CRM integrations

Connect your business phone to your CRM: click to call, pop-ups and auto call logs

Ring anyone from a CRM record, see who is calling before you answer, and have every call logged for you. Works across 300+ integrations.

  • Click to call
  • Caller pop-ups
  • Calls logged for you
Your CRM
Connected to your phone
Synced
  • MMaya ReynoldsNorthwind
  • OOmar HaddadBluebird
  • PPriya NairOrbit
  • DDaniel KimHarbor
MMaya ReynoldsNorthwind
Phone
+1 (212) 555 0134
Stage
Renewal
Activity
  • Asked to move Thursday's demo to Friday.
01Click to call

Ring anyone from your CRM in one click

Every deal card has a call button. Press it, talk, end the call, and the call lands in the log. It really works, and the contacts are examples.

Deals boardPress a call button
Renewal
MMaya ReynoldsNorthwind

Asked to move Thursday's demo to Friday.

Proposal sent
OOmar HaddadBluebird

Wants a quote for ten seats.

New lead
PPriya NairOrbit

Came in from the pricing page.

Customer
DDaniel KimHarbor

Happy with the rollout.

Your phone is readyPick a deal and press Call00:00
Call log in your CRMCalls you make are logged here
02Caller pop-up

Know who is calling before you pick up

Without your CRM, a call is just a number. With it, you see the person, the company and the record to open. Choose a caller to see both side by side.

Without your CRM
Incoming call+1 (212) 555 0134
Just a number. You answer without knowing who it is.
With your CRM
MIncoming callMaya Reynolds+1 (212) 555 0134
Company
Northwind
Stage
Renewal
Last note
Asked to move Thursday's demo to Friday.
Open record
03Call logging

Every call logged, without anyone typing it up

When a call ends, MCM can match it to the contact and save it to the record. By hand, it waits for someone to remember. Switch to compare, using one example call.

Call ends
Maya Reynolds, 4:12
Matched to contact
Northwind, Renewal
Saved to CRM
Waiting for a person
Activity on the contact recordTo do: log this call
Contact
...
When
...
How long
...
Direction
...

Nothing is saved until someone remembers to type it up.

04Your tools

Works with the CRM and helpdesk you already use

MCM connects to 300+ integrations. Start with the guides for HubSpot and Zoho, or browse the full list. Ask your MCM account team whether your tool is supported on your plan.

05Getting started

Connect your CRM in three steps

Most teams are up and running in minutes. Ask your MCM account team to walk you through it.

  1. 1

    Connect your CRM

    Pick your CRM from the integrations and sign in once.

  2. 2

    Choose what to sync

    Decide which contacts and call details move between your phone and your CRM.

  3. 3

    Start calling

    Click to call from a record, and see who is ringing every time.

The contacts, numbers and call times on this page are examples.

FAQ

CRM integration FAQs

What do CRM integrations do?expand_more

They connect your business phone to your CRM, so you can click to call from a record, see who is calling before you answer, and have every call logged without typing it in.

Which CRMs can I connect?expand_more

MCM works with 300+ integrations, including CRM and helpdesk tools. HubSpot and Zoho each have their own page with details. Ask your MCM account team whether the tool you use is supported.

What is a caller pop-up?expand_more

When a call comes in, a pop-up shows who it is from your CRM: the name, the company and the record to open. You answer already knowing who you are talking to.

What gets logged to the CRM?expand_more

Calls are logged against the right contact, so your team can see who called, when and for how long without anyone writing it up by hand.

What does click to call mean?expand_more

You press the phone number on a contact record or in the CRM, and your MCM phone rings and dials for you. No copying and pasting numbers.

Does it work with the AI receptionist?expand_more

Yes. When Our AI takes a call, it can write the transcript, a short summary and a CRM task as the call ends, so your team starts from what happened.

Can I offer CRM integrations under my own brand?expand_more

Yes. Partners launch MCM Cloud Phone under their own logo, domain and apps, and CRM integrations are part of what customers see. There is no license fee or setup bill, and MCM earns as you grow.

Ready to connect your phone to your CRM?

Talk to our team about CRM integrations on MCM Cloud Phone, under your own brand.