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Ooma Office for
Pipedrive

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Ooma Office Pro Plus for Pipedrive CRM delivers powerful tools to help businesses streamline operations, enhance customer interactions and drive revenue growth.

By connecting Ooma Office Pro Plus with Pipedrive CRM, your organization can unlock new levels of business productivity and collaboration.

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Key Pipedrive CRM Integration Features:

  • Caller-ID Pops – Deliver a better customer experience by enabling employees to preview contact details on the Ooma Office Desktop application before making or taking phone calls.
  • Complete Call Control – Once connected with contacts, employees can mute themselves, put the call on hold, add a call participant, transfer the call or quickly access the contact CRM record with a single click.
  • Call Notes – Boost efficiency by enabling employees to quickly enter call notes to their Customer, Organization, Lead or Deal data set from the Ooma Office interaction card, automatically synching them with Pipedrive CRM.
  • Call Logging – Automatically sync call details like time and duration into Pipedrive for flawless record keeping.
  • Virtual Receptionist – Greet and direct callers to employees and departments without picking up the phone. Answer common questions like office hours and directions; play on-hold music and promotional messages.
  • Advanced Call Management – Take customer and employee experience to the next level with features like Multi Ring, Ring Groups, Auto Dialer, Call Queuing, Enhanced Call Blocking, Call Recording, Shift-to-Text and more.
  • Desktop and Mobile Apps – Empower employees to make and receive phone calls, text, fax, listen to or read voicemails, join audio and videoconference calls and more from their desktop computer, mobile phone or iPad.
  • Text Messaging – Text from your smart phone, iPad, desktop or laptop. Send group text messages, schedule text messages to be sent at any time and date and use messaging templates to save time.
  • Videoconferencing – Meet with up to 100 participants at any time, any place. Get more business value from videoconferences with simultaneous screen sharing, online whiteboarding and videoconferencing recording.

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