With CloudCTI's Exact Synergy Enterprise telephony integration, the caller is recognized by the phone number sent and various actions can be automated. A call can also be set up automatically.


On incoming calls, a notification which does not interfere during work, pops up with data from Exact Synergy Enterprise. This notification is freely configurable and any data from Exact Synergy Enterprise can be displayed. The caller’s name is of course a primary requirement but all other sorts of info, often branch specific, is helpful like license plate, patient ID or the last pizza ordered. In the notification there is space for up to four lines of info and, depending on the length, even more fields. With a mouse click, a screen showing the caller’s data within Exact Synergy Enterprise can be opened real time. Optionally, up to five buttons may be configured. These can conveniently pop another screen from Exact Synergy Enterprise, open a ticket, compose an email to a colleague with the caller’s info automatically filled in or open another CRM altogether. Calls can be set up directly via a call button, select and call, etc. Entering phone numbers manually is no longer necessary. The integration with Exact Synergy Enterprise is preconfigured in the CTI Wizard and can be completed in just a few steps.


• Set up a call automatically (click-to-call) with a mouse click or hot key.
• Automatic recognition of phone numbers. Data as known in Exact Synergy Enterprise pop up in a notification.
• This notification does not interfere during work.
• Is freely configurable.
• Space for up to four lines of info and, depending on the length, even more fields.
• Recognition from several CRM applications simultaneously is supported
• Multiple recognition in case a number occurs more than once.
• With one mouse click the caller’s record from Exact Synergy Enterprise pops up and provides real time info.
• The recognition is automatically updated daily (frequency adjustable)
• Any field from the Exact Synergy Enterprise database can be displayed.
• Any data from Exact Synergy Enterprise can be displayed.
• Any record in Exact Synergy Enterprise may be configured to pop up.
• On a call transfer recognition and screen pop remains available.
• Optionally, up to five buttons may be configured to perform additional actions.
• Pop up from different CRM’s, create a call back message, etc.
• Copy and retain the caller’s phone number for future usage.


The integration of Exact Synergy Enterprise is included in the CTI Wizard making installation very easy. Most settings are already configured so that only a few customer-specific data need to be filled in and a clear manual is available. The integration is configured once for the entire company. CTI has never been easier!.
When in Exact Synergy Enterprise new contacts are created, CloudCTI automatically updates and recognizes them. In this way, correct operation is always guaranteed.
The integration establishes a connection (ODBC data link) to the database of Exact Synergy Enterprise.
The integration reads the export files from Exact Synergy Enterprise.


CloudCTI is a fully cloud-based software and therefore deployable anywhere and easy to implement. Windows, MacOS and Chromebook (web client) are supported. Data is only cached and the highest security requirements are met.

Download configuration manual