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

Click to dial out of web browsers, integrated applications, and other bespoke dialing possibilities
Click to dial out of web browsers, integrated applications, and other bespoke dialing possibilities
Search the contact data for callers info and "preview" the details in a "toast" pop up
Search the contact data for callers info and "preview" the details in a "toast" pop up
Search the application's contact data through the Address Book
Search the application's contact data through the Address Book
Allow users to "pop" caller's records within the integrated Business System
Allow users to "pop" caller's records within the integrated Business System
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).

Resources

System Requirements

Coming Soon

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!

Latest Integrations

8 new CRM applications added – Check the product website if yours isn’t on the standard CRM list

Technology Partners

Mondago technology partners have a strong collaboration with us to ensure their telephony solutions are compatible with Mondago’s CTI product set

Find Solutions

Mondago products aren’t solely CRM integrators, they come packed with features that benefit the call handling experience

Become an Add-in Partner

An Add-in is a program that is written to link to our client to a specific business application

Go Integrator Nava

Nava supports the netsapiens hosted UC telephone platform! Learn more

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