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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 GatorMail?

Workbooks GatorMail, an integral part of the Workbooks suite, stands out as an advanced email marketing solution that enables seamless delivery of automated and targeted email communications to any mailing list, no matter how intricate or variable it may be. By offering a unified platform that merges CRM capabilities with email marketing from the outset, Workbooks empowers users to organize their contacts based on unique preferences and needs. This organization allows for the distribution of personalized and pertinent messages designed to convert leads into customers effectively. You can easily identify which of your contacts are cold leads versus hot prospects, facilitating the development of nurturing strategies tailored to their individual circumstances. By consistently providing engaging content to your leads or reacting to significant events, you can turn dormant CRM data into a vital resource for driving sales. Additionally, your email communications can inspire your contacts to take action while also helping you learn more about them as they interact with your content and navigate your website. Leveraging Workbooks Web Insights to track their online activities enables you to gather essential information that can significantly enhance your follow-up strategies, leading to improved efficiency and sales results. This holistic approach not only ensures that your marketing initiatives are streamlined but also highly effective in achieving your desired outcomes, ultimately fostering stronger relationships with your audience. The result is a dynamic marketing strategy that adapts to the evolving needs of your leads and clients alike.

Media

Media

Integrations Supported

Microsoft Dynamics 365

Integrations Supported

Workbooks

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Provaria

Company Location

Austria

Company Website

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

Company Facts

Organization Name

Workbooks

Date Founded

2007

Company Location

United Kingdom

Company Website

www.workbooks.com/us/products/gatormail/

Categories and Features

Integration

Not specified

Categories and Features

Email Marketing

A/B Testing
Landing Pages/Web Forms
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

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