. All there is to it is a low monthly cost for your business communication package that offers native CRM with your phone system service. However, there are phone system providers that offer CRM integration with additional charge, such as Net2Phone. Aside from that, its built-in functionalities increase your employees’ productivity which leads to improved efficiency and reduced unproductive hours that ultimately, saves time and money.

The Best VoIP Providers for CRM Integration

1. RingCentral

RingCentral logo
Pricing $20 - $35
Quick overview

RingCentral is a VoIP system that comes ready to integrate with a long list of CRM software apps. It’s one of the best VoIP phone systems on the market, and most importantly, our expert software researchers’ favorite VoIP provider for CRM integration.

RingCentral’s Advanced ($25 per user, per month) and Ultra ($35 per user, per month) plans offer integration with over 90 different CRM platforms, including Salesforce, HubSpot, and Microsoft Dynamics 365, helping you set up an advanced and more flexible communication platform. Your integrated phone system can easily scale with your business, making it a good option for growing businesses or huge corporations. However, CRM integration isn’t available on its lower-priced, Core plan.

As well as out-of-the-box integrations, these top-tier plans also come with an open API, which enables you to create your own integrations. Available via mobile app, a RingCentral-CRM combination will help employees increase their productivity wherever they are.


Offers native CRM

Offers 24/7 live chat and phone support


CRM integrations are not included on the Essentials and Standard plans

Video conferencing not offered on the Essentials plan

PlanPrice per user, per month (billed annually)Price per user, per month (billed monthly)
Core $20 $30
Advanced $25 $35
Ultra $35 $45

2. 8×8

8x8 logo
Pricing $24 - $44
Quick overview

8x8’s affordable plans offer a comprehensive set of VoIP features and CRM integrations that can help you better manage your communication needs using one app. The integration of your phone system with the top CRMs on the market, including Zoho CRM and Salesforce, allows you to stay connected with your customers while improving performance rates.

8x8 comes with native CRM integrations on both its X2 ($24 per user, per month) and X4 ($44 per user, per month) plans, giving your employees access to tools that will help improve their marketing strategies. In particular, we recommend the X2 plan to small businesses, as our software researchers found it to be the best small business phone system package on the market.

The X2 and X4 plans also offer an open API feature that empowers you to program your own integrations with the CRM software you’re using.


Offers extensive VoIP features

Offers a wide range of customer support channels


No spam prevention feature

Task management isn’t included on any of its plans

PlanPrice per user, per month (billed annually)Price per user, per month (billed monthly)
X2 $24 $28
X4 $44 $57
X6 $85 Not available
X7 $110 Not available
X8 $140 Not available

3. Vonage

Vonage logo
Pricing $14.99 - Bespoke
Quick overview

Vonage offers a flexible cloud communications platform that you can tailor to suit your startup or corporation’s needs. Its phone system comes with substantial automation features for effective call handling, such as QA tools, KPI monitoring, and virtual receptionist, making Vonage one of the best call center phone systems on the market.

Vonage has earned a spot in the top three best VoIP providers for CRM integration because, for only $14.99 per user, per month, its Mobile plan comes with a solid range of native CRM integrations, such as Salesforce, HubSpot, and Zendesk, enabling you to run advanced communication platforms in tandem and catapult productivity.

Not only that, but the Mobile plan comes with essential inbound communication, outbound communication, management, and collaboration features. These include team messaging, analytics and reporting, and unlimited nationwide calling, helping facilitate seamless business operations from start to finish.


Offers unlimited nationwide calling

Offers rich range of inbound and outbound communication features

Ready to integrate with commonly used CRM platforms


Onboarding support comes at an additional cost

Doesn’t enforce multi-factor authentication and password rules

PlanPrice (per user, per month)
Mobile $14.99 - Bespoke Depending on the size of your team
Premium $24.99 - Bespoke Depending on the size of your team
Advanced $34.99 - Bespoke Depending on the size of your team
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The marriage between VoIP and CRM results in a happy ending: faster business growth, enhanced customer satisfaction rates, and increased productivity and efficiency rates. Do you know who else comes out the happiest? You. So, if you haven’t integrated your CRM software with your VoIP system yet, and are thinking of adopting this kind of unified communications solution, you need to start the transition.

If you’d like to compare more options for a phone system provider, aside from the top three that we’ve discussed, try our free quote-comparison tool to be paired up with leading providers that fit your business’s needs. All you need to do is answer a few questions about your business, and we’ll link you to trusted providers that will contact you with tailored, obligation-free quotes.


What is API and CRM integration?
API is short for application programming interface. This means that an API enables your software to integrate with another software into its architecture, and determines how the two softwares will work together. An API can give you access to the different applications you use to run your business, including CRM, on the same platform and under the same login credentials.
What is CRM PBX?
PBX is short for private branch exchange, which is a private phone system within a company that allows users to switch between calls on local lines. When you integrate your PBX and CRM systems, your staff can gain access to customer data and call history in one place. So, whenever a customer calls in, your employee can view and access the customer’s profile easily. This results in shorter wait times and more successful calls – hence happier customers.
Written by:
Dudez Ignacio body shot image
Dudez Perez-Ignacio is a Content Writer for Expert Market, specialising in writing about phone systems and helping readers learn about innovative communication technology trends and insights, prioritizing value to help drive business growth. Researching and writing about this every day means Dudez is fluent in the complex vocabulary of business phone systems.