Pick the perfect plan
Microsoft Teams Phone Integration
Make and receive Teams calls directly in Salesforce with automatic logging, caller context, and no third-party platforms.
Starts at 15 users minimum
Microsoft Teams calling inside Salesforce
Automatic caller lookup in Salesforce
Click-to-dial from Salesforce
Automatic call logging
Campaign Dialer
Live Agent Dashboard
Reporting & Analytics
Everything in Base, plus:
Link MS Teams recording summaries & transcriptions to Salesforce
Supervisor features (Barge-In, Listen)
Call logging for users logged out of Salesforce
Call logging for abandoned calls in queues
Telephony Integration for Salesforce
Integrate Cisco, 3CX, Avaya, or 100+ other telephony systems with Salesforce.
Starts at 20 users minimum
Make Calls from Any Salesforce Object
Automatic Caller Lookup in Salesforce
Click-to-Dial from Salesforce
Call history with missed & previous calls
Live Agent Dashboard & Wallboard
Outbound SMS
Campaign Dialer
Call Recording & Transcription
* Depending on your phone system, extra charge for the connector could apply
Microsoft Teams Meeting Integration
Sync Teams meetings to Salesforce with transcripts, summaries, and action items—automatically.
Starts at 20 users minimum
Sync Microsoft Teams Meetings to Salesforce
Automatic Contact Matching
Automatic Meeting Logging in Salesforce
Access Teams Recordings from Salesforce
Access Transcripts & AI Summaries *
Capture Action Items & Meeting Notes *
Works with Teams Basic, Premium & Copilot
* Requires Microsoft Copilot or Teams Premium license
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