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
Zoho CRM
Zendesk
Yes-co
XsDesktop
Workanizr CRM
WocasX
Wocas4All
WIZZkit
WinVis
WinTax
WinRIS
Windex Communication Centre
WhiteWorks
WebHIS
webCRM
WarehousePro
vTiger
Voffice
Visma ProjectAdministratie
Visma Groothandel
update.revolution
UNIT4 Multivers Online
Unit4 Dias
Unit4
Unibase CRM
TvdMast CRM
Trimergo Software
Trias Uffizi
TRADIUM Business Software
Tracer CRM
TopInfo
TOPdesk-CRM
Tobit
Time
Teleroute
Teamleader
TeamForce CRM.Web
Teambase
System One
Syntess Atrium Professional
Supply Chain CRM
SuperOffice Windows
SuperOffice Web
SuperOffice CRM Online
SuiteCRM 7
SugarCRM Community
SugarCRM 7
Steps Business Solution
STB CRM
STATISTICA