Telephony and CRM integration
On an incoming call the manager gets the caller's card, and afterwards the duration and the recording attach to the deal. A missed call becomes a task rather than a line in a log.
- Buildfrom $2,150
- Timeline2–3 weeks
- Supportfrom $420/mo
Who this suits: Teams where the client is recognised by voice, a recording is hunted for in the operator's cabinet, and a missed call is seen only by whoever opens the log.
What is in the first version
- the caller's card
- call recordings
- missed-call tasks
- routing by owner
The figures above are the package this sits on: Integration and data pipeline. Anything past its edges the calculator adds before the work starts, not after.
How the path goes
- 01
The phone is still ringing
The card comes up on the ringing event rather than on the handset being picked up.
- 02
The conversation ends
Direction, duration and outcome land on the deal, and the recording attaches as a link rather than a file.
- 03
The missed call does not disappear
Every unanswered call becomes a task with an owner, and it closes itself on an outgoing call back.
What decides whether this works or annoys people
The card fails on number formats
Numbers are normalised to the international shape on the way in and inside the database, with a report on what fails.
Which deal the call belongs to
The rule is settled before the build, because quietly taking the first deal found hides the call where nobody looks.
A recording is personal data
Before recording is switched on, three things are settled: the warning, the retention period and the roles a recording opens for.
What to measure once it is live
- incoming calls where the card opens
- missed calls with no callback by day's end
- time from a missed call to the callback
- calls attached to a deal
Why this comes out faster
The shape of this one is known: the states, the edge cases and the things that usually go wrong have been decided before. Nothing here is a template, and the saving is not in your half of the work. It goes into your process, your content and the systems this has to talk to, which is the part nobody can have solved in advance.
A likely stack for this
Picked against the task when we scope it, not decided in advance. This is the shelf it usually comes off.
- Event intakePythonFastAPINode.jsRedisn8n
- Recordings and storagePostgreSQLS3DockerGrafana
- The card on screenTypeScriptReactNext.js
Price it yourself, right here
Five steps, and you can see the number without leaving a contact. The estimate accounts for the kind of work, what you already have and what it will need inside.
These bills do not come from us
- minutes, numbers and the telephony service
- attaching mobile numbers to the phone system
- storage for recordings beyond the operator's allowance
- a CRM plan with telephony events
Asked before the first call
- Managers call from their personal mobiles. Will those calls be visible?
- Only if the mobile is attached to your phone system as a separate service from the operator: without that the call never passes through the system. We say so before the estimate.
- Where do the recordings live and how long are they kept?
- Wherever you decide: your own storage or the operator's, and the CRM holds a link either way. Retention is a number of days enforced by the system, and the archive leaves without us.
- We are going to change telephony operator. Does it all get rebuilt?
- No. Only the receiver for that operator's events changes: normalisation, the attachment rule, the missed-call tasks and the storage never lived inside the connector.