Connect your phone system to your CRM and capture every interaction, insight, and outcome automatically.

Transform your CRM with every conversation

Synergy enables seamless CRM integrations that connect your existing phone system with your CRM platform. The result is a more connected, efficient way of working – where every call is captured, structured, and accessible within your CRM. 

Transform your CRM with every conversation

The challenge: valuable conversations, lost insight 

Sales, recruitment, and service teams still rely heavily on phone calls – yet critical details often never make it into the CRM. 

Notes are written up late (or not at all), data is fragmented across systems, and managers lack a complete, accurate view of customer interactions. The result is poor visibility, inconsistent follow-up, and missed opportunities. 

  • Critical details often never make it into the CRM

  • Fragmented systems create inefficiency and lost insight

  • Managers struggle to get a complete view of customer interactions

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Man and woman looking at screen

What you get with and without AI voice support 

Whether your phone system includes AI voice capabilities or not, Synergy’s CRM integrations ensure every call is captured and structured within your CRM.  

For organisations with AI voice support, calls are automatically transcribed, summarised, and enriched with insights such as sentiment, key actions, and next steps, making each interaction more searchable and actionable.  

For those without AI, essential features like click-to-dial, screen pop for new or existing contacts, call recording links, metadata capture (including date, time, participants, and call direction), call wrap-up fields, and disposition codes still provide significant efficiency and visibility gains.  

All activities and call data link directly into your CRM, helping teams reduce manual admin and giving managers a complete, accurate view of customer interactions. 

Without AI voice support 

  • Click-to-dial from within the CRM
  • Screen pop (new contact / multiple match / existing contact) 

  • Call recording link stored against the record

  • Metadata capture (date, time, call direction, participants)

  • Call wrap-up fields

  • Disposition codes (e.g. inbound / outbound, call outcome)

  • All activities and data linked directly into the CRM

With AI voice support 

  • Automatic call logging into your CRM

  • Call transcription

  • AI-generated summaries

  • Improved CRM data quality and adoption

  • Key action and next-step capture

Both approaches ensure your CRM becomes a completer and more reliable source of truth, with AI adding an additional layer of insight where available.

Supported platforms 

Synergy provides CRM integrations for organisations using: 

Phone systems

CRM systems

Built for CRM-led organisations 

These integrations are designed for businesses that rely on their CRM as the single source of truth – including: 

  • Recruitment agencies managing high call volumes and candidate conversations 

  • Financial services firms requiring accurate records and audit trails 

  • Insurance and professional services teams balancing compliance with productivity 

  • Sales and customer service teams focused on conversion, retention, and experience 

Wherever conversations matter, having them captured in your CRM ensures nothing is missed. 

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How it fits within Synergy solutions 

CRM integrations sit at the heart of Synergy’s broader solutions:

Key points to highlight: 

  • Seamless integration across existing systems 

  • No need to replace your current CRM or phone system 

  • Turning voice interactions into structured, actionable data

AI-Powered Workflows

Enabling smarter, data-driven decision-making

Contact Centre Solutions

Improving visibility, quality, and consistency at scale 

Telephony & Mobile

Connecting modern phone systems to business platforms 

CRM Integrations

Enriching CRM records with real conversation data 

Key benefits at a glance 

One-click visibility of every customer conversation

Faster, more consistent CRM updates 

Improved reporting, forecasting, and compliance 

Better coaching and performance insights 

More time for teams to focus on high-value work 

Explore further 

Learn more about specific CRM integrations, phone system use cases, and industry applications to see how this can work within your organisation. 

Designed to work with what you already have 

  • This is not a new CRM platform. 

  • This does not replace your existing phone system (e.g. 8×8 or Zoom Phone). 

  • This is not a standalone AI note-taking tool. 

  • These integrations work with your existing systems – no rip-and-replace required. 

  • AI capabilities are optional and depend on your phone setup. 

  • Core functionality (call logging, tracking, and CRM updates) is available with or without AI voice support. 

Man on phone and group of people in office

Synergy have over 30 years of experience in delivering expert business communication solutions and support

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What we do

Our extensive service offering includes Unified Communications, Mobility, Connectivity, Security, IT Managed Services and Cloud.

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Our clients

We work in the UK and abroad, advising every client individually; supporting a diverse range of SMB and enterprise level businesses.

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Why choose Synergy

The Synergy Group has over 25 years of experience. We love to see clients succeed and are passionately customer focused.

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