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.
- 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
Compatible CRM platforms include:
- 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].