LineOne CRM Connector
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Integrate your LineOne telephone system with your CRM or business systems and provide significant productivity gains to your organization.
Know who is calling and quickly get their details on your CRM screen or simply click on their contact number to automatically dial the number from your handset.
The LineOne CRM Connector allows you to work more collaboratively and collectively, getting information about callers quickly and efficiently.
Click-to-Dial
Web pages can be scanned for valid telephone numbers and, when found, they are turned into hyperlinks to make dialing easy. Also, ReachUC Connector can be configured to provide dialing directly from many web-based CRM packages.
Clipboard Dialing
Each time you copy a valid telephone number to the clipboard, a windows notification will appear which, when clicked, will dial the number.
The LineOne CRM Connector supports Application and TAPI Dialing as well.
Screen Pops
Screen popping allows a CRM contact record associated with an inbound caller's number to be opened in the CRM simply by clicking an icon shown in the preview window.
Example CRMs
- ACT!
- ConnectWise Manage
- HubSpot
- Keap Max Classic (formerly Infusionsoft)
- Microsoft Dynamics
- Microsoft Outlook
- pipedrive
- Quickbooks & Quickbooks Online
- Sage 50 & CRM
- Salesforce
- Sugar CRM
- Zendesk
- Zoho CRM & Recruit
- And Many More