CRM Integration
Our game-changing Cross Connect product integrates with 300+ CRM/business system applications. This paid-for feature seamlessly aligns Cross Connect with your customer’s existing systems.
CRM Integration Improves Business Performance
Folding your cloud communications and CRM systems in together has a powerful impact. Productivity advances are created by having instant access to a caller’s details, their associated data and a one-click automatic dialling option.
Cross Connect Integrator
Your customers with contact-oriented CRM/business system applications benefit from the Cross Connect Integrator which instantly places all pertinent data at their fingertips. CRM integration features include hundreds of popular cross-vertical and vertical-specific applications. Other features include:
Contact capabilities
- Automatically pop a caller’s record on an incoming call, or manually with a single click.
- Add new contact records from numerous locations like the live call preview window, the call history and the missed calls pop-up.
- Address book functionality, enabling customers to search the contact directories of multiple integrated CRM systems simultaneously and retrieving a contact from the results.
Activity logging
Create manual/automatic activity records from a call and add notes if required.
Teams integration
Combined Microsoft Teams/telephone system co-worker presence status, with CRM integration for calls made or received via Teams.
Click-to-dial
Multiple rapid click-to-dial tools are available including webpage, clipboard, application, screen read or simple TAPI.
Screen read
- The capability to dial almost any telephone number present on the screen via a quick key sequence.
- This includes images such as web pages, email signatures and protected documents.
Call history visibility
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View the user’s most recent calls.
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Option to call back, pop the record within the integrated CRM or add a contact.
Presence
View the status/availability of co-workers, call, transfer calls or pick up co-workers calls, all from within a dockable window.
Embedded softphone
A built in SIP Softphone can be configured and enabled using a standard Cross Connect device profile.
CRM Integrations Include
Plus many more. Contact TSI for any bespoke integration requirements.
An exceptional level of care and support
We built our business on the highest level of customer care and continue to put our partners first to allow them to thrive. Together, our unified communications, connectivity and infrastructure solutions empower Channel Partners to grow sustainable, profitable businesses.
Support Team
Our fully in-house team will support you on the phone and on the ground to help you maximise your service offering and bottom line. We're an extension of your team.
Our knowledgebase
The Cross Connect branded end-user knowledgebase will simplify training and support for your customers. And our Partner knowledgebase provides your internal support team with the ability to train staff, as well as offering guides to support them in configuration and troubleshooting.
Arrange yourfree demoand see the Cross Connect difference
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