CRM Softphone Integration for Seamless Communication

Use SapphireOne SoftPhone integration to manage internal and external calls, maximise your CRM system and build relationships that last.

SapphireOne SoftPhone integration allows businesses to manage internal and external calls directly within their CRM, helping teams stay connected, productive, and aligned—regardless of where they are working.

In an increasingly mobile business environment, communication technology plays a critical role in enabling employees to collaborate effectively. When SoftPhone functionality is integrated directly into your CRM, it unifies your communications infrastructure and supports stronger, longer-lasting relationships with clients, vendors, and staff.

What Is a SoftPhone Integration?

A SoftPhone is a software-based telephone that delivers the full functionality of a desk phone through a computer, tablet, or mobile device.

Key characteristics include:

  • On-screen dial pad and call controls (hold, transfer, mute, etc.)
  • No physical handset required
  • Uses VoIP (Voice over Internet Protocol) to make calls over the internet

This allows users to place and receive calls using data rather than traditional phone lines.

Benefits of Using SoftPhone Technology

  • Anywhere Access
    • Access your business phone from a desktop, tablet, or mobile device
    • No requirement for a physical telephone line
    • Operates via SIP Trunk, ISDN, or PSTN networks
  • Ideal for Remote and Off-Site Teams
    • Employees can make and receive calls exactly as if they were in the office
    • Supports flexible and hybrid working environments
  • Reduced Costs
    • Eliminates the need for hardware phones
    • VoIP significantly lowers call costs, including international calls
  • Secure Communication
    • Operates over your own VPN
    • Encrypted communication ensures privacy and data protection
  • Stronger Relationships
    • Reliable, clear communication improves engagement with clients, vendors, and employees
    • Helps teams respond faster and more consistently

SapphireOne CRM with Integrated SoftPhone Technology

Customer Relationship Management is a core component of SapphireOne, with a strong focus on organising, automating, and integrating sales, marketing, and customer service activities.

SapphireOne integrates SoftPhone functionality directly into its CRM by partnering with SpliceCom, enabling seamless VoIP communication within the application. This allows businesses to manage all client, vendor, and internal communications from one central system.

Key Features of SapphireOne CRM SoftPhone Integration

  • One-Click Calling
    • Make calls directly from the CRM contact record
    • Start a call with a single click and end it just as easily
    • No manual number dialling required
  • Automatic Call History
    • All calls are automatically logged
    • Records include date, time, location, and user details
  • Call Notes and Commentary
    • Add notes or summaries to each call
    • Keeps teams informed and aligned on client conversations
  • Incoming Call Notifications
    • Desktop pop-ups display caller details
    • Missed calls are logged automatically
    • Voicemail messages are emailed directly to the user
  • Voice Recording
    • Optional automatic call recording
    • Recordings can be emailed for easy reference and compliance

If you would like more information on how SapphireOne’s integrated SoftPhone and CRM functionality can enhance your business communications, please get in touch or book a demo with our team. We’re always here to help.