partnerCRM

Published on November 6, 2020

partnerCRM

With partnerCRM, you can quickly implement CRM Integration with hundreds of popular CRM applications straight from your own desktop unified communications client. partnerCRM provides an API to Mondago’s CRM Integration libraries, enabling you to include features such as caller name search, contact popping, address book searching, and activity logging within your own desktop client. Access to our advanced click-to-dial techniques is also included. The extensive list of supported CRM’s continues to grow with each new release of partnerCRM.

To search CRMs supported by partnerCRM, follow the link below:

CRM VIEWER

How will my customers benefit if I offer CRM Integration?

CRM and other contact management type systems are used to help manage a company’s relationships and interactions with their customers.

Offering CRM Integration with your solution will improve your customers business relationships and helps them to grow their business. When tied or integrated to their phone system, CRM integration can help to significantly improves a user’s productivity.

CRM Integration Features Provided

Click-to-dial

From out of web browsers, integrated applications, and other helpful dialing options

Caller Preview

Search the integrated CRM for callers info when you make or receive a call, and “preview” the details in a “toast” pop up

Contact Popping

Allow users to “pop” caller’s records within the integrated CRM from a live call or directory

Address Book

Simultaneously search the contact directories of all integrated CRM applications and call or pop a contact from the results

Activity Logging

Manually or automatically log a record of a call against a caller’s contact record, also called Call Tracking

How does it work?

partnerCRM is a desktop application (Windows and Mac) that, once installed, makes an easy-to-use REST API available to your own desktop client, enabling you to incorporate telephony-based CRM Integration natively within your own desk client. There is also a WebSocket to send events (such as Click to Dial) back to your client.

Let’s Get Started!

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

CONTACT US

Resources

partnerCRM Solution Brochure

partnerCRM sales solution brochure

System Requirements

partnerCRM System Requirements

partnerCRM Bulletin

Go Connect for Panasonic

Published on November 6, 2020

Go Connect for Panasonic is a client / server product with a range of software clients designed to deliver Unified Communication and CRM integration features on Panasonic PBX platforms.

Visit Product website

Go Connect for Panasonic supported applications and features can be viewed from the product CRM Viewer.

Go Connect for Panasonic CRM Viewer

ucplus

Published on November 6, 2020

ucplus is a client / server product with a range of software clients designed to deliver unified communication and CRM integration features across multiple PBX platforms.

Visit Product website

ucplus supported applications and features can be viewed from the product CRM Viewer.

ucplus CRM Viewer

Go Integrator

Published on November 6, 2020

Go Integrator is a client only product set, with a range of software clients designed to deliver unified communication and CRM integration features with a selected range of hosted telephony platforms.

Features

Call Control

Go Integrator v3 enables the user to easily control their handset with the click of a mouse with Make call, Answer call, or Transfer call

CLICK-TO-DIAL

Webpage dialing, clipboard, TAPI, and application dialing are just some of the possible dialing techniques available

ADDRESS BOOK

Address book allows a user to simultaneously search the contact directories of all integrated business applications and call or pop a contact from the results

SCREEN POP

Screen popping allows a CRM contact record associated with an inbound caller’s number to be opened simply by clicking an icon shown in the preview window

CALL HISTORY

Call History window contains a list of a user’s recent calls and allows the user to Call back or Pop contact record

PRESENCE WINDOW

Presence window allows users to see the extension status of their colleagues

INTEGRATIONS

Link your CRM or business database with your telephone system to know who is calling and to quickly get their details on screen

AGENT FEATURES

A dockable toolbar provides a simple way for a Call Center agent to change settings

Phone-Link

Published on November 6, 2020

Phone-Link is a client / server product with a range of software clients designed to deliver unified communication and CRM integration features on Ericsson-LG PBX platforms.

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Phone-Link supported CRM and contact orientated Business Systems can be viewed from the product CRM Viewer.

Phone-Link CRM Viewer

Samsung Xchange

Published on November 6, 2020

Samsung Xchange is a client / server product with a range of software clients designed to deliver unified communication and CRM integration features on Samsung PBX platforms.

Visit Product website

Samsung Xchange supported CRM and contact orientated Business Systems can be viewed from the product CRM Viewer.

Samsung Xchange CRM Viewer