InGenius CRM Screen Pops for Mitel UCX

InGenius CRM Screen Pops provide the tie-in between your Mitel phone system and your CRM system. Whether you need easy click to dial from within Outlook, or Salesforce.com screen pops on incoming calls, InGenius CRM Screenpops is for you!

What do people love about it?

Leverage your investment in your Mitel phone system and Unified Communicator Express or Advanced! Why not get the full benefits of your Mitel phone system? We have modules for most CRM systems, and can easily add support for any custom CRM applications you may be using. We work with most TAPI compatible CRM applications, as well as many web based tools. In properly designed applications, our TAPI plug-in automatically makes phone numbers "Clickable."

Works for both incoming and outgoing calls!

Who wants it?

Small to medium call centers
Law offices
Enterprise
Sales and Marketing

How Does InGenius CRM Screen Pops Work?

Start with Unified Communicator Express or Unified Communicator Advanced.
Add the desired plug-in for your CRM solution.
Now, phone numbers are click-to-dial!
And, appropriate pop-ups will occur on incoming calls!

(Note that functionality is dependant on the capabilities of your CRM system.)

Technical Features

Works with Mitel 3300 IP-PBX and Mitel 53xx phones.
Requires either Mitel Unified Communicator Express or Mitel Unified Communicator Advanced as a prerequisite.
Works with Windows XP and Windows Vista.
Browser-based solutions may require our Microsoft Internet Explorer plug-in. This plug-in automatically scans the web page for numbers that appear to be phone numbers, and automatically makes them "click-to-dial."

InGenius CRM Screen Pops variants

App-Specific: We have variants designed for some of the more common CRM solutions.
Generic TAPI: We have a CRM Screen Pops TAPI Service Provider that is compatible with many CRM applications that support TAPI.
Web Applications: We have an Internet Explorer plug-in that automatically searches every displayed web page for phone numbers, and makes them "click-to-dial" numbers. Additionally, we can pop open browser pages on an incoming call and pass the Caller ID information to the browser as part of the URL.
Custom Solutions: If none of the above variants is appropriate, please contact us for a custom solution.

Some of our supported CRM solutions...

Microsoft CRM
Salesforce.com
Time Matters
Act
Outlook
Any CRM tool that uses TAPI
Any CRM tool that has a web-based interface (using Internet Explorer browser) (some customization may be required)
For solutions not listed here, please contact us. We have done many solutions for custom in-house databases.

How do I buy InGenius CRM Screen Pops?

You can purchase through your Mitel dealer, or directly from InGenius. Contact us to find out how.

I’m a Mitel dealer – can I sell InGenius CRM Screen Pops to my customers?

YES. Contact us to find out how.

CRM Screen Pops Return On Investment

Check out this ROI case study!

Screen Shots

Here's our TAPI plug-in working within Outlook. Right click on a contact in Outlook, and choose "Call Contact" and the following dialog appears. The call will be made through your desktop phone. You can also open a contact and select Call from the Actions menu, or click on the phone icon in the toolbar ribbon anywhere in Outlook.

If you click on "Dialing Options" in the above dialog, you can configure the "line" used to make calls. In the dialog below, you can see that Mitel UCExpress has been selected as the device to use to place calls.

The screen below shows Microsoft CRM working with Mitel Unified Communicator Advanced. The contact screen popped up automatically on an incoming call.

Here's another TAPI example - working with Time Matters, a Law firm application.

Clicking on the phone number above, opens Time Matters' Dialer dialog. Click on Dial to place a call.

Clicking on "Setup" in the above dialog shows how you select Mitel UCExpress as the "modem" in Time Matters.