Do this and more with Nextiva + GoldMine.
Hop into your call with Screen Pop
An incoming call pops right onto your screen. One click brings up GoldMine with the right customer information. If you don’t recognize the number, you can associate it to an existing record. Make all this happen before you even pick up the phone!
Quickly find and call contacts
Your GoldMine CRM becomes an address book that lets you search for contacts and phone numbers easily. Use call history to find account records or use it to Click-to-Call those accounts.
Add the #1 rated business phone service.
Download a desktop application to manage your integration.
Frontrange GoldMine Version 5.5 - 9.2
Frontrange GoldMine 2013
Frontrange GoldMine 2014 (Premium)
HEAT Software GoldMine 2016
Ivanti GoldMine 2017-2018
Requires a Nextiva Professional or Enterprise license.
Software integration requires a Windows® computer.
Click to Call requires a user to have master rights in GoldMine.
Does not support GoldMine Cloud.
FAQs: GoldMine VoIP integration
Just mention it to your account executive or client success manager. They'll be happy to include the GoldMine VoIP integration with your virtual phone system.
The GoldMine 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.
Yes, the GoldMine phone integration will ring your desk phone, softphone, or mobile app after you click a phone number in your GoldMine instance. Answering your phone will place the call to the phone number selected. Click to Call requires the user to have master rights in GoldMine.
The GoldMine integration can be completed with a desktop application, but works with calls taken from your desk phone, softphone, or mobile app.