contextcrmContextCRM™

ContextCRM web-based CRM software was designed and built exclusively for call and contact center use based upon feedback from some of the most successful contact centers in the US. ContextCRM also acts as a front-end for ContextDialer, displaying customer information for dialed records automatically, and includes support for call scripts and flexible field definitions.

Screen-pop and dispositioning screens make it easy for agents to learn. Data import/export features are fully supported, as are external reporting tools utilizing ODBC technology.

ContextCRM includes a powerful flex-field concept, which allows additional data fields in either one-to-one or one-to-many relationships to be created.

Ease Of Use

True to our design philosophy at Callfinity, ContextCRM is a contact management solution that is designed to be easy to use and includes only those features most needed by our customers. Additional features are often added during implementation using either flex-fields or customizations.

All customizations are fully supported by Callfinity.

Seamless Integration

ContextCRM is integrated with all our other products, including our contact center ACD, call recording/quality monitoring, IVR, and dialer. ContextCRM is available as a standalone product that integrates with many other PBXs, ACDs, and dialers or as a hosted CRM solution.

Core features include:

  • Call details screen pop: agents receive real time screen pops for both inbound and outbound calls, outlining details of the customer they’re about to engage.
  • Data import and export
  • Easy to use flex-field concept allows additional data fields in either one-to-one or one-to-many relationships
  • Designed to be easy to use

Standards Based

  • All customizations supported
  • Telecommunication integration
  • Interfaces with external reporting tools utilizing ODBC technology
  • Available as a stand alone or integrated system

Solid Support

  • 10 Year Life Cycle Support Guarantee
  • 24/7/365 "Direct To Engineer" Technical Support

ContextCRM™ includes a simple, easy-to-use interface
ContextCRM™ includes a simple, easy-to-use interface.

Contact us about Callfinity ContextCRM or to schedule a demonstration.
  • More Benefits

Callfinity ContextCRM™ helps build your business.

Available as:
Hosted  
On Premise

Leverage What You Already Own
The ability to put your customers’ history right on the agent desktop increases the value of your back office data.

Be as Dynamic as Your Business
Capture and structure incoming information with flex-fields that can be setup and changed faster than your business. Get the benefit of built-in data-mining capabilities that drill-down into problem areas that surface issues before they impact your bottom line.

  • FREE ContextCRM Demonstration

Would you like to see our ContextCRM solution in action?

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