What We Handle End-to-End
Migration is more than flipping a switch. We manage the entire process so your team never misses a call.
Your Phone System Should Talk to Your Business Systems
VoIP and phone system integration connects your business phone system with your ERP and CRM so your team sees customer history, open orders, and account status the moment a call comes in. Uptimize Solutions migrates manufacturers and distributors to modern phone platforms -- 8x8, RingCentral, Nextiva, and Teams -- and integrates them with Epicor P21, Salesforce, HubSpot, and other business systems.
What Integration Actually Gets You
The real value of a modern phone system is not the phone itself -- it is what happens when it connects to the rest of your operation
Customer Info on Screen Before You Answer
When a customer calls, your rep instantly sees their account, open orders, recent tickets, and payment status. No scrambling, no putting them on hold to look things up. When a customer calls your sales desk, your rep should see their open orders, AR balance, and last shipment before they say hello. When a warehouse manager gets a call about a delivery, they should see the shipment status without switching to another screen.
Automatic Call Logging
Every call gets logged to the right CRM record automatically. No more asking reps to manually enter call notes -- the system captures it.
Click-to-Dial from Any Record
Call a customer directly from their CRM record, ERP order, or support ticket. One click, no dialing, no mistakes.
Platforms We Migrate and Integrate
We work with the major VoIP platforms and connect them to your business systems
8x8
Strong analytics, AI-powered features, and solid international calling. Good fit for companies that need call center functionality alongside standard business lines.
RingCentral
The largest third-party integration ecosystem. If your CRM or ERP has a RingCentral connector, this platform makes integration straightforward.
Nextiva
Competitive pricing, strong customer service tools, and built-in CRM features. A practical choice for small to mid-sized operations that want simplicity.
Microsoft Teams Voice
If your team already lives in Teams, adding voice calling keeps everything in one place. We handle the licensing, number porting, and call routing setup.
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01 Number Porting & Migration
We port your existing numbers, configure auto-attendants, set up call routing, and migrate voicemail. Typical migrations take 2-4 weeks with minimal disruption.
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02 CRM & ERP Integration
We connect your phone system to Salesforce, HubSpot, NetSuite, SAP, QuickBooks, or whatever systems your team uses daily. Screen pops, call logging, and click-to-dial configured and tested.
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03 Training & Ongoing Support
We train your team on the new system, provide documentation, and offer ongoing support. If something breaks or needs adjusting, we handle it.
Real Results
We've integrated phone systems with Epicor P21 and Salesforce -- see how we saved 25+ hours per week by connecting all three systems. Read the case study
Frequently Asked Questions
We migrate to and integrate 8x8, RingCentral, Nextiva, and Microsoft Teams. We also work with existing on-premise PBX systems that need CRM or ERP integration.
Yes. We connect phone systems with ERP platforms (Epicor P21, SAP, NetSuite, Sage, Dynamics) and CRM systems (Salesforce, HubSpot) for screen pops, call logging, click-to-dial, and automatic call records.
Most migrations take 2-4 weeks for planning and setup, plus 1-2 weeks for cutover and training. We do it in phases to minimize disruption -- your phones don't go down during the switch.
A straightforward VoIP migration for a 50-200 person company typically runs $5,000-$15,000 for the migration itself, plus the ongoing per-user cost of the phone platform. Integration with ERP/CRM adds $5,000-$15,000 depending on complexity.
Because your inside sales team and customer service reps answer hundreds of calls a week. If they have to switch between their phone, CRM, and ERP to find customer info, you're losing minutes on every call. Phone-CRM-ERP integration puts everything on one screen.
Phone System Holding You Back?
Whether you are stuck on a legacy system or have a VoIP platform that is not connected to your CRM, we can help. Book a free workflow audit and we will assess your communications setup alongside the rest of your operational workflow.