Aircall Telephony CRM Integration
Aircall telephony system integrated with Monday CRM providing centralized call management, automatic logging, and recorded conversations for trailer leasing operations.
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Measurable Results
Quantifiable business outcomes demonstrating the tangible value of our automation solutions
Centralized telephony management for 1000+ monthly calls across 8-person team with unified company number
Strategic Impact
Centralized telephony management for 1000+ monthly calls creates unified communication control while establishing professional brand presence through single company number across EclipseGroup operations.
Business Value
Unified telephony system improves brand consistency while enabling systematic call management that enhances customer experience and operational efficiency.
Challenge & Solution
Real business challenges and our targeted automation solutions
Business Bottleneck
EclipseGroup operated with traditional phone system lacking integration with business processes, causing information loss and operational inefficiencies. With approximately 1000 monthly calls across 8 team members out of 15-person company, managers had no visibility into call patterns, client communication history, or team performance. Manual call logging was inconsistent, propensities and opportunities were missed, and there was no systematic way to track client interactions or ensure follow-up actions were completed.
Solution Points
Implemented Aircall VoIP system replacing traditional phone infrastructure for centralized telephony management
Built comprehensive Monday CRM integration with automatic call record creation in dedicated communication board
Configured intelligent call routing and IVR system directing calls to appropriate departments and team members
Integrated automatic call recording with secure storage in Aircall platform for quality assurance and training
Developed automatic call transcription and summary generation posted to Monday Updates section with audio links
Built missed call notification system automatically alerting responsible department managers through Monday
Created unified company phone number establishing professional brand presence and eliminating personal number usage
Implemented call duration tracking, client identification, and automatic follow-up task creation in Monday CRM
“Our traditional phone system was a black box - calls happened, but we had no idea who was calling, what was discussed, or what follow-up was needed. With 1000+ monthly calls across our trailer leasing business, we were losing valuable client information and missing opportunities. The Aircall integration transformed our communication completely. Now every call automatically creates a Monday record with transcription and recording. Managers get notified of missed calls, and our single company number makes us look professional. We went from communication chaos to systematic client relationship management.”
Eugene G.
CEO at EclipseGroup
Technical Deep Dive
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