CRM Integration
Customer relationship management software is a popular technology used by organisations to manage interactions with customers. A CRM system helps build relationships, increase sales, and improve customer service.
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CRM Features
Caller Preview
Displays the caller’s name in the Preview or Phone window when a match against it is found in the integrated business application(s).
Contact Popping
Click the business application’s icon in the Phone or Preview window and the caller’s contact record is opened directly in the integrated business application.
Contact Searching
Concurrently searches the integrated business applications and enables Contact Popping or Click to Dial from the results.
Activity Logging
Manually or automatically creates an activity record of a call received within the integrated business application and allows addition of notes.
Click to Dial
Makes it possible to dial directly from the business application. The exact method varies between business applications.
Popular Integrations
All integrations
1-2 Mobile MobileMax
Aareon QLX
AFAS Online, Profit
Agile CRM
Allstate eAgent
Atrium
Autopart
Autotask
Bullhorn CRM
Business File, MatchMaker
Carerix
CapsuleCRM
CCH Central
Chittak Titan
Collins
Combit Relationship Manager
Conduit CRM
ConnectWise
Copper
CPL Software – RPM
Cycle Software
Dataflow32
Dbfact
Dezrez
e-Clinic
Envoy
Estates IT – PCHomes
Exact Online
FasterForward
Frontrange Goldmine|
Google Contacts
Heat Software – Goldmine
HubSpot
IBM Notes
improveit 360
Insellerate
Insightly
Intelligent Office
ivanti Goldmine
Lime Easy
Logical Office
Mamut
Maximizer
Microdec
Microsoft Outlook, Access, Dynamics, LDAP, ODBC
Mondago for Salesforce
NEDAP ONS
Netsuite
OAK
Odoo
OpenCRM
Open ERP
Oracle RightNow
Pegasus Opera II
PerfectView
PipeDrive
PVCRM
QQ Catalyst
Quickbooks Online
RDB Pro Net
Realworks
Redtail CRM
SAGE
Salesforce
Salpo
SAP Business 1
Scenario Assurantie
SOS Connect
Stylite eGroupware
Sugar CRM
SuperOffice
Swiftpage ACT!
Syrinx
Tall Emu
Teamleader
TOPdesk
Voyager VDQ!
vtiger CRM
Web Seller Pro Techman
webCRM
WinSearch
Workbooks
Xero WorkflowMax
Zendesk
Zoho CRM