Everything in one record
Details, calls, messages, tickets, deals and appointments for each customer, in chronological order.
CRM with built-in calling: every customer, with their full history.
Solution overview
Call, send SMS, WhatsApp or email and book appointments from the customer record. Every call and message is kept in their history, next to their tickets and deals.
Benefits
Sell and follow up without switching windows.
The CRM lives in the same platform as your phone system and messaging channels.
Reach out in one click
Your extension rings and the system dials the customer with the outbound number you chose.
Nothing slips through
Tasks with due dates, appointments with customer reminders and campaigns that move contact by contact.
Features
A CRM built for teams that sell and serve by phone.
360° customer record
Contact details, a timeline with calls and messages, open tickets, deals and upcoming appointments.
Call from the record
Click-to-dial with your TelHarbor extension and each agent's preferred outbound number.
Quick messages
SMS, WhatsApp and email from the record, with templates filled in with the customer's data.
Deals and tasks
Opportunities by stage, won or lost, and dated to-dos for each agent.
Calendar and appointments
Day, week, month and agenda views; in-person or phone appointments, recurring, with guests who accept or decline, and attachments.
Automatic reminders
A reminder to the customer by email, WhatsApp or SMS before the appointment. Appointments sync with your TelHarbor email calendar.
Call campaigns
Import contacts from a CSV file and call them one after another; every outcome is recorded and measured per agent.
Per-agent settings
Each agent confirms their extension and their outbound number or account per channel.
How it works
From first contact to closed deal.
1. Add the customer
Create them in the CRM or import them into a campaign from a CSV file.
2. Reach out
Call, message on WhatsApp or SMS, or send an email from the record.
3. Follow up
Book the appointment, create the task and move the deal to the next stage.
4. Measure
Campaign results per agent and the full history of each customer.
Use cases
For every kind of team.
Phone sales
Campaigns, deal follow-up and appointments booked during the call.
Collections
Contact lists, per-call outcomes and WhatsApp reminders.
Service and after-sales
The record shows the customer's tickets while you talk to them.
Pricing
Included in the Enterprise plan, or per agent.
IP-PBX Enterprise
IncludedCRM and Help Desk for all 24 users of the plan.
On its own
$25 per agent per monthCRM and Help Desk together, AI included.
Requirement
One connected channelTelHarbor phone, SMS, WhatsApp or email.
FAQ
Frequently asked questions about the CRM
Do I need the TelHarbor phone system to call from the CRM?
To call with one click, the agent needs an extension on the TelHarbor phone system or on a compatible PBX configured in the platform.
Can I connect it to the CRM I already use?
Yes, through the TelHarbor API: your system can originate calls, send messages and receive events with webhooks.
Do customers get appointment reminders?
Yes, by email, WhatsApp or SMS, as far in advance as you choose.
Is the CRM sold without the Help Desk?
Today they come together: the customer record shows their tickets and tickets show the record.
How much does it cost?
It is included in IP-PBX Enterprise for all 24 users. On their own, CRM and Help Desk cost $25 per agent per month.
Get your team selling from a single screen.
We will show you the CRM with your own channels and extensions.