About A logistics company approached us with a recurring challenge: they lacked visibility into call activity across their sales team. Managers couldn’t easily track how many incoming and outgoing calls were made, nor evaluate the quality of conversations without manually listening to recordings. This created inefficiencies in team oversight and limited their ability to identify performance gaps. To solve this, we developed a Call System to CRM Integration with a built-in Analyzer. The solution connects phone systems directly to the CRM, giving managers real-time visibility into call metrics while providing qualitative and quantitative insights into rep performance. Request The client sought a solution to: Centralize Call Data Track incoming and outgoing calls without manual log checks. Evaluate Quality Gain insight into call outcomes and conversation performance. Increase Efficiency Reduce time wasted manually analyzing call logs. Enable Scaling Build a system that supports a growing sales team and integrates with existing CRMs. What we did Pain Point Analysis We mapped existing workflows and identified bottlenecks in how call data was tracked and reported. Solutions Research Our team explored call tracking software options and integration flows, identifying the best-fit technologies for logistics. Call tracking system – general page Custom Integration Design We built a system that syncs call activity (volume, duration, missed calls, follow-ups) directly with the CRM, ensuring data accuracy. Detailed information about each call Analyzer Development Added a reporting dashboard that scores call performance, highlights missed opportunities, and provides team-wide insights. Different possibilities to set up the ‘view’ section Testing & Optimization Validated the integration across multiple sales accounts, refining metrics to ensure clarity and reliability. Statistics per employee – improved outcomes” and blur as usual all sensitive information. Results Increased Accountability: Sales reps improved follow-up consistency thanks to transparent call tracking. Higher Productivity: Managers saved hours weekly by reviewing metrics instead of manually auditing call logs. -30% Missed Calls +25% Follow-ups +27% Monthly Revenue Improved Lead Handling: Faster recognition of missed or poor-quality calls led to quicker corrective action. Revenue Growth: By improving call quality and response times, the client closed more deals and boosted overall profitability. +18% Closed Deals 50+ Active Users +100% Rep Activity tracked Scalable System: The integration now supports growing teams, ensuring every rep’s activity is tracked and optimized.