DIAL|IT

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Product Description

DIAL|IT

Connect your Act! to your telephone and Skype

  • Integrated telephony
  • Click & call
  • Contact display for incoming calls
  • Call directly from your to-do list
  • Call logs during phone conversations
  • Customer contact optimization
  • Efficient telephony
  • For telephony

Click your way to efficient call workflow in Act!. Dial and answer calls, update and add new contacts, create history and schedule activities

DIAL|IT is a powerful addon for Act! that acts as a CRM Workflow. It allows you to manage your work with the click of a mouse. All necessary tabs and icons are in one screen:

Incoming calls

  • Identification -- Displays a predefined PopUp with the contact information at the first ringing of the phone
  • Forwarding -- Internal / external forwarding of incoming calls
  • Use Headset -- Call can be adopted with a single mouse click
  • Unknown number -- Add the number to any Act! contact or create a new contact

Outgoing calls

Dial by mouse click -- Rather than dialing the number by hand you can do this now by just a single click directly from your computer. There are no more misdials and you benefit from an enormous time savings.
Speed dial -- Select a particular phone field. If this number is available the call will start automatically, if there is no number the selection dialog appears with all the numbers of this contact
Direct Dialing -- If only one number exists, DIAL|IT dials out directly, without showing the dialog with all phone numbers of this contact
Call from clipboard -- Direct call out of the clipboard. Choose whether you want to add this number to an existing or create a new contact.

Common

  • Internal numbers -- Record of internal calls
  • Integration -- Seamless integration with Act!
  • History -- Records every conversation as history entry in Act!
  • Activity -- During the interview you can arrange appointments
  • Automatic activity -- Planning an activity for all unanswered calls
  • ToDo List -- View your task list, this can be defined due to a lot of selection options. Decide whether the task shall be marked by starting the call or after the end.
  • Spellchecker -- Details in the text elements will be compared with the OpenOffice dictionaries, the spellchecker may then offer alternative spellings and word suggest
  • Report Generator -- Create reports for history. Various selection possibilities such as history type, user or time frame of the history

You can specify the phone number and Email-Schema according to “Belongs to company” field of the receiver, save histories to the proper company and see “Belongs to company” field information during an inbound call in a small pop up window.

DIAL|IT's interface of convenient toolbar icons and customizable sticky pop-up windows is easy to learn, easy to teach, and easy to use. Click your way to efficient call workflow with DIAL|IT for Act!

COMPATIBILITY UTILITY:

  • Download this UTILITY to see if DIAL|IT will work on your phone.
  • Watch VIDEO on how to use the UTILITY, or follow the INSTRUCTIONS below.
  • INSTRUCTIONS: After installing, click "Start Session" and enter a phone number in the Scheduled field. Then click "Make Call". If you can make a call your telephone system is TAPI-compatible. If not, have your telephone provider install a TAPI-compliant driver.

Note: This utility was recommended by the manufacturer of DIAL|IT, but has not been tested by the AddOnStore.

Learn about TAPI is and how it works with DIAL|IT?

MODEM RECOMMENDATION

Most TAPI modems do not support Vista or Windows 7 and the support for Windows XP is not good. This is the only one the manufacturer has tested and can recommend for hardwire phones.

Click here for more details.

CRMADDON Add-ons for Act! are registered once at the time of installation for the existing version of Act!. As long as you stay with this Act! version the
updates for the add-ons are free of charge. 

FREE TRIAL

DIAL|IT add-on editions

We offer our add-ons in the editions BASIC, STANDARD, ADVANCED und PROFESSIONAL. Please see the Funktion table below for explicit content and functions of each version. Here is a short overview of the general differences:

Edition Short description
DIAL|IT BASIC works in combination with Skype
DIAL|IT STANDARD works in combination with a telephone system
DIAL|IT ADVANCED works in combination with both Skype and a telephone system
DIAL|IT PROFESSIONAL is set up for call centers, with extended function range

Function differences between DIAL|IT editions

Function Act! Dialer BASIC STANDARD ADVANCED PROFESSIONAL
Head-set usage (depends on telephone system)  + +
Simple adjustments for DIAL|IT-toolbar in detail or list view of contacts -
Call a contact directly from company detail-view or company list-view -
Speed dial/direct dial -
Direct dial when only one number is available -
Call secondary contacts -
Call from clipboard -
Personal caller-ID -
Pop-up with contact details for incoming calls -
Automatic notification with contact details for incoming calls -
Automatic view of contact in Act! after call is over -
Internal/external dialling code for numbers -
History recording during calls -
Create an activity during a call -
Display planned calls as to-do-list and direct calls from there -
Automatic creation of an activity/a history for unanswered calls -
Create a call list -
Add unknown numbers to existing contacts -
Supports TAPI interface only incoming -
Call Skype-contacts - -
Send SMS via Skype - -
Call with Skype - - -
Send e-mail and report templates during a telephone call - - - -
Add contact add to/ remove from group during a telephone call - - - -
Create e-mail-schemes for various clients - - - -
Multi Company Dialing (client-capable) - - - -
Central DIAL|IT configuration - - - -

 

You can upgrade from one edition to a higher edition at any time. When you upgrade to a higher version (e.g. from BASIC to ADVANCED), the value of the previously bought version is credited, we do however charge 15% upgrade fee. Please contact us for more information.

73.50 $73.50

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CRM Addon Factory

Vendor Contact Details
www.crmaddon.com
Email: sales@crmaddon.com
Phone: 208 56192-34

10-Day
Perpetual
Act v7 or Newer
Act! for Windows