Value Adds · RedCactus Bubble

Your CRM is now your phone.

RedCactus Bubble links the CRM your team already lives in to the phone system they call from — so every call arrives with the customer’s details on screen, and every conversation is logged where the business can see it.

200+

CRMs supported

85+

Telephony platforms

1 click

To dial from any record

No sync

Data stays in your CRM

Who it suits

For teams that need CRM integration and solid telephony — not a full contact centre.

For teams who would rather stay in one screen than learn a new system.

Professional services

Client history on screen before the conversation starts.

Finance

Every interaction logged against the customer, automatically.

Legal

Matter context in front of whoever picks up the phone.

Education

Student and parent records surfaced on inbound calls.

Local government

Resident history without hunting through systems.

Real estate

Dial straight from the listing or contact record.

Utilities

Account detail on screen for high-volume enquiry lines.

Managed services

Ticket and client context tied to every call.

What changes on the floor

Stop searching. Stop copying. Stop writing it up later.

Every conversation starts with the customer’s history on screen and ends logged in the CRM — so the next person picks up exactly where the last one left off. Nothing changes about the CRM or the phone platform.

Book a discovery call

Nobody searches for who is calling

The record opens as the phone rings.

No copying numbers between windows

One click dials from any record.

No writing up calls after the fact

Activity and notes save against the customer.

What it does

Six things your team stops doing by hand.

Click-to-dial

Dial any number from the CRM record — or, on Desktop, from any application on the machine.

Full call control

Answer, hang up, hold and transfer without leaving the screen you are working in.

Contact search

Find the right person across your CRM database in a keystroke, then call them.

Presence

See who is free before you transfer — presence shows inside the CRM interface.

Screen pop

Inbound calls surface the matching customer record before you say hello.

Call history and notes

Activity lands against the customer record. No double entry, no lost context.

See it in action

The customer’s record, open before you say hello.

RedCactus screen pop showing a customer record over a CRM

An example of RedCactus embedded in HubSpot

One licence. Two ways to work.

Bubble Desktop or Bubble Embedded — chosen per user.

Staff who work across many applications take Desktop. Staff who live in the CRM all day take Embedded. Both can run side by side in the same business.

For staff working across many applications

Bubble Desktop

A small app in the system tray that works across everything on the machine, on Windows or macOS.

Click-to-dial from any application on the device

Full call control — answer, hang up, hold, transfer

Universal contact search across platforms

Pop-up notification and device-wide presence

Comprehensive history across all calls

Desktop install with automatic updates

For staff who live in the CRM all day

Bubble Embedded

Sits inside the CRM itself with a native look and feel. Nothing to install, no extra window to manage.

Click-to-dial within the CRM interface

The same call control, inside the CRM

Contact search across the CRM database

Screen pop and presence shown in the CRM

Call history logged against CRM records

No installation and a minimal footprint

Works with what you already run

200+ CRMs. 85+ phone systems. One bridge between them.

Commonly asked CRMs

SalesforceMicrosoft Dynamics 365HubSpotZohoZendeskFreshdeskSuperOfficeTeamleaderOracle NetSuiteActionstepSAP C4CDentally+ 200 more

Commonly asked phone systems

Microsoft Teams CallingUCXcelWebexRingCentralMitelDialpadEnreach+ 85 more

Not on the list? New CRM and phone connectors can be built to order, or your developers can use the third-party API, SQL connector and HTTP requester. We confirm compatibility before any quote is issued.

Good to know

The questions IT asks first.

Where the data lives, what gets installed, and who keeps it running.

Your data never leaves the CRM

There is no data synchronisation. Bubble reads and writes through the CRM’s own API in real time, so customer data stays where it is, under the controls you already have.

Almost nothing to install

Embedded needs no installation at all. Desktop is a small application per machine that updates itself. Both can be mixed across the same business.

More than one CRM is fine

Several CRMs can be active for the same user at no extra licence cost — useful while a migration is underway or when teams run different systems.

Support where your people work

An in-depth knowledge base is embedded in the app, Eva the built-in chat assistant answers day-to-day questions, and Flexr handles configuration changes, adds and moves.

Goes further with Flexr