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CTI - Computer Telephony Integration

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All important information about the caller at a glance

Nothing is as important as talking to the customer or business partner, even if it is "only" on the phone. Our CTI solution is the ideal tool to take communication with your customers to a new level and to significantly optimize it.

CTI stands for the integration of telephony and EDP (Computer Telephony Integration). Simova's CTI links telephone (numbers) with any data on your business partners. When a contact is called, all relevant data, such as B. sales, open items, existing orders, etc. are displayed directly in Business Central. The employees are always well informed without having to search for the necessary data records in the company software.

Highlights

What makes CTI by Simova the way to go:

  • Caller ID and contact information display

  • Full integration with your CRM system allows logging of telephony entries and making calls directly from Business Central

  • Faster response and information options

  • Increase in productivity and customer satisfaction

  • Capturing call notes for the call directly on the call card

  • High return on investment due to short implementation times

  • Clear and convenient provision of information for incoming or outgoing calls through the direct display in Business Central

  • More time to focus on essential things

  • Connection to Microsoft Teams and integration of all TAPI-enabled telephone systems

All information at a glance with caller cards

So-called CTI caller cards open automatically for incoming or outgoing calls and show call and business information as well as all relevant information about the caller. From there, you can dive into relevant areas in Business Central, such as offers, orders or invoices, with just one click, without having to search for them manually in the background.

Tray application for an immediate overview

If you want to see caller and call information from the Business Central system outside of the ERP system, CTI offers the option of displaying information separately and independently of Microsoft 365 Business Central with the so-called CTI Tray application.

The CTI Tray application shows you up to five individually defined pieces of information, each from the contact, debtor or creditor area. In addition, the CTI Tray application can accept call control functions (hang up or hold).

Complete integration with Business Central

If you want to call a contact, customer or vendor, the CTI by Simova also makes this process much more convenient by offering the option of starting a call directly from Microsoft Dynamics 365 Business Central at the push of a button.

Conventional CTI systems offer the option of connecting to Microsoft Dynamics 365 Business Central and displaying simple contact information - with the CTI by Simova you have a solution that is directly integrated in Business Central!

Easy connection to Microsoft Teams and all TAPI-enabled telephone systems

CTI by Simova is compatible with Microsoft Teams and all TAPI-enabled telephone systems and can be quickly and easily integrated into your existing infrastructure. 

The innovative Smart Connect technology makes connecting the telephone system and setting up the tray application child's play.

Conversation notes directly in Business Central

During the call or after the call, important notes can be recorded on the caller card directly within Microsoft Dynamics 365 Business Central. The notes are saved in the Business Central activity log items for each contact.

Call logging & history

The user does not want to look for information about the call from an external program. The CTI by Simova therefore records information about the type of call, telephone number, time and duration directly on the contact in Business Central CRM. The overview of all conversations is also recorded in a separate list of minutes. This also enables transparent tracking of communication.