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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 FinLync?

FinLync applications prioritize user-friendliness, enabling effortless access to all your banking APIs, which ultimately saves time while ensuring data is consistently synchronized for prompt retrieval and analysis. The rapid real-time connectivity allows you to obtain the information you need at your convenience, independent of your banks' schedules. Functioning as an ERP-native solution, FinLync makes use of your existing authorizations and permissions, boosting security while relieving your IT department of additional stress. With its comprehensive multi-bank APIs, FinLync acts as a consolidated solution for various banks, providing you with instant, real-time access to all your banking data whenever necessary. Eliminate the cumbersome task of manual data entry; FinLync seamlessly integrates your banking information into your ERP system, enhancing the efficiency of data analysis and significantly cutting down the time dedicated to data preparation. The implementation process is quick, requiring just a few weeks, as FinLync applications are designed to effortlessly integrate into your existing record-keeping systems, automatically adopting all previously established permissions and user structures. This seamless level of integration not only simplifies operations but also greatly improves data management efficiency throughout your organization while enabling better decision-making capabilities.

Media

Media

Integrations Supported

Microsoft Dynamics 365
SAP Cloud Platform

Integrations Supported

Microsoft Dynamics 365
SAP Cloud Platform

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

FinLync

Company Location

United States

Company Website

www.finlync.com

Categories and Features

Integration

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

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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