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PRODUCT | DialIT

DialIT (Tapi)DialIT: Click your way to efficient call workflow in ACT!. Dial and answer calls, update and add new contacts, create history and schedule activities

DialIT 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:


DialIT main screen

Call a ContactCall from ClipboardGo to Last ContactContact ListDialIT ReportTo DoList of Phone CallsSend an EmailDialIT Configuration
Click on the above icons to learn more

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.
Speeddial -- Select a particular phone field. Is this number 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, DialIT dials out directly, without the 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 -- Protocol 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

DialIT

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.

DialIT'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 DialIT for ACT!

CRM AddOn Factory

Click to buy

Other products by CRM AddOn Factory:

Address|IT

AddressIT validates and fully completes your existing address information automatically into ACT!. FREE TRIAL

BulkChangeIT

Allows you to edit Opportunity fields across multiple entries in one easy process. With BulkChangeIT, you can save time, increase report accuracy, and avoid the hassle of updating Opportunity fields one entry at a time.

DialIT

Use DialIT with ACT! to dial and answer calls, update contact information, add new contacts, create history, and schedule activities for incoming and outgoing calls with just the click of a mouse. FREE TRIAL

ExportIT

ExportIT for ACT! is an efficient time saver that significantly improves upon ACT!'s built-in exporting utility. ExportIT allows you to export all data from ACT!. For ACT! versions 2005 and newer.

FetchIT

An easy, effective way to transfer data from email into ACT!. FREE TRIAL.

GroupIT

GroupIT makes managing and searching groups in ACT! easier than ever. Using GroupIT, you can search multiple groups and companies within your ACT! database to find contacts quickly, efficiently, and without duplication. FREE TRIAL.

ImportIT

ImportIT for ACT! makes importing and managing contact lists in ACT! a breeze. It is packed with tools and features to let you quickly and easily import everything directly into ACT!.

OutreachIT

OutreachIT for ACT! helps you develop and maintain profitable relationships with contacts by sending targeted, regular email messages. FREE TRIAL.

SearchIT

SearchIT for ACT! Create powerful, specific, save-able searches in ACT!. FREE TRIAL.

ServiceIT

ServiceIT for ACT! runs in conjunction with ImportIT and ExportIT. ServiceIT is an executable module that performs specific functions without requiring a login.

TableIT

TableIT lets you build custom tables and define relationships between Contacts, Companies, and Groups. With custom tables, you can tailor your ACT! database to meet your business needs with greater ease and efficiency than ever before possible. FREE TRIAL.

 

Click to buy
$74.04 -- 1 User / Skype
$206.25 -- 1 User / Standard
$235.93 -- 1 User / Advanced
$280.45 -- 1 User / Pro

Multi-user discounts. Click Purchase Options (above) for more details.

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DialIT comes in four versions:

  • Basic / Skype only
  • Standard / TAPI only
  • Advanced / Both
  • Professional / Call Center

Compare Versions

DOWNLOADS

Not sure your phone will be able to use DialIT?
Download this utility
-- 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 DialIT, but has not been tested by the AddOnStore.

Learn about TAPI is and how it works with DialIT?

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.

System Requirements:

  • Phone with TAPI driver (USB, serial, network) - SIP device that can handle TAPI
  • For smooth and fast operating we recommend at least 1.5 GB of RAM
  • Windows 2000, XP, Vista, Win 7 & 8 (32/64 bit)

Compatible with:

ACT! 9 / 2007

ACT! 10 / 2008

ACT! 11 / 2009

ACT! 12 / 2010

ACT! 13 / 2011

ACT! 14 / 2012

ACT! 15 / 2013

Act! v16

Technical Support
provided by CRM Addon Factory

Most of your questions can be answered here.

 

 

 


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