Integrate your call center and CRM applications for more effective agents and satisfied customers
OnePageCRM is the #1 action-focused sales CRM for small and medium-sized businesses. The integration to Talkdesk enables OnePageCRM users to deliver more personalized and productive customer interactions by displaying relevant customer information when a call is connected, eliminating the need for agents to search multiple screens to find key insights. It’s all on one screen. Automated workflows and two-way synchronization ensure maximum agent efficiency. And integration is a snap, with no programming needed!
Key features
Synchronize Contact Profiles
Automatically synchronize information from OnePageCRM profiles with Talkdesk in real-time. Agents always have the most up-to-date information on one screen.
Tailored Customer Journeys
Advance each of your contacts on their own customer journeys using holistic data from Talkdesk and OnePageCRM.
A Single Pane of Glass
Get a detailed view of all related details on one page - from contact info and associated deals, to every logged call and corresponding OnePageCRM Next Action.
Quick and Easy Setup
Effortlessly configure the Talkdesk OnePageCRM Integration. All you need is your OnePageCRM account information and you can synchronize data and instantly increase your team’s efficiency.