CRM Integrations
Integrating your telephone system with your CRM or business systems can provide significant productivity gains to your organization, 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.
ReachUC Connector supports an extensive range of CRM Integrations providing a range of integration features from those described below. Up to four CRM integrations can be concurrently configured.
For the comprehensive list of all CRM Integrations supported in ReachUC Connector follow the link below.
Click-to-dial
From out of web browsers, integrated applications, and other bespoke dialing possibilities
Caller Preview
Search the integrated CRM for callers info when you make or receive a call, and “preview” the details in a “toast” pop up
Address Book
Simultaneously search the contact directories of all integrated CRM applications and call or pop a contact from the results
Contact Popping
Allow users to “pop” caller’s records within the integrated CRM from a live call or directory
Add a Contact
New contacts can be added to the integrated CRM from multiple locations such as the live call Preview window, Call history and Missed calls pop up
Activity Logging
Manually or automatically log a record of a call against a caller’s contact record, also called Call Tracking
Duplicate Contact
Add an existing contact’s details from one integrated CRM to another