8/15/2020 Free CRM with PBX / Zadarma corporate blog / Habr

All streams Development Administrating Design Management Marketing PopSci Log in Sign up

55.78
Rating

Zadarma
Бесплатная облачная АТС, виртуальные номера, CRM

Anna_ZZ July 15, 2020 at 03:27 PM

Free CRM with PBX

Zadarma corporate blog, SaaS / S+S, CRM systems, Sales management, Cloud services

Why do you need a CRM system? Well, it’s at least more convenient than keeping your client database in Excel. Why do you need CRM
with VoIP? If you have ever interacted offline, you know you cannot do it without telephony (orders, delivery, support etc.).

But what prevents 80% of companies from trying out a CRM tool? If prices is the matter, we are offering a free CRM system integrated
with the phone system and free PBX.

To anticipate questions about installation difficulty, CRM setup and contact import doesn’t take more than 5 minutes.

What is a CRM system?

If you have more than one client, you need to keep track of their data. If there is more than one employee, client information needs to
be transferred. CRM (Client Relations Management) systems were created just for that. CRM tools store your client base and the whole
history of interactions with them.

So, if your business interacts with clients over the phone, CRM integration with telephony might be vital; this way you always know who
calls (or make calls in one click). Creating leads during calls is also preferable, but we’ll discuss that in the feature list.

We suggest trying out free Zadarma CRM fully integrated with a VoIP system.

https://habr.com/en/company/zadarma/blog/511100/ 1/5
8/15/2020 Free CRM with PBX / Zadarma corporate blog / Habr

Main free CRM features:

All contacts and interaction history in client’s card

Convenient task management, Kanban, list and calendar display

Supports 50+ employees

Full integration with voice communication

Other important ZCRM features:

Easy client and lead database import and export in .csv format

Tag creation

Filters, sorting, tags and search for fast client location

Tasks can be viewed in a list, Kanban or calendar; managers see all employees’ tasks in their calendar.

Agent who answered a call from an unknown number will receive a new lead with call recording at the end of the conversation.
When lead is processed, its status is changed, it turns into a client or is marked as not matching (deleted). The unassigned lead
pool consists of all leads that are not assigned to any agent.

You can create user groups with different ZCRM features access

https://habr.com/en/company/zadarma/blog/511100/ 2/5
8/15/2020 Free CRM with PBX / Zadarma corporate blog / Habr

ZCRM integration with PBX features

Calls from ZCRM in one click, through a browser (WebRTC) or any application.

Popup client card during incoming and outgoing calls.

Call statistics and recording available from ZCRM.

Automatic call routing to the responsible manager (who leads communication with this client).

Integration with free CallBack widget from Zadarma (call back task creation).

New lead creation during a call from unknown numbers.

Why free?
We operate at a freemium model, which means most of our features are provided for free. To enjoy all of our services, users only need
to cover outgoing calls and virtual numbers (but even they are frequently discounted). Zadarma has several other services free of charge
besides ZCRM:

Cloud PBX

Callback widget

Call Tracking

WebRTC widget for calls from the browser

If so many features are free, the other must be really expensive? Not at all, you can check and compare to other operators – our rates
are very competitive. We also offer packages for different countries and continents.

Moreover, you are not required to use Zadarma CRM or other Zadarma services. Our free PBX can be integrated simultaneously with
ZCRM and with another CRM system (for example, HubSpot, Salesforce, Zoho and more).

Free ZCRM is active as long as your free Zadarma PBX is enabled. For Cloud PBX to stay for free you need to top up your account
balance at least once in three months (funds can be spent on virtual numbers and outgoing calls, which is essential for client
communication).

https://habr.com/en/company/zadarma/blog/511100/ 3/5
8/15/2020 Free CRM with PBX / Zadarma corporate blog / Habr

How can I try?

For CRM creation it would be most convenient to register straight from ZCRM page.

After registration, you will be directed to PBX and CRM setup wizards (they’re set up together to avoid double entry). First, enter the
number of employees, and create voice greetings if needed.

Then the system will ask for employees’ email addresses to send them invitations to the system. And that’s pretty much it.

Most importantly, you don’t need to enter client information again, you can import the database from .csv files or excel.
For registered users with an active Zadarma PBX, ZCRM can be activated in your personal account Settings – API and integrations. (If an
account doesn’t have PBX enabled, you only need to click on Enable PBX and check a box next to ZCRM)

P.S.
ZCRM functionality is constantly extended. We appreciate all suggestions in the comments.

Tags: CRM, PBX, telephony, freemium

Hubs: Zadarma corporate blog, SaaS / S+S, CRM systems, Sales management, Cloud services

+4 2 626 2 Share

Zadarma
Бесплатная облачная АТС, виртуальные номера, CRM

2.0 4.8
Karma Rating

@ Anna_ZZ
User

W b it
https://habr.com/en/company/zadarma/blog/511100/ 4/5
8/15/2020 Free CRM with PBX / Zadarma corporate blog / Habr
Website

SIMILAR POSTS

April 29, 2020 at 06:56 PM

Simple and free video conferencing

+2 1.1k 1 5

December 5, 2019 at 03:34 PM

Unleashing the Potential of CRM and Virtual Telephony Integration

+2 414 2 2

November 12, 2019 at 03:04 PM

IVR on Webhook
TOP POSTS
+14 513 8 0

Day Week Month

Comments 2
Памятка для пострадавшего от слезоточивого газа/перцового баллона
+132 47.2k 251 110

Audio over Bluetooth: most detailed information about profiles, codecs, and devices
Only
+22users with full
112kaccounts
10can post comments.
8 Log in, please.

Technical analysis of the checkm8 exploit

+22 59.6k 5 4

Java vs .Net: Who will Reign in the Future?

+3 6.2k 5 2

Your account Sections Info Services

Log in Posts How it works Ads

Sign up Hubs For Authors Subscription plans

Companies For Companies Content

Users Documents Seminars

Sandbox Agreement Megaprojects

Terms of service

© 2006 – 2020 «Habr» Language settings About Support Mobile version

https://habr.com/en/company/zadarma/blog/511100/ 5/5