InGenius CRM Integrations for TAPI

Enhance your TAPI enabled CRM system by integrating your telephone operations. With the InGenius TAPI Plug-in you can make and receive phone calls, boost customer relationships, and increase productivity all from your TAPI enabled application. InGenius TAPI plug-in is known to work with ACT, TigerPaw, TimeMatters, Outlook, Maximizer and many other TAPI enabled CRM products. You're only limited to the functionality of your TAPI enabled CRM! InGenius TAPI Plug-in will help you to accelerate, simplify and streamline your workflow.

InGenius TAPI Plug-in works with multiple platforms. Select your platform below to get started with your FREE trial, explore documentation or obtain more information specific to your platform.

Features*

• Screen pop on incoming and outgoing calls based on received and placed calls that are matched to the corresponding record in the CRM. (Where supported by your CRM)
  
  
  
• Click-to-dial from within the CRM user interface
  
  
  
  
• Call Notes: Take notes during a call (if supported by your TAPI-enabled CRM)
  
  
  

 *Features may vary depending on the telephony platform being used and the CRM.  

NOTE: Some CRM systems may require a TAPI modem to support TAPI integrations.

Screen Shots

Here is the InGenius Connector 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 the phone you have connected to InGenius Connector. 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 InGenius Connector has been selected as the device to use to place calls.

For more information please email us at sales@InGenius.com.