Take control and cut costs with IP voice services

CRM Connect

CRM ListOne Installer, over a dozen CRM Integrations*

CRM Connect is an IPVS application for Windows desktop that provides powerful integration with dozens of leading Customer Relationship Management applications. Originate and manage calls directly from applications and automatically display rich CRM information for calls.

Available as a Windows desktop installation, CRM Connect allows you to offer unique CRM solutions that are tightly integrated with IPVS's market leading communications services.

Highlights

  • Connects and integrates with all IPVS Communications Services including Hosted IP Centrex and/or SIP Trunking services
  • Easy to provision via Self-Service Portals, simply assign the CRM Connect Add-On
  • Windows based installation wizard
  • Full control of telephone handset from computer desktop
  • Instant access to CRM information via Screen Pop based on Calling information
  • Click-to-Dial and advanced call control from within CRM applications
  • Click-to-Dial from clipboard
  • Web page dialing
  • Click-to-Hold
  • Click-to-Transfer
  • Built in IPVS Call History

Built-in Integration with:

  • ACT! By Sage
  • GoldMine
  • Lotus Notes
  • Maximizer CRM
  • Microsoft Access
  • Microsoft Dynamics NAV and CRM
  • Microsoft Outlook
  • NETSUITE
  • Sage 50 Accounts
  • Sage CRM
  • Salesforce CRM
  • Sugar
  • SuperOffice CRM
  • vtiger
  • Zoho CRM

Availability

CRM Connect is available as a chargeable User Add-On on a per user, per month basis.

CRM Connect has been added to your Service Offering(s) and is available to provision. Existing Customers are required to be re-subscribed and their Site(s) re-submitted in order for CRM Connect to become available.

The CRM Connect download is available as a free application in the MyIC portal. A current CRM Connect user add-on license is required for use.

Add CRM Connect to your handsets today! Contact sales@ic.co.uk or your local IPVS installer / IPVS system maintainer.

* Additional CRM applications can be supported and a customer integration and software build service is available.