Do this and more with Nextiva + ConnectWise.
Call Logging as an Activity
Automatically log call activity as soon as you get off the phone and associate your call to a customer or contact record. Choose to keep the default call notes or edit them as you need.
Hop into your call with Screen Pop
An incoming call pops right onto the web page. One click opens up the customer's record. If this is a new phone number, associate it to an existing record.
Quickly find and call contacts
Use call history to follow up with customers, and have access to that customer record at the same time. Click to call from within ConnectWise or search for a contact in your address book and then link to their ConnectWise record.
Download a desktop application to manage your integration.
Requires Nextiva Professional or Enterprise license.
Software integration requires a Windows® computer.
Screen Pop is limited to the ConnectWise CRM browser version.
FAQs: ConnectWise phone integration
What is the ConnectWise integration?
The ConnectWise integration is a Computer Telephony Integration (CTI). It leverages your cloud phone system to provide additional functionality within ConnectWise, utilizing phone features like call recording and call logging as activities.
How can I sign up for the ConnectWise integration?
Just mention it to your account executive or client success manager. They'll be happy to include the ConnectWise phone integration in your commercial phone service account.
Does the ConnectWise integration cost anything?
The ConnectWise phone integration will come on request with certain packages at no additional charge depending on volume, but will be available à la carte to all Nextiva cloud PBX customers at an additional charge. It's not available out of the box.
Can I click to call within ConnectWise?
Yes, the ConnectWise phone integration will ring your desk phone, softphone, or mobile app after you click a phone number in your ConnectWise instance. Answering your phone will place the call to the phone number selected.
Does the ConnectWise integration work on all devices?
The ConnectWise integration can be completed with a desktop application, but works with calls taken from your desk phone, softphone, or mobile app.