Caller lookup
Incoming calls are matched to your customer records, with their company and open tickets on screen as the phone rings.
Integrations
Your phones, plugged into your business.
We connect your AEGIS phone system to the CRM and support tools your team already lives in, so every call starts with context and ends with a record.
Caller lookup
Know who's calling before you say hello.
When a call rings, AEGIS looks the caller up in your CRM or support system and shows your team who it is, the company they're with, and their open tickets, so the conversation starts with "Hi, Sarah, about that ticket…" instead of "Can I get your account number?"
For businesses that live on client support, that's minutes saved on every call and customers who feel known.
What integrations do for your team
Less typing. Faster answers. Happier customers.
Tickets from the call
Create or update a support ticket right from the call, with notes drafted for you. No retyping after you hang up.
Built around your workflow
Using a different CRM, PSA, help desk, or line-of-business system? We build integrations to fit how your team actually works.
Ask about your system: Built around your workflowWhere it shines
Made for teams that support customers by phone.
- Managed service providers: calls pop the right client and their open tickets from your PSA.
- Service departments: staff see who's calling and what they called about last time.
- Help desks: every call turns into a ticket without anyone retyping it.
- Mobile teams: caller lookups work in the Aegis Connect app, too.
Tell us what your team uses.
We'll show you how AEGIS can plug into it.