Customer Relationship Management (CRM) integration allows for incoming telephone calls to screen-pop as a Windows notification so that the end-user can decide if they want to open the customer's record in their CRM tool.  Our CRM integration can be with either cloud-based CRM tools or CRM tools that run locally on the deskop where the CRM tool allows for integration.  Cloud-based CRM tools may also allow for click-to-call functionality allowing end-users to initiate calls via the telephone system for the customer contact.

The Chrome extension can be used for cloud-based CRM tools and supports both screen-pop as a Windows notification and click-to-call where the CRM tool allows.  There is often a requirement for back-end API integration with the CRM tool that SoftTrain Cloud can implement.

Where the CRM tool runs locally on the PC, the Desktop implementation allows for screen-pop as a Windows notification.  The original integration was for SystmOne used by doctor's surgeries, however, the implementation is designed to be system agnostic.