CTI Software & TAPI with Sugar CRM
The integration of your SugarCRM with ProCall Enterprise and the MetaDirectory allows you to use all important contact, lead and customer information and also provides helpful unified communications features for efficient work.
One application
ProCall call window with the desired customer information without interrupting the active application on the PC.
Call up contacts easily
Call up customer data with a click of the mouse in SugarCRM from the ProCall call window, journal or contact search.
Quick dialing
Direct and simple dialing from the SugarCRM contact data.
Trouble-free lead recording
Convenient conversion of a lead to a contact. Directly from the call window.
Create To-do lists
Simple creation of a new opportunity or a new activity. Use of special email templates for more efficiency.
Uncomplicated data maintenance
Replication and preparation of the SugarCRM contacts and master data with MetaDirectory.
Search. Find.
Web-based contact search via the central MetaDirectory with extended display of the most important customer master data from SugarCRM.
Connection options
Replication of the contact data using ODBC interface and call up of SugarCRM features using web links.
We provide professional technical support with our "ERP/CRM Integration" if required. This package includes the specific requirements as well as a test for plausibility. The setup of the MetaDirectory import replicator is also a part of the service like the representation of five user-defined fields.
Are you considering making use of this package and want to get more information?
Then contact us. We are happy to help.