EZCRM + Servetel
Every call through your Servetel cloud telephony number is logged, recorded, and turned into a lead in EZCRM automatically.
Set up once, then it just runs.
Connect your Servetel account
Link your Servetel virtual number setup to EZCRM using our guided setup or the webhook feature.
Calls sync automatically
Every inbound and outbound call, along with recordings and call notes, is captured as a lead activity in EZCRM.
Follow up with full context
Your team sees caller history, previous conversations, and recordings before picking up the phone.
Never lose a Servetel lead again.
No missed-call leads
Missed calls on your Servetel number automatically create a follow-up task so no enquiry is forgotten.
Call recordings in one place
Listen to any Servetel call recording directly from the lead’s profile in EZCRM.
Clear call analytics
Track call volume, duration, and conversion by agent, without switching to a separate telephony dashboard.
Common questions
Does this work with IVR call routing?
Yes, calls routed through your Servetel IVR are captured and logged against the right lead in EZCRM.
Are call recordings stored in EZCRM?
Recordings are linked from Servetel and playable directly inside the lead timeline in EZCRM.
Do I need a developer to set this up?
No, our guided setup connects your Servetel account directly. A webhook option is available for custom needs.
Is the Servetel integration free?
Yes, it’s included on all EZCRM plans at no extra cost.
Bring your Servetel calls into one pipeline
Set up the Servetel integration in minutes and stop juggling tabs.