Increase Conversions and Call Efficiency with SageCRM Telephony Integration

Nick Rainbird • December 5, 2025

SageCRM & Enconvo's Telephony System Integration

Are your teams losing time switching between applications, increasing hold times while they search for customer information, or struggling

to access complete customer records during live calls? Disconnected systems slow response times and cause frustration.

Enconvo's SageCRM Telephony Integration enhances how businesses integrate with customers over the phone. Incoming and outgoing calls

are transformed into intelligent, efficient touchpoints improving productivity, personalisation and CRM engagement.

Give your teams instant access to customer histories, account details, and key insights, all within one connected workspace. Each incoming

call triggers a pop-up business card with customer details sourced from Sage CRM.

SageCRM Integration for your telephony system

Recognise SageCRM contacts Instantly

When a call comes in, Enconvo’s system instantly recognises the caller based on the phone number and displays a non-intrusive pop-up.

This real-time notification is fully customisable, pulling any available data from Sage CRM – whether it’s a client name, case ID, or even previous orders.

This allows users to personalise the call immediately, boosting professionalism and customer satisfaction.

With a single click, users can jump straight into the caller’s Sage CRM profile, ensuring full context is at their fingertips. Additional buttons can be

configured for key actions – like opening related tickets, triggering workflows, sending templated emails, or opening another integrated CRM.

Key Benefits

Click-to-Call: Launch calls from SageCRM via hotkey or mouse click.

Caller Recognition: Instantly identify incoming callers and show SageCRM details.

Customisable Pop-Ups: Choose which SageCRM fields appear – tailored to your sector.

Real-Time Screen Pop: One click opens the caller’s Sage CRM record.

Multi-CRM Support: Recognise contacts from multiple systems simultaneously.

Duplicate Handling: Manage multiple matches for the same number effectively.

Daily SageCRM Sync: Automated updates ensure contact data is always current.

Transfer Support: Caller info stays visible even after transferring calls.

Action Buttons: Configure up to 5 shortcuts – trigger workflows, emails, or open external apps.

Microsoft Teams Integration: Fully compatible with Teams for SageCRM-connected calling

More information?

If you want to find out more about the SageCRM integration with Enconvo's telephone system and and how this can benefit and work for your business or ask any questions, get in touch with Nick Rainbird on +44 1494 490409 or nick@rainbirdbusiness-solutions.com or complete the below form with your details and one of the Enconvo team will reach out.

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