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Unaric Voice – CTI, Microsoft Teams Phone & Telephony for Salesforce | 3CX, Swyx

Native Teams Phone in Salesforce. No third-party telephony platform

Overview

Unaric Voice lets you handle Microsoft Teams Phone calls directly in Salesforce without a third-party telephony platform. Calling stays governed in Microsoft Teams and is logged to Salesforce wherever reps answer. Works with Service Cloud Voice (SCV).

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See How Unaric Voice – CTI, Microsoft Teams Phone & Telephony for Salesforce | 3CX, Swyx Works

  • ✔ NO THIRD-PARTY TELEPHONY PLATFORM Teams stays the phone system. No third-party telephony platform in the middle.

  • ✔ GOVERNED IN TEAMS ADMIN CENTER Numbers, queues, routing, dial plans, caller ID, and calling policies stay managed in Teams. No duplicate setup and no separate telephony platform to maintain.

  • ✔ QUEUE NAME AND CALLER ID AT RING TIME See the Teams queue name and caller identity as the call rings in Salesforce, using your existing Teams call queues and routing behavior.

  • ✔ TRUE MOBILITY ACROSS DEVICES Calls log to the Salesforce record whether reps answer in Salesforce or in the Teams app (desktop or mobile)

  • ✔ FAST PATH TO FIRST CALL, NO TELEPHONY REBUILD Approve two Microsoft apps, install the Salesforce managed package, assign users, and you’re live. Keep your Teams numbers and call queues as-is.

  • ✔ LEADERSHIP VISIBILITY IN SALESFORCE Turn Teams calling into measurable Salesforce reporting: queue-level performance, agent call volume, answered vs missed, and out-of-hours visibility for staffing decisions

  • ✔ SERVICE CLOUD VOICE WORKSPACE OPTION Support Salesforce Voice / Service Cloud Voice (SCV) as the agent workspace while Teams Phone stays governed in Teams Admin Center. Unaric connects the two without adding a third-party telephony platform.

NATIVE MICROSOFT TEAMS PHONE IN SALESFORCE Unaric Voice lets reps handle Teams Phone calls in Salesforce without a third-party telephony platform. Teams stays the phone system; Salesforce is where reps work. GOVERNED IN TEAMS Numbers, queues, and policies stay managed in Teams Admin Center. Caller ID, dial plans, and routing follow Teams settings, with no duplicate setup and no separate telephony platform to maintain. RING-TIME CONTEXT FROM TEAMS QUEUES See the Teams queue name and caller ID as the phone rings in Salesforce, using your existing Teams call queues and routing. When a match exists, Salesforce can open the right record before you answer. TRUE MOBILITY Calls ring in Teams and Salesforce. Answer in Salesforce even if Teams isn’t open, or pick up in Teams (mobile, desktop, or desk phone) and capture the voice activity on the Salesforce. SERVICE CLOUD VOICE (SCV) OPTION Support Salesforce Voice / Service Cloud Voice for service teams while keeping Teams Phone governed in Teams. SECURITY BOUNDARY Call media stays in Teams. No Unaric call-data database and no call audio stored. Call activity is logged to Salesforce from your Microsoft tenant via Microsoft Graph

Categories

Business Needs
Sales
Customer Service
Telephony
Industries
Horizontal Product
Personas
Architect
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Sales Programs
Managed Package

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