Let the PBX know your CRM: open records, ask status, leave notes.
Ready-made bridge with Byfix CRM: the assistant finds the customer, opens a service record, reports the cargo status and drops the note into the CRM notification center; you start a quote call from the CRM with one click. For other software, REST tools and webhooks are open.
Features
Caller pre-lookup
The customer record is in front of the assistant before the conversation starts.
Real service record
The assistant opens a record in the CRM, reads out the tracking number, and an SMS is sent.
Notes in the notification center
A note taken by the assistant rings in the CRM; "Completed" closes it on both sides.
Quote / collection call
"Call with the assistant" from the service record: quote, floor price, manager approval.
Live screen embedding
The conversation transcript in an iframe inside the CRM; whisper from there.
Your own CRM
Custom REST tools: URL, header, parameter; secrets encrypted.
About CRM Integration
A single API key in Byfix; in others, one HTTP endpoint each for number lookup and record creation.
Stronger together
A single flow with your CRM, payments, cargo and software.