CRM Integration Table

CRM or Application

Click to Dial  via CommsOffice

Click to Dial  via CRM or Application

Screen Pop in CommsOffice Alert Window

Screen Pop in CRM or Application

Additional Features & Notes(May require additional software or licensing)

Microsoft Outlook 32Bit
Account code and custom diallers available
Microsoft Outlook 64Bit
Account code and custom diallers available
Microsoft Word
Microsoft Excel
Microsoft Access
Screen Pop application depends on application features
Microsoft Axapta Version 3.0
Microsoft Dynamics AX 4.0 to 2012
✔ (See Note)
✔(See Note)
Screen popping via MS Outlook or MS Exchange
Sage – ACT! Pro & Premium 2005 – 2013
FrontRange Goldmine V5.5 – 9.2
Maximizer Software Maximizer V9-V12
Sage Line 50 Accounts

CRM or Application

Click to Dial  via CommsOffice

Click to Dial  via CRM or Application

Screen Pop in CommsOffice Alert Window

Screen Pop in CRM or Application

Additional Features & Notes(May require additional software or licensing)

Pegasus Opera II V4 – V9.91
Midsoft Mailtrad
1st Party TSP Client connectivity
MAM Autopart V17TB
IMS Tankerbase
Mentor Business Systems Cash For Windows
Kesho Systems Curtains II Credit Union
CoLinear Systems Inc. CoLinear Response Order Management
E-Synergy
Legrand Software Group Legrand CRM
Rental Network Software
LDAP (Lightweight Directory Access Protocol)
ODBC
Connect and display selected data from any Windows ODBC database