See what you can do with Nextiva + SugarCRM.
Call Logging as an activity
Make associations while you are on a call, and your activity is automatically logged in those SugarCRM records when the call completes. Choose to edit these call notes or use our default notes instead.
Manage your tasks and records
From the integration panel, make new contacts, leads, opportunities, or accounts in SugarCRM. Type notes to automatically create tasks. Let our NLP technology interpret words like “tomorrow” or “next week” as dates for your tasks.
Hop into your call with Screen Pop
An incoming call pops right onto your CRM screen. One click brings up the customer’s SugarCRM record. If this is a new phone number, you can associate it to an existing record. Make all this happen before you even pick up the phone.
Download a desktop application to manage your integration.
Install an extension into your web browser to integrate Nextiva with your browser instance of SugarCRM.
Nextiva Professional or Enterprise license.
Browser extension requires a Nextiva Enterprise license.
Software integration requires a Windows® or macOS computer.
Google Chrome for the browser extension.
FAQs: SugarCRM VoIP integration
What is the Nextiva SugarCRM integration?
The Nextiva SugarCRM integration is a Computer Telephony Integration (CTI). It leverages your cloud phone system to provide additional functionality within your CRM system, utilizing phone features like call recording and call logging as activities.
How can I sign up for the Nextiva SugarCRM integration?
Just mention it to your account executive or client success manager. They'll be happy to include the SugarCRM VoIP integration with your virtual phone system.
Does the Nextiva SugarCRM integration cost anything?
The SugarCRM phone integration will come on request with certain packages at no additional charge depending on volume, but will be available à la carte to all Nextiva cloud PBX customers at an additional charge. It's not available out of the box.
Can I click to call within SugarCRM?
Yes, the SugarCRM phone integration will ring your desk phone, softphone, or mobile app after you click a phone number in your SugarCRM instance. Answering your phone will place the call to the phone number selected.
Does the Nextiva SugarCRM integration work on all devices?
The SugarCRM integration can be completed with a desktop application or a browser extension found in your browser extension marketplace.