In today’s business landscape, telephony tools integrated with CRM systems are essential in streamlining communication and improving customer relationships. These tools enable sales, support, and marketing teams to manage customer interactions directly within the CRM, offering real-time data, call tracking, and streamlined workflows. In this article, we’ll look at free telephony tools for CRM applications, their benefits, trade-offs, and the best option for effective CRM use.
Ready? Let’s get started.
Why is Telephony Integration Important in CRM?
Telephony tools integrated with CRM systems allow businesses to manage customer interactions from a single platform. This integration supports:
- Call tracking and logging are done directly within the CRM.
- During phone calls, customer information pop-ups appear automatically.
- Improve call management, reporting, and analytics.
These features simplify workflow, improve customer service, and provide useful insights into customer interactions. Let’s look at some popular free telephony tools for CRM applications.
1. Twilio
Twilio is one of the most versatile cloud-based communication platforms, with APIs for calling, messaging, and video integration. It offers a free tier that includes 1000 minutes of inbound calls or 100 messages per month.
Pros:
- Easy integration with popular CRMs such as Salesforce and HubSpot.
- Call workflows are highly customizable.
- SMS and video conferencing functionality is available.
Cons:
- The free tier is limited to 1000 minutes.
- Customization requires development knowledge.
2. Google Voice
Google Voice is a cloud-based telephony platform that provides free local calls, voicemail, call forwarding, and transcription. Its intuitive interface makes it simple to use, particularly for businesses that already use Google Workspace.
Pros:
- Free local calls in the US, including voicemail transcription and call forwarding.
- Easy integration with Google Workspace tools.
Cons:
- Limited direct CRM integration (third-party apps are required for advanced functionality).
- It is not suitable for high-volume calls or free international calls.
3. Freshcaller (Freshdesk Contact Center)
Freshcaller is part of the Freshworks ecosystem and provides a modern, user-friendly interface with call queues, IVR, and call recording. Its free plan is suitable for small businesses with low call volume.
Pros:
- Native integration for Freshdesk and Freshsales
- Simple to set up and use, with necessary telephony features.
- VoIP calls from mobile devices.
Cons:
- The free plan has limited call minutes (up to 40 users).
- Advanced features (such as call center reports) are unavailable without a paid plan.
4. Zoiper
Zoiper is a free softphone that is compatible with a variety of VoIP providers. It integrates with popular CRM platforms and enables businesses to make calls directly from their software.
Pros
- It is free to use for basic VoIP calls.
- Supports multiple platforms, including Windows, macOS, Android, and iOS.
- SIP integration is compatible with a variety of CRM solutions.
Cons
- The free version has limited features.
- There is no direct CRM integration (a SIP provider is required for full integration).
5. RingCentral MVP
RingCentral is a well-known VoIP provider that offers various features, including team messaging, video conferencing, and phone services. Its free plan offers free trials and limited features, but it is extremely scalable.
Pros:
- Extensive CRM integration
- Highly scalable for expanding teams.
- Advanced Call Analytics and Reporting
Cons:
- The free version is limited to basic calling features.
- Paid plans allow for additional features, such as video meetings.
6. Aircall
Aircall is a cloud-based call center software that integrates seamlessly with most CRM platforms, offering call recording, IVR, and real-time analytics. It’s an ideal fit for teams that rely heavily on CRM data.
Pros:
- Integrate seamlessly with popular CRMs.
- Simple interface, quick setup, and cloud-based accessibility
- Call monitoring and analytics
Cons:
- Limited free plan
- It is not ideal for businesses that require advanced contact center features.
7. Bitrix24
Bitrix24 is a free CRM with built-in telephony, including call routing, queues, and voicemail. It’s an excellent choice for small businesses combining CRM and telephony without using separate tools.
Pros:
- Totally free for up to 12 users.
- CRM integration with telephony and collaboration tools, including task management and messaging.
Cons:
- Limited third-party CRM integrations.
- Lacks advanced telephony features.
8. PhoneBurner
PhoneBurner is a power dialer and outbound calling tool specifically for sales teams. While the free plan is limited, it’s ideal for businesses that need to make many outbound calls.
Pros:
- Time-saving features for sales teams (auto-dialing, voicemail drop).
- CRM Integrations for Call Logging and Tracking
- Easy and quick to set up.
Cons:
- The free tier offers a limited number of calls.
- It is primarily used for outbound sales and is not suitable for customer support.
9. JustCall
JustCall provides cloud-based phone systems with SMS support, call forwarding, and team collaboration tools. It integrates with popular CRMs and is ideal for remote teams that require unified communication tools.
Pros:
- Strong CRM integrations and automation capabilities
- Unified communication tools for remote teams.
- Simple to set up and use.
Cons:
- The free plan does not include advanced features like call analytics
- Limited international calling options.
10. 3C
3CX is a free business phone system that includes VoIP and integrates with popular CRM platforms such as Salesforce and Zoho. It includes call queues, recording, and IVR for small to medium-sized businesses.
Pros:
- Free, full-featured PBX with strong CRM integration.
- Rich set of telephony features.
Cons:
- The free version is limited to small teams.
- It is complex to configure for larger networks.
Tradeoffs of Free Telephony Tools
Feature Limitations:
Free telephony tools often have fewer features than paid versions. Some tools may only offer basic functionality, such as click-to-call, whereas advanced features, such as automated call routing, reporting, and analytics, may be restricted to premium plans.
CRM Integration Complexity:
Not all tools provide seamless CRM integration; some may necessitate manual configuration or the use of third-party apps. This can be difficult for businesses that rely heavily on CRM-driven telephony workflows.
Scalability:
Free telephony tools frequently support a finite number of users or calls, which may be insufficient for growing businesses or teams with high call volumes. As call traffic increases, upgrading to a paid plan becomes necessary.
Support and Reliability:
Free tools may not provide comprehensive customer support, and some may experience downtime or lack advanced security features such as encryption, posing a risk to businesses with critical communication requirements.
Conclusion
Free telephony tools for CRM applications can significantly improve customer communications without incurring additional costs. While each tool has trade-offs ranging from technical requirements to feature limitations, businesses can benefit from choosing the tool that best suits their size, technical capacity, and growth plans. To select the best tool, businesses must carefully assess their needs. Businesses can plan to buy licenses for their users based on their usage.
References
Best Cloud Telephony System For Salesforce in 2023
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