TAPI call centre connector for Creatio
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Certified
Add-on to Creatio to integrate with TAPI telephony

Overview

Product overview

Product description

The solution allows to seamlessly integrate your VoIP system with Creatio using the TAPI-based connector. Manage calls directly within Creatio, enabling streamlined workflows, instant access to call recordings, and comprehensive call analytics. Enhance customer interactions and drive efficiency with real-time call management and detailed insights.

TAPI is a widespread protocol among VoIP service providers. The list of supported VoIP providers and systems that work with the TAPI protocol:

  • 3CX
  • Cisco Unified Communications Manager
  • Avaya IP Office
  • Alcatel-Lucent OmniPCX Enterprise
  • Mitel MiVoice Business and MiCollab
  • Panasonic PBX KX-NS and KX-NSX series
  • Siemens Unify OpenScape
  • NEC SV9100 and SV9500

Use cases:

  • Sales Teams: Automatically log calls, access client history, and analyze call performance to improve conversion rates.
  • Customer Support: Streamline support processes by linking call records to customer profiles, ensuring quick and personalized assistance.
  • Call Centers: Centralize call data for efficient reporting, tracking agent performance and identifying trends.
  • Management: Leverage call statistics and recordings to make data-driven decisions and optimize team productivity.
  • Compliance: Maintain a detailed record of call logs to meet regulatory requirements effortlessly.

Key features:

  • Access all necessary information about a contact during the call in just a few clicks. Integrating the Creatio system with TAPI telephony will allow you to identify a contact by an inbound or outbound call and to instantly access the critical data such as contracts, orders, activities and other records.
  • To work efficiently, an agent can indicate a call status (‘ready’ or ‘do not disturb’), put a call on-hold or transfer a call to another professional.
  • Analyze the agents’ productivity with the help of analytical tools. You can evaluate the quality of customer communication, call duration, and agents’ efficiency based on a number of conducted calls per day and other key indicators.

Notes:

Please note, the list of supported VoIP providers and systems may be not full and can be changed in the future. Please contact your VoIP provider to find out if they support TAPI integration.

Categories

UI Framework

UI Framework
Classic UI
Freedom UI

Type

Type
Application

Price

Price
Paid

Compatible with Creatio

Version
7.2 and up

Pricing

Monthly
Annual
Standard
$ 4.17 user / month
billed annually

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

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Support

Support is available for this application
Support is provided by the developer within the “Basic”, “Business” and “Premium“ packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Installation

Setup guide

Find more details on how to manage calls in the article Manage calls.

Product compatibility

UI Framework

Classic UI
Freedom UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL

Platform

.NET Framework

Compatible with Creatio

7.2 and up

Versions

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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