Your service provider may be supplying an earlier release and the level of features supported may vary.

CapsuleCRM

Integration Type

Client Add-in

Add-in Classification

Controlled

Product / License Type

DB

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Zestia Ltd

Application:

CapsuleCRM

Version:

Using API V2

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

Please be aware of the following caveats. For Address book searching, you must add at least 4 numbers when searching on phone numbers.Also for international numbers stored in CapsuleCRM, please ensure that any international numbers are stored with the zero format rather than using the ‘+’ format.

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.

Other Information

Operating System:

Windows

Installation Options:

Mandatory remote installation required.

References

  1. CapsuleCRM (Product Website)