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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
ZeyOS allows users to access, compose, and dispatch emails from any location, provided they have a web browser. It simplifies the process of sharing individual messages with groups and other users, helping to eliminate unnecessary email forwarding and reduce inbox clutter. Instead of inundating your team's email accounts with irrelevant discussions, you can share emails and include internal remarks for clarity. Additionally, ZeyOS enables the display and linking of pertinent events associated with objects, like upcoming task deadlines, contract expirations, and payment dates. The platform encompasses four primary applications to streamline your workflow, including projects, service tickets, tasks, and activities. With its time tracking feature, both you and your colleagues can maintain a clear view of the real-time progress and time invested in specific projects and tasks. Furthermore, users can directly link notes to various ZeyOS elements; for instance, you can attach a note regarding a client meeting to the corresponding sales opportunity, enhancing collaboration and organization. Ultimately, ZeyOS promotes efficient communication and project management in a seamless manner.
API Access
Has API
API Access
Has API
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
ZeyOS
Founded
2009
Country
United States
Website
www.zeyos.com
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
eCommerce
CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates
