Customer identification
Match the number, open or create the right record, and preserve the call context.
Telephony and CRM integration
We connect Asterisk or another compatible IP telephony environment with CRM through available APIs and events, then verify the complete scenario from call to business action.
Business scenarios
The useful result is not a connected plugin; it is a verified sequence of events and actions.
Match the number, open or create the right record, and preserve the call context.
Store agreed call metadata and links to recordings with appropriate access rules.
Create follow-up actions, assign responsibility, and prevent duplicate processing.
Integration design
We review both systems before choosing AMI, ARI, webhooks, a CRM API, or an intermediate service.
Inspect authentication, events, rate limits, available fields, recording access, and vendor constraints.
Define how calls, contacts, deals, agents, and repeated events are matched safely.
Limit permissions, protect credentials, and keep sensitive data only where the workflow requires it.
End-to-end verification
Carrier, PBX, integration service, and CRM are independent components that can fail in different ways.
Verify identification, click-to-call where required, transfers, outcomes, and recording links.
Check retries, delayed events, duplicate delivery, and reconciliation after outages.
Add traceable identifiers and logs so support can locate a failed transaction.
FAQ
Short answers before work begins.
We can assess any CRM, but feasibility depends on its API, permissions, limits, and the required workflow. We confirm those constraints first.
Depending on available interfaces: call events, numbers, direction, agent, result, duration, recording links, missed-call tasks, and agreed custom data.
No. It is a good choice for standard scenarios; custom API logic is appropriate when the workflow, data model, or failure handling is specific.
Yes. CodeBerry can implement the telephony side, middleware, API, and required web interface as one agreed integration project.
Next step
Describe the CRM, telephony platform, call scenarios, and expected actions. We will identify the interfaces and implementation path.