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Part II · Zoho CRM · Chapter 20

Telephony

123 words · preserved verbatim from the master reference

Zoho PhoneBridge is the native telephony infrastructure that connects Zoho CRM with VOIP, PBX, and call center solutions (Zoho Voice: CRM Telephony Integration).

Key telephony capabilities:

  • Click-to-call from within CRM records.
  • Inbound call pop-ups showing caller's CRM record.
  • Automatic call logging (duration, notes, outcome) to the related record.
  • Call recording (depends on telephony provider).
  • Zia for Calls: Transcription, sentiment analysis, and intent detection on recorded calls.
  • Missed call SalesSignals (requires PhoneBridge activation).
  • MS Teams telephony integration (2025): Native integration for making and logging calls from within Zoho CRM using Microsoft Teams (Zenith Innovations: CommandCenter 2.0 and MS Teams).
  • Multiple third-party telephony extensions available via Marketplace (e.g., AloTech Softphone CTI—added January 2026; ClikDial—added July 2025).