EdTech Pro CRM Integration

EdTech Pro CRM Integration with

The VoIP Shop School Phone System

Effortlessly connect your school's communication and management systems with The VoIP Shop’s EdTech Pro CRM integration. Handle calls, record interactions, and monitor student or parent engagements directly from your EdTech Pro CRM dashboard. Provide your educational institution with tools designed to simplify workflows, reduce errors, and elevate student and parent communication.

Stop missing opportunities to communicate effectively—integrate EdTech Pro CRM with The VoIP Shop today and increase your team’s productivity by 60%!

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EdTech Pro CRM integration with VoIP

We Support School With

Enhance Your School’s Communication with EdTech Pro Integration

Revolutionize your school’s communication with The VoIP Shop’s advanced phone systems, now integrated with EdTech Pro. This powerful combination offers seamless connectivity with your school’s MIS (Management Information System),

making communication faster, safer, and more efficient.

Zendesk Call Integration with The VoIP Shop

What features does the School MIS and Phone System Integration offer?

MIS & Business Caller Identification

Cloud MIS Screen Pop-up

Attendance Logged in Seconds

CPOMS Automation

Caller History

Notify Staff of Call

Portal Lite

Ideal for schools using cloud-based MIS systems that support our "Open Profile in MIS" feature.

£300 (Primary Schools) and

£350 (Secondary Schools) / Annually


Includes

Caller ID on Phone Handset and 3CX App

Screen Pop-Up with MIS information on Answering

Safeguarding Alerts (Court Orders Check)

Caller History and Call Journaling​

Notify Staff members of call​

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Portal Pro

Designed for schools with desktop-based MIS systems, where profiles need to be manually searched to log attendance.

£450 (Primary Schools) and

£500 (Secondary Schools) / Annually


Everything in Portal Lite

Log lesson or session attendance in seconds from the Portal application.​​​​

Priority support from our Client Success Team

Access to Beta Features

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School Phone System MIS EdTech Pro

Screen Pop-Up
When a call is received, an intuitive screen pop-up provides key details about the caller, including their relationship with the school and complete call history. Safeguarding information, such as any active court orders involving the caller and a child at the school, is also displayed for added security.


Attendance Writeback
Portal Pro streamlines attendance management by offering direct writeback to your school’s MIS. It supports both session (AM/PM) and lesson-specific attendance, ensuring a seamless and efficient first-day calling process.


Safeguarding Alerts
For enhanced safety, any active court orders linked to a caller are prominently displayed on the screen pop-up. This ensures staff are informed and can act in compliance with safeguarding protocols.


Access to MIS Profiles
From the screen pop-up, Portal allows instant access to your cloud-based MIS. This feature ensures staff can view additional details about students, guardians, and safeguarding information without switching between systems.

Key Features of EdTech Pro CRM Integration

The VoIP Shop’s EdTech Pro CRM integration introduces advanced features designed to simplify school communications and management. From call initiation to detailed activity tracking, this integration supports educational institutions

by bridging communication gaps and improving efficiency.

EdTech Pro crm Parent Communication Dashboard

Parent Communication Dashboard

Centralize parent contact details, attendance records, and feedback into a single view. Make conversations more effective by referencing critical information at a glance.

EdTech Pro crm Student Support Ticketing

Student Support Ticketing

Address student-related concerns by logging calls as actionable support tickets. Each query is tracked, ensuring timely resolutions for academic or administrative issues.

EdTech Pro crm Attendance Notifications

Attendance Notifications

Automate attendance-related call notifications for absent students. Keep parents informed with timely updates that ensure transparency and accountability.

EdTech Pro crm Event Reminder Integration

Event Reminder Integration

Schedule and automate calls or messages for school events, meetings, or important deadlines. This feature helps schools stay connected to their community efficiently.

EdTech Pro crm Teacher and Staff Coordination

Teacher and Staff Coordination 

Enhance coordination by providing educators with a direct communication channel through the CRM. Connect with colleagues easily for improved collaboration on lesson plans, schedules, and student progress.

EdTech Pro crm Click-to-Call Functionality

Click-to-Call Functionality

Initiate voice interactions directly within the EdTech Pro CRM interface. A single action connects educators, administrators, or parents instantly, saving time.

EdTech Pro crm Automatic Call Documentation

Automatic Call Documentation

Record every phone engagement automatically, capturing call details such as length, outcomes, and timestamps. This eliminates manual input errors and guarantees reliable records. Staff members can focus on addressing concerns without worrying about maintaining accurate records.

EdTech Pro crm Embedded VoIP Dialer

Embedded VoIP Dialer

Handle phone tasks without switching platforms, enabling consistent workflows. The embedded dialer allows users to conduct calls within EdTech Pro CRM itself. Staying on the same system keeps the focus on effective communication and reduces disruptions.

EdTech Pro crm Context-Aware Caller ID

Context-Aware Caller ID

Access caller-specific details, including interaction history and relevant notes, as calls come in. This visibility equips users to handle queries with full context. Conversations gain clarity, ensuring every interaction adds value.

Key Benefits of The VoIP Shop's VoIP Integration with EdTech Pro CRM

The VoIP Shop's integration with EdTech Pro CRM brings advanced tools to improve communication and efficiency for schools and educational institutions. With automated processes and centralized information, your team can focus on meaningful interactions and achieve better outcomes.

Optimize Communication Processes

Tasks such as initiating and logging calls are automated, saving valuable time. Team members can dedicate more attention to engaging with students, parents, and staff. Efficient communication improves the experience for all stakeholders.

Centralized Contact Information and Call History

Records, including interaction logs and notes, are stored in EdTech Pro CRM for easy access. Having all data in one place supports collaboration across departments. Accurate and organized records ensure timely and informed follow-ups.

Increase Staff Productivity

Features like auto-logging, real-time updates, and analytics simplify management. Teachers and administrators can track interactions effortlessly, improving their ability to focus on core tasks. Streamlined workflows lead to better performance across the board.

Prioritize Student and Parent Outreach

Updated contact information and interaction records help identify priority cases quickly. Staff members can allocate resources effectively, focusing on urgent needs or critical opportunities. This prioritization strengthens relationships and boosts outcomes.

Eliminate Missed Opportunities

Calls and voicemails are automatically recorded and linked to the correct profiles. No interaction goes unnoticed, allowing your team to address inquiries promptly. Responding faster builds trust and confidence within the school community.

Foster Team Collaboration

All communication data is accessible within EdTech Pro CRM, supporting teamwork. Educators and administrators can coordinate efforts seamlessly, ensuring consistent communication. A unified approach enhances the overall operational flow.

Zendesk CRM with The VoIP Shop

How Does The VoIP Shop Integrate with EdTech Pro CRM?

Setting up The VoIP Shop with EdTech Pro CRM is simple and effective. Follow these instructions to connect your systems and improve communication management within your school.

1. Access Your VoIP Shop Dashboard

Log into The VoIP Shop account and navigate to the dashboard. Look for the "Integrations" tab. Select EdTech Pro CRM from the list of available integration options to begin the process.


2. Enable the Integration

Toggle the EdTech Pro CRM integration switch to activate the feature. From the dropdown menu, select the necessary settings that suit your communication setup. Confirm your selection to move forward.



3. Authorize EdTech Pro CRM

Click the authorization link to access EdTech Pro CRM’s login page. Enter your credentials and grant the requested permissions to connect both platforms. After successful authorization, a confirmation message will verify the setup.


Once the integration is complete, The VoIP Shop and EdTech Pro CRM will be connected. Features like automated call logging, contact syncing, and real-time communication tools will become accessible. Let your school benefit from streamlined communication, allowing your team to focus on providing better engagement for students, parents, and staff.


If you’d like assistance during setup, our support team is ready to help.

Available as a Windows desktop installation, CRM Connect allows you to offer unique CRM solutions that are tightly integrated with market leading communications services.

Easy to provision via Self-Service Portals

Easy to provision via Self-Service Portals

Windows based installation wizard

 Windows based installation wizard 

Full control of telephone handset from desktop

 Full control of telephone handset from desktop

Instant access to CRM information

 Instant access to CRM information

Advanced call control from within CRM applications 

Bring phone features and functionality into the applications you use every day, eliminating the need to switch between programs to message, call and meet.
Click to Dial
Click to Dial
Web-Page Dialing
Web-Page Dialing
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Click to Hold
Click to Transfer
Click to Transfer
Built-in Call History
Built-in Call History
CRM Application Integration
CRM Application Integration

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FAQs

Answers to some of our most commonly asked EdTech Pro CRM Integration questions…

  • Do you support Multi-Academy Trusts?

    Yes, we do. If your trust operates a single 3CX phone system instance for multiple schools, our integration supports each school's individual MIS on the same system.

  • Do you offer discounts for Multi-Academy Trusts?

    Yes! We offer special discounts for Multi-Academy Trusts. Get in touch with us, let us know the number of schools in your trust, and we’ll provide you with a tailored discount.

  • What data protection measures do you have in place?

    We prioritize data security. For a complete overview of the measures we implement to protect your data, please visit our Data Security page.

  • What is EdTech Pro CRM integration with The VoIP Shop's school phone system?

    EdTech Pro CRM integration with The VoIP Shop's school phone system connects your educational institution's customer relationship management (CRM) platform with advanced Voice over Internet Protocol (VoIP) communication tools. This integration enables features like initiating calls directly from the CRM, automatic logging of interactions, and real-time synchronization of contact information, enhancing communication efficiency and data management within the school environment.

  • How does integrating EdTech Pro CRM improve student and parent engagement?

    By integrating EdTech Pro CRM with The VoIP Shop's phone system, schools can manage all communications with students and parents from a single platform. This unified approach allows for personalized interactions, timely follow-ups, and accurate record-keeping, leading to improved engagement and stronger relationships with both students and their families.

  • Can I log calls from mobile devices using EdTech Pro CRM integration?

    Yes, with EdTech Pro CRM integration, calls made from mobile devices can be automatically logged into the CRM system. This feature ensures that all interactions, regardless of the device used, are recorded and accessible for future reference, maintaining comprehensive communication records.

  • What are the limitations of EdTech Pro CRM integration with The VoIP Shop's phone system?

    While EdTech Pro CRM integration offers numerous benefits, potential limitations may include compatibility issues with existing systems, the need for user training to effectively utilize new features, and possible initial setup costs. It's important to assess your school's specific needs and consult with The VoIP Shop's support team to address any concerns and ensure a smooth integration process.

  • Can I track call performance and analytics within EdTech Pro CRM?

    Yes, integrating EdTech Pro CRM with The VoIP Shop's phone system provides access to detailed call performance metrics and analytics. This includes data on call durations, frequency, outcomes, and agent performance, enabling schools to monitor communication effectiveness and make informed decisions to enhance their outreach strategies.

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