Description
DIAL|IT – telephone integration in Act!
Telephony made easy with DIAL|IT
With our addon DIAL|IT you can integrate telephony directly with Act! With DIAL|IT you can call your customers directly from Act! You can also display a window during the call, which allows you to keep a log directly during the call. Important information that is easily forgotten during a phone call can thus be stored directly in Act!
DIAL|IT integrated with Act!
By linking DIAL|IT and Act! you save time and avoid forgetting important customer data. When a customer receives an incoming call, a window appears with the customer’s most important information. During the conversation with your customer you can log all important information and add it directly in Act! Check the existing customer data and improve the incorrect entries if necessary. If you receive an external call, you can enter and save all the customer’s data in Act! through the open window. Even if your company has several branch offices, DIAL|IT allows you to recognize directly which branch office the customer is calling for. From now on you don’t have to enter your customers’ numbers manually, just click on the phone number in your Act! contact or on a scheduled call in your appointment calendar and call your customer directly from Act! DIAL|IT offers you the optimal communication basis for your company whether small or large.
Use DIAL|IT with a tapi-enabled phone
DIAL|IT can only be used with a tapi-enabled phone, which is the interface between phone and PC. Thus you can link your phone with your computer. The end of anonymity: by using the sophisticated software and a tapi-enabled phone, conversation partners are no longer an unknown quantity in the telephone workflow. Customer loyalty is based here on the personal address, so customer records consisting of contact data, conversation notes and appointments open parallel to the incoming call – the customer thus experiences appreciative familiarity during the conversation.
All functions of DIAL|IT at a glance
DIAL|IT offers as the most important function the integrated telephony from Act! Call directly from the customer contact or your appointment calendar. In case of an incoming call it is important to have all data of the customer at hand, this is what DIAL|IT offers you. When you receive a call, a window opens containing all the important information about the customer. In addition, you can record important points of the conversation during the phone call and store them in Act! This reduces the risk of forgetting something important. By opening the window during the phone call you have the possibility to review the existing contact data and to improve changed data. Save your time with DIAL|IT.
Edition comparison
DIAL|IT add-on editions
We offer our add-ons in the editions 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 STANDARD |
works in combination with a telephone system |
| DIAL|IT ADVANCED |
Microsoft Teams Integration (Meetings) |
| DIAL|IT PROFESSIONAL |
is set up for call centers, with extended function range |
Function differences between DIAL|IT editions
| Function |
Act! Dialer (Act! standard) |
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 |
|
|
|
| Supports Microsoft Teams Integration (Meetings) |
– |
– |
|
|
| 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 STANDARD to ADVANCED), the value of the previously bought version is credited, we do however charge 15% upgrade fee. Please contact us for more information.
Important Information
Important: Please note when using TAPI drivers:
We strongly recommend the following steps to make sure that DIAL|IT is working with your TAPI drivers:
- Watch the instructions in the video shown on this side: Video
- If all topics shown in the video are fullfilled, please install the free of charge test-version of DIAL|IT.
- We recommend using our installation support. Please contact our sales team at vertrieb@crmaddon.de to buy support credits or use our helpdesk if you are having credits at https://support.crmaddon.de/Helpdesk/ – Support for TAPI is always chargeable.
- Finally buy TABLE|IT
Notes:
Please refer for further information:
Further information
Please note: Purchased software is not refundable.
Test guarantee
The fastest way to get to know a product is to test it yourself. Get an idea directly and install the software version on your computer. Here we offer you the download of the installation file. You can download this version without obligation and free of charge and install it on your computer. During the whole test phase you can get to know the complete range of functions. You can easily convert the test version into a full version. The data you have already entered in the test phase can be transferred directly to the full version. Please note that software is not returnable.
Support of Act! versions
Addons for Act! are always supported for the latest 3 Act! versions. Currently (as of 01.11.2021) these are the versions Act! v22, v23 and v24. No support can be provided for older Act! versions.
Scope of delivery
Included is the software license. Please book services like installation, support, hosting, coaching etc. separately.
Addon lifetime
Our addons are always maintained for the current 3 Act! versions. If your Act! version is discontinued, the corresponding addon will be discontinued as well. This concerns for example Act! v18 (as of 01.12.2018). You can continue to use discontinued versions of Act! and the associated addons as long as they run on your system. However, we no longer provide support and software maintenance for discontinued versions.
Please refer to the End of Life and End of Support information for Act! addons.
Updates for Act! addons
Addons for Act! are registered once for the Act! version existing at installation. As long as you stay with the Act! version you will receive addon updates for free. Please note that only the last two Act! versions are supported for our addons. If you decide to change the Act! version, you can see the prices for relicensing the addons in the matrix below. You pay only the percentage of the current retail price.
TABLE
Within 60 days: free updates after the initial purchase of the next Act! version.
Within 90 days: 15% of the current list price for the upgrade after the initial purchase of an Act! version (e.g. Act! v20 to Act! v21)
If you upgrade from an Addon Edition to a higher edition (e.g. from Basic to Advanced), the previously purchased edition will be credited, but we charge 15% upgrade fee. Please contact us for more information.
Price example for an upgrade
Example:
Currently you have 5 addon licenses for Act! version v18 in use.
Now you install the Act! update for Act! v21.
The already used addon is no longer compatible with the new Act! version. You must now buy the update for all addon licenses.
The price per update license for the addon is 60% of the scale price for 5 licenses.
