DAILDIRECTLY SERVICES
CRM integrations.
Connect calling activity to customer records so your team can work with the context and outcomes it needs.
Request a crm integrations quoteYOUR PROJECT SCOPE
Configured around
your operation.
We turn your requirements into a documented setup, with the platform, delivery steps and ongoing responsibilities agreed before work begins.
Call activity, notes and outcome synchronisation
API or webhook connection where supported
Field mapping, permissions and integration testing
HOW WE GET STARTED
A clear route to launch.
Assess your requirements
Share your locations, team size, existing systems and the call or message flows you want to support.
Agree the configuration
Confirm platform compatibility, required accounts, commercial terms, access and the deployment scope.
Test and hand over
Validate the agreed workflows, complete team handover and document the operating and support arrangements.
Availability, integrations, licences, service levels and timing are specified in your proposal. Carrier and third-party platform charges are itemised where applicable.
Connect the rest of your system.
AI voice agents
Create automated voice conversations for enquiries, appointments and permitted follow-ups, with clear boundaries and a path to a person.
Explore serviceClick-to-call
Start calls from the tools your team already uses, with the connection and call records linked to your business workflow.
Explore serviceBusiness SMS
Add customer messaging for appointments, updates and ongoing conversations, with a setup suited to your destination and use case.
Explore serviceLet’s scope your crm integrations.
Start with your requirements. Build from there.