FloCX Pro: Ai Call Summaries Now Live Across 350+ CRMs

FloCX Pro now talks to over 350 CRMs. Here's what that actually means for your team.

Every call your team takes creates information. A name, a problem, a promise to follow up. The trouble has always been getting that information out of the phone call and into the system where it actually matters.

FloCX Pro closes that gap. Through our partnership with Red Cactus and their Bubble integration layer, FloCX Pro now connects natively to more than 350 CRM and business systems, from Salesforce and HubSpot down to sector-specific platforms like Dentally and Actionstep. See the full list of supported systems at crm.flotek.io.

What Bubble actually does

Bubble sits between your FloCX Hosted Phone system and your CRM, and it works quietly in the background. When a call comes in, it reads the incoming number and matches it to your CRM, so before anyone even picks up, you already know who you're talking to.

Because it runs on hosted VoIP rather than old-fashioned phone lines, this works the same way whether the call lands on a desk phone, a laptop, or a mobile. That matters differently depending on what you do. An estate agent taking a call between viewings needs the client history in front of them instantly. A law firm needs a clear, logged record of every client conversation without a fee earner having to stop and type it up. A construction site manager fielding calls between sites needs the details captured properly the first time, because there often isn't a second chance to chase it up. A hotel or restaurant team at the hospitality front desk needs to see who's calling and why, without leaving a guest waiting.

A few things this makes possible day to day:

Pop-up notification shows the caller's full record the instant a call connects, whether it's inbound, outbound or transferred.

Search bar lets your team search CRM contacts directly, open a customer card or send a message without leaving the call screen.

Click the phone number and your phone or desktop app rings immediately, saving the time it takes to dial manually.

Call logging captures every call automatically under the right customer card. No one has to remember to do it.

Conversation notes get written in real time and are instantly visible to colleagues in the CRM, so the next person who picks up that account isn't starting cold.

Call history shows exactly when and which colleagues have already spoken to a caller, so nobody asks a customer to repeat themselves.

Where the Ai comes in

This is where FloCX Pro goes further than a standard integration. Once a call ends, the Ai generates a summary of the conversation and drops it straight into the CRM record, along with a link to the call recording.

It also builds a to-do section from the call itself. If a rep agrees to send a customer some information or follow up on something, that action gets added to the record automatically, so it's tracked rather than left to memory.

No install, and it follows you to mobile

FloCX Pro runs entirely in the cloud through your Webex app. There's nothing to install locally. Answer a call on your desktop or your mobile, and the CRM populates in exactly the same way. A call taken on a mobile app while you're out of the office still lands in the CRM with the full record, summary and recording link attached.

Want to see it in action first? Here's a demo of the FloCX Pro desktop app working with Bubble.

Integrations, and what if yours isn't listed

The 350+ supported systems include Salesforce, HubSpot, SuperOffice, Dentally, Actionstep, Oracle NetSuite, Zoho, Freshdesk, HaloPSA, Dynamics 365, Zendesk and Street for estate agents, among many others. The complete list is on crm.flotek.io.

Running something that isn't on the list, or a custom-built system? We can also build custom integrations for non-listed CRMs and bespoke platforms, for a one-off fee. If your CRM isn't in the directory, that's a conversation worth having rather than a dead end.

Feature availability can vary depending on your specific CRM or telephony platform. For a full breakdown of what's supported for your setup, check the service description on the Red Cactus marketplace.

The point of all this

None of this is about technology for its own sake. It's about the time your team gets back when they're not typing up call notes, and the visibility your business gets when every conversation is captured properly the first time. That's what FloCX Pro is built to do.

Want to see it working with your own CRM? Speak to Flotek.

Further reading

• Hosted VoIP telephony
• Managed IT support
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