Integrate is a powerful CRM integration tool that brings together business and telecoms data.
Integrate with your CRM system or business database.
See who’s calling before answering so your greeting can be more personal.
Open and display a customer’s database record ready for review or input.
Answer and transfer calls fast using your screen and keyboard.
Add important notes to a customer record during the conversation.
Associate a policy number or customer reference with a call recording.
We offer a complete CRM Integration solution, with all the advanced features you'd expect and much more!
Introducing Integrate CRM Integration
Integrate is a powerful integration tool that brings together business and telecoms data in realtime and uses it to speed up call handling and to improve the quality of service offered to customers. Integrate recognises who’s calling and uses this information to search through your database or application to find the matching contact. It will then screen pop all the contact details before the caller has been answered.
Call handling time is reduced because you have the caller’s details to hand and don’t need to ask for them again.
By knowing who the caller is before answering the call you can offer a more personalised service.
Calls can be made automatically from your database or application, speeding up connection and avoiding mis-dialling.
Automatically open your application or database and enter important notes without losing valuable seconds.
Integrate improves communications performance and enables you to deliver superior customer service.
Our CRM Integration Solutions
We offer two product ranges, one called Advance and one called Evolve. Advance is the multi-award winning communications management solution for any business. Evolve is the new realtime communications management solution for formal and informal call centres, and for sophisticated realtime business applications. Choose the perfect option for your business or call centre.
The award winning Advance Integrate software is able to collect information in realtime on selected telephone systems. It uses the realtime CTI (Computer Telephony Integration) connection to the telephone system, and processes it immediately for screen popping and call control.
Why choose Advance Integrate?
- Screen popping of standard CRM packages
- Integration with standard databases
- Desktop client with address book dialling, extension status, internal messaging and basic call control
The new Evolve Integrate software is able to collect information in realtime on selected telephone systems. It uses the realtime CTI (Computer Telephony Integration) connection to the telephone system, and processes it immediately for screen popping and call control. It also allows agents to login and control their current status.
Why choose Evolve Integrate?
- Screen popping of standard and advanced CRM packages
- Integration with standard and advanced databases
- Desktop and web client with address book dialling, extension status, internal messaging, basic call control, agent control
- Intelligent call routing linked to CRM client record
- Display on wallboard and in realtime reports
- Embed link to recording in CRM client record
Benefits of Integration
Computer Telephony Integration brings together business and telecoms data in real-time and uses it to speed up call handling, improving the quality of service offered to customers. Find out more
Integrate + Call Recording
Add Record to provide a comprehensive call recording solution that's integrated with your business and your customers. Together they provide the complete customer service solution. Find out more
We have a range of support plans to suit your business. To go along with them, we’ve created a suite of advanced tools that help you get the maximum benefit from your Oak products. Find out more
What Customers Are Saying
“customer service is outstanding.”
“Effective and efficient customer service.”
Featured Case Study
London based property investment company Athena Advisors were concerned over two key aspects of their operation that impacted upon both their productivity & profitability. Read the case study
How to buy - If you'd like to be put in touch with your nearest Oak Telecom ConnectX reseller, GET IN TOUCH!