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CRM Integration with Unity

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Drive CRM adoption while simplifying outreach.

The Unity solution for a CRM connector will integrate your desk phones and mobile devices with your favorite CRM platform.  This desktop application is easy to install, has a very intuitive interface and connects to five different CRM platforms.

The Unity desktop app alone, without the CRM connector, gives users a full ClearStar directory, user presence, call logs, and basic phone controls.  These controls include: transferring, conferencing, placing a call, ending a call, and putting a call on hold.

The Unity CRM connector opens a door to many features in the CRM world.

Highlights include:

  • Call logs automatically added to the CRM platform
  • Click-to-dial capabilities from your browser
  • Screen pops on placed and received calls to create notes directly into your CRM platform
  • Searchable CRM contacts

Salesforce ClearStar Connector

Compatible CRM platforms include:

  • Salesforce
  • Dynamics
  • Agile
  • ZenDesk
  • Sugar CRM

If your business uses one of the previously listed CRM platforms, be sure to request your free trial today by calling us at 800.456.5800 or email us at [email protected].

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