Connect your Yeastar PBX to iCRM and automatically capture, analyse, and report on every VoIP call — linked to the same agents managing your WhatsApp and CRM.
Why Cloud PBX is built into iCRM
Your agents already handle WhatsApp messages, manage service cases, and track customer records inside iCRM. By connecting your Yeastar Cloud PBX to iCRM, every phone call is automatically linked to the same system — no separate call reporting tool, no manual export, no third login.
The problem
Report 1
Open the dashboard and immediately see call health — total calls, answered rate, missed calls, talk time, and week-over-week trends. Three tabs: Overview charts, User KPI leaderboard, and full CDR log.
Overview tab — KPI cards + daily volume + call heatmap
User KPI tab — agent leaderboard with answer rate badges
CDR Log tab — every call searchable and filterable
8 cards: total calls, answered, missed/failed, talk time, inbound, outbound, internal, avg ring time — all with trend arrows.
Stacked bars showing inbound vs outbound vs internal per day. Spot call spikes and quiet days at a glance.
All agents ranked by total calls, answer rate, talk time, outbound vs inbound. Answer rate badge: green >80%, amber >50%, red <50%.
Every call record with datetime, type, from, to, status, duration, ring, talk time, assigned user, and trunk. Export-ready.
Report 2
Select any agent and see their complete call performance profile — today's live activity, productivity timeline, working hours & idle detection, top contacts, and full call log.
Scorecard tab — today's live activity + 8 KPI cards + working hours
Productivity tab — daily performance, answer rate trend, peer comparison
Contacts tab — top 20 most called numbers + repeat contacts
Call Log tab — agent's individual CDR records
Calls today, answered, talk time, first & last call, vs yesterday comparison. Updated in real time.
Active days, avg active/day, earliest start, latest end, idle gaps (30+ min), longest idle gap.
See how this agent ranks against all others. Leaderboard highlights the selected agent.
Most frequently called numbers + repeat contacts (3+ calls). Outgoing vs incoming split shows proactivity.
Setup
Match each Yeastar PBX extension number to an iCRM user account. One dropdown per extension. Once mapped, all call records sync automatically every 5 minutes.
Enter your Yeastar PBX credentials in iCRM settings. Sync takes seconds.
Match each extension number to an iCRM user. One-click dropdowns — done in 5 minutes.
Call data syncs every 5 minutes. Open the dashboard and see every call immediately.
What you see
Before & after
Connect your Yeastar PBX to iCRM in 2 minutes. First call record syncs within 5 minutes.