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 | ✔ | ✔ | ✔ | ✔ | 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 |