CRM / Practice Management Integration

ESI CommConnect™

Integrate your favorite CRM/PM platform with your ESI Cloud solution!

ESI CommConnect™ enhances business communications by integrating ESI eCloud PBX™ systems with today’s leading CRM applications. Designed to optimize efficiency and customer interactions, ESI CommConnect™ provides both standard and advanced integration features—placing essential customer information at your fingertips for a more streamlined and personalized experience. Available for both PC and Mac – currently supports Google Chrome browsers only.

Key Benefits

  • Caller Preview – For both inbound and outbound calls, if the caller’s number matches a contact in the CRM, key details are automatically displayed on-screen for quick reference.
  • Contact Pops – Instantly access full customer details when receiving a call from an existing CRM contact – or quickly add them as a contact if they’re not in your database.
  • Click-to-Call – Initiate outbound calls effortlessly by clicking phone numbers within CRMs, websites, forms, and documents.
  • Address Book – Find contacts easily with a robust search tool that integrates seamlessly with CRM directories.
  • Activity Logging* – Automatically log call activities within your CRM for improved tracking and follow-up.
  • Note Taking* – Quickly capture important call notes for future reference.
  • Call History – Access a detailed list of inbound, outbound, and missed calls—whether integrated with a CRM or used independently. Also available via ESI eConsole™ dashboard.