The integration connects Ooma Office Pro Plus, a leading VoIP communications platform, with SugarCRM, a powerful sales and customer relationship management tool. It streamlines workflows by synchronizing communications and sales data, enabling businesses to manage calls, customer interactions, and sales opportunities more efficiently.
Ooma Office for
SugarCRM

Ooma Office Pro Plus for SugarCRM delivers powerful tools to help businesses streamline operations, enhance customer interactions and drive revenue growth.
By connecting Ooma Office Pro Plus with SugarCRM, your organization can unlock new levels of business productivity and collaboration.

Key SugarCRM Integration Features:
- Caller-ID Pops – Preview contact details on the Ooma Office Desktop application before making or taking phone calls.
- Complete Call Control – Mute hold, or transfer calls, add participants or quickly access the contact CRM record with a single click.
- Contact List – Synch contacts from SugarCRM into your Ooma Office personal addresses list.
- Call Notes – Enter call notes to Contact, Organization, Lead, Opportunity or Notes data set from Ooma Office, automatically synching them with SugarCRM.
- Call Logging – Automatically sync call details like time and duration into SugarCRM for flawless record keeping.
- Virtual Receptionist – Greet and direct callers to employees and departments without picking up the phone. Answer common questions like office hours and directions; play on-hold music and promotional messages.
- Advanced Call Management – Enjoy next level with features like Multi Ring, Ring Groups, Auto Dialer, Call Queuing, Enhanced Call Blocking, Call Recording, Shift-to-Text and more.
- Desktop and Mobile Apps – Make and receive phone calls, text, fax, listen to or read voicemails, join audio and videoconference calls and more from your desktop computer, mobile phone or iPad.
- Videoconferencing – Meet with up to 100 participants at any time, any place. Experience simultaneous screen sharing, online whiteboarding and videoconferencing recording.
FAQ’s
This integration is ideal for small and medium-sized businesses that rely on frequent customer communications and want to streamline their sales and customer experience processes. It’s particularly beneficial for organizations seeking to improve customer service, enhance productivity, and gain insight into phone communications and overall performance.
The integration is part of the Ooma Office Pro Plus plan. There are no hidden fees for enabling the integration and all costs are limited to your Ooma Office Pro Plus and SugarCRM subscriptions.
Your existing SugarCRM data remains intact. This integration simply enhances existing business workflows by automatically synchronizing caller-ID screen pops, call logs, and customer details without disrupting data.
If you use the Ooma Office integration note-taking feature during your call, these notes will be added to the area in your SugarCRM database you define.
Setup is simple. Your Ooma Office Pro Plus administrator simply logs into office.ooma.com and navigates to the Integration page. There the administrator selects the SugarCRM integration button to enable the integration for all Ooma Office Pro Plus users. Once enabled, users will be able to connect to the SugarCRM portal they use by entering the URL to their account.
Ooma delivers comprehensive 24×7 customer support via phone, live chat, email and an extensive online knowledgebase. Get assistance with setup, troubleshooting and questions you have when using the platform.