CRM Integration Table

CRM or Application

Click to Dial  via CommsOffice

Click to Dial  via CRM or Application

Screen Pop in CommsOffice Alert Window

Screen Pop in CRM or Application

Additional Features & Notes(May require additional software or licensing)

Microsoft Outlook 32Bit
✔
✔
✔
✔
Account code and custom diallers available
Microsoft Outlook 64Bit
✔
✔
✔
✔
Account code and custom diallers available
Microsoft Word
✔
       
Microsoft Excel
✔
✔
     
Microsoft Access
✔
✔
✔
✔
Screen Pop application depends on application features
Microsoft Axapta Version 3.0
✔
 
✔
   
Microsoft Dynamics AX 4.0 to 2012
✔
✔
✔ (See Note)
✔(See Note)
Screen popping via MS Outlook or MS Exchange
Sage – ACT! Pro & Premium 2005 – 2013
✔
✔
✔
✔
 
FrontRange Goldmine V5.5 – 9.2
✔
✔
✔
✔
 
Maximizer Software Maximizer V9-V12
✔
✔
✔
✔
 
Sage Line 50 Accounts
✔
 
✔
✔
 

CRM or Application

Click to Dial  via CommsOffice

Click to Dial  via CRM or Application

Screen Pop in CommsOffice Alert Window

Screen Pop in CRM or Application

Additional Features & Notes(May require additional software or licensing)

Pegasus Opera II V4 – V9.91
✔
 
✔
✔
 
Midsoft Mailtrad
✔
   
✔
1st Party TSP Client connectivity
MAM Autopart V17TB
✔
 
✔
✔
 
IMS Tankerbase
✔
   
✔
 
Mentor Business Systems Cash For Windows
✔
   
✔
 
Kesho Systems Curtains II Credit Union
✔
   
✔
 
CoLinear Systems Inc. CoLinear Response Order Management
✔
 
✔
   
E-Synergy
✔
 
✔
   
Legrand Software Group Legrand CRM
✔
 
✔
   
Rental Network Software
✔
 
✔
   
LDAP (Lightweight Directory Access Protocol)
✔
 
✔
   
ODBC
✔
 
✔
  Connect and display selected data from any Windows ODBC database