CRM Integrations for UCx
For call center agents, receptionists, sales and marketing professionals, and anyone else looking to improve the professionalism of their inbound call handling, TPx offers the UCx Integrator add-on to integrate UCx with your business applications. By connecting your UCx phone system and your CRM application together, you’ll be empowered to place and receive large volumes of calls more efficiently than ever before.
UCx Integrator Features
The UCx Integrator application offers many powerful features:
Full Call Control
Click-to-dial directly from your CRM. Place, receive, transfer, and hang up calls – all without ever touching a handset.
When you’re placing or receiving a call, if the caller matches to a record in your integrated application, their account details will instantly “pop” on screen. Click to go directly to their record in the application.
UCx Integrator can concurrently search through up many supported CRMs. You can click-to-dial from the search results.
See if your co-worker is on the phone before you transfer a call to them.
View up to 50 recent calls, including missed calls, and return your calls easily.
Copy a phone number from any application, and it’ll activate a pop-up to dial that number.
UCx Integrator makes it easy to save caller details in your own address book. Search and dial from your address book or the corporate directory.
Out of the box, UCx Integrator works with over two dozen of the most popular CRM systems and databases, including:
Microsoft Dynamics CRM
Microsoft Dynamics NAV
Sage 50 Accounts
Sage 50 Complete Accounting
It also offers integration to over 200 (and counting!) industry-specific applications in verticals such as legal, healthcare, finance, property management, and many more. Examples include:
Tall Emu CRM
UCx Integrator also integrates with common business applications such as Microsoft Outlook, Lotus/IBM Notes, Google Contacts, and Skype for Business.