by OPEN CX GmbH

With the new integration of SugarCRM and Microsoft Teams by OPEN CX, customer communication becomes even more efficient: phone calls directly from SugarCRM – without switching systems, without detours.

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MS Teams Integration by OPEN CX

Seamless Computer Telephony Integration for SugarCRM

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Optimize your customer communication

The MS Teams integration for SugarCRM from OPEN CX, brings your telephony directly into your CRM — no system changes, interruptions, or complicated workflows necessary.

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What you get right away:

Direct Integration

  • Start and answer calls directly from SugarCRM
  • Automatic contact search for incoming calls
  • The focus drawer opens automatically with all customer data

Intelligent call handling

  • Automatic caller recognition and assignment
  • Linked call records are created automatically
  • You can manually create contacts for new callers

Immediately increase efficiency

  • There are no media breaks between telephony and CRM
  • All call information is available directly in the customer record
  • Meetings and follow-up calls can be scheduled immediately

Flexible use

  • Calls can be made in Sugar and Teams
  • Multiple options are clearly displayed for selection
  • The program can be adapted to your needs

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Note for additional subscription:

The MS-Teams subscription is needed and is purchased separately.

OPEN CX – Your Partner for Customized CRM Solutions

With over 15 years of experience as a SugarCRM integration partner, we develop effective CRM strategies for marketing, sales, and service. Our solutions are designed to manage complex processes with maximum efficiency and cost-effectiveness.

Why choose OPEN CX?

Market leader: **We were the first provider on the market to develop this solution. **Proven in practice: Successfully tested with Quirin Privatbank. Future-proof: Continuous further development is guaranteed. **Support: **Comprehensive documentation and professional support

Further information about our customized solutions: open.de/cx/sugarcrm