improveit 360 CRM Integration

improveit 360 CRM Integration

Effortlessly manage customer and prospect relationships, measure performance, and improve your processes with a 360-degree view into your remodeling and home improvement business that you can access anytime, anywhere.

System Characteristics

Application Information:

Manufacturer: improveit 360
Application: improveit 360
Market: General CRM

Other Information:

Operating System: Windows
Installation Options: Mandatory remote installation required.
Product: Go Integrator sipdesk

Integration Type

Client Add-in

Add-in Classification

Controlled

Product/License Type

Unite

Supported Features (related to latest supported release)
Address book search
Caller details preview
Manual screen pop:
Click to dial via Sipdesk Integrator:
Additional features:
Click to dial via Go Integrator:
Auto Screen Pop
Manual call activity logging:
Automatic call activity logging:
Integration with Notes:

Notes / Advisories

Supported data look up of Prospects, Staff and eLeads only

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

References

  1. improveit 360 (Product Website)

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