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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 CLMT (Client Lead Management Tool)?

CLMT operates as a robust client management solution tailored for tracking customer contact details, sales opportunities, and follow-up actions. Utilizing SharePoint as its backend framework and PowerApps for the user interface, it offers a seamless experience. The Contacts feature serves as the main database for all individuals linked to diverse companies, permitting the association of multiple contacts with a single organization. Users can efficiently sift through the Contacts list using various search criteria, including name, city, state, and country. Moreover, users have the option to create new contacts, edit existing ones, or delete them as necessary to maintain up-to-date information. The Companies section acts as the primary database for all enterprises, allowing users to search similarly to the Contacts feature, while also enabling the addition, modification, or removal of company entries. CLMT further empowers users by allowing them to classify leads into qualified and unqualified categories, thereby facilitating a focus on those with higher conversion potential, which streamlines the sales process. This holistic management system not only improves the customer relationship management experience but also equips users with tools to enhance their overall sales strategy and effectiveness.

Media

Media

Integrations Supported

Microsoft Dynamics 365

Integrations Supported

Microsoft Dynamics 365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

AIBASOFT

Date Founded

2017

Company Location

India

Company Website

www.aibasoft.com

Categories and Features

Integration

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

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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