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

Realworks CRM

Integration Type

Client Add-in with Events

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:

Realworks

Application:

Realworks CRM

Market:

Property

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


Additional features

When making or receiving a call to or from a Realworks contact, a preview of the contact is presented within Realworks, and can be screen popped. 

Notes / Advisories

For the Realworks integration, we will require VOIP to be enabled in Realworks.  Each user in Realworks has to have there own unique extension number.  Extension numbers cannot start with a zero or the integration doesn't work e.g. 0201 they need to be 201

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. Realworks CRM (Product Website)
  2. Realworks (Manufacturer Website)