Here you find information on specific features of the telecom system or the provider. Please visit https://cloudcti.nl/crm-applications for extensive and specific functionality per CRM-integration.
Technical info
Navigata phone systems are powered by Metaswitch. CloudCTI connects to the platform using a proprietary API.
Features
With Navigata, CloudCTI offers
• Set up a call automatically (click-to-call) with a mouse click or hot key.
• Caller recognition for phone numbers which are present in the integrated CRM application.
• With a mouse click, a screen showing the caller's data within the integrated CRM can be opened.
• Both Windows, MAC as well as Chromebook are supported.
• Automatically record calls* in the activity history of the caller's file.
*check for supported CRM applications: https://cloudcti.nl/crm-applications
How to connect
With Navigata, your account will have been set up so you can sign in with your phone number and CommPortal password credentials. This both verifies your account and automatically connects the CloudCTI client to the telephony system. No need to configure extra settings.
Order info
If you are interested in the CloudCTI CRM integration from Navigata, experience the benefits of CRM integration yourself or offer the software to your customers, please contact Navigata for info on pricing and (free!) demo- or reseller accounts for the CloudCTI integration.
End users are kindly advised to contact their telecom supplier.