intelli-CTi

What intelli-CTi is

intelli-CTi links CRM applications with telephone systems, bringing caller details and call history into the calling workflow. Its product pages describe integrations for Microsoft Dynamics 365 and Infor CRM SLX. With Dynamics 365, inbound caller recognition matches callers to relevant CRM information, while users can start outbound calls from CRM contacts with one click. Screen pops, in-call controls, and a browser extension are also listed. After a call, users can bring call touchpoints into one pane to capture notes, coordinate follow-ups, and close out the call. Dynamics 365 records inbound and outbound interactions with call metrics and related CRM context. For Infor CRM, the listed telephony interfaces are TAPI, TSAPI, CSTA, MiTAI, and OAI, including VoIP. The product supports web and Windows and uses hybrid deployment. Server and client requirements include Windows operating systems and Microsoft .NET Framework 4.8; Dynamics 365 integration supports OAuth and multi-factor authentication. The maker positions it for sales, call centers, support desks, and customer service teams. Pricing is on request, with several listed per-user and one-off provisioning charges. A time-limited trial can be requested for testing with a phone system.

Who it suits

intelli-CTi suits sales, call center, support desk, and customer service teams that use Microsoft Dynamics 365 or Infor CRM SLX with telephone systems. It may also fit organizations needing caller recognition, click-to-dial, and a post-call workflow within the CRM process.

Limits

There is no free plan. The trial uses a time-limited licence, but no duration is stated; the Named User plan requires a minimum of 10 licensed users and a 12-month initial term. For telephone systems designated Limited Support, integration support is best-effort and fixes are not guaranteed.

Getting started

1. Visit https://www.intellicti.com/ to request a trial.
2. Ask for the time-limited demo or trial licence for testing with a phone system.
3. Select the applicable paid arrangement; pricing is available on request and listed charges include per-user and per-site options.
4. Use the web or Windows platform and meet the Windows and Microsoft .NET Framework 4.8 requirements.
5. Connect a supported CRM integration and telephone system.

Verdict

Choose intelli-CTi if your team wants telephone activity connected to Microsoft Dynamics 365 or Infor CRM SLX, including caller recognition and post-call handling. Consider the subscription minimums, provisioning charges, and support conditions for Limited Support phone systems before choosing it.