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The daily friction your team shouldn’t have to deal with
These are the problems teams tell us about before they connect their phone system to Activix.
Key features of Activix phone system integration
Every feature below is available regardless of which phone system you use — as long as it supports API or CRM integration (which all major VoIP platforms do).
Automatic call logging
Every inbound and outbound call is automatically logged against the matching Activix contact—timestamp, duration, direction, and outcome. No manual entry. No missed interactions.
Live screen pops on inbound calls
The moment a call arrives, Activix opens the caller's record—showing their details, notes, and activity. Your team knows who's calling and why before they say a word.
Click-to-call from any Activix record
Dial any contact or client directly from their Activix record with one click. No mis-dials, no copy-pasting—just click and the call connects through your phone system.
Caller identification for unknown numbers
When a call comes in from a number not yet in Activix, your team is alerted. A new contact can be created on the fly—or the number enriched while still on the call.
Call recordings linked to Activix
Recordings are attached to the call log in Activix. Managers can review conversations, resolve disputes, and coach your team—all without leaving the CRM.
Task and follow-up creation
Create follow-up tasks, reminders, or callback notes in Activix directly from a call—so nothing is left to memory and every commitment is tracked.
Missed call alerts with Activix context
When a call is missed, your team gets an alert that includes the caller's Activix record—so they know immediately who it was and whether a quick callback is needed.
Works across all offices and remote staff
Whether your team is in the office, at home, or on the move, the integration works with your phone system's web client or mobile app (where supported). Screen pops and call logging follow the user, not the desk.
Built for every role in your team
From front-line staff to operations—screen pops, call logging, and click-to-call work the same for everyone.
Front-line staff
See contact and client context the moment the phone rings. Click to call from the contact record. Every call logged automatically—no post-call admin.
Team members who make calls
Instantly see whether an inbound call is from an existing contact, a client, or a new enquiry—and what they're linked to in Activix. Log calls and follow-ups without leaving the CRM.
Team leaders
Every call, client catch-up, and follow-up is logged against the right record. Missed calls are flagged with full Activix context so nothing slips.
Operations & management
See call activity inside Activix. Track who's being contacted, review recordings when needed, and measure team performance without chasing spreadsheets.
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"Before the integration, our team was spending the first few minutes of every call pulling up the right record in Activix. Now the screen pop shows who's calling before we answer. Call logging is automatic. We've easily saved each person half an hour a day—and our contact and activity data in Activix is finally accurate."
Operations Director, UK business
STATS
The business case in numbers
Based on typical results reported by teams after connecting their phone system to Activix.
How we set it up — from demo to go-live
We handle the full integration. You don't need an in-house developer or IT team.
1. Discovery Call (30 min)
We review your phone system setup, your Activix modules and workflows, and what you want to automate. We confirm compatibility and set a clear timeline.
Integration & Configuration
We connect your phone system (e.g. 3CX) to Activix and configure screen pops, call logging fields, click-to-call, contact sync, and any task-creation rules.
Testing Across All Scenarios
We test inbound calls from known contacts, unknown numbers, missed calls, outbound calls, and remote/mobile—verifying every log entry in Activix before sign-off.
Team Training (1 hour)
We walk your team and managers through the new workflow. Most teams are confident within an hour. We provide a quick-reference guide for new starters.
Ongoing Support
Our UK-based team is available after go-live. We monitor your phone system and Activix for updates that could affect the integration and handle them before they become your problem.
What you need to get started
The prerequisites are minimal. We'll confirm everything on the discovery call.
- A VoIP or PBX phone system that supports CRM integration (we can assess your current platform)
- Activix with API or integration access
- Web client or mobile app for click-to-call and screen pops where your phone system supports it (desk phones also supported)
Need a new phone system? We can supply and configure a compatible phone system alongside the Activix integration as a single project.
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