CRM plugin for IPCortex PABX.
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.
- (2018-01-29, v:1.1.5) Outgoing Call Devices Missing
When I'm eventually allowed in, as the login is so hit and miss even though all parameters are correct. There are no options available to me on the outgoing devices. I have had CRM Connect operating properly in the past, and make sure the ipCortex open in HTTPS and keevio active also. Please can you help or send a checklist to go through for me. Regards