Page Comparison

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• Salesforce CRM

  • Requires CRM module 13.0.2 or greater (Beta May 2017)

  • See supported Salesforce versions

• Sugar CRM

  • Requires Sugar CRM 6.5/8.0 (later versions may not be supported, confirm before purchase)

  • Requires also installing a module on your CRM system

• Suite CRM

  • Requires also installing a module on your CRM system

• Zoho CRM

  • Requires CRM module 13.0.2 or greater (Beta May 2017)

• Connectwise CRM

  • Requires CRM module 13.0.2.1 or greater (Beta July 2017)

• Generic API

  • Requires CRM module 13.0.2.1 or greater (Beta July 2017)

  • Allows using the CRM module with published API to allow connecting to any CRM. 

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• Call History

  • Send all Call History from the PBX to the CRM.  As each call is ended on the PBX and the CDR entries are written a copy of the call history will be sent to the CRM and viewable under the Call History module

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• • If a call matches the phone number of a Contact, Lead or Account the call history will be shown in those records.

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• Call Recording

  • If a call is recorded on the PBX a link to listen to the Call Recording will also be displayed in the Call History.

  • Optionally have all Call Recordings sent to the CRM for storage and ability to play the Call Recording from the CRM even after the Call Recording has been deleted from the PBX.

  • Connectwise CRM does not currently support the upload of call recordings as of Nov. 13, 2019.

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