CRM plugin for IPCortex PABX.
With certified support for eight different CRM systems, and more in development, CRM Connect enhances sales and customer care workflows for effective phone call management.
- Integrates with Salesforce (Legacy and Lightning), Zoho, Freshdesk, Pipedrive, Hubspot, Zendesk, Insightly and Capsule, with more in development.
- Custom URL launch, screen popping and click to dial available in web-based CRMs.
- Click to dial from your CRM using a desk phone, softphone or Keevio.
- Click to dial from other websites.
- Select outbound calling identity.
- Match inbound calls against your CRM database.
- Screen pop existing CRM records.
- Incoming call notifications.
- Visibility of additional incoming calls.
- Select device with which to answer incoming calls.
- Missed call list.
- Opportunity for advanced automation via the comprehensive IPCortex API.
- IPCortex PABX software version 6.2.15 (or higher) with a CA Signed SSL certificate installed.
NB. Additional configuration may be required depending on the CRM type.