Quickly and easily improving productivity and customer experience.

CRM Connect makes it easy for IPCortex users to enhance customer interactions both pre and post sale. It enables you to integrate your communications into your key customer systems generating efficiencies and improved customer service through speed of action, as well as applying more intelligence to every customer interaction.

Why CRM Connect?

Intelligent and Effective Call Management

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.

Low-Tech Installation and Maintenance

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.

Increase in Productivity

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.

Simple and Streamlined

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.

Ipcortex Applications Crm Connect Key Features

Key Features

  • Custom URL launch screen popping, and Click to Dial available in web-based CRMs.
  • Deeper support available for Salesforce (Legacy and Lightning), Zoho, Freshdesk, Pipedrive, Hubspot, Zendesk, Insightly and Capsule, with more currently in development.
  • Click to Dial from your CRM using a desk, soft, or keevio phone.
  • Click to Dial from other websites.
  • Select outbound calling identity.
  • Match inbound calls against your CRM database.

Supported CRM Systems

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.

Frequently
Asked Questions

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.

Utilise applications with IPCortex solutions

We aim to make every interaction more efficient and effective through communication. We enable end-users to work smarter together by having the platform and tools needed to communicate and collaborate with the right people, at the right time and in the right way.

On-Premise

Deploy a reliable local hardware or virtual systems and have the added benefit of cloud-oriented features like keevio, our web based phone that you can use anywhere at anytime.

Virtual Edition

Enable full flexibility and greater efficiency to businesses through our VoIP PBX designed to operate in a virtual environment. End-users can deploy on various virtual platforms with the capability of scaling their solutions to fit their requirements.

Hosted Solutions

Delivers powerful, feature rich communications capability, whether the requirement is for voice telephony or for a fully unified and integrated communications solution.

Want to learn 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.

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