Professional Services

Communications for Professional Services

Microsoft Teams integration, CRM screen pop, hot-desking, and remote work-ready communications — built for how modern professional services firms operate.

Get in Touch1300 049 211
The Problem

Professional Services Communication Challenges

Common Issues

Phone system disconnected from Microsoft 365 and CRM
Hot-desking staff can't receive calls at their desk
No integration between phone and practice management tools
Remote workers using personal numbers for client calls
Separate providers for voice, data, and mobile with no coordination

With PCONNECT

Teams Calling or UC XCEL integrated with your Microsoft 365 environment
Softphone apps follow staff to any desk, any device, any location
CRM screen pop shows client details before you answer
Business number follows staff to home, mobile, or co-working space
One provider for voice, data, mobile — one bill, one support call
Use Cases

How Professional Services Firms Use PCONNECT

Accounting firms using Teams Calling integrated with Xero and practice management
Consulting firms with hot-desking and softphone apps across multiple offices
Engineering firms with DID per consultant and project-based call tracking
Architecture studios using UC Eclipse for calling, meetings, and messaging in one app
Financial advisers with compliant call recording and CRM integration
Recruitment agencies with high call volumes, screen pop, and automatic call logging
Products

Recommended Solutions

Teams Calling

Carrier-grade voice inside Microsoft Teams. One app for calls, meetings, and collaboration.

CRM Integration

Go Cara or Red Cactus for screen pop, click-to-dial, and auto call logging.

Call Analytics

Track billable time, missed calls, and team performance with Tollring iCALL Suite.

Call Recording

Record client calls for compliance, training, and dispute resolution.

PMOBILE

Business mobile for consultants and staff. Telstra network with data pooling.

Data Services

Reliable internet with SD-WAN for multi-office firms. 4G backup for business continuity.

Our Process

Getting Your Firm Connected

1

Discovery

We assess your Microsoft 365 environment, CRM, and current phone setup.

2

Design

Teams Calling or cloud PBX configured for your workflow with CRM integration.

3

Migration

Number porting and staged rollout — pilot team first, then firm-wide.

4

Support

Ongoing managed support. New starters, office moves, and configuration changes.

FAQ

Frequently Asked Questions

Ready to Modernise Your Firm's Communications?

Contact us to design a communications solution that integrates with the way your firm already works.

Get in Touch1300 049 211