Phone System Integrations - UC Link
Table of Contents
Prerequisites: Integrations What is UC Link? CRM Integration Features Licenses Basic Standard Advanced Installation How it works Integrations ListPrerequisites:
- Windows or Mac Operating system
- License key
- Login credentials for the phone system portal
Note: Supported features may vary depending on the integration.
Integrations
Our phone system integrations connect a business's communication system with other applications to streamline workflows and enhance productivity.
These integrations typically involve connecting the phone system with a CRM, email, Microsoft Teams or other tools, allowing for features like automatic call logging, access to customer data during calls, and more.
While most integrations are delivered via UC Link, detailed below, integrations like the Microsoft Teams Phone Connector and blueButler are delivered separately from UC Link.
Scroll to the bottom of the article for a complete list of integrations.
What is UC Link?
UC Link software can be downloaded and installed on Windows or Mac computers. It allows you to integrate your phone system into your CRM easily.
UC Link is a unified communications client designed to optimize users' use of their hosted telephony platform. It provides a core set of features that give business customers significant productivity gains. For example, call agents can see who is calling and quickly get the caller's details on the screen, or they can click on the caller's contact number to dial it automatically.
UCLink provides integration with hundreds of cross-vertical and vertical-specific contact-oriented business systems and
CRM applications, resulting in service response gains to business customers.
CRM Integration Features
- Caller Preview: Preview who calls before the call is answered and view additional caller details, including notes, from the unobtrusive Caller Preview window.
-
Contact Searching: Search the contact directories of multiple integrated CRM(s) simultaneously,
and call or pop a contact from the results. -
Click to Dial: With a single click, dial a contact's phone number from within your integrated
CRM. - Add Contact: You can add new contacts to the integrated CRM from multiple locations, such as the live call preview window, call history, and missed calls pop-up.
- Address Book: Search the contact directories of multiple integrated CRM(s) simultaneously, and call or pop a contact from the results.
- Duplicate Contact: Add an existing contact's details from one integrated CRM to another integrated CRM.
-
Contact Popping: Pop the caller's contact record within the integrated CRM automatically on
incoming call, or manually via a single click. - Add Contact / Account: You can add new contacts to the integrated CRM from multiple locations, such as the live call Preview window, call history, and missed calls pop-up.
- Activity Logging: Manually or automatically creates an activity record of a call received within the integrated CRM and allows the addition of notes.
- Related Data: Quickly locate and view additional data related to the contact, including tickets, cases, activity records and emails.
- Microsoft Teams Integration: Combined Teams and telephone system co-worker presence status, with CRM integration for calls made or received via Teams.
- Screen Read: Dial almost any telephone number visible within images, such as web pages, email signatures, protected documents or anything on screen, via a quick key sequence.
- Call History: See a list of the user's most recent calls, with the option to call back, pop the record within the integrated CRM or add the contact.
- Presence: From a dockable window, you can see the extension status/availability of co-workers, call them, transfer calls, pick up their calls, or send a callback email request.
- Embedded Softphone: A built-in SIP Softphone configured and enabled using a standard device profile.
Licenses
BasicGreat for click to dial users, Microsoft Outlook or Google Contact integration, or easy access to the Cloud PBX address book. |
StandardThis license includes Microsoft Teams integration and is used for small to medium sized companies. Call events feature also included. |
AdvancedThe complete license includes all features and is the license needed when integrating a business database or CRM application. |
| Feature | Basic | Standard | Advanced |
| Click to dial | ✔ | ✔ | ✔ |
| Presence / BLF (Busy Lamp Field) | ✔ | ✔ | ✔ |
| Address book | ✔ | ✔ | ✔ |
| Call history | ✔ | ✔ | ✔ |
| Recent calls | ✔ | ✔ | ✔ |
| Missed calls notification | ✔ | ✔ | ✔ |
| Call control (will vary by device type) | ✔ | ✔ | ✔ |
| Preview window | ✔ | ✔ | ✔ |
| Call Toolbar* | ✔ | ✔ | ✔ |
| Busylight support* | ✔ | ✔ | ✔ |
| App Bar* | ✔ | ✔ | ✔ |
| Dialpad | ✔ | ✔ | ✔ |
| Preferred device (Multi-device support) | ✔ | ✔ | ✔ |
| Softphone (Citrix and Terminal Services Not supported) | ✔ | ✔ | |
| Custom events | ✔ | ✔ | |
| Client API | ✔ | ||
| Agent features* | ✔ | ||
| v3 CRM integrations* | ✔ | ✔ | ✔ |
| CRM integrations (MS Outlook / Google Contacts only) | ✔ | ✔ | ✔ |
| CRM integrations (All others) | ✔ | ||
| Microsoft Teams | Basic | Standard | Advanced |
| Microsoft Teams–Search and Call, Teams Adapter | ✔ | ✔ | ✔ |
| Microsoft Teams–Show, Add, Pop CRM contact for call ringing / answered using Microsoft Teams# | ✔ | ✔ | ✔ |
| Microsoft Teams–Select Microsoft Teams as preferred dialing device# | ✔ | ✔ | |
| Microsoft Teams–Open Microsoft Teams chat from UC Link presence | ✔ | ✔ | |
| Microsoft Teams–Show photo / avatar in UC Link presence | ✔ | ✔ | |
| Microsoft Teams–Publishing “In a call” status to Teams | ✔ | ✔ | |
| Microsoft Teams–Show peers Microsoft Teams availability## | ✔ | ✔ |
* Only available for a Windows client
# Require MS Teams direct routing (or similar)
## Calendar-based "Out of Office" state is a Microsoft Graph API Beta Feature
Installation
- The first step is to configure your license key and users. To do this, contact sales, inform them of how many licenses you need, and provide a list of the extensions needing access. They will also need to know which CRM you intend to integrate with.
- Download and unzip the installer from the link below
For Windows and Mac - Run the installer and follow the installation steps.
- Once installed, the application will launch and ask for the access code.
- Please enter NMOCLD
- After entering your license key, you will be prompted to log in with your portal credentials, i.e. 101@abcplumbing.ca.
- Done!
How it works
To integrate with your CRM, you will need to add it to integrations.
To do this:
- Right-click on the tray icon (green dot) and open the configuration option
- From here, click on (Add new) under the integrations menu item
- Select your desired CRM from the list and click "Set".
- Now, your CRM should appear in the menu on the left; click on it.
- Now, you will be presented with all the options available for your CRM and the options to connect UC Link to your CRM.
- The steps to connect to your CRM vary from CRM to CRM, but it is typically a simple process involving clicking "Authorize" and logging into your CRM.
Your contacts should be available from the address book when your CRM is integrated.
The integrator will display a call info box with CRM information about that contact when you are on a call. If the CRM integration supports it, the information box will allow you to open your CRM for that specific call and add the Phone number to your CRM.
Some of the integrations support sharing your presence. You can control this via the menu's presence item.
Integrations List
| Category | Integration | Description | Features | Website |
| General CRM | IBM Notes | IBM Notes 9.0. Business collaboration software with messaging and application development tools. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | IBM |
| General CRM | 1C Enterprise (Standard) 8.2 | IC Enterprise (Standard) 8.2. Business process and enterprise management software. | Address book search, click to dial, caller details preview, and manual screen pop. | IC Enterprise |
| General CRM | Zoho Desk | Zoho PhoneBridge. Customer support software with telephony integration. | Click to dial and auto screen pop. | Zoho |
| General CRM | MobileMax | 1-2 Mobile Limited MobileMax. Mobile workforce management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | MobileMax |
| General CRM | 1C Enterprise (Custom) 8.1 | 1C Enterprise (Custom) 8.1. Customized enterprise and business management software. | Address book search, click to dial, caller details preview, and manual screen pop. | 1C Enterprise |
| General CRM | 1C Enterprise (Custom) 8.2 | 1C Enterprise (Custom) 8.2.Customized enterprise and business management software. | Address book search, click to dial, caller details preview, and manual screen pop. | 1C Enterprise |
| General CRM | 1C Enterprise (Custom) 8.3 | 1C Enterprise (Custom) 8.3. Customized enterprise and business management software. | Address book search, click to dial, caller details preview, and manual screen pop. | 1C Enterprise |
| General CRM | 1C Enterprise (Standard) 8.1 | 1C Enterprise (Standard) 8.1. Business process and enterprise management software. | Address book search, click to dial, caller details preview, and manual screen pop. | 1C Enterprise |
| General CRM | 1C Enterprise (Standard) 8.3 | 1C Enterprise (Standard) 8.3. Business process and enterprise management software. | Address book search, click to dial, caller details preview, and manual screen pop. | 1C Enterprise |
| General CRM | High Rise | 37 Signals,simple CRM software for managing contacts and tasks. | Address book search, click to dial, caller details preview, and manual screen pop. | High Rise |
| Property | QLX | Aareon QLX. Property management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Aereon QLX |
| Security | WinSIMS | ACA Systems WinSIMS. Software for business operations and workflow management. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | WinSIMS |
| Legal | Advice Pro | ACM Solutions - Advice UK case management software for advice and support organizations. | Click to dial, caller details preview, and manual screen pop. | Advice Pro |
| General CRM | ActiveCampaign | ActiveCampaign, LLC marketing automation and CRM software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, live mode, and cached mode. | ActiveCampaign |
| Logistics/ERP | Acumatica | Acumatica, Inc. cloud-based ERP and business management platform. | Address book search, click to dial, caller detail preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, live mode, and cached mode. | Acumatica |
| Legal | ALB | Advanced Computer Software Group ALB 2.12. Legal case management and practice software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | ALB |
| General CRM | Afas Online | Afas Online V5 - V20. Cloud-based business management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Afas Online |
| General CRM | AFAS Profit | AFAS Profit 2016. RP software for HR, finance, and project management. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Afas |
| Hospitality | Airship | Airship is a data-driven CRM for the hospitality industry. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, add contact, and live mode. | Airship |
| Financial/Insurance | eAgent | Allstate Insurance Company eAgent, insurance CRM software for customer and policy management. | Click to dial, manual screen pop, and auto screen pop. | Free Agent |
| Recruitment | JobDiva | Applicant tracking and talent management platform. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and automatic call activity logging. | JobDiva |
| Education | Arbor MIS | Arbor-Education school and student management information system. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Arbor Education |
| General CRM | ARCHIE CRM | Archie Europe BV CRM software for sales and customer relationship management. | Address book search, caller details preview, manual screen pop, auto screen pop, and live mode. | Archie CRM |
| General CRM | NetForum | Association and membership management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Netforum |
| Automotive/Transport | Audev CarIT | Automotive business management software. | Address book search, click to dial, click to dial via business application, caller details preview, and manual screen pop. | Audev |
| Automotive/Transport | MotiondataDMS | Automotive dealer management system. | Click to dial, caller details preview, live mode, and cached mode. | MotiondataDMS |
| Automotive/Transport | DealerSocket | Automotive dealership management CRM. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, and live mode. | DealerSocket |
| Automotive/Transport | Auto Garage Networks | Automotive service and repair management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, and cached mode. | Auto Garage Networks |
| General CRM | BatchBook | BatchBlue Software CRM and small business relationship management software. | Address book search, click to dial, caller details preview, and manual screen pop. | BatchBook LinkedIn |
| General CRM | rev.io | Billing and customer management platform for telecom services. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, live mode, and cached mode. | Rev.io |
| Recruitment | Adapt V11 | Bond Adapt V11 11 - 11.7 (sp3). Recruitment and applicant tracking system. Acquired by Bullhorn. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Bullhorn |
| General CRM | Bosys | Bosys Software GMBH business and document management software. | Additional features: The integration will use an event to send the incoming or outgoing number to BOSYS, allowing the user to pop the contact within the application. | Bosys |
| Recruitment | Adapt | Bullhorn Adapt On Demand. Cloud-based recruitment and staffing software. Also known as UX. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, live mode, and related data. | Bullhorn |
| Recruitment | Bullhorn - Applicant Tracking & CRM Corporate | Bullhorn Incorporated Applicant Tracking & CRM Corporate Edition (Also known as Novo). Recruitment and CRM. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and manual call activity logging. | Bullhorn |
| Recruitment | Bullhorn - Applicant Tracking & CRM Enterprise | Bullhorn Incorporated Bullhorn - Applicant Tracking & CRM Enterprise (Also known as Novo) | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and manual call activity logging. | Bullhorn |
| General CRM | GreyRidge CRM | Business and customer relationship management software. | Address book search, click to dial, caller details preview, and manual screen pop. | GreyRidge |
| General CRM | Powerweiss | Business and workflow automation software. | Additional features provided by the application vendor. | Powerweiss |
| General CRM | Gripp | Business and workflow management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, integration with notes, add contact, live mode, and cached mode. | Gripp |
| General CRM | Bitrix24 | Business collaboration and CRM software .An all-in-one free platform to manage your team and run your sales, Bitrix24 is designed to be seamlessly integrated into all your business processes and help you manage them with the highest precision and efficiency. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, add contact, and cached mode. |
|
| General CRM | Gorilla CRM | Business CRM and workflow automation software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and cached mode. | Gorilla CRM |
| Property | Street | Business data and sales intelligence platform. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, live mode, and cached mode. | Street |
| General CRM | ConnectWise Manage | Business management software for IT and managed service providers. | eAddress book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, integration with notes, add contact, live mode, and cached mode. | ConnectWise |
| General CRM | Megasys | Business management software for various industries. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Megasys |
| General CRM | FuseMetrix | Business management software with CRM and ERP capabilities. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | FuseMetrix |
| General CRM | EvoNet | Business Micros EvoNet window and door industry management software. | Address book search, click to dial, caller details preview, and manual screen pop. | Business Micros |
| Automotive/Transport | WebSolve | Business process management software. | Address book search, click to dial, caller details preview, auto screen pop, and additional features. | WebSolve |
| General CRM | Yoobi | Business software for project management and HR. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Yoobi |
| General CRM | Apptivo | Business software suite with CRM, project management, and invoicing. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Apptivo |
| Logistics/ERP | In-Motion | Business workflow and process automation software. | Address book search, caller details preview, manual screen pop, and auto screen pop. | In-Motion |
| Automotive/Transport | Booking & Dispatch System | Cab Treasure Taxi and transportation dispatch software. Cab Treasure is a Taxi Software Company providing a complete booking and dispatch solution includes the latest cloud technology. | Additional features: provided by the application vendor. | Cab Treasure |
| General CRM | Call Pro | Call Pro 5.0 sales and marketing CRM platform. | Click to dial and manual screen pop. | Call Pro |
| General CRM | SIS | Candor SIS. Student information system for educational institutions. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Candor SIS |
| Automotive/Transport | Cargas Energy | Cargas, Inc. ERP software for the energy and fuel distribution industry. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and manual call activity logging. | Cargas Energy |
| General CRM | Smart Advocate | Case management software for law firms. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Smart Advocate |
| General CRM | FreeAgent | Central Limited FreeAgent. Online accounting software for freelancers and small businesses. | Address book search, click to dial via business application, caller details preview, manual screen pop, and auto screen pop. | Free Agent |
| Financial/Insurance | AuditCase | Change To Comm AuditCase. Audit and compliance management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | AuditCase |
| Education | Flexkids | Childcare management software for planning and administration. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Flexkids |
| Healthcare | Chirotouch Software | Chiropractic practice management software. Designed to help chiropractic practices manage everything from a single platform with unmatched EHR, billing, compliance, & patient engagement solutions. | Address book search, click to dial, and caller details preview. | Chirotouch |
| General CRM | TITAN | Chittak Ltd TITAN. Business process automation software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Titan |
| General CRM | Salesforce (Open CTI) | Cloud telephony integration for Salesforce. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, add contact, and live mode. | Salesforce |
| Financial/Insurance | Exact Online | Cloud-based accounting and ERP software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, integration with notes, add contact, and cached mode. | Exact Online |
| Automotive/Transport | Sage Business cloud accounting | Cloud-based accounting software for businesses. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Sage |
| Recruitment | Zoho Recruit | Cloud-based applicant tracking and recruitment software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, add contact, and cached mode. | Zoho Recruit |
| General CRM | AGG Smart Cloud | Cloud-based business management and CRM platform. | Click to dial. Additional features: provided by the application vendor. | AGG Smart Cloud |
| General CRM | Workbooks | Cloud-based CRM and business process management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and manual call activity logging. | Workbooks |
| General CRM | Teamleader Focus | Cloud-based CRM and project management platform. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, integration with notes, add contact, live mode, and cached mode. | Teamleader |
| General CRM | ACT! Premium Cloud V17-V23 | Cloud-based CRM and sales automation software. |
Address book search, click to dial, caller details preview, manual screen pop, and Auto sreen pop. Additional features: Provides the option to allow the user to choose which tab window is to be displayed on screen pop. Also provides the option to screen pop to either the 'New History' window or 'New Note' window within ACT! There are known issues with the ACT! v21 API. v22 of ACT! has resolved these issues, therefore it is recommended that users upgrade to v22 or higher. |
Act! |
| General CRM | FreeAgent CRM | Cloud-based CRM software for small businesses. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | FreeAgent CRM |
| General CRM | Really Simple Systems | Cloud-based CRM software for small businesses. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | Spotler |
| General CRM | Microsoft Dynamics 365 CRM | Cloud-based CRM solution for sales and customer service. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, integration with notes, add contact, live mode, cached mode, and related data. | Microsoft Dynamics 365 |
| General CRM | Maximizer LIVE | Cloud-based CRM solution. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Maximizer |
| Dental | Aerona Dental | Cloud-based dental practice management software. | Address book search, click to dial, and caller details preview. | Aerona |
| Dental | Dentally | Cloud-based dental practice management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and automatic call activity logging. | Dentally |
| Healthcare | athenahealth | Cloud-based healthcare management software. Join 150K providers on the largest connected network in healthcare. See how we are making connections that improve patient outcomes & clinician experiences. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, live mode, and cached mode. | Athenahealth |
| Legal | Filevine | Cloud-based legal case management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Filevine |
| Legal | Clio | Cloud-based legal practice management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and related data. | Clio |
| General CRM | Brightree | Cloud-based post-acute care management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Brightree |
| Recruitment | Recruit CRM | Cloud-based recruitment software for agencies. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, and cached mode. | Recruit CRM |
| General CRM | Mobile Service Cloud | CM Mobile Service Cloud. Customer service software for mobile businesses. | Click to dial, and auto screen pop. Additional features: When making or receiving a call to or from a RobinHQ contact, a preview of the contact is presented within RobinHQ, and can be screen popped. | CM |
| General CRM | Group Office | Collaboration and project management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and integration with notes. | Group Office |
| Directory | Aptify | Community Brands Intermediate, LLC. membership and nonprofit management software. | Click to dial. | Aptify |
| General CRM | Codas | Computer Design Systems Limited fuel distribution and business management software. | Click to dial and auto screen pop. | Codas |
| General CRM | Apple Contacts | Contact management software for Apple devices. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and live mode. | Apple Contacts |
| General CRM | Bookabuilder | Contractor and construction business management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Bookabuilder |
| Housing | RPM | CPL Software RPM 2.21. Property management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | CPL Software |
| General CRM | tahdah | Credentialing and compliance management platform. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Tahdah |
| General CRM | Junari | CRM and business process automation software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Junari |
| Retail | Lead Squared | CRM and marketing automation software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and manual call activity logging. Additional features, add contact, live mode, cached mode, and related data. | Lead Squared |
| Property | Dezrez | CRM and property management software for real estate professionals. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Dezrez |
| General CRM | Freshsales | CRM and sales automation software by Freshworks. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, and live mode. | Freshworks |
| General CRM | Commtrak CRM | CRM for telecom and call center industries. | Click to dial, manual screen pop, and auto screen pop. | Commtrak CRM |
| General CRM | In2crm | CRM platform for managing customer relationships and sales. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | In2crm |
| General CRM | PVCRM | CRM platform for managing sales and customer interactions. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Perfectview CRM |
| General CRM | SugarCRM | CRM platform for sales, marketing, and customer service automation. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, integration with notes, add contact, live mode, and cached mode. | SugarCRM |
| General CRM | Halo CRM | CRM platform for sales, marketing, and customer service. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, additional features provided by the application vendor, add contact, cached mode, and related data. | Halo CRM |
| General CRM | Copper | CRM software designed for Google Workspace users. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Copper |
| General CRM | Maximizer CRM | CRM software for customer relationship management and sales tracking. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, add contact, and live mode. | Maximizer |
| Automotive/Transport | Salos AutomaaT GO | CSW Software Salos AutomaaT GO. Sales automation and CRM solution. | Click to dial, caller details preview, and auto screen pop. | CSW Software |
| General CRM | Cobra CRM | Customer relationship management software. | Address book search, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, live mode, and cached mode. | Cobra CRM |
| Help Desk | Team Support | Customer support and help desk software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Team Support |
| Help Desk | Kayako | Customer support and helpdesk software. | Address book search, click to dial, caller details preview, and manual screen pop. | Kayako |
| Help Desk | Re:amaze | Customer support and live chat software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, live mode, and cached mode. | Re:amaze |
| Database | Suppsonic | Customer support and ticketing software. | Click to dial and additional features provided by the application vendor. | SUPPsonic |
| Retail | Magento ODBC | Database connectivity solution for Magento eCommerce platform. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Magento ODBC |
| Financial/Insurance | Dataflow32 (32.8) | Dataflow32 8. Accounting and business management software. | Address book search, click to dial, manual screen pop, auto screen pop, and automatic call activity logging. | Dataflow32 |
| Financial/Insurance | Dataflow32 (9-10) | Dataflow32 9-10. Business accounting and financial management software. | Address book search, click to dial, manual screen pop, and auto screen pop. | Dataflow32 |
| Logistics/ERP | Autotask PSA | Datto professional services automation (PSA) software for IT firms. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and manual call activity logging. | Datto |
| General CRM | Union Square | Delteck project information management software for architecture and construction firms. | Address book search, click to dial, caller details preview, and manual screen pop. | Deltek |
| Logistics/ERP | Vantagepoint | Deltek, Inc. ERP and project management software for professional services. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, integration with notes, live mode, and cached mode. | Deltek Vantagepoint |
| Booking | Collins | DesignMyNight Collins,hospitality and venue booking management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Collins |
| Property | Rezi | Dezrez Rezi, Estate agency and property management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | Dezrez |
| Financial/Insurance | Assurantie | Dias Assurantie 3.3.0.2, 3.3.2.2, 4.0.4.4. Insurance administration software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Unit4 |
| Financial/Insurance | DIAS Assurantie | Dias Software B.V. DIAS Assurantie 4.0.9.1. Insurance administration and policy management software. | Address book search, click to dial, manual screen pop, and auto screen pop. | Unit4 |
| Database | FileFinder | Dillstone FileFinder 11,executive search and recruitment CRM software. | Address book search, click to dial, caller details preview, and manual screen pop. | FileFinder |
| Automotive/Transport | Envoy Taxi dispatch system | Dispatch and fleet management software. | Click to dial, and auto screen pop. Additional features: Please talk with Envoy for latest supported features. | Taxi Dispatch Systems |
| General CRM | Gorgias | eCommerce helpdesk and customer service software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, live mode, and cached mode. | Gorgias |
| General CRM | Shopify | eCommerce platform for online businesses. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Shopify |
| General CRM | eGroupWare | eGroupWare 1.0 - 1.8. Team collaboration tool for task and contact management. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, add contact, and cached mode. | eGroupWare |
| Healthcare | EMIS Web 64-bit | EMIS Health electronic medical records and patient management system. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | EMIS Health |
| Healthcare | EMIS Web | EMIS Health, healthcare and patient record management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | EMIS Health |
| Financial/Insurance | Intact IQ | Enterprise resource planning (ERP) and business management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Intact Software |
| General CRM | 4me | Enterprise service management platform. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Xurrent |
| Logistics/ERP | Aspin ERP | ERP software for inventory and order management. | Address book search, click to dial, caller details preview, and manual screen pop. | Aspin |
| Logistics/ERP | Openda | ERP software for manufacturing and distribution industries. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Openda |
| Education | SIMS 7 | ESS SIMS 7, School management information system. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | ESS SIMS |
| Property | PCHomes | Estates IT Ltd PCHomes 6.5-8. Property management software for real estate professionals. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Estates IT |
| General CRM | Gold-Vision | Esteiro Business Solutions Ltd Gold-Vision Old API (2018). Older version of Gold-Vision CRM API. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Gold-Vision |
| General CRM | ClearVantage | Euclid Technology, nonprofit and association management platform. | Address book search, click to dial, caller details preview, and auto screen pop. | Euclid Technology |
| Property | Veco | Eurolink Technology Limited property management and letting agency software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Veco Software |
| Financial/Insurance | Globe | Exact Globe, ERP software for financial and business process management. | Address book search, click to dial, caller details preview, and auto screen pop. | Exact |
| General CRM | Synergy Enterprise HRM | Exact Synergy Enterprise HRM. Human resource and workflow management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Exact |
| General CRM | Synergy Enterprise | Exact Synergy Enterprise. Workflow, document, and project management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Exact |
| Financial/Insurance | DATEV | Financial and tax accounting software for businesses. | Address book search, click to dial, caller details preview, and auto screen pop. Additional features: Provides the option to send remarks as well as sending a journal entry to DATEV. Also provides the configurable option for sending the calls to DATEV, always, or prompt for sending. | DATEV |
| Property | Arthur | Financial automation and payments software.A complete web-based solution supported by apps, to help with everything from finding and managing occupants to keeping track of rents and spending. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, add contact, cached mode, and related data. | Arthur Online |
| Recruitment | RDB Pro Net 3.3 | First Choice Software (part of Access Group) RDB Pro Net 3.3. Recruitment and staffing management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | The Access Group |
| Recruitment | RDB Pro Net 4.0.6 | First Choice Software (part of Access Group) RDB Pro Net 4.0.6. Recruitment and applicant tracking system. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | The Access Group |
| Recruitment | RDB Pro Net 5.0.3.102 | First Choice Software (part of Access Group) RDB Pro Net 5.0.3.102. Recruitment and staffing management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | The Access Group |
| Recruitment | RDB Pro Net 6.0.0.205 | First Choice Software (part of Access Group) RDB Pro Net 6.0.0.205. Recruitment and applicant tracking system. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | The Access Group |
| Recruitment | RDB Pro Net 6.7 | First Choice Software (part of Access Group) RDB Pro Net 6.7. Recruitment and applicant tracking system. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | The Access Group |
| General CRM | Efficy CRM | Flexible and scalable CRM software. | Address book search, click to dial, click to dial via business application, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | Efficy |
| General CRM | FLG 360 | FLG Business Technology Limited sales and lead management CRM platform. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | Get FLG |
| General CRM | FranConnect | Franchise management software platform. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and manual call activity logging. | FranConnect |
| Hospitality | VIPS PMS | Freetime Hospitality VIPS PMS 6. Hotel and property management software. | Address book search, click to dial, caller details preview, and manual screen pop. | VIPS PMS |
| Help Desk | FreshDesk | Freshworks, Cloud-based customer support and ticketing software. | Address book search, click to dial, click to dial via business application, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, and live mode. | FreshDesk |
| Legal | Amicus Attorney | Gavel and Gown software Amicus Attorney 14.1.0.0. Legal practice and case management software. | Address book search, click to dial, caller details preview, and manual screen pop. | Amicus Attorney |
| Specialist | Gingr | Gingr, LLC. pet grooming and daycare business management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, and live mode. | Gingr App |
| General CRM | Combit Relationship Manager | GmbH Combit Relationship Manager 6.0.0.11. CRM and business relationship management tool. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Combit |
| Rental (Hire) | GNB Property Software | GNB Property Ltd property management software for real estate professionals. | Additional features provided by the application vendor. | GNB Property |
| General CRM | Goldmine 2013 | Goldmine 2013, CRM software for sales and contact management. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Goldmine |
| General CRM | Goldmine Premium 2014 | Goldmine 2014 (Premium). CRM solution for contact and sales management. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Goldmine |
| General CRM | Goldmine 2016-2020 | Goldmine 2020, 2019, 2018, 2017 and 2016. CRM solutions for contact and sales management. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Goldmine |
| General CRM | Goldmine Premium 2022 | Goldmine 2022 (Premium Edition). CRM platform for managing customer relationships. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and integration with notes. | Goldmine |
| General CRM | Goldmine 5.5-9.2 | Goldmine 5.5 - 9.2. CRM software for managing contacts and tasks. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Goldmine |
| Directory | Google Contacts | Google’s contact management service for storing and syncing contacts. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, integration with notes, add contact, cached mode, and related data. | Google Contacts |
| General CRM | MED MEGA | Hali 6 Medical practice management and healthcare software. | Click to dial, and auto screen pop. Additional features provided by the application vendor. | Hali 6 |
| Help Desk | Halo Service Solutions | Halo Service Solutions HaloITSM, Halo Service Desk and HaloPSA ITSM and service management software suite. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop,, pop contact in edit mode, add contact, live mode,and cached mode. | Halo Service Solutions |
| Healthcare | e-Clinic 14 | Healthcare and clinic management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | e-Clinic |
| Rental (Hire) | Syrinx | HigherConcept Syrinx 4.33.1 - 4.40.1. Equipment rental and service management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Syrinx |
| General CRM | Highlevel | HighLevel, LLC marketing automation and customer relationship management. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | Highlevel |
| Healthcare | Birdie | Home healthcare management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Birdie Care |
| General CRM | WorkSite | HP Autonomy Worksite 9 document and knowledge management software. | Address book search, click to dial, and caller details preview. | Autonomy |
| General CRM | Lotus Notes 7- 8.5 | IBM Lotus Notes 7 - 8.5. Business collaboration software with email and database functions. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and integration with notes. | IBM |
| General CRM | iConnect | iConnect Group business communication and CRM platform. | Address book search, click to dial, caller details preview, and auto screen pop. | iConnect Group |
| Vet | Animana | IDEXX Animana. Veterinary practice management software. | Click to dial and auto screen pop. | Animana |
| General CRM | HubSpot | Inbound marketing, sales, and service software platform. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop,, pop contact in edit mode, automatic call activity logging, Additional features, integration with notes, add contact, live mode, cached mode, and related data. | Hubspot |
| General CRM | Infor CRM | Infor CRM 8. Business CRM software for customer engagement. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Infor CRM |
| General CRM | Insightly v2.1 |
Insightly Using Insightly v2.1 API CRM software with API integration for business management. |
Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Insightly |
| General CRM | Insightly v3.1 | Insightly, Inc. Insightly V3.1 APICRM with project and business management tools. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Insightly |
| General CRM | Anva Hub | Insurance administration and policy management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Anva |
| Financial/Insurance | InsuredMine | Insurance CRM and agency management platform. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | InsuredMine |
| General CRM | Intelligent Office Cloud | Intelliflo financial planning and practice management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Intelliflo |
| General CRM | Intelligent Office | Intelliflo Intelligent Office 4.4. Financial services CRM and practice management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and additional features provided by the application vendor. | Intelliflo |
| Specialist | InteractiveBlue | International Association of Better Business Bureaus, Inc. business accreditation and rating platform. | Click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, and live mode. | Better Business Bureaus |
| Financial/Insurance | Quickbooks 12-19 | Intuit Quickbooks 12-19 Business accounting software for small and medium-sized enterprises. | Address book search, click to dial, caller details preview, and manual screen pop. | Quickbooks |
| Financial/Insurance | Quickbooks Online | Intuit Quickbooks Online Essentials, Plus. Online accounting software for small businesses. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, add contact, and cached mode. | Quickbooks |
| Logistics/ERP | Isah Smart | Isah Business Software Isah Smart Version 7.4.0 (Update pack 11, Build 424) Database version 7.4.0.423. Manufacturing ERP software. | Address book search, click to dial, caller details preview, and auto screen pop. | Isah Business Software |
| Help Desk | Halo ITSM | IT service management and support software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, add contact, live mode, cached mode, and related data. | Halo |
| Recruitment | ITRIS | Itec Systems ITRIS V8.101. Recruitment CRM and applicant tracking system. | Address book search, click to dial, caller details preview, and manual screen pop. | ITRIS |
| Property | ViewPoint | ITRIS ViewPoint. Recruitment CRM and applicant tracking software. | Click to dial. | ITRIS ViewPoint |
| General CRM | ServiceM8 | Job and field service management software. | Address book search, click to dial, and caller details preview. | ServiceM8 |
| Help Desk | BMS | Kaseya Ltd business management solution for IT service providers. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | Kaseya |
| General CRM | King Business Software | King Business Software 5.48a - 5.61a2. ERP and accounting software for businesses. | Address book search, click to dial, and caller details preview. | King BMS |
| General CRM | Kustomer | Kustomer, Inc. customer service and support CRM. | Address book search, click to dial, click to dial via business application, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | Kustomer |
| Automotive/Transport | Soft4Leasing | Lease and finance management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and manual call activity logging. | Soft4Leasing |
| General CRM | Less Annoying CRM | Less Annoying Software, LLC simple CRM for small businesses. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Less Annoying CRM |
| Logistics/ERP | LISAAS | Lipronics b.v. Business and financial management software. | Address book search, click to dial, caller details preview, manual screen pop, and live mode. | LISAAS |
| General CRM | Prideview CRM | Liquid Bubble CRM software for managing business customer relationships. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Liquid Bubble CRM Software |
| Property | Mortgage IQ | Loan origination and mortgage CRM platform. | Click to dial and auto screen pop. | Nextwave CRM |
| General CRM | Logical Office |
Logical Office Evolution Document management and workflow automation tool. |
Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Logical Office |
| General CRM | BusyDesk | Logical Planet business process automation and workflow management software. | Address book search, click to dial, caller details preview, and manual screen pop. | Logical Office |
| General CRM | OneFit | Logma Systems Design Ltd OneFit 2014.6. ERP software for business process management. | Address book search, click to dial, caller details preview, and manual screen pop. | OneFit Software |
| Database | Creatio | Low-code platform for CRM and process automation. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Creatio |
| General CRM | Kontakt | Lundalogik (now lime) CRM software for sales and customer relationship management. | Address book search, click to dial, caller details preview, and manual screen pop. | Kontakt |
| General CRM | Lime Easy | Lundalogik Lime Easy. CRM software for sales and customer relationship management. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Lime Easy |
| Property | SME Professional | Lyles Sutherland Ltd business management and CRM software for SMEs. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and cached mode. | SME Professional |
| Healthcare | Always on Time | Malinko Health & Care Technologies Home healthcare scheduling and workforce management. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Always on Time |
| General CRM | Mamut 12.5 - 16 | Mamut 12.5 - 16. Business management software for SMEs. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Mamut |
| General CRM | Mamut 19.1 - 23.0 | Mamut 19.1 - 23.0. Business and financial management software for SMEs. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Mamut |
| General CRM | Maximizer | Maximizer 9 - 2020. CRM platform for customer relationship management and sales tracking. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Maximizer |
| Healthcare | Clinic Software | Medical practice management and scheduling software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop, | Clinic Software |
| General CRM | OOMI | Membership Crm | Address book search, click to dial, manual screen pop, and call details preview. | oomi |
| Specialist | UtilityPOWERnet | Meridian Cooperative utility company management and billing software. | Additional features provided by the application vendor. | Meridian Coop |
| Logistics/ERP | Stockmaster | Metalogic PLC Stockmaster stock control and inventory management software. | Click to dial. | Stockmaster |
| General CRM | Method CRM | Method Integration Inc CRM and workflow automation platform. | Address book search, click to dial, caller details preview, automatic call activity logging, add contact, live mode, and cached mode. | Method |
| Healthcare | Call Connect GP (Patient Connect) | Metier Call Connect GP (Patient Connect). Call management solution for healthcare professionals. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Metier IT |
| General CRM | Business Central 365 | Microsoft Business Central 365 cloud-based ERP for business financials and operations. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Microsoft Dynamix 365 |
| Financial/Insurance | Dynamics AX 2009 | Microsoft Dynamics AX 2009. Enterprise resource planning (ERP) software. | Address book search, click to dial, caller details preview, and manual screen pop. | Microsoft Dynamics AX |
| Financial/Insurance | Dynamics AX 2012 R2 | Microsoft Dynamics AX 2012 R2 enterprise resource planning (ERP) solution. | Address book search, click to dial, caller details preview, and manual screen pop. | Microsoft Dynamics AX |
| General CRM | Dynamics NAV 2009-2017 | Microsoft Dynamics NAV 2009 - 2017 (CLASSIC Database). ERP solution for business financials and operations. | Address book search, click to dial, caller details preview, and manual screen pop. | Microsoft Dynamics Nav |
| General CRM | Microsoft Dynamics NAV 2009-2017 | Microsoft Dynamics NAV 2009 - 2017 (SQL Database).Enterprise resource planning (ERP) solution. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Microsoft Dynamix Nav |
| General CRM | SharePoint Lists | Microsoft Office SharePoint Lists. Web-based collaboration and data management tool. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Microsoft SharePoint |
| General CRM | Microsoft Outlook 2000-2016 (32 bit) | Microsoft Outlook 2000-2016 (32 bit), email and personal information manager. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, integration with notes, add contact, live mode, and cached mode. | Microsoft |
| General CRM | Microsoft Outlook 2000-2016 (64 bit) | Microsoft Outlook 2000-2016 (64 bit). Email and personal information management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and related data. | Microsoft |
| General CRM | Outlook 64 Bit | Microsoft Outlook Office 365 64bit email and personal information management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, integration with notes, add contact, live mode, cached mode, and related data. | Microsoft |
| General CRM | Outlook on the Web | Microsoft Outlook on the Web. Web-based email and personal information management from Microsoft. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, integration with notes, add contact, live mode, and cached mode. | Microsoft |
| General CRM | Midoffice | Midoco Midoffice Travel agency back-office management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Midoco |
| General CRM | Salesforce Connector | Mirage Integration tool for connecting Salesforce with other systems. | Address book search, click to dial, click to dial via business application, caller details preview, manual screen pop, auto screen pop, and automatic call activity logging. Additional features provided by application vendor. | Mirage-Systems |
| Healthcare | ModMed | Modernizing Medicine, Inc. electronic health records and practice management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, live mode, and cached mode. | ModMed |
| General CRM | monday.com | monday.com Ltd work operating system for project and team management. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, and cached mode. | monday.com |
| General CRM | Insellerate | Mortgage CRM and lead management software. | Click to dial and auto screen pop. | Insellerate |
| General CRM | SureFire | Mortgage CRM and marketing automation software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and live mode. | SureFire Software |
| Automotive/Transport | Selling Point | Motor Trade Technologies automotive sales and dealership management software. | Address book search, click to dial, caller details preview, and manual screen pop. | Motor Trade Technologies |
| General CRM | Store Feeder | Multi-channel eCommerce order management system. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Store Feeder |
| Recruitment | Mysolution | Mysolution 365 Business Central ERP and business process automation software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Mysolution |
| Healthcare | NEDAP ONS | NEDAP-Healthcare. Healthcare and medical management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Nedap |
| General CRM | Zoho Creator | No-code app development and workflow automation platform. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Zoho |
| General CRM | Notarisdossier | Notary office management and document processing software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Notarisdossier |
| Recruitment | nxtMatch | nxtPeople recruitment and candidate matching software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, and live mode. | nxtPeople |
| General CRM | Odoo Enterprise | Odoo S.A. Odoo Enterprise 8 - 14. Open-source ERP and business process management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, add contact, live mode, cached mode, and related data. | odoo |
| General CRM | Profit4 | OGL, ERP software for business and financial management. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | OGL Software |
| Property | Pyramid | OmniLedger Pyramid housing and finance management software. | Click to dial and caller details preview. | OmniLedger |
| Financial/Insurance | Xero (Accounting Software) | Online accounting software for small businesses. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | Xero |
| General CRM | Onyx Garage | Onyx Software business management software for automotive repair shops. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Onyx Software |
| General CRM | Zammad | Open-source customer support and helpdesk software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Zammad |
| General CRM | Magento v1 | Open-source eCommerce platform. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Adobe Magento |
| General CRM | WooCommerce | Open-source eCommerce plugin for WordPress. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | WooCommerce |
| Recruitment | JobAdder | Operations Pty Ltd cloud-based recruitment software for staffing agencies. | Address book search, click to dial, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, live mode, cached mode, and related data. | JobAdder |
| General CRM | NetSuite CRM | Oracle NetSuite CRM, Cloud-based business management suite including CRM functionalities. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, integration with notes, add contact, live mode, and cached mode. | Netsuite |
| General CRM | RightNow | Oracle RightNow Service Cloud November 2015. Cloud-based customer experience and service management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Oracle |
| Recruitment | OTYS Go! | OTYS Recruiting Technology applicant tracking and recruitment management software. | Address book search, click to dial, caller details preview, manual screen pop, and cached mode. | OTYS |
| Legal | PracticePanther | Panther Software, LLC. Legal practice management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | PracticePanther |
| Retail | SquareUp | Payment processing and point-of-sale system. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | SquareUp |
| Financial/Insurance | Opera 3 | Pegasus Opera business accounting and financial management software. | Address book search, click to dial, caller details preview, and manual screen pop. | Pegasus |
| Logistics/ERP | Opera II 6.81 | Pegasus Opera II 6.81. Business accounting and financial management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Pegasus |
| Logistics/ERP | Opera II 7.2 |
Pegasus Opera II 7.2 Business accounting and financial management software. |
Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Pegasus |
| Logistics/ERP | Opera II 7.3 | Pegasus Opera II 7.3. Accounting and business financial management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Pegasus |
| Construction | Opera II CIS | Pegasus Opera II CIS 3 construction industry accounting software. | Address book search, click to dial, caller details preview, and manual screen pop. | Pegasus |
| General CRM | PerfectView CRM | PerfectView (also know as PVCRM)CRM software for contact and sales management. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | PerfectView CRM |
| Healthcare | Medicom | Pharmapartners pharmacy and healthcare management software. | Click to dial. Additional features: Call Events add-in that triggers a new call window on Medicom window. | Pharmapartners |
| Healthcare | Cliniko | Practice management software for healthcare professionals. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, and cached mode. | Cliniko |
| Legal | Prevail | Practice Technology, Inc. legal case management software. | Address book search, caller details preview, live mode, and cached mode. | Prevail |
| Healthcare | Practice Hub | PracticeHub Ltd practice management software for healthcare professionals. | Address book search, click to dial, and caller details preview. | Practice Hub |
| Booking | Premier Spa | Premier Software Solutions Premier Spa 8.01. Spa and wellness business management software. | Address book search, caller details preview, and manual screen pop. | Pemier Software |
| Automotive/Transport | Catch | Prof4Net business workflow and process management software. | Auto screen pop. Additional features: event based integration, will display window within the Catch web page. | Prof4Net |
| Help Desk | Halo PSA | Professional services automation software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, add contact, live mode, cached mode, and related data. | Halo |
| Property | agentOS | Proptech Group Ltd CRM and property management software for real estate. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and cached mode. | agentOS |
| General CRM | Protean CRM | Protean Software CRM 7.1-7.3. Field service management and CRM software. | Address book search, click to dial, caller details preview, and manual screen pop. | Protean Software |
| Financial/Insurance | QQ Catalyst | QQ Solutions QQ Catalyst (using API version 3.5),insurance agency management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | QQ Catalyst |
| General CRM | amoCRM | QSOFT LLC amoCRM Now called Kommo. Sales and marketing CRM platform. | Address book search, click to dial, caller details preview, and manual screen pop. | Kommo |
| General CRM | Accelerate | QV Systems Accelerate (also known as Quotevine). Financial services and leasing management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | QV Systems |
| Property | Apex27 | Real estate agency CRM and property management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, add contact, and cached mode. | Apex27 |
| Property | Realworks CRM | Real estate CRM software. | Click to dial, and auto screen pop. Additional features: When making or receiving a call to or from a Realworks contact, a preview of the contact is presented within Realworks, and can be screen popped. | Realworks |
| Property | Propertyware | RealPage, Inc Property management software for landlords and managers. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, and live mode. | Propertyware |
| Recruitment | RecruitNow | Recruitment and staffing agency software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | RecruitNow |
| General CRM | Headfirst Select | Recruitment and staffing management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Headfirst |
| Recruitment | Carerix | Recruitment and staffing software for HR professionals. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, add contact, and cached mode. | Carerix |
| Recruitment | 2LS GRIP | Recruitment and staffing software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and integration with notes. | 2LS GRIP |
| Recruitment | MatchMaker Kairos | Recruitment and talent acquisition CRM. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and cached mode. | MatchMaker Software |
| General CRM | Smartsearch | Recruitment and talent acquisition software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Smartsearch Inc. |
| Recruitment | Arithon | Recruitment CRM and applicant tracking system. | Address book search, click to dial, caller details preview, and manual screen pop. | Arithon LlinkedIn |
| Recruitment | MatchMaker | Recruitment CRM for staffing agencies. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Matchmaker Software |
| General CRM | Absolver II | Red Rabbit Absolver II. CRM and workflow automation tool for property management. | Address book search, click to dial, caller details preview, and auto screen pop. | Redrabbit |
| General CRM | Redtail CRM | RedTail CRM (also known as WagTail) software for contact and sales management. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, integration with notes, add contact, live mode, and cached mode. | Redtail Technology |
| Logistics/ERP | Reflex 3000 | ReflexSystems Reflex 3000 20.0 (Build 87). Business management and ERP software. | Address book search, click to dial, and caller details preview. | Reflex Systems |
| Rental (Hire) | Current RMS | Rental management software for businesses. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, integration with notes, add contact, live mode, and cached mode. | Current RMS |
| Hospitality | Sevenrooms | Restaurant and hospitality guest experience management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, add contact, live mode, cached mode, and related data. | SevenRooms |
| General CRM | citruslime | Retail business management and eCommerce software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Citruslime |
| Property | Rex CRM | Rex Software Pty Ltd CRM for real estate professionals. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Rex Software |
| Logistics/ERP | Ridder IQ | Riddler Data Systems, ERP software for manufacturing industries. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and manual call activity logging. | ECI Solutions |
| Financial/Insurance | Sage 50 Accounts | SAGE Sage 50 Accounts 2021 (V27). Accounting software for small and medium-sized businesses. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Sage |
| General CRM | Vecta CRM | Sales and business intelligence CRM software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Vecta |
| General CRM | crmSeries | Sales and customer relationship management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | crmSeries |
| General CRM | OptifiNow | Sales automation and CRM software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, and live mode. | OptifiNow |
| General CRM | Pipedrive | Sales-focused CRM for pipeline management. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, Pop, automatic call activity logging, and manual call activity logging. Additional features, add contact, live mode, cached mode, and related data. | Pipedrive |
| General CRM | AgileCRM | Sales, marketing, and customer service automation software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | AgileCRM |
| Construction | Project-SalesAchiever | SalesAchiever CRM software for construction and project sales. | Click to dial. | ConstructionCRM |
| General CRM | SuiteCRM | SalesAgility Ltd Open-source CRM for business sales and marketing. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, live mode, and cached mode. | SuiteCRM |
| General CRM | Salesforce (Rest API) | Salesforce API integration for data management. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, integration with notes, add contact, live mode, cached mode, and related data. | Salesforce |
| General CRM | Salesforce SOAP API | Salesforce Using SOAP API. CRM integration using SOAP API. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, and integration with notes. | Salesforce |
| General CRM | Thinkka SAM | SAM Software Solutions Ltd CRM and business process management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | SAM Software |
| General CRM | SAP 9.3 HANA | SAP Business One 9.3 HANA DB. Enterprise resource planning (ERP) software with HANA database. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | SAP |
| General CRM | SAP 8.8 - 10 | SAP Business One SQL Database 8.8 - 10.0. ERP solution for small and medium-sized businesses. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | SAP |
| Logistics/ERP | Asgard | Security and risk management software. | Address book search, click to dial, caller details preview, and manual screen pop. | Asgard Software |
| Specialist | Solar | Seed2Lead B.V. 2 solar energy business management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, add contact, live mode, and cached mode. | 2solar |
| General CRM | Zoho Bigin | Simple CRM for small businesses. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, integration with notes, add contact, live mode, and cached mode. | Bigin |
| General CRM | Simplicate | Simplicate Software B.V. Cloud-based business management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Simplicate |
| General CRM | Nimble | Social CRM and relationship management platform. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Nimble |
| General CRM | BEST | Soft Options Computer Systems Ltd BEST. Business management software for small enterprises. | Address book search, click to dial, caller details preview, and manual screen pop. | Soft Options |
| Dental | Bridge-IT | Software 4 Dentists practice management software for dental clinics. | Address book search and click to dial. | Software 4 Dentists |
| Logistics/ERP | Merlin Business Software | Software Build 163.021.6954 Database Build 163.021. ERP and accounting software for business operations. | Address book search, click to dial, caller details preview, and manual screen pop. | Merlin Business Software |
| General CRM | Clarity | Software Clarity Version V5.3.0.13 - 6.2.8. Print and signage business management software. | Address book search, click to dial, caller details preview, and auto screen pop. | Clarity Software |
| Automotive/Transport | RoadComm | Source Design Fleet and logistics management software. | Address book search, click to dial, caller details preview, and manual screen pop. | Source Design |
| Recruitment | TrackerRMS | Staffing and Recruitment Software to streamline hiring and workforce management. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | TrackerRMS |
| Rental (Hire) | Storman Cloud | Storman Software Pty Ltd self-storage facility management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Storman Cloud |
| Retail | Spectra | StudioPlus Software Spectra 11. Photography studio management software. | Address book search, click to dial, caller details preview, and manual screen pop. | StudioPlus Software |
| General CRM | SuperOffice | SuperOffice 6 - 8 CRM platform for managing sales and customer interactions. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | SuperOffice |
| General CRM | Cycle Software | Supply chain and logistics management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Cycle Software |
| Construction | Survey Booker | Survey and feedback collection software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, and live mode. | Survey Booker |
| General CRM | ACT! Premium V24 | Swift ACT! V24 (54-Bit) CRM and contact management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. Additional features: Provides the option to allow the user to choose which tab window is to be displayed on Screen Pop. Also provides the option to Screen Pop to either the 'New History' window or 'New Note' window within ACT!. | ACT! |
| General CRM | ACT! Premium V17-23 | Swiftpage ACT! Premium V17 - V23. CRM software for small business sales and marketing. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. Additional features: Provides the option to allow the user to choose which tab window is to be displayed on Screen Pop. Also provides the option to Screen Pop to either the 'New History' window or 'New Note' window within ACT!. | ACT! |
| Financial/Insurance | Admin Consult 6.0.0.7 | Syneton Admin Consult 6.0.0.7. Administration and financial management software. | Address book search, click to dial, caller details preview ,and manual screen pop. | Syneton |
| Financial/Insurance | Admin Consult 7.50.5 | Syneton Admin Consult 7.50.5 financial and practice management software. | Address book search, click to dial, caller details preview, and manual screen pop. | Syneton |
| Financial/Insurance | Admin IS | Syneton Admin IS 11.00.00.03,business and practice management software. | Address book search, click to dial, click to dial via business application, and caller details preview. | Syneton |
| General CRM | Syntess Atrium Professional | Syntess Software Syntess Atrium Professional 4.7 to 6.9.Business process automation and ERP software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Syntess |
| General CRM | Tall Emu | Tall EMU (Classic Add-in). CRM software for small to mid-sized businesses. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and additional features. | Tall Emu CRM |
| Directory | TEL.SEARCH | tel.search.ch. Swiss business directory and contact management tool. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Search.CH |
| Recruitment | TempWorks | TempWorks Software, Inc. applicant tracking and workforce management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | TempWorks |
| Recruitment | Access Profile | The Access Group Access Profile R6 onwards.Workforce and HR management software. | Address book search, click to dial, caller details preview, and auto screen pop. | The Access Group |
| Recruitment | Recruitment CRM | The Access Group recruitment and talent acquisition CRM. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | The Access Group |
| Financial/Insurance | blueButler | The blueButler integration enables broker management system integration with your Cloud PBX to support in-office, work-at-home, and mobile users. | Hosted mobile app, embedded call recording, automated AMS/BMS screen pop. | BlueC |
| Collaboration | Microsoft Teams Phone Connector | The Microsoft Teams Phone connector integrates one or multiple PBX per Microsoft O365 tenant. This lets you use the native dial pad in Microsoft Teams as an endpoint or softphone on your hosted voice PBX. | PBX connectivity enabling you to use the native dial pad in Microsoft Teams as an endpoint or softphone on your hosted PBX, SIP Trunk connectivity automates the build and management of a Direct Routing connection into Microsoft Teams, and SMS connectivity that allows you to link an SMS number for the user in Microsoft Teams. | Microsoft Teams Phone Connector |
| General CRM | simPRO | The simPRO Group Pty Ltd field service and job management software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, add contact, live mode, and cached mode. | simPRO Group |
| Legal | PerfectView CRM | Tikit Practice Case Management - P4W 5.0.1.01. Legal practice management software. | Address book search, click to dial, caller details preview, and manual screen pop. | OneAdvanced |
| Healthcare | SystmOne | TPP UK healthcare and patient record management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | TPP UK |
| Automotive/Transport | TALIS CRM | Transport & Automotive Network Systems TALIS CRM. Automotive CRM and dealership management software. | Address book search, click to dial, caller details preview, and auto screen pop. | TANS |
| Help Desk | Trengo | Trengo B.V. Omnichannel customer communication platform. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | Trengo |
| Recruitment | Troy Enterprise | Troysoft Troy Enterprise 299.13. Business management and ERP software. | Address book search, click to dial, caller details preview, and manual screen pop. | Troysoft |
| General CRM | LEF | Unameit LEF is business management and ERP software. | Click to dial and additional features: When a call to or from a known 'Lead' within LEF is in a 'Connected' state, the Lead record will pop in a new LEF window within your browser. | Unameit LEF |
| General CRM | Pyramid CRM | Unikum Ab business process and customer relationship management software. | Address book search, click to dial, caller details preview, and manual screen pop. | Unikum |
| Retail | Unleashed | Unleashed Software Online Inventory management and supply chain optimization software. | Address book search, click to dial, caller details preview, and auto screen pop. | Unleashed Software |
| General CRM | UntermStrich | UntermStrich x3 project management software for architects and engineers. | Address book search, click to dial, caller details preview, auto screen pop, and automatic call actviity logging. Additional features: The untermStrich addin will automatically create a call log for each call that is connected to or from a known contact within untermStrich. There will be a list under the 'Calls' tab on the contact record, and will include time and date details for the call. | Untermstrich |
| Financial/Insurance | V1 Project Accounting | V1 Limited financial management and project accounting software. | Address book search, click to dial, caller details preview, and manual screen pop. | VI |
| Database | Codex | Vanberg business document and workflow management software. | Additional features provided by application vendor. | Vanbrug |
| Property | VaultEA | Vault Group Pty Ltd enterprise asset management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | VaultEA |
| Specialist | Veeqo | Veeqo Ltd inventory and order management software for eCommerce. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Veeqo |
| General CRM | Sagitta | Vertafore, insurance agency management software. | Address book search, click to dial, caller details preview, and auto screen pop. | Vertafore |
| Booking | Poolmanager | Verwiel en Wijngaard Poolmanagement B.V. Poolmanager 3. Pool and resource management software. | Address book search, click to dial, caller details preview, and manual screen pop. | Poolmanager |
| Logistics/ERP | Severea | Visma Severea 3. Financial and business management software. | Click to dial. | Visma |
| Healthcare | Orthomatic for Windows | VLOT Solutions Orthomatic for Windows. Orthodontic practice management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | VLOT Solutions |
| Recruitment | Voyager Professional | Voyager recruitment and applicant tracking software. | Address book search, click to dial, caller details preview, and manual screen pop. | Voyager Software |
| Recruitment | Voyager VDQ! | Voyager Software Voyager VDQ! 2.1.3. Recruitment and applicant tracking software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Voyager Software |
| General CRM | Vtiger | Vtiger 4 - 9, Open-source CRM software for sales and customer management. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, live mode, cached mode, and related data. | Vtiger |
| Automotive/Transport | TechMan | Web Seller Pro TechMan. Business management software for eCommerce and sales operations. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Web Seller Pro |
| General CRM | webCRM | webCRM Plus, Enterprise Cloud-based CRM software for managing customer relationships. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, live mode, and cached mode. | webCRM |
| Logistics/ERP | weclapp | weclapp GmbH cloud-based ERP and CRM software. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, and cached mode. | weclapp |
| Property | WinMan CFP | WinMan CFP 4.6.5.7, ERP software for manufacturing and distribution. | Address book search, click to dial, caller details preview, and manual screen pop. | CFP Software |
| Financial/Insurance | CCH Central 1.6 | Wolters Kluwer (UK) CCH Central 1.6. Tax and accounting management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | CCH Central |
| Financial/Insurance | CCH Central 2014-2020 | Wolters Kluwer (UK) CCH Central 2014-2020. Tax and accounting management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | CCH Central |
| General CRM | FasterForward | Workflow automation and CRM for financial services. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, and automatic call activity logging. | FasterForward |
| General CRM | Power automate | Workflow automation and integration tool by Microsoft. | Address book search, click to dial, and caller details preview. | Microsoft Power Automate |
| Database | iFlow | Workforce and time management software. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | iFlow |
| Help Desk | Zendesk | Zendesk v2 API. Customer support and ticketing software integration. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, automatic call activity logging, manual call activity logging, add contact, and related data. | Zendesk |
| General CRM | CapsuleCRM | Zestia Ltd CapsuleCRM Using API V2. Cloud-based CRM platform for sales and business growth. | Address book search, click to dial, caller details preview, manual screen pop, and auto screen pop. | Capsule CRM |
| General CRM | Zoho CRM | Zoho CRM Standard, Professional. CRM solution for sales, marketing, and customer support. | Address book search, click to dial, caller details preview, manual screen pop, auto screen pop, pop contact in edit mode, automatic call activity logging, manual call activity logging, integration with notes, add contact, live mode, cached mode, and related data. | Zoho CRM |
| General CRM | Zoho Phonebridge | Zoho Phonebridge Zoho CRM, Zoho Desk, Zoho Recruit & Bigin. Telephony integration for Zoho applications. |
Click to dial, and auto screen pop. Additional features: When making or receiving a call to or from a Zoho contact, a business card view of the contact is presented within Zoho Phonebridge. Calls made or received are automatically logged in Zoho by Phonebridge and can be viewed in the Zoho call logs. Follow-up activities can be added at the end of every call from Zoho Phonebridge. Call control features (answer, hangup and hold) are available from within Zoho Phonebridge. Consult transfer not supported. |
Zoho |
| General CRM | Ad Hoc | Zucchetti ERP and accounting software for business management. | Address book search, click to dial, caller details preview, and manual screen pop. | Zucchetti |