PowerCTI

PowerCTI

Pop open a caller’s record automatically when a phone call is received within CRM for Dynamics 365.

What is PowerCTI?


Tired of answering calls and the subsequent scramble to pull up the caller’s record in CRM while they wait on the other end of the line? With PowerCTI, you no longer need to worry about that. When a call comes in, PowerCTI pops open, pulling up the caller’s CRM record for you. If the caller’s number is related to multiple records, the application pulls all related records into a grid and you can select which record you want to open. Lastly, if the caller is not related to any record in your CRM system, PowerCTI opens a search screen where you can search for the caller.

  • Screen pop feature saves users from searching through different areas of CRM when they receive a phone call
  • Choose which entities to search across and what phone number fields to include in the search for an incoming phone call
  • Setup the reading pane to help you quickly decipher which record you want to open when you get multiple results
  • Place outgoing calls directly from your machine, using the PowerCTI dialer
  • Keep track of incoming and outgoing calls with the PowerCTI log
  • Currently integrated with any phone systems that has a TAPI 2x driver

Pricing

$1

Price is per user, per month. All enabled users are automatically counted – this includes read-only users, admin-only users, and service accounts.

30-day free trials available for all PowerPacks!

Solution Requirements:
ADFS forms based authentication
Any Online or on-premise implementation of:
•CRM 2015
•CRM 2016 / Dynamics 365

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