CRM Integrations

Give better service and improve your conversions

Connect with your
clients in a very
efficient way

Integrate your customer experience with your CRM and win in productivity, better service and conversions.

Grow, integrating your phone
system into your CRM!

Gain in organisation and productivity! Integrating your CRM to your phone system will offer you many advantages. Recognise who is calling you immediately and with the details of that contact immediately.

w

Teams Integration

Use Teams as the default calling device and more

 

Call history

See recent calls and return call, view and add contact

Address book

Search for contacts in all integrated CRMs

 

+

Integration

Know who is calling. Dial from the database

 

y

Call control

Easily control your handset with the click of a mouse

l

Activity logging

Create activity records of a calls and add notes

Click to dial

Click numbers in webpages to make calls from the browser

 

d

App bar

Quick access to features such as, presence, address book, call settings, help, and more

Integrating your phone system into your CRM offers you many advantages over traditional on-premises phone systems.
No matter what size is your business win in lower costs, flexibility, and stability.

Presence

See availability of teammates, call them, transfer calls or pick up from the team

Add contact

Add a record directly from Call History or the Preview Window

Screen popping

Easily access inbound contact records as floating windows

Preferred device

Select which device to make or receive calls with through Go Integrator Cara

 

Agent features

A dockable toolbar provides a simple way to join queue, set status, escalate and more

 

Click to dial

Click numbers in webpages to make calls from the browser

 

Choose your best option

Solo

All in-built Cara telephony features with Teams calling.

$3.00 +GST
Per User, Per Month

Team

An extended range of Teams calling and Google / Outlook integrations.

$9.95 +GST
Per User, Per Month

Unite

The full suite of CRM integrations and features.

$14.95 +GST
Per User, Per Month

Superior workflows

Do things like turn a call into an opportunity within your CRM

Phone system integration

Use a softphone dedicated to your CRM

Over 40 integrations

With more on the way

Choose your best option

[

4me

[

Accelerate *

[

Access Microsoft

[

Access Profile

[

ACT!

[

Autotask PSA *

[

Call Connect GP (Patient Connect)

[

Carerix *

[

ConnectWise Manage *

[

DATEV

[

Dezrez

[

Dynamics 365 Customer Engagement *

[

Dynamics CRM*

[

eGroupware

[

Evoy Taxi Dispatch System

[

Exact Online

[

Flexkids

[

Google Contacts

[

HaloITSM

[

Halo PSA

[

Halo Service Desk

[

HubSpot *

[

IBM Notes

[

in2crm

[

intelli-CTi

[

JobDiva

[

Keap Max Classic *

[

LDAP

[

Logical Office

[

Maximizer *

[

MobileMax

[

NetSuite *

[

NetSuite *

[

ODBC

[

OnContact CRM

[

Outlook

[

PCHomes

[

PerfectView Online CRM

[

PVCRM

CRM - Sales, Service, Support, Quality
[

Really Simple Systems

[

Rezi

[

RobinHQ

[

RPM

[

Sage 50c

[

Sage 200 with Sage CRM Module

[

Sage CRM 2018 R3

[

Salesforce *

[

Salesforce Service Cloud

[

Salos AutomaaT GO

[

Simplicate

[

SIS

[

Sugar CRM *

[

SuperOffice *

[

Teamleader

[

TechMan

[

tel.search.ch

[

TITAN

[

vtiger CRM

[

webCRM *

[

WebSolve

[

WinSIMS

[

Workbooks *

[

Yoobi

[

Zendesk *

[

Zoho CRM *

Bold denotes integration available in Go Integrator Cara Unite only | * Denotes activity logging support