Click-to-Call and Call History for YetiForce CRM
Calls made outside the CRM leave gaps in your customer history and make performance hard to measure.
We integrate YetiForce CRM with Asterisk/FreePBX, Twilio and other VoIP providers so calls can be placed from YetiForce and logged automatically.
Where YetiForce's built-in PBX settings support your provider, we configure them; where they do not, we build a dedicated connector using the provider's API.
What We Deliver
Click-to-Call
Call contacts and accounts with one click.
Incoming Call Identification
Match callers to YetiForce records.
Call History
Calls logged with duration and status.
Recordings
Access recordings from the CRM.
User Mapping
Link extensions to YetiForce users.
Activity Reports
Analyze calls per user and team.
How It Works
Review Telephony
We assess your PBX or provider and YetiForce version.
Configure or Build
Use built-in options or build a custom connector.
Map Users
Extensions and users are linked.
Test
We test inbound, outbound and missed calls.
Real-World Use Cases
Service Department
Callers are identified and their open tickets shown to the agent.
Sales Calls
Reps call leads from YetiForce with automatic logging.
Call Audits
Managers review recordings for training and quality.
Why Choose Xirgosoft
- Accurate call records
- Faster, better-informed calls
- Works with your current phone system
- Better management visibility
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Does YetiForce support PBX integration?
YetiForce includes PBX settings for some providers; for others we build connectors.
Do we need new phones?
No. We work with your existing system.
Can calls be recorded?
Yes, if your PBX records them; recordings are linked to YetiForce.
Is the setup secure?
Yes. Connections are restricted and encrypted.
Connect your phone system to YetiForce.
Talk to our experts today for a free consultation and quote.