Selecting a record based on an incoming phone call.

Does anyone have details of a phone system that allows the user to 'select' a Company, Person or Opportunity based on the incoming phone number that will move Sage CRM to the selected record within the users open CRM session.

Many thanks for any possible solutions!!

  • If I recall, the CTI integration out of the box only worked with a couple of systems which are probably no longer in existence these days. What you needed to do was get a 3rd party module that allowed CRM to work with a standard TAPI stream for many systems. The problem with TAPI is that it is supposed to be a standard but sadly everyone seems to have a different standard of TAPI with their systems in my experience. You need to look at getting QGate's intelli-CTi although looking at their website now they're called QWare. If you can't get a VOIP system to connect to Sage CRM using this software, then I'd walk away from it

  • And I have used QGate's (sorry QWare's) software on a couple of projects in the past where CTI was required and it works. It isn't cheap but you get what you pay for. Enbu used to have a CTI wrapper for CRM but I don't think they're still going any more. I assume Gretrix bought them out so you could check out Greytrix's site. I've not used that though.

  • We developed our own integration with 3CX and Horizon (We are a Gamma and 3CX partner) and have customers successfully running Mitel systems with Xarios.
    You are right , QGates offering was extortionate 

  • have you 'productised' the integration?  If it is something that other partners can use we can put it either here: https://community.sagecrm.com/add_on_store/default.aspx or get it listed on the Marketplace

  • Hi Sean, All they want is when an incoming call rings, they have a lookup on screen that is automatically populated based on the phone number (checks for company, person and a number stored against an opportunity) and when 'clicked' moves them to the record n CRM so they can enter a communication whilst talking!! 
    Dial out, would just use the 'tel' hyperlink as they are already on the correct record in CRM...
    Not complex but something more sites are looking for!!

    Thanks