Calling built for Salesforce
VXT's Salesforce integration enables automatic syncing of contacts, SMS, and call notes.
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Record and transcribe your phone calls with AI
Our call recording and transcription feature makes it easy to record important calls. VXT can automatically transcribe your call recordings, making it easy to review specific parts of the conversation at a later date. Recording your calls can be a great tool to mitigate risk and make resolving client disputes easier.
Understand who's calling
We sync your contacts from Salesforce and display names against caller IDs so you know who's calling when you answer the phone. With instant access to the caller's name and information, you never have to ask "John, who?" ever again. With contacts available in VXT you can search by name in the app when you want to make a call.
Click to call from Salesforce with VXT mobile and desktop apps
Call straight out of Salesforce. Clicking on supported links will open the VXT app and initiate a call in seconds. You can take calls from anywhere using our mobile or desktop applications. Our Salesforce integration works on both!
Salesforce is a leading cloud-based CRM built to streamline sales, service, and marketing operations. It provides a single platform to manage leads, contacts, accounts, opportunities, and cases. Salesforce is ideal for teams of all sizes looking to boost efficiency, improve customer experience, and keep data accurate. With an intuitive interface and powerful automation, Salesforce helps teams work smarter—freeing more time to focus on what matters most: customers.
Our Salesforce integration features:
- Automated call logging and file note creation for every call
- Call recording
- AI call transcripts and summaries
- Contact syncing with caller ID display
- Click-to-call directly from Salesforce
- Available on both mobile and desktop applications
Certus Accounting & Tax Services
Lee's business philosophy is encapsulated in their tagline: "Building relationships for financial confidence." This ethos drives their mission to provide comprehensive finance and accounting support to small business owners, fostering long-term partnerships built on trust and expertise. In his quest to enhance client service and streamline operations, Lee turned to VXT, a VoIP phone system tailored for accountants. Here's how this decision has transformed his business:
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Simplify your workflow today
VXT integrates into your workflow. Making life simpler for you, and your clients.
