Sipgate now offers a direct CRM connection. This allows not only more convenient phone calls through the CRM, but also the ability to create call notes and assign them to contacts in the CRM. For more information, visit: https://www.sipgate.de/integrationen/crm-now
Category: Telefon
Softphone Usage
Hint: The following functions are available for users’s with CRM version 25.4.0.39 (or better) in the menu CRM Settings -> Other Settings – Softphone. Starting with CRM version 5.3.0.88 you may connect your PC with the CRM to make phone calls by softphones. This works for outbound calls as well as inbound calls. For outbound […]
iPhone App
Starting with CRM version 5.3.0.90 you may connect to your CRM by the new iPhone app. Please check your CRM version number (after Login, footer left side) and contact crm-now if you need an update. The app is available at the iTunes Store: iPhone App Link
Android App
Starting with CRM version 5.3.0.90 you may connect to your CRM by the new Android app. Please check your CRM version number (after Login, footer left side) and contact crm-now if you need an update. The app is available at: Android App Link
Connecting a phone system with the CRM
You may connect the CRM with a Private Branch Exchange (PBX). For outgoing calls (Outbound) this would allow the click on a phone number stored at the CRM to initiate a call. It is also possible that an incoming call (Inbound) triggers a CRM site which provides you contact information as long the phone number […]