Feature: intelli-CTi In-Call Contact Management in Infor CRM (Windows Client)

intelli-CTi provides complete support throughout the life-cycle of a telephone call, to aid and assist the CRM user with managing the call.

The CRM user is able to capture notes during the call within the Telephone Call Manager notepad. These notes will ultimately be captured into the CRM Activity and History tracking of the call within Infor CRM.

Furthermore, due to the unique presentation style of intelli-CTi’s call management upon the Breeze Desktop sidebar, the CRM user also has full access to their CRM solution throughout the entire telephone call.

Screenshot: CTI for Infor CRM - In-Call Contact Management

 Related Resources:
Further Information:

See the intelli-CTi Help Center User Guidelines for important considerations of use.