Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Developed using Microsoft technology, the Sapientech Software Suite Dynamic Content Management stands out as an exceptional tool for managing contacts and tracking interactions. Surpassing the functionalities of Microsoft Outlook, it offers users a versatile platform that can be tailored to their specific requirements without disrupting their existing business practices. The intuitive interface guarantees that even those with minimal computer skills can use the application proficiently. With the Sapientech Software Suite Dynamic Content Management, users can:
- Centralize all contact information in one easily accessible database
- Upload various types of files such as emails, documents, and images
- Organize clients by last name or company name for efficient retrieval
- Utilize the form editor to create custom forms and database fields
- Operate without any need for programming knowledge
- Benefit from automatic version control for all uploaded attachments
- Generate, store, and manage notes and files associated with individual clients.
This comprehensive solution not only enhances productivity but also streamlines communication and information management for businesses of all sizes.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Provaria
Country
Austria
Website
www.proaddon.com/en/addons/procti/
Vendor Details
Company Name
Sapientech
Country
United States
Website
www.sapientech.com
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
Barcoding
Barcode Generation
Barcode Scanning
Custom Labels
Inventory Management
Label Templates
RFID
Receiving Labels
Serial Number Tracking
Shipping Labels
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration