IPCortex CRM Connect

Description

With certified support for eight different CRM systems, and more in development, CRM Connect enhances sales and customer care workflows for effective phone call management.

Key features:
- Integrates with Salesforce (Legacy and Lightning), Zoho, Freshdesk, Pipedrive, Hubspot, Zendesk, Insightly and Capsule, with more in development.
- Custom URL launch, screen popping and click to dial available in web-based CRMs.
- Click to dial from your CRM using a desk phone, softphone or Keevio.
- Click to dial from other websites.
- Select outbound calling identity.
- Match inbound calls against your CRM database.
- Screen pop existing CRM records.
- 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.

Requirements:
- IPCortex PABX software version 6.2.15 (or higher) with a CA Signed SSL certificate installed.

NB. Additional configuration may be required depending on the CRM type.