CRM Connect

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.

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Requires Google Chrome/Chromium

Intelligent, effective call management
Communicating "in context" is the foundation of excellent customer service. By communicating from within, or augmented by, customer records, with full and timely access to historical or transaction-based information, agents can handle inbound and outbound calls with greater intelligence, resulting in unparalleled customer engagement.
Increase productivity
Click to dial increases agent speed and accuracy, and removing context switches 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 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.
Low-touch installation and maintenance
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.
Advanced automation
The comprehensive IPCortex API presents the opportunity for deeper integrations with even more systems.

Key features
- Custom URL launch and screen popping, and click to dial will work in web-based CRMs.
- Deeper support available for Salesforce (Legacy and Lightning), Zoho, Freshdesk, Pipedrive, Hubspot, Zendesk, Insightly and Capsule, with more in development.
- Click to dial from your CRM using a desk phone, soft phone or Keevio.
Key features
- Click to dial from other websites.
- Select outbound calling identity.
- Match inbound calls against your CRM database.
- Screen pop existing CRM records.
Key features
- Incoming call notifications.
- Visibility of additional incoming calls.
- Select device with which to answer incoming calls.
- Missed call list.
- Opportunity for advanced automation via the comprehensive IPCortex API.

CRM Connect - Quickly and easily improving productivity and customer experience

CRM Connect

Intelligent, effective call management

Increase productivity

Simple and streamlined

Low-touch installation and maintenance

Advanced automation

Key features

Key features

Key features

Supported CRM systems

Innovation is the driving force for taxi management integration

Join the 80,000+ business users that trust IPCortex with the conversations that matter

Live text chat

Video chat

Send us a message

Please wait

Conversation Ended

CRM Connect - Quickly and easily improving productivity and customer experience

CRM Connect

Intelligent, effective call management

Increase productivity

Simple and streamlined

Low-touch installation and maintenance

Advanced automation

Key features

Key features

Key features

Supported CRM systems

Innovation is the driving force for taxi management integration

Join the 80,000+ business users that trust IPCortex with the conversations that matter

Hi, how would you like us to help?

Live text chat

Video chat

Send us a message

Please wait

Conversation Ended