PRODUCT | DialIT
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:
Click on the above icons to learn more
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
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.
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
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!
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$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
- COMPATIBILITY UTILITY:
Download this UTILITY to see if DialIT 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 DialIT, but has not been tested by the AddOnStore.
Learn about TAPI is and how it works with DialIT?
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.
- 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)
ACT! 9 / 2007 and Newer
provided by CRM Addon Factory
Most of your questions can be answered here.