PBXAnywhere CTI EMR & CRM Popup Integration
Instant Caller Insight — The Moment the Phone Rings
Empower your sales and support teams with real-time customer intelligence.
With PBXAnywhere’s CTI EMR & CRM Popup Add-on, every incoming or outgoing call automatically displays the customer’s record in your EMR or CRM — before “hello.”
What It Does
- Automatic Screen-Pop: Instantly open the customer page in your EMR or CRM or helpdesk (HALO PSA, Salesforce, HubSpot, Zoho, Freshdesk, and more) the moment an agent answers the call.
- One-Click Context: See customer name, call history, tickets, invoices, and notes — all without switching screens.
- Works with Any Device: Compatible with Grandstream, Yealink, softphones, or web dialers.
- 100% Cloud-Ready: No local server or VPN needed. Built on our secure PBXAnywhere cloud backbone.
Key Benefits
Faster Response
Agents greet customers by name and resolve issues quicker.
Improved Accuracy
Automatic caller identification eliminates manual searches.
Better Productivity
Less screen-switching means more time serving customers.
Seamless Integration
Works with your existing EMR or CRM or ticketing system through our open API connector.
Plug & Play Deployment
No hardware, no software licenses — simple browser extension setup.
Enterprise-Grade Security
Fully encrypted communication between our Cloud Phone system PBXAnywhere and your EMR & CRM systems.
How It Works
- Customer Calls Your Business Number – Our PBXAnywhere Cloud PBX receives the inbound call.
- Instant Caller Recognition – The system identifies the caller using their phone number.
- Smart Browser Popup – A new browser window opens instantly on your agent’s PC with the customer’s EMR or CRM profile.
- Real-Time Sync – The agent sees tickets, notes, and previous interactions before even saying “Hello.”
Available CRM Integrations
- HALO PSA
- HubSpot CRM
- Salesforce
- Zoho CRM
- Microsoft Dynamics
- Freshdesk
- Custom REST API integration
Secure. Fast. Scalable.
Our CTI integration is designed for performance and data protection.
Using encrypted connections and role-based permissions, we ensure your customer data stays private — and your team stays efficient.
Upgrade Your Workflow Today
“Our agents now have instant access to caller information. It’s like magic.”
— Customer Success Manager, BlueBird IT Solutions Inc.
Take your customer experience to the next level with PBXAnywhere CTI CRM & EMR Popup Integration.