Job completed for VoIP & CRM Integration for a Financial Planning Office in Murrieta, CA

Completion date: October 2, 2025

Location: Murrieta, CA

Why did the customer contact us?

A financial planning office in Murrieta, CA needed a phone system that could integrate with their CRM, track client calls, and support remote advisors. Their old system required manual call logging and had no analytics.

Solutions provided:

A VoIP and CRM integration platform was deployed by Easier Communications in Canoga Park—serving Murrieta:

• Click-to-call and automatic call logging in CRM
• Mobile app for remote advisors
• Call analytics for performance tracking
• Free desk phones and professional installation

The new system from Easier Communications in Canoga Park—serving Murrieta and the Inland Empire—has streamlined client communications, improved team mobility, and provided management with real-time call tracking.