Solutions

PBX Integration with CRM & ERP in Qatar

Phones that know your customers: caller records on screen, automatic call logging, click-to-dial from your ERP.

Call +974 7406 2452 WhatsApp us
In short

Integrating the phone system with a CRM or ERP means an incoming call opens the customer record before the phone is answered, and every call is logged against that customer automatically. It works through the PBX and the business system exchanging call events, and it removes the manual call logging that staff always intend to do and rarely complete.

When the phone and the ERP meet, service transforms: an inbound call pops the customer's record before you answer — outstanding balance, last order, open complaint — and the conversation starts informed instead of interrogative.

We integrate PBX systems with ERPNext, Odoo and common CRMs: calls log to the customer automatically, missed calls become follow-up tasks, and staff dial by clicking the number in the ERP rather than typing digits.

Because we implement both the ERP and the PBX, integration is one accountable scope — no two vendors pointing at each other while your click-to-dial stays broken.

Caller record pop-up before you answer
Automatic call logging on the customer
Missed calls become follow-up tasks
Click-to-dial from ERPNext / Odoo
Common questions

Frequently asked questions

Does this work with ERPNext and Odoo?

Yes — both integrate well; we do the PBX and ERP sides ourselves, end to end.

What shows when a customer calls?

Name, company, balance, recent orders and open issues — configurable to what your team needs at hello.

Can sales calls be tracked per agent?

Yes, call counts, durations and outcomes report per user for sales management.