CRM Connect

CRM Integration 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.





CRM Integration Partners












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