Intermax Voice + CRMs
Your phone and your CRM — finally talking to each other. Intermax Voice + CRMs connects your phone system to Salesforce, HubSpot, and other CRM platforms. When a call comes in, the caller's record pops up on screen. When you need to reach a contact, click-to-call from the CRM. Less time hunting, more time helping.
Intermax Voice + CRMs integrates Intermax Voice phone service with Salesforce, HubSpot, and other CRM platforms — enabling click-to-call dialing and automatic screen-pop for incoming calls for businesses across North Idaho and Eastern Washington.
Intermax Voice + Teams Provides
When a customer calls, you already know who it is. When you need to call them, you don’t retype the number.
Most businesses run their phone system and their CRM as two completely separate things — which means looking up callers manually, typing numbers from the CRM into a phone, and logging call notes by hand. Intermax Voice + CRMs connects the two. Incoming calls trigger a screen-pop with the caller’s CRM record — you see who’s calling and their history before you pick up. Outbound calls are one click from inside the CRM — no manual dialing. It works with the major platforms your team is probably already using.
Core Services
Included in Managed Firewall
Screen-pop on incoming calls — see the caller's CRM record before you answer
Click-to-call from inside the CRM — no manual dialing
Works with Salesforce, HubSpot, and many others
Available on any Intermax Voice tier
Use Cases
Real Business Use Cases
Deliver More Personalized Support
Help customers without making them repeat themselves. Incoming calls can display customer records instantly, giving your team the context needed to provide faster, more informed support.
Streamline Daily Workflows
Connect your phone system with the tools your team already uses. Intermax Voice + CRMs reduces manual dialing, searching, and call entry so your team can work more efficiently.
Simplify Client Communication
Keep conversations organized and reduce administrative tasks. CRM integration helps teams quickly access client information, make calls directly from records, and spend more time focused on people.
Make Every Call More Productive
Give your sales team the information they need before they answer. With CRM screen-pop, reps can quickly view contact history, notes, and account details, while click-to-call makes reaching prospects faster and easier
Frequently Asked Questions
Which CRMs does this work with?
Salesforce, HubSpot, and many others. Contact us to confirm your specific CRM.
Does it log calls in the CRM automatically?
Call logging capabilities depend on the CRM integration. We’ll walk you through what’s available for your platform during setup.
Do I need a specific Intermax Voice tier?
Voice + CRMs is available as an integration on any Intermax Voice plan.
How long does setup take?
Setup time depends on your CRM and how it’s configured. Most integrations are straightforward — we’ll handle the connection on our end and walk your team through the CRM side.