CRM Integration with Unity

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

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 clientservices@impulse.net.