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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

FinLync applications are designed for ease of use, allowing seamless access to all your banking APIs, which helps save time while consistently synchronizing data for immediate retrieval and analysis. The speed of real-time connectivity ensures that you can access the necessary information on your terms, rather than relying on your banks' timelines. As an ERP-native solution, FinLync automatically utilizes your established authorizations and permissions, enhancing security while alleviating the burden on your IT department. With its multi-bank APIs, FinLync serves as a singular solution for numerous banks, delivering instant, real-time access to your complete banking data whenever you require it. Say goodbye to tedious copy-pasting; FinLync fully integrates your banking information into your ERP, streamlining data analysis and reducing the time spent on data preparation. Implementation is swift, taking only weeks, as FinLync apps are built to seamlessly fit into your current system of record, inheriting all the permissions and user structures you have already set up. This level of integration not only simplifies the process but also significantly enhances the efficiency of data management across your organization.

Description

Integrate your Skype for Business (previously known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to capture details regarding every incoming and outgoing call. You can selectively and flexibly determine what stored information is displayed for each call within ProCTI. With just a single click, access your contact details, service cases, email addresses, and current contracts! You can create leads, contacts, tasks, notes, emails, and activities in relation to the caller. Additionally, initiate or redirect calls, view and manage your upcoming appointments, and search for leads, contacts, and companies – all seamlessly within ProCTI. The user-friendly management system allows for varied access rights to your data depending on user roles. The standard version of ProCTI is compatible with various Microsoft Dynamics versions, Uniconta, and Computer Telephony Integration (CTI). Take advantage of the vast functionalities available, including the display of contact information, company names, notes, activities, service cases, email addresses, credit restrictions, and active contracts, among others. This integration enhances productivity and streamlines communication within your organization.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 No 
SAP Cloud Platform Yes 

Integrations

Microsoft Dynamics 365 Yes 
SAP Cloud Platform No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

FinLync

Country

United States

Website

www.finlync.com

Vendor Details

Company Name

Provaria

Country

Austria

Website

www.proaddon.com/en/addons/procti/

Product Features

Financial Management

Budgeting & Forecasting No 
Cash Management Yes 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting Yes 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Product Features

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Alternatives

Alternatives

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