InGenius CRM Plug-ins for InGenius Connector
Enhance your CRM system and your InGenius Connector application with InGenius Plug-ins. Make and receive phone calls, boost customer relationships, and increase productivity all from your CRM application. All your contacts are just a click away with InGenius Connector and the InGenius Plug-ins!
What do people love about it?
Leverage your investment in your phone system and InGenius Connector! 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 InGenius Connector.
- Install and license 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
- Requires InGenius Connector as a prerequisite.
- Works with Windows XP and Windows Vista, and Windows 7.
- 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." This feature will be available soon.
InGenius CRM Screen Pops variants
- TAPI Plug-in: Our CRM Screen Pops TAPI Plug-in is compatible with many CRM applications that support TAPI. Download here.
- Universal Plug-in: Our Universal Plugin allows you to specify an application or URL that you want to run when a call is received, and/or when it is answered. You can pass the Caller ID name and number into the application through simple configuration options. The Plug-in can run any application on the user's workstation, or can open an URL by calling Internet Explorer (iexplore.exe), and passing the Caller ID parameters into the exe, along with the URL to open. Download here. (This application is in beta now, and will be released soon.)
- 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. This plug-in will be available soon.
- 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 directly from the InGenius store.
CRM Screen Pops Return On Investment
Check out this ROI case study!
Screen Shots
Here's our universal plug-in configuration screen. You can configure screen-pops when an incoming call is ringing, or only after you've answered the call. You can also configure it to ignore internal calls, and to ignore pop-ups when the caller ID is not available.
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.
The screen below shows Microsoft CRM working with InGenius Connector. The contact screen popped up automatically on an incoming call.
Here's another TAPI example - working with Time Matters, a Law
firm application.
