Exact Online CRM Integration with The VoIP Shop

Improve financial workflows and manage customer interactions more efficiently with The VoIP Shop's Exact Online CRM integration. View customer information during calls, track communication activity, manage callbacks, and streamline financial administration directly inside Exact Online.


Stop losing visibility of customer interactions. Integrate Exact Online with The VoIP Shop today to improve team productivity and communication efficiency.

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Exact Online CRM Integration with The VoIP Shop
Exact Online CRM Integration

Key Features of Exact Online CRM Integration

The VoIP Shop's Exact Online CRM integration provides powerful communication and workflow tools to help your teams manage customer interactions more effectively. From real-time caller notifications to integrated CRM activity tracking, your teams can stay organised and focused on delivering better customer experiences.

Pop-Up Caller Notifications 

Display incoming, outgoing, and forwarded call information instantly inside Exact Online. Customer records, financial data, and communication history appear automatically during calls.

Automatic Call Logging

Automatically track communication activity and store call information directly against CRM customer records, including call notes and

AI-generated transcriptions.

Hotkey Dial from CRM

Quickly dial phone numbers directly from Exact Online using configurable keyboard shortcuts. Hotkey dialling helps users start calls faster without switching between applications. 

Copy to Dial

Select any phone number within Exact Online and receive an immediate prompt to call directly, without manual dialling.

Call Notes and

AI Transcription

Save communication notes and AI-generated transcriptions directly into Exact Online for improved record-keeping and financial administration visibility.

Multi-Result Caller Matching

Quickly switch between multiple CRM matches when duplicate numbers exist across customer records.

Callback Management

Create callbacks, manage customer follow-ups, and improve communication response times directly from within Exact Online.

Call Control Features

Answer, transfer, and manage calls directly from pop-up notifications using integrated communication controls, provided your telephony platform supports this feature.

Activity Hub

View and manage call logs, notes, and conversation transcriptions from a centralised hub before saving them to Exact Online. Notes and transcriptions can be reviewed and edited before they are written to the CRM record.

SearchBar

Search Exact Online contact information directly from the desktop toolbar. Open the customer card, start a phone call, send an email or message, or view call history without leaving your workflow.

Computer Telephony Integration with Exact Online

Discover how integrating your telephony environment with Exact Online CRM helps your teams manage customer communication more effectively.

With real-time caller notifications, integrated CRM activity tracking, communication history visibility, and advanced call management functionality, your teams can stay focused on conversations rather than repetitive administration tasks. 

How The VoIP Shop's Exact Online CRM Integration Empowers Customer Service Teams

The VoIP Shop's Exact Online CRM integration improves customer communication workflows and helps support teams manage interactions more efficiently.

Instant Customer Visibility

View customer details, financial records, notes, and communication history instantly during calls.

Reduce Manual Admin

Automatically log communication activity and reduce repetitive data entry tasks within Exact Online.

Improve Customer Conversations

Access previous customer interactions and CRM history before answering calls.

Faster Response Times

Real-time caller notifications help teams handle customer enquiries more efficiently.

Improve Internal Collaboration

Keep communication records and customer activity visible across departments and teams.

Better Customer Experience

Provide more informed and personalised customer interactions using centralised CRM visibility.

How The VoIP Shop's Exact Online CRM Integration Supports Finance and Accounts Teams

The integration helps finance and accounts teams improve productivity, communication visibility, and customer account management directly inside Exact Online. 

Better Account Management

Track communication activity and customer engagement alongside financial records from one platform.

Improved Workflow Efficiency    

Reduce time spent switching between financial software and communication tools.

Access Customer Information Instantly

View customer records, account notes, and interaction history during calls.

Improve Follow-Up Processes

Manage callbacks and communication tracking more effectively against customer accounts.

Support Hybrid Working

Access the integration through cloud and desktop deployment environments, with no local installation required for cloud users.

Better Communication Visibility

Keep customer conversations, activities, and notes organised in one central location alongside financial data.

Advanced CRM Communication Features

Recall Conversations

Re-open previous interaction pop-ups and review customer information during follow-up conversations.

Call Waiting Management

Manage multiple inbound calls through integrated pop-up notifications.

Internal Caller Filtering

Hide internal company calls from communication notifications when required.

Multi-Language Support

Support international teams with configurable language settings.

Talk Duration Visibility

Track live call duration directly inside communication pop-up windows.

Exact Online CRM specific functions.

Buttons

The following are CRM-specific action buttons available within the Exact Online integration. 

View Relation 

View Contact

View Account

New Task

Custom Action                                      Standard

Send E-mail                                          Standard

Callback request                                 Standard

Send WhatsApp message                  Standard

Send Microsoft Teams message        Standard

Open SearchBar                                  Standard

Trigger Automations                            Standard

Parameters 

Determine the content of the pop-up per user, department, or organisation with information drawn from Exact Online. The following parameters are available. 

  • exact_online_name 
  • exact_online_url 
  • exact_online_contact_url 
  • exact_online_account_url 
  • exact_online_address_line1 
  • exact_online_address_line2 
  • exact_online_address_line3 
  • exact_online_city 
  • exact_online_postcode 
  • exact_online_code 
  • exact_online_country 
  • exact_online_email 
  • exact_online_business_email 
  • exact_online_website 
  • exact_online_account_id 
  • exact_online_full_name 
  • exact_online_first_name 
  • exact_online_last_name 
  • exact_online_middle_name 
  • exact_online_gender
Exact Online Parameters

Please note: Available CRM variables may vary depending on your Exact Online configuration, custom fields, and API permissions. 

Available as a desktop and cloud installation, CRM Connect allows you to offer unique CRM solutions that are tightly integrated with market-leading communications services.

Easy to provision via Self-Service Portals

Easy to provision via Self-Service Portals

Windows based installation wizard

 Windows based installation wizard 

Full control of telephone handset from desktop

 Full control of telephone handset from desktop

Instant access to CRM information

 Instant access to CRM information

Advanced call control from within CRM applications

Bring phone features and functionality into the applications you use every day, eliminating the need to switch between programmes to message, call, and meet.

Click to Dial
Click to Dial
Web-Page Dialing
Web-Page Dialing
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Click to Hold
Click to Transfer
Click to Transfer
Built-in Call History
Built-in Call History
CRM Application Integration
CRM Application Integration

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FAQs

Answers to some of our most commonly asked Exact Online CRM Integration questions…

  • What is Exact Online CRM Integration?

    It allows businesses to connect their telephony environment directly with Exact Online to improve communication visibility and customer interaction management alongside financial records.

  • Does the integration support automatic call logging?

    Yes. Communication activity and call information can automatically log against Exact Online customer and account records.

  • Can customer information appear during incoming calls?

    Yes. Real-time pop-up notifications display candidate, client, company, and communication information during calls.

  • Does the integration support remote and hybrid working?

    Yes. The integration supports both desktop and cloud deployment environments, with no local installation required for cloud users.

  • Can workflows and CRM fields be customised?

    Yes. Businesses can configure workflows, CRM variables, and communication settings to reflect their Exact Online setup

  • Does the integration support AI transcription?

    Yes. AI-generated communication summaries and transcriptions can be stored directly within Exact Online customer records.

  • Is the integration scalable?

    Yes. The Exact Online CRM integration supports scalable deployment options for businesses of all sizes.

  • Can teams manage calls directly from the interface?

    Yes. Users can manage communication actions and call workflows directly through the integrated pop-up interface.

  • Does click-to-dial work from within Exact Online?

    Click to dial directly from within Exact Online is not currently supported. However, hotkey dialling and copy-to-dial are both available, allowing users to initiate calls quickly without manual dialling.