Start implementing CRM Integration with your own desktop unified communications client. partnerCRM provides an API to hundreds of CRM Integration libraries with an extensive range of features including caller name search, contact popping, address book searching, and activity logging. Also, access to advanced click-to-dial techniques, available straight from your own desktop client. This extensive list continues to grow with each version release of partnerCRM.

For the comprehensive list of CRM applications supported in partnerCRM follow the link below

What’s CRM Integration?

CRM and other contact management type systems are used to help manage company’s relationships and interactions with customers, this improves business relationships and helps them grow their business. When tied or integrated to their phone system, CRM integration improves a user’s productivity through features such, click-to-dial, call-tracking, popping a contact’s record, and address book searching.

CRM Integration Features Provided

Manually or automatically log a record of a call in a caller’s contact record. Supported in next version
Manually or automatically log a record of a call in a caller’s contact record. Supported in next version

How Does It Work?

partnerCRM is a desktop application (Windows and Mac) that, once installed, provides an easy-to-use REST API that your own desktop client will utilize to make telephony-based CRM Integration natively available within it. There is also a WebSocket to send events back to your client (e.g. make call from click-to-dial methods).

Citrix and Terminal Services

parterCRM is not supported on Citrix or Terminal Services

Let’s Get Started!

If partnerCRM sounds like the product for your own desktop client, reach out to us for more information!