CRM Integration with IP Phone System | sipdesk Communicator
sipdesk Communicator allows end users to work more collaboratively and collectively, getting information about callers quickly and efficiently. sipdesk Communicator is not only cost effective but also very easy to maintain and install.
Integrating your telephone system with your CRM or business systems can provide significant productivity gains to your organisation, for example, know who is calling and quickly get their details on the screen or simply click on their contact number to automatically make your handset dial the number. sipdesk Communicator can provide Application Integration through the following methods:
Displays the caller’s name in the Preview or Phone window when a match against it is found in the integrated business application(s).
Click the business application’s icon in the Phone or Preview window and the caller’s contact record is opened directly in the integrated business application.
Concurrently searches the integrated business applications and enables Contact Popping or Click to Dial from the results.
Manually or automatically creates an activity record of a call received within the integrated business application and allows addition of notes.
Click to Dial
Makes it possible to dial directly from the business application. The exact method varies between business applications.
- Standard Integrations
- Controlled Integrations
Standard integrations are typically* available by default within the sipdesk Communicator for VoIPinger client and installation can be completed by the reseller / end user using the add-in guide provided. Standard integrations use open APIs or benefit from partner agreements with the business application developer and it is expected that support for future releases will be maintained. Click on the Standard tab at the top of this page to view all the business applications classified as Standard and the integration features supported.
Controlled integrations have typically been provided on a customer project basis and either a limited agreement or no agreement is maintained with the application developer and support for future releases might not be available. The integration add-in is not available by default within the sipdesk Communicator for VoIPinger client and must be enabled by the sipdesk Communicator for VoIPinger developer at the time of installation. Click on the Controlled tab at the top of this page to view all the business applications classified as Controlled and the integration features supported.
Express license not enough for you?
If you need access to more integrations and want to save even more time, then the CRM licence is for you.
sipdesk Communicator Express
Provides an extensive range of “Click to Call” techniques including “Click to Call” from all the Standard and Partner category applications plus full integration with Microsoft Outlook, Lotus Notes and Google Contacts.
sipdesk Communicator CRM
All the features of Go Communicator Express plus full integration with all the Standard and Partner category applications. Integration is also available with a range of other applications on a professional service basis.
See how it works for your business
A sales advisor will contact you for a personalised, informative demo on the key features and benefits of a cloud phone system.