SOLUTIONS

CRM Integrations

Overview

Connect Any CRM. Automate Everything. Grow Faster.

Reliance Communications makes CRM integrations simple. Whether you're using Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, Pipedrive, Zendesk, ServiceNow, or a custom-built platform, we connect your communications and business systems to create a seamless customer experience.


Smarter conversations. Less manual work.


Your team shouldn’t have to answer the same questions over and over.

AI Studio helps businesses automate everyday customer interactions across voice and digital channels, from answering common questions and scheduling appointments to qualifying leads and routing customers to the right person. And when a conversation needs a human, it can be seamlessly handed over to your team.

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Unlock the Power of Connected Customer Experiences

Your CRM holds your customer data. Your phone system, contact centre, email, SMS, and collaboration tools hold your customer conversations.

Reliance brings them together.


Our integration specialists help businesses connect their communications platforms with virtually any CRM, helping teams work smarter, respond faster, and deliver exceptional customer experiences.





We Integrate With:

2024

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Why It Matters

What CRM Integrations can deliver?

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Click-to-Call

Call customers directly from your CRM with a single click.


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Screen Pop

Instantly display customer records when calls arrive.


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Call Logging

Automatically record and log inbound and outbound interactions.


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Customer Journey Visibility

See every customer interaction across voice, SMS, email, chat, and meetings.


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Workflow Automation

Reduce manual tasks by triggering actions and business processes automatically.

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Reporting & Analytics

Gain deeper insights into team performance and customer engagement.

Ready to Connect Your CRM?

Whether you're deploying a new communications platform or improving an existing environment, Reliance Communications can help connect your systems and maximise your investment.

What does a health check include?

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Review of your current systems

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Review of your current providers

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Productivity opportunites

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Review of your current systems

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Technology you are paying but not using

  • What is CRM integration?

    CRM integration connects your business communication systems with your Customer Relationship Management (CRM) software. This allows your team to access customer information, manage interactions and streamline workflows without constantly switching between platforms.

  • Can our existing phone system integrate with our CRM?

    Many modern business phone systems support CRM integration. Compatibility depends on your existing technology and CRM platform. Reliance can review your setup and recommend the most suitable integration approach.

  • Which CRM platforms can Reliance integrate with?

    Depending on your communication platform, integration options may include Salesforce, Microsoft Dynamics 365, HubSpot, Zoho CRM, Pipedrive, Zendesk and other business applications. Custom integrations may also be possible through APIs.

  • How can CRM integration improve customer service?

    CRM integration can help your team identify callers, access customer records and review previous interactions more quickly. This reduces manual work, improves response times and helps deliver a more personalised customer experience.

  • Can CRM integration automate everyday tasks?

    Yes. Depending on your systems, CRM integration can automate activities such as call logging, updating customer records, creating follow-up tasks and recording interaction details. This helps reduce repetitive administration and gives your team more time to focus on customers.

  • Why choose Reliance for CRM integration?

    With over 36 years of experience in business communications, Reliance helps businesses connect their communication technology with the systems they use every day. We take the time to understand your existing setup and recommend practical solutions that improve efficiency without adding unnecessary complexity.