CRM-smart routing
Send every caller to the right person.
Route inbound calls on real data from your connected CRM (who's calling, their account, their history) instead of static phone-tree menus.
Connected-system features work through your existing CRM or business system and depend on that system offering a compatible API. Availability varies by provider.
How it works
Routing that knows who's calling.
Decisions driven by your CRM, not a static menu.
Data-driven routing
Decisions based on real CRM records, not guesswork.
VIP handling
Send key accounts straight to their rep or manager.
Flexible rules
Route, forward, announce, or end calls by scenario.
Preview & test
Validate routing logic before it goes live.