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Boost employee productivity and customer loyalty by integrating CRM applications.

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Focus on serving customers, not juggling between different communication tools. Pre-built CRM integrations with the Ooma Enterprise cloud communications and our hosted call center platform help businesses improve employee productivity, deliver a better customer experience, and get more value from their CRM application.

Ooma integrates with leading apps.

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Seamless communications

Seamless communications.

Receive calls and initiate click-to-call within the CRM application anytime a phone number is available. Empower agents to transfer the entire user workspace along with the active phone call for an optimized customer service experience.

Insightful customer information

Insightful customer information.

Personalize customer interactions by getting instant visibility into who is calling with full contact information before answering calls. See detailed call information including Caller ID, Queue, DID and Route Path information.

Drive employee performance

Drive employee performance.

Gain valuable insight into staff productivity. Review call logs, see if calls were inbound or outbound, and how long they lasted. Automatic telephone call logs and activities make it easy for employees to include notes or add follow up reminders.

Simple to deploy and use

Simple to deploy and use.

Innovative technology provides employees with powerful telephony features, all within the CRM interface. With  centralized configuration and no client-side installation required, Ooma Enterprise CRM integration is simple to deploy and easy to use.

CRM integration provides a wide range of business benefits:

Propel Customer Loyalty

Propel Customer Loyalty

Equip employees with the customer insights they need, predict next steps and provide timely support.


Generate Sales Revenue

Generate Sales Revenue

Empower outside sales and telemarketing to make and close more outbound calls. Enable reps to quickly create follow-up tasks to close sales opportunities faster.


Improve Employee Productivity

Improve Employee Productivity

Eliminate application screen switching, automate routine tasks and workflows to create better customer outcomes.


Create More Qualified Sales Leads

Create More Qualified Sales Leads

Easily create and track marketing campaigns; calculate campaign effectiveness and ROI.


Optimize Collections

Optimize Collections

Improve receivables by making faster, and more collections calls. Review data from call logs for accurate hourly billing.


Continuous Improvement

Continuous Improvement

Analyze detailed business metrics to discover and act-on improvement opportunities.


8 Steps to Driving Customer Loyalty with
Personalized Communications

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By clicking below you expressly agree to and acknowledge the statements set forth in this
link. By submitting your contact information, you are giving express written consent to receive on your telephone, mobile or other electronic device auto-dialed, pre-recorded, artificial or other automated telemarketing calls or texts (SMS & MMS) from Ooma, its marketing partners, or third parties acting on Ooma’s behalf, even if your number is a on a corporate, state or federal Do Not Call (DNC) list. Carrier fees may apply. Consent is not a condition of purchase. It also indicates that you agree to Ooma’s Privacy Policy.
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Read the pizza chain
use case.

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By clicking below you expressly agree to and acknowledge the statements set forth in this
link. By submitting your contact information, you are giving express written consent to receive on your telephone, mobile or other electronic device auto-dialed, pre-recorded, artificial or other automated telemarketing calls or texts (SMS & MMS) from Ooma, its marketing partners, or third parties acting on Ooma’s behalf, even if your number is a on a corporate, state or federal Do Not Call (DNC) list. Carrier fees may apply. Consent is not a condition of purchase. It also indicates that you agree to Ooma’s Privacy Policy.
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Read the payment processing
FinTech use case.

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By clicking below you expressly agree to and acknowledge the statements set forth in this
link. By submitting your contact information, you are giving express written consent to receive on your telephone, mobile or other electronic device auto-dialed, pre-recorded, artificial or other automated telemarketing calls or texts (SMS & MMS) from Ooma, its marketing partners, or third parties acting on Ooma’s behalf, even if your number is a on a corporate, state or federal Do Not Call (DNC) list. Carrier fees may apply. Consent is not a condition of purchase. It also indicates that you agree to Ooma’s Privacy Policy.
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Talk with an Ooma Enterprise unified communications expert today to learn more about our integration capabilities.

Call 866-467-6935

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Hear from our customers.

Call Management & Analytics for Quick-Service Restaurants

Learn how Country Communications teamed with Ooma Enterprise to lower abandoned calls and raise a pizza chain’s bottom line. Spoiler alert–they routed calls to a call center whenever staff was too busy to pick up.

Digifx

See how Digi FX loves Ooma Enterprise’s flexibility and personalized customer care that provides solutions that perfectly fit unique needs for a wide range of clients.

More about Ooma Enterprise:

Ooma Enterprise Brochure

Ooma Enterprise Brochure

Find out about the top quality, out-of-the-box Enterprise UCaaS features you need.

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By clicking below you expressly agree to and acknowledge the statements set forth in this
link. By submitting your contact information, you are giving express written consent to receive on your telephone, mobile or other electronic device auto-dialed, pre-recorded, artificial or other automated telemarketing calls or texts (SMS & MMS) from Ooma, its marketing partners, or third parties acting on Ooma’s behalf, even if your number is a on a corporate, state or federal Do Not Call (DNC) list. Carrier fees may apply. Consent is not a condition of purchase. It also indicates that you agree to Ooma’s Privacy Policy.
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Choosing VoIP Business Phone

Analyst White Paper

Learn how to boost customer loyalty with customized business communications

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By clicking below you expressly agree to and acknowledge the statements set forth in this
link. By submitting your contact information, you are giving express written consent to receive on your telephone, mobile or other electronic device auto-dialed, pre-recorded, artificial or other automated telemarketing calls or texts (SMS & MMS) from Ooma, its marketing partners, or third parties acting on Ooma’s behalf, even if your number is a on a corporate, state or federal Do Not Call (DNC) list. Carrier fees may apply. Consent is not a condition of purchase. It also indicates that you agree to Ooma’s Privacy Policy.
Fix error

Hear from our customers.

Call Management & Analytics for Quick-Service Restaurants

Learn how Country Communications teamed with Ooma Enterprise to lower abandoned calls and raise a pizza chain’s bottom line. Spoiler alert–they routed calls to a call center whenever staff was too busy to pick up.

Digifx

See how Digi FX loves Ooma Enterprise’s flexibility and personalized customer care that provides solutions that perfectly fit unique needs for a wide range of clients.