CRM integration.

Connect your database application

With CloudCTI, a notification balloon shows the name of a caller (and other selected info) if the calling number matches a number in the CRM application. If the user clicks the notification, it executes a script that pops the caller’s info screen directly within the CRM application. From within the CRM application it is also possible to initiate a phone call to the contact on screen.

The CloudCTI recognition service stores the replicated telephone numbers in a standard format. Often people enter telephone number in different formats, such as with spaces or brackets, to enhance readability. Any unambiguous number is recognized and is no problem for the CloudCTI Recognition Service.

A number of standard techniques ensure such integration is possible with any CRM application. For a long list of CRM applications, the settings are pre-configured, although it is always possible to adjust them manually if desired. Some CRM applications have dedicated CTI interfaces available. In a number of cases, these are used, mostly to simplify the integration process.

Standard technologies for database replication are ODBC, CSV import, LDAP and several proprietary application specific interfaces (e.g. Exchange Web Access). Similarly, a number of technologies are available to activate the appropriate contact in the CRM application such as via URL, a Command Line instruction, the emulation of keystroke command to a specific window and several proprietary application specific interfaces (e.g. Outlook, SuperOffice).

CRM Applications
Gilde Handsoft Infodesk
Glovia
GoldMine
Green Sales
Groupwise
GT-X
HEAT
Highrise CRM
HTA Manager
HubSpot
Hybrid SaaS Online CRM
IBM Notes 9
iConnect
IFS Applications
i-globe
In2CRM
Info@ccess
InfoMan
Infor CRM ERP LN
Infor ERP Visual
Infor Evolution
Infor ION
InfoSphere CRM
Infusionsoft
Insight Marketing Software
InstallWorks
Insusoft
INTRAC Dynamics CRM
Inventive Power Software
i-PASO
IRIScrm
Isah Business Software
IT Factory
ItsClean
IZM
Jeeves Universal
Jurisoft
Kbrelatie
KeDo
KING
KlantExpert
Kocon
KRATZ C-Factor CRM Suite
Lawson M3
Legrand CRM
Lexter.crm
Lift Verkoop
Lightspeed eCom
Logic4 CRM
Logicworks CRM