Onsite CRM Phone Integration — Calls, SMS & WhatsApp

Every call logged. Every contact updated. No switching tabs.

Connect PBX.IM to Onsite CRM for more than just business calling. Handle calls, SMS, and WhatsApp from one place, automate post-call work with AI summaries, monitor call performance through built-in analytics, and expand globally with affordable calling across 150+ countries.

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How PBX.IM Phone Integration Works with Onsite CRM?

Connect Onsite CRM to your phone system with a simple, one-time setup that securely syncs calls, SMS, voicemails, recordings, and contact activity. Once connected, communication data is captured automatically and kept up to date without manual imports or ongoing maintenance.

Click-to-Call from Onsite CRM

Call any contact directly from Onsite CRM, no copy-pasting numbers, no switching apps. One click on any contact record starts the call through PBX.IM.

SMS and WhatsApp from Onsite CRM

Send and receive SMS and WhatsApp messages without leaving Onsite CRM. Every conversation lands in one unified inbox so your team always has the full thread in view, across both channels, against the right contact record. No shared phones, no lost threads, no switching between apps.

Route Every Call to the Right Place

Set up exactly how incoming calls from Onsite CRM contacts are handled by team, skill, time of day, or priority. PBX Studio's drag-and-drop canvas lets you design, connect, and publish the entire call flow in one place, without navigating nested menus or writing a single line of code. No missed calls, no wrong transfers, no manual routing decisions.

AI Call Transcription from Onsite CRM

Every call made through Onsite CRM converts into an accurate, searchable transcript automatically. Get AI-generated summaries, action items, and speaker-separated text from every conversation in multiple languages so your team always knows what was said, what was agreed, and what happens next.

Call Monitoring and Live Coaching

Supervisors can listen in, whisper to agents, or join calls when needed. Combined with real-time dashboards, you have full visibility into what's happening on the floor - and the ability to step in without disrupting the customer. 

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Every conversation belongs in your CRM. Make it automatic.

Your CRM should reflect every conversation, not just the ones your team remembered to log.

Connect Onsite CRM to PBX.IM

Onsite CRM Phone System Use Cases

Built for teams that run on connected workflows. PBX.IM adds calls, SMS, and WhatsApp to any automation without extra tools or extra steps.

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Trigger Calls from Any Workflow

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 Onsite CRM. No manual handoff, no missed follow-up.

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WhatsApp in Any Automation

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 Onsite CRM.

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SMS Notifications and Follow-Ups

Send automated SMS messages at any point in your workflow. Appointment reminders, payment confirmations, delivery updates - any trigger in Onsite CRM can kick off a text through PBX.IM instantly.

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Call Logging Across Every Tool

Every PBX.IM call can write data back through Onsite CRM to any connected platform - CRM, helpdesk, project management, or spreadsheet. One call, automatically logged everywhere it needs to be.

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Alerts and Escalations

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 Onsite CRM. Nothing falls through without someone knowing.

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Multi-Step Communication Workflows

Build sequences that combine calls, SMS, and WhatsApp across multiple tools - all orchestrated through Onsite CRM. No switching platforms, no manual steps between touchpoints.

Keep Your Tools. Upgrade Your Workflow.

PBX.IM connects with the platforms your team already relies on - so you can add powerful calling without replacing anything.

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Don’t See Your Tool Listed?

PBX.IM connects with Onsite CRM 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.

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Onsite CRM Phone System FAQs

Does Onsite CRM have a telephony system?

Onsite CRM does not include a native phone system. To make and receive calls, send SMS, and manage WhatsApp directly from Onsite CRM, you need to connect it to a business phone system like PBX.IM.

Does Onsite CRM have a VoIP?

Onsite CRM does not have built-in VoIP. By connecting PBX.IM to Onsite CRM, your team gets full VoIP calling, SMS, and WhatsApp without leaving the platform they already work in.

Can you make phone calls through Onsite CRM?

Yes - once you connect PBX.IM to Onsite CRM, 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 Onsite CRM?

Connect PBX.IM to Onsite CRM through the PBX.IM integrations dashboard:

  1. Sign in to PBX.IM and open Integrations.
  2. Find Onsite CRM in the list and click Connect.
  3. Sign in to your Onsite CRM account and authorize access.
  4. Choose which seats to enable and what to sync — calls, texts, messages, and contacts.
  5. Save, and you're live.

Once connected, your team can call, text, and message contacts directly from Onsite CRM, with all activity synced automatically.

Does PBX.IM log calls automatically to Onsite CRM?

Yes. Every inbound and outbound call is logged to the relevant contact record in Onsite CRM 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 Onsite CRM using PBX.IM?

Yes. Once PBX.IM is connected, you can send and receive SMS messages directly from Onsite CRM. 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 Onsite CRM. Every conversation is logged to the contact record automatically.