Dial Straight from the Record You Are Already Looking At
Copying a number from a CRM into a desk phone is a small task your team does a hundred times a day, and it adds up to wasted minutes and mis-dials. CRM phone integration removes the step entirely. Click the number on the record, the call connects, and the conversation is logged where it belongs. When a call comes in, the caller’s record opens before you answer.
True IP Solutions delivers this through a single Chrome extension that connects the hosted VoIP system we install to more than 30 CRMs and web applications. Install it in a few minutes and your team is calling from inside the tools they already use, with call history and contact data a click away. For a full list of supported platforms, see our integrations overview.
What the Chrome Extension Does
- Click-to-call, four ways. Four variations of click-to-call you can toggle in settings, so dialing matches how your team works in each app.
- Inbound screen pops. The matching CRM record opens on an incoming call, so you answer with the context already in front of you.
- Search CRM records. Look up a contact and pull their information directly from the extension without leaving your current tab.
- Review call history. See past calls tied to the contact, so anyone picking up the account has the full thread.
- One install, broad coverage. A single extension covers the integration set, installed from the Chrome Web Store.
How It Works Day to Day
Your team opens the CRM or web app they already use. The TIPS extension recognizes phone numbers on the page and turns them into click-to-call links. A rep clicks a number on a contact record, the hosted VoIP system places the call, and the activity logs against that contact. When the phone rings, the extension matches the number to a record and pops it open, so the person answering already knows who is calling and why it matters. No copying, no separate dialer window, no manual call logging at the end of the day.
CRMs and Apps It Connects To
The extension supports more than 30 pre-built integrations. A representative set includes:
- CRM and sales. Salesforce, HubSpot, Zoho CRM, Go High Level.
- Field and home services. ServiceTitan, Jobber.
- Healthcare and dental. Dentrix, with HIPAA and BAA available.
- Legal. Clio.
- Wellness. Mindbody, Boulevard.
- Productivity and messaging. Google Workspace, Microsoft 365 and Outlook, Slack.
- Payments and workflow. Stripe, Square, Zapier.
If your platform is not listed and it has an API, we will scope a connection. A one-time setup fee may apply depending on complexity, always quoted upfront.
Who Gets the Most Out of It
- Multi-site sales teams. Reps across multiple locations dial from one CRM with calling built in, and managers get clean per-account call history.
- Service and dispatch operations. ServiceTitan and Jobber users turn a call into a job without re-keying numbers or notes.
- Healthcare and dental front desks. Dentrix integration, with a BAA available, keeps calling tied to the patient record.
- Microsoft-standardized offices. Microsoft 365 and Outlook integration, with Microsoft Teams calling available for teams that run on Teams.
Part of One Platform
The extension runs on the same hosted VoIP system behind our hosted PBX and AI voice agents. One platform, one support team. You are extending the phone system you already have, not adding a separate product to manage.
Frequently Asked Questions
How do I install the CRM phone integration?
You install the True IP Solutions Chrome extension from the Chrome Web Store, sign in, and it begins recognizing phone numbers and connecting calls inside your CRM and web apps. Setup takes a few minutes per user.
What is click-to-call?
Click-to-call turns a phone number on a CRM record or web page into a clickable link. One click places the call through your hosted VoIP system, with no copying the number into a desk phone. Our extension offers four click-to-call variations you can toggle in settings.
Does the caller’s record pop up when the phone rings?
Yes. On an inbound call, the extension matches the number to a CRM record and opens it, so the person answering has the caller’s context before they pick up.
Which CRMs does the Chrome extension support?
More than 30 CRMs and web applications, including Salesforce, HubSpot, Zoho CRM, Go High Level, ServiceTitan, Jobber, Dentrix, Clio, Mindbody, Boulevard, and productivity tools like Google Workspace, Microsoft 365, and Slack. Custom integration is available for any platform with an API.
Do calls log automatically to the CRM?
Calls placed and received through the integration tie to the matching contact record, so the call history lives with the contact and anyone on the account can see it.
How is this different from the integrations overview page?
The integrations overview lists everything we connect to and why it matters. This page goes deeper on the Chrome extension itself, the click-to-call options, screen pops, and the day-to-day calling workflow.
Want your reps dialing from the record instead of the dial pad? Get a free consultation and we will set up your click-to-call integration.