CRM Integration - $20/month
Product Details
Your phone system and your CRM, working together
Helix Telecom connects your phone system to the CRM you already use, so every call gives your team the customer details they need. We set it up, monitor it and keep it running.
Screen pop
See who is calling before you pick up. Name, company and history on screen.
Click-to-dial
Start a call from any contact, lead or deal. One click, no dialing.
Automatic call logging
Every call lands on the right record with time, duration and direction.
Recordings attached
Call recordings link straight to the contact or deal they belong to.
Missed call alerts
A missed call becomes a follow-up task the moment it happens.
Private data feed
Your CRM receives a clean, simplified feed with nothing extra attached.
Works with the CRM you already use
Helix Telecom builds the bridge between your phone system and the CRM your team works in every day. Every connection gets the same screen pop, click-to-dial, automatic call logging, recordings and missed call alerts.
CRM packages we connect
These are the CRM packages Helix Telecom builds bridges for today. Pick the one your team uses, and we handle the rest.
HubSpot CRM
- Free plan that grows with you
- Marketing, sales and support in one login
- Large app marketplace and automation
Zoho CRM
- Very low cost per user
- Zia AI assistant included
- Full business suite of 40+ apps
Pipedrive
- Visual drag-and-drop pipeline
- Built for sales teams, not admins
- Most teams go live the same day
Salesforce Sales Cloud
- Handles complex, multi-step sales
- Powerful reporting and dashboards
- AppExchange with thousands of add-ons
Freshsales
- Free plan with built-in phone
- AI lead scoring included
- Simple flat pricing as you grow
Microsoft Dynamics 365
- Works inside Outlook and Teams
- Best fit for Microsoft 365 companies
- Finance and ERP on the same platform
Zendesk Sell
- Sales and support share one platform
- Clean interface teams adopt fast
- Strong for service-led sales teams
GoHighLevel
- Built for agencies and resellers
- Funnels, sites and marketing automation included
- White-label ready
Monday.com CRM
- Visual boards your team already knows
- No-code automation recipes
- Projects and CRM in one tool
Insightly
- Links projects to deals
- Simple pipeline management
- Good for project-based businesses
Keap
- Marketing automation built in
- Quotes, payments and invoicing included
- Designed for small teams
Nutshell
- Quick to learn
- Email marketing included
- Low flat price per user
Close
- Built-in power dialer
- Every feature is call focused
- A favorite of inside sales teams
Less Annoying CRM
- The simplest CRM to use
- One low flat price
- Real human support
SuiteCRM
- Open source with no license fees
- Sales, service and marketing modules
- We host and manage it for you
EspoCRM
- Lightweight and fast
- Custom entities without coding
- We host and manage it for you
Odoo CRM
- Part of a full open source ERP
- Free community edition available
- Add accounting and inventory later
Using something else?
Zapier and Make connect hundreds more apps, and we can build a custom connection for your own software. Contact sales and we will confirm your CRM before you order.
Managed for you
CRM software changes often. Helix Telecom maintains and monitors every integration and fixes issues as they come up. That ongoing work is included in the $20 monthly price.
- Screen pop with caller details
- Click-to-dial from your CRM
- Automatic call logging
- Recordings linked to contacts
- Missed call alerts
- Direct connections for HubSpot, Zoho, Pipedrive, Salesforce and more
- Zapier and Make support for hundreds of apps
- Private, simplified data feed
- Setup, monitoring, maintenance and troubleshooting included
- Free ticket based support