Work smarter in seconds. Easily set up and deploy CRM Connect to your customer’s systems. CRM Connect brings a new wave of efficiency to the end-users relationship with their customers.
With support for an ever-growing library of CRM systems and rich features to help speed up actions and processes, CRM Connect makes it easy for IPCortex end users to improve customer interactions both pre and post-sale, enhancing the value of every customer relationship the users have.
By communicating from within or augmented by customer records, with full and timely access to historical or transaction-based information, agents can handle calls with greater intelligence, resulting in unparalleled customer engagement.
CRM Connect is available via an internet browser plugin, and there are no third party applications to install. Automatic updates simplify the process system management.
Click to Dial increases agent speed and accuracy. By communicating from within the same application as key account information increases efficiency and message delivery. This increases overall agent productivity.
Whether you choose CRM Connect for inbound or outbound calls, or both, call handling becomes simple and streamlined. Designed to provide an excellent user experience, the plugin is intuitive and provides access to the features that agents really need.
A growing list of more than 200 CRM systems to integrate with.
An instant glance of the active call’s contact details through a pop-up window.
Dial out from a PBX through any web browser.
Per-user licensing with a monthly subscription.
Key Features Additional Information
*50 CRM systems available as standard. Controlled release support for other additional systems.
**Roadmap feature.
The comprehensive IPCortex API presents the opportunity for deeper integrations with more systems. CRM Connect supports multiple high quality CRM systems ready to enhance customer experience.
*We can integrate with other clouds or on-premises CRMs. Please consult with your Account Manager.
Yes, click to dial will work in web-based CRMs. Additionally, it has a custom URL launch and screen popping. Furthermore, click to dial from the CRM using a desk phone, soft phone or keevio.
There is deeper support available for Salesforce (legacy and lightning), however, other CRMs such as Zoho, Freshdesk, Pipedrive, HubSpot, Zendesk, Insightly and Capsule are supported.
CRM Connect is made available via an Internet browser plugin, with no third party applications to install and broad support for a variety of market leading CRM platforms. Automatic updates simplify the process of system management.
Simple and streamlined – Whether your customer chooses to use CRM Connect for inbound or outbound calls, or both, call handling becomes simple and streamlined. Designed to provide an excellent user experience, use of the plugin is intuitive and provides access to the features that agents really need.
CRM Connect requires Google Chrome, which allows it to be up and running within minutes.
Partners and end users can use our Support Centre to find the answers they need from what solution is right to them or their customer, to how to install a virtual image, to information about handset provisioning and more.
Tell us what you need from your comms, and together with our expert reseller partners we’ll show you how to achieve it easily and affordably.
