CRM Integration 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.

Caller Preview

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.

Contact Searching

UCx Integrator can concurrently search through up many supported CRMs. You can click-to-dial from the search results.

Availability

See if your co-worker is on the phone before you transfer a call to them.

Call Logs

View up to 50 recent calls, including missed calls, and return your calls easily.

Clipboard Dialing

Copy a phone number from any application, and it’ll activate a pop-up to dial that number.

Address Book

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.

Integrations

Out of the box, UCx Integrator works with over two dozen of the most popular CRM systems and databases, including:

ACT!
Address Book
Bullhorn
ConnectWise
EGroupware
Eniro
Infobel
Infor
Infusionsoft
GoldMine

LDAP
Maximizer CRM
Microsoft Access
Microsoft Dynamics CRM
Microsoft Dynamics NAV
National Directories
NetSuite
ODBC
Sage 50 Accounts
Sage 50 Complete Accounting

Sage CRM
Salesforce
SalesLogix
Search.ch
Sugar CRM
SuperOffice CRM
vTiger
Xing
Zoho CRM

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:

ACA Systems
AlphaLaw
AgentPro
Autotask
DATEV
Dezrez
DonorFlex
EstatesIT

Intuit Quickbooks
Max-Immo
Mirage
NetHelpDesk
PCHomes
Perfectview CRM
PVCRM
RPM

Salpo CRM
SAP
ServiceMax
Tagtronics
Tall Emu CRM
winSIMS
Workbooks.com
Zendesk

UCx Integrator also integrates with common business applications such as Microsoft Outlook, Lotus/IBM Notes, Google Contacts, and Skype for Business.

Ready to experience the power of UCx Integrator for yourself?

Contact us to schedule an interactive demo with one of our unified communications experts.

Contact us