CRM Integrations

Integrating your telephone system with your CRM or business systems can provide significant productivity gains to your organization, for example, know who is calling and quickly get their details on the screen or simply click on their contact number to automatically make your handset dial the number.

Go Integrator Nava supports an extensive range of CRM Integrations providing a range of integration features from those described below. Up to four CRM integrations can be concurrently configured.

For the comprehensive list of all CRM Integrations supported in Nava follow the link below.

Click-to-dial

From out of web browsers, integrated applications, and other bespoke dialing possibilities

Caller Preview

Search the integrated CRM for callers info when you make or receive a call, and “preview” the details in a “toast” pop up

Address Book

Simultaneously search the contact directories of all integrated CRM applications and call or pop a contact from the results

Contact Popping

Allow users to “pop” caller’s records within the integrated CRM from a live call or directory

Add a Contact

New contacts can be added to the integrated CRM from multiple locations such as the live call Preview window, Call history and Missed calls pop up

Activity Logging

Manually or automatically log a record of a call against a caller’s contact record, also called Call Tracking

Duplicate Contact

Add an existing contact’s details from one integrated CRM to another