One CRM. Total Visibility. Real-Time Control.
VoIP Savvy's CRM helps you close more deals and support customers faster — all from a single, connected platform. Track leads, manage service, and communicate like a pro.
Product Overview
VoIP Savvy Sales & Service CRM is your all-in-one platform to manage leads, automate workflows, and serve customers — with built-in telephony integration and advanced reporting.
Whether you're running a startup or an enterprise support team, our CRM brings together marketing, sales, and service under one intelligent interface — without the chaos of disconnected tools.
What Makes It Different
Built-in telephony & call logging
Lead-to-ticket automation
Omnichannel communication from inside CRM
Custom modules & workflows
360° customer visibility
Fully scalable with your business
Core Features
Sales Automation
- Lead Capture & Assignment
- Deal & Opportunity Pipeline
- Workflow Rules & Task Automation
- Quotation & Invoice Management
- Email & SMS Integration
- Sales Forecasting
Customer Service
- Omnichannel Support Tickets
- Auto Ticket Creation from Calls/Emails
- SLA Alerts & Escalations
- Internal Notes & Agent Assignment
- Customer Portal Access
Built-In Telephony
- Click-to-Call, Call Logs & Recordings
- Automatic Lead Popups on Inbound Calls
- Integrated with VoIP Savvy PBX & Dialer
- Call Disposition & History
- Agent Performance Metrics
Analytics & Reporting
- Sales Pipeline Analytics
- Customer Satisfaction Reports
- Ticket Resolution KPIs
- Agent Activity Dashboards
- Export to Excel/PDF or Schedule Reports
Designed for Teams That Need
- A CRM with native IP Telephony integration
- Sales + Service in one platform
- 360° view of customer history
- Real-time alerts and team collaboration
- A system that grows with their business — not against it
Use Cases by Industry
Real Estate
Manage inquiries, schedule site visits, track conversions
Healthcare
Patient CRM + appointment calls + follow-up automation
Insurance
Policy tracking, renewals, agent KPIs
Education
Enquiry-to-admission tracking + support tickets
eCommerce
Pre-sale questions + post-sale service in one place
Services Sector
Complaint resolution + upsell opportunities
Works Seamlessly With
VoIP Savvy IP PBX
VoIP Savvy Contact Center
VoIP Savvy AI Voice Bots
WebChat / WhatsApp / Email Channels
24/7 Support from VoIP Savvy
Our CRM is backed by our expert support team, ready to assist you with:
CRM Customizations
Workflow Setup
Integrations
Training & Rollout
Performance Tuning
About VoIP Savvy
VoIP Savvy is a unified communication company delivering scalable business tools including telephony, contact centers, AI bots, and CRM systems — all under one open, flexible, and future-ready platform.
Ready to Transform Your Sales & Service?
Discover how VoIP Savvy CRM can unify your customer interactions and drive growth
Request Demo