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Capture and Access Important Business Conversations
Connect Your Phone System to the Tools Your Team Already Uses Every Day. When business calling and your CRM operate as separate systems, employees spend valuable time switching between applications, entering the same information twice, and searching for customer context that should already be available. SQUIBIT UC connects your phone system with leading CRM platforms and Microsoft Teams, bringing customer information, call activity, and follow-up actions into the workflows your team already uses. With communication and business applications working together, employees can access customer information faster, reduce manual data entry, and manage conversations with better context from the first call through follow-up.
Customer conversations move faster when employees have the right information available from the start. Switching between systems to find contact details, review previous interactions, or document call activity creates unnecessary steps and makes it easier for important information to be missed.
SQUIBIT UC connects business calling with your CRM workflow, helping keep customer information, call activity, and follow-up actions connected throughout the conversation. When a call comes in, employees can identify the caller, access the appropriate CRM record, and review previous activity before or during the interaction. Call activity can also be logged automatically, helping keep customer records current while reducing manual data entry.
From first contact through follow-up, sales, service, and support teams have better access to the customer context they need—helping employees respond faster, stay organized, and deliver a more consistent customer experience.
Many organizations already rely on Microsoft Teams for internal communication, meetings, and collaboration. When business calling operates separately, employees must move between different tools to manage internal communication and customer conversations. SQUIBIT UC connects business calling with Microsoft Teams, giving employees access to calling and co-worker presence information within a more connected workflow. Users can see who is available, identify when colleagues are already on a call, and route or transfer customer conversations to the appropriate team member with greater visibility.
By connecting SQUIBIT UC with Microsoft Teams, organizations can bring internal collaboration and customer-facing communication closer together—reducing application switching, improving call handling, and helping employees stay connected throughout the workday.
View co-worker availability and call status across the connected Microsoft Teams and SQUIBIT UC environment. Employees can see who is available, busy, on a call, or away before transferring a customer or requesting assistance—helping reduce unnecessary interruptions, avoid unsuccessful transfers, and connect callers with the right person more efficiently.
Calls made or received through the Microsoft Teams integration remain connected to your SQUIBIT UC CRM workflow. Customer records, call activity, and follow-up information stay connected whether employees handle conversations through SQUIBIT UC or Microsoft Teams, helping maintain consistent customer information and giving teams better context across both environments.
Employees can collaborate with co-workers through Microsoft Teams while managing customer calls through SQUIBIT UC, keeping internal communication and customer-facing conversations connected within the same workflow. This makes it easier to ask questions, coordinate with colleagues, and get assistance during customer interactions without disrupting the conversation or switching between disconnected communication tools.
SQUIBIT UC automatically syncs call activity with supported CRM platforms, helping keep customer records current without requiring employees to manually log every interaction. Calls are connected to the appropriate customer record, giving teams a more complete communication history while reducing routine data entry.
Copy or synchronize customer information between connected CRM systems to help maintain consistent records across multiple business applications.
Keep follow-up tasks and next steps tied to the customer record they came from, so nothing gets lost between the call and the CRM.
Automatically display the caller’s CRM record when a call arrives, giving employees immediate access to customer details before answering or during the conversation.
Preview caller information before answering, including customer details, notes, and other relevant information to prepare for the conversation.
Place calls directly from CRM records with a single click, helping teams respond faster and streamline outbound communications.
Create call activity records in your connected CRM automatically or manually, reducing data entry while keeping customer interaction history up to date.
Create new CRM contacts directly from live calls, missed calls, or call history to quickly capture new customer information.
Quickly search connected CRM directories and contact databases to find customers, contacts, or organizations without leaving your workflow.
Review inbound, outbound, and missed calls alongside customer records to understand previous interactions before following up.
See co-worker availability and call status from within Microsoft Teams, helping teams route and transfer customer conversations with better visibility.
Different teams use CRM integration in different ways depending on how they manage customer relationships and where manual steps currently slow them down. From sales outreach and lead follow-up to customer service, account management, and remote team coordination, SQUIBIT UC’s CRM integration helps teams work with better context and fewer manual steps across every customer interaction.
| Business Situation | How SQUIBIT UC Helps |
|---|---|
| Sales Calls | Call logs and follow-up actions sync automatically with supported CRM workflows, so sales activity stays organized without manual updates. |
| Lead Follow-Ups | Follow-up actions stay tied to the customer conversation that created them, so nothing gets missed between calls. |
| Customer Support | Call activity stays connected to customer records in supported CRM workflows, so service teams handle ongoing conversations with full context. |
| Account Management | Account teams maintain communication activity alongside the customer information they already manage in their CRM. |
| Missed Calls | Connected call logs give employees a clear record of every missed interaction, so follow-up happens quickly and accurately. |
| Multiple Team Members | CRM-linked activity gives every team member better continuity when more than one employee handles the same customer relationship. |
| Remote Teams | Cloud-based SQUIBIT UC keeps remote employees connected across supported devices while CRM workflows and customer data remain fully accessible. |
| Growing Businesses | Automatic synchronization removes repetitive manual updates as your team handles more customer conversations and follow-up actions at scale. |
Your organization already has established CRM processes, customer workflows, and communication practices. SQUIBIT UC is designed to connect business calling with those existing processes rather than requiring employees to change the way they manage customer relationships.
SQUIBIT UC works with your organization to connect supported CRM platforms, configure call flows, establish activity logging preferences, and align calling features with the way your team already works. Whether your organization uses Salesforce, HubSpot, Zoho, Pipedrive, or another supported CRM platform, the integration can be configured around your existing environment so employees can take advantage of connected calling and customer information without rebuilding their daily workflows.
As your organization grows, SQUIBIT UC can evolve with it. New users, departments, locations, and supported CRM workflows can be incorporated into your communication environment, helping your organization maintain a connected approach to customer communication as business requirements change.
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Your team should not have to spend valuable time switching between systems, manually moving customer information, or rebuilding context after every conversation.
SQUIBIT UC connects business calling with your CRM and Microsoft Teams, helping keep customer information, call activity, communication history, and follow-up actions connected within the workflows your employees already use. With better access to customer context and fewer manual steps, sales, service, and support teams can stay organized, respond faster, and manage every interaction more efficiently.
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