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What is ProCTI?

Connect your Skype for Business (formerly known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to effectively log information on all incoming and outgoing calls. You have the flexibility to choose what information is visible for each call in ProCTI. With a simple click, you can access vital details such as contact information, service cases, email addresses, and current contracts! You are also able to create leads, contacts, tasks, notes, emails, and activities related to the caller. Moreover, you can initiate or redirect calls, manage your upcoming appointments, and search for leads, contacts, and companies, all within the ProCTI platform. The intuitive management system allows different levels of access to your data based on user roles, ensuring security and efficiency. The standard ProCTI version is designed to work with multiple Microsoft Dynamics iterations, Uniconta, and Computer Telephony Integration (CTI). Capitalize on the extensive features offered, which include displaying contact details, company names, notes, activities, service cases, email addresses, credit limits, and active contracts, among others. This integration significantly boosts productivity and optimizes communication processes within your organization, ultimately fostering a more connected workplace. Embrace the possibilities that come with such a robust integration to enhance your team's performance.

What is AppsForOps Timeline?

Engagement includes a variety of elements such as emails, phone calls, tasks, notes, and data flowing in from different systems like sales, marketing, and customer support, among others. Nowadays, it is easier than ever to obtain all the relevant information about a contact or organization, which aids in making informed decisions and taking timely actions. When an email is selected or entered, the timeline automatically updates to show all interactions associated with that contact right within your inbox. This feature enables users to navigate effortlessly between different views; you can quickly switch to the company perspective to understand all activities related to that organization. The contact view will reflect the timeline for the currently selected or entered email address, while changing to the company view will display the timeline for all contacts associated with that domain. This interconnectedness guarantees a thorough understanding of interactions at both the contact and organizational levels, which significantly improves your capability to manage relationships effectively. With such integration, staying organized and informed about your engagements becomes an effortless task, further streamlining your workflow.

Media

Media

Integrations Supported

Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
PayPal
QuickBooks Online
Salesforce
Shopify
Slack
Stripe
Wufoo
Xero
Zendesk

Integrations Supported

Expensify
Gmail
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
PayPal
QuickBooks Online
Salesforce
Shopify
Slack
Stripe
Wufoo
Xero
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Provaria

Company Location

Austria

Company Website

www.proaddon.com/en/addons/procti/

Company Facts

Organization Name

AppsForOps

Date Founded

2015

Company Location

Australia

Company Website

www.AppsForOps.com

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Categories and Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Timeline

Bulk Editing
Collaboration Tools
Connections / Dependencies
Customize Look and Layout
Drag and Drop
For Business Processes
For Creative Writing
For Education
For Historical Data
For Legal Practitioners
For Project Management
For Sales
Layers
Milestones
Percent Complete Tracking
Privacy Controls

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