Yeastar P-Collection Telephone System Replace (Mar 2025)

CRM integration template, optimizations on present CRM answer, name observe, LDAP contact sync, enhanced Groups presence sync, and extra updates now obtainable on the P-Collection Telephone System.

We’re happy to carry you the newest firmware for P-Collection Telephone System, that includes a number of new options and enhancements tailor-made to satisfy your numerous wants. Learn on to find how the March updates can simplify your workflow and elevate productiveness to new heights.

New Function Roundup – March ’25

Rise up to hurry with new updates in lower than 3 minutes!



CRM Integration Template

Yeastar presents a variety of absolutely developed and maintained integrations with in style CRM and Helpdesk platforms, similar to HubSpot, Zoho, Salesforce, and extra. (View the total record)

However what in case your CRM isn’t on the record? Introducing the CRM Integration Template! Now, for regionally used or area of interest CRMs, you’ll be able to simply join them to Yeastar P-Collection utilizing the customized integration template.All configurations will be accomplished with minimal technical experience required.

Listed below are two forms of CRM integration templates:

• Default Integration Template: Entry all ready-made CRM integrations supplied by Yeastar. You may view, obtain, and replace these templates at any time to make sure your CRM integration stays up-to-date.
• Customized Integration Template: A DIY answer for integrating native CRMs. Customise settings similar to logos, person associations, and extra to fit your particular wants. Get pleasure from integration options like name journal, auto contact sync, and extra to make sure a unified communication expertise.

Yeastar helps integration with any CRM or Helpdesk that has a REST API able to matching an electronic mail or telephone quantity to a buyer account. Admins can simply handle all CRM integration templates by means of a single, unified interface, and templates will be rapidly imported or exported, making it straightforward to use customized templates throughout a number of PBX methods.

The best way to arrange the CRM integration template?

The combination configuration is finished server-side in an easy approach. For a fast walkthrough, please check with our configuration information.

Enhancements to Current CRM Integration

Affiliate CRM Account with A number of Extensions

A single CRM person will be related to a number of PBX extensions. As an illustration, when you have 10 workers however solely 5 CRM accounts, the admin can assign one CRM account to a number of workers, grouped by division or position. This shared strategy cuts operational prices, making it superb for small and medium-sized companies.

Actual-time Contact Question & Sync

Every inbound and outbound name will auto-trigger a CRM contact lookup. Immediately show up to date contact information on the decision window and sync them with the PBX phonebook.

Customers can even search CRM contacts immediately within the Linkus UC Shopper. By enabling “Synchronize Contacts Mechanically > All the time Question CRM”, you’ll be able to search for contacts out of your CRM/Helpdesk in actual time — even these not synced to the PBX phonebook. Then you’ll be able to merely click on to name or begin a chat inside the telephone system.

The system all the time pulls real-time CRM information, making certain brokers see probably the most up-to-date data. This seamless integration streamlines workflows, saving time and serving to brokers concentrate on buyer interactions.

Entry this operate by:

• Typing within the dialer.
• Looking out extension contacts (Desktop & Internet Shopper solely).
• Transferring an ongoing name.
• Beginning a chat.
• Including a brand new name.
• Extra

*Be aware: Actual-time CRM contact lookup will not be supported if Quantity Masking is enabled. For detailed configuration directions, please check with our person information: HERE

Enhanced Name Popup

Help Guide Name Popup

Moreover the automated name popup characteristic, Yeastar now presents a guide possibility, letting customers resolve whether or not to open the caller’s CRM contact file.

Throughout a name, customers can click on the “CRM” tab within the name window to launch an internet browser with the contact’s particulars. This permits customers to entry CRM interface on demand, each time wanted.

For unknown quantity calls, a “+” icon will seem, permitting you to rapidly create a brand new contact manually. Merely click on the icon, enter the caller’s title, and save. The system will robotically add the contact — with the caller’s title and telephone quantity — to the CRM and open their CRM web page for speedy entry. This streamlined course of ensures it can save you and handle new contacts effortlessly.

See the way it works:

Name Popup Configuration on the Extension Degree

Now you can arrange name popups for the Linkus Desktop/Internet Shopper individually for every extension, eliminating duplicate popups when logged into a number of shoppers concurrently.

This characteristic is particularly helpful for distant employees utilizing CTI to manage each distant Linkus Internet and Desktop Purchasers for calls. With this selection, extensions can select which consumer will set off the decision popup, making certain contact data is displayed on the proper place.

For detailed configuration directions, please check with our person information: HERE

Different Updates & Enhancements

• Play name recordings immediately inside CRM methods (Hubspot, Bitrix24, Zendesk).
• Enable Linkus for Google to show firm title on incoming calls.

Name Be aware

This characteristic permits customers to add name disposition tags and remarks to categorize calls and streamline follow-ups. It helps real-time note-taking throughout calls and offers prompt entry to historic notes, whether or not throughout or after a name.



Widespread Use Instances in Name Facilities:

• Use pre-configured name disposition labels(e.g., gross sales, help) to categorise requires higher personalization and analytics.
• Add detailed remarksto make sure seamless handoffs between brokers, enhancing collaboration and stopping missed particulars.

All name notes are robotically saved in name logs and CDR, making it straightforward to look and retrieve data later.

• Professional Tip: Admins can allow or disable the Name Be aware characteristic primarily based on particular name eventualities andcall options(Queue, Ring Group, Voicemail, and so forth). For instance, they will activate it for outbound calls to make sure brokers doc essential particulars throughout gross sales conversations. For extra particulars, please check with the person information.