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Every call routed. Every ticket updated. Every customer helped faster.
Connect PBX.IM to Kaseya BMS phone system and handle calls, SMS, and WhatsApp without leaving your helpdesk. Calls reach the right agent automatically and every interaction is logged to the right ticket - no manual updates, no missed context.
Connect Kaseya BMS to a phone system built for support teams. Authenticate your account through the Kaseya BMS marketplace and PBX.IM syncs instantly, placing a full softphone directly inside your workspace. Make and receive calls, send SMS, and manage WhatsApp from one screen. Every call is logged to the right ticket automatically, including duration, outcome, AI transcript, and notes, so your records stay accurate without any manual effort.
Call any customer directly from Kaseya BMS - no copy-pasting numbers, no switching apps. One click on any ticket or contact record starts the call through PBX.IM.
Keep customers moving toward resolution without long wait times. Distribute incoming calls by agent availability, skill set, or support tier - and give customers estimated wait times and callback options so no one drops off frustrated.
Greet every caller with a structured phone menu that routes them to the right team without agent intervention. Technical support, billing, general enquiries - each goes straight to the right queue from the moment the call connects.
Built for teams that run on connected workflows. PBX.IM adds calls, SMS, and WhatsApp to any automation without extra tools or extra steps.
When a lead reaches a certain score, a deal moves to a new stage, or a form is submitted - PBX.IM fires a call automatically through Kaseya BMS. No manual handoff, no missed follow-up.
Add WhatsApp to workflows that previously only had email or SMS. Reach contacts on the channel they respond to fastest - and log every reply back to the right record through Kaseya BMS.
Send automated SMS messages at any point in your workflow. Appointment reminders, payment confirmations, delivery updates - any trigger in Kaseya BMS can kick off a text through PBX.IM instantly.
Every PBX.IM call can write data back through Kaseya BMS to any connected platform - CRM, helpdesk, project management, or spreadsheet. One call, automatically logged everywhere it needs to be.
When a call is missed, goes unanswered, or exceeds a set duration - trigger an alert, create a task, or escalate to a manager automatically through Kaseya BMS. Nothing falls through without someone knowing.
Build sequences that combine calls, SMS, and WhatsApp across multiple tools - all orchestrated through Kaseya BMS. No switching platforms, no manual steps between touchpoints.
PBX.IM connects with the platforms your team already relies on - so you can add powerful calling without replacing anything.
PBX.IM connects with Kaseya BMS and any other platform your team uses. If you don’t see your tool in the list, contact us and we’ll set it up for you.
Does Kaseya BMS have a telephony system?
Kaseya BMS does not include a native phone system. To make and receive calls, send SMS, and manage WhatsApp directly from Kaseya BMS, you need to connect it to a business phone system like PBX.IM.
Does Kaseya BMS have a VoIP?
Kaseya BMS does not have built-in VoIP. By connecting PBX.IM to Kaseya BMS, your team gets full VoIP calling, SMS, and WhatsApp without leaving the platform they already work in.
Can you make phone calls through Kaseya BMS?
Yes - once you connect PBX.IM to Kaseya BMS, you can make and receive calls directly from any contact record using Click-to-Call. No switching apps, no manual dialing.
How to integrate telephony with Kaseya BMS?
Connect PBX.IM to Kaseya BMS through the PBX.IM integrations dashboard:
Once connected, your team can call, text, and message contacts directly from Kaseya BMS, with all activity synced automatically.
Does PBX.IM log calls automatically to Kaseya BMS?
Yes. Every inbound and outbound call is logged to the relevant contact record in Kaseya BMS automatically, including duration, outcome, and any notes added during the call. Each call also generates an AI transcript with a summary and action items, so your team has the full picture of every conversation without listening back to recordings.
Can I send SMS from Kaseya BMS using PBX.IM?
Yes. Once PBX.IM is connected, you can send and receive SMS messages directly from Kaseya BMS. All message threads are stored against the contact record and visible to your whole team.
Does the integration support WhatsApp?
Yes. PBX.IM includes WhatsApp Business messaging, which means your team can send and receive WhatsApp messages from within Kaseya BMS. Every conversation is logged to the contact record automatically.
