Computer Telephony Integration CTI for Sage ACT! 

QGate’s CTI for Sage ACT! has been designed to improve the efficiency of phone based activities by integrating the Sage ACT! and your phone system.  It offers simple click to dial and inbound caller recognition allowing the user to quickly make a call or efficiently navigate to the record of the caller.  As an added feature it also offers similar capabilities directly from Microsoft Outlook. 

QGate's CTI for Sage ACT! can also used with the following applications:

• Microsoft Outlook
• Sage 50 (UK Version)
• Peachtree (Sage 50 US Version)

Feature Highlights for this Computer Telephony Integration (CTI) Solution

• Making Calls - Making calls from your computer is straightforward with CTI for Sage ACT!. It will increase your productivity by saving you time and reducing the number of misdialled numbers: 
  
  Click To Dial:  By clicking on the ‘dial icon’ at any contact record an outbound call will be made.  The status of the call is shown in the Call Management window.  The call can be put on hold or ended using this Call Management window.  
   
• Receiving Calls - CTI for Sage ACT! can be used to tell you who is calling before you answer the phone:
  
  
  Inbound Screen Pop:  With an incoming call the Call Management window is displayed and the name of the contact matching the number is shown.  From the Call Management window the user can answer or reject the call, as well as go to the contact record within Sage ACT!
   
  This can prove beneficial in many ways. When you are busy working on a project it can allow you to be selective about which calls to answer. Also, it can allow you to greet the caller in a more personal way. When receiving a call it is very easy to store the caller's name for future use. Also with CRM integration, callers' details are quickly searched and displayed.

• Transferring Calls - CTI for Sage ACT! provides an easy method to transfer calls. Through the presence window it allows users to see the availability of their colleagues and make intelligent decisions when transferring calls.
  
  Users can perform an immediate transfer to quickly distribute calls. Or they can easily use CTI for Sage ACT! to consult with colleagues and switch between calls.

• Internet Dialling - CTi for Sage ACT!  supports two separate ways of dialling from web pages:

• Hyperlink Dialling - Web pages can be scanned for valid telephone numbers and, when found, they are turned into hyperlinks to make dialling easy.

• Text Box Dialling - Also, CTI for Sage ACT! can be configured to provide dialling directly from many web-based CRM packages.

• Address Book - The Address book provides an easy way to create and share contacts with colleagues. Users can search for existing contacts or create new ones easily while on the telephone. The Address book is extended to include CRM contacts when integration is used.
   
• Call History  - The Call History Log window contains a list of an extension user's recent calls. By default, the most recent 50 calls are displayed.
  
  Users can page through to see earlier calls. Users can make calls directly from the Call history window.
   
• Call Activity Log - By clicking on the ‘dial icon’ at any contact record an outbound call will be made.  The status of the call is shown in the Call Management window.  The call can be put on hold or ended using this Call Management window.  
   
• Chat Messaging - Sending Messages to your colleagues is easy with CTi for Sage ACT!  It’s even possible to have multiple chats with one conversation per window, or to include multiple users and or extensions in the same conversation. 
  
  Messages are threaded – meaning previous messages in the conversation are displayed. It is also possible to send and open hyperlinks (web page links).
  
  Rich text is supported by CTI for Sage ACT! allowing you to make text bold, underlined and or italicised.

• Presence - The Presence window allows users to see the availability of their colleagues. It can be configured to show a list of all the extensions or all of the users or a mixture of both. The window also allows a user to provide more information about their own availability to help other users.
   
• Security Policies - Security Policies in CTI for Sage ACT! provide a way for to control the features that users are able to use, as defined by the server administrator. Multiple user policies are available to allow for different user groups to have access to different features of CTI for Sage ACT! (e.g. Sales may be allowed to use some features that Reception are not).
   
• Wide Range of Supported Phone Systems - QGate’s CTI for Sage ACT! offers a wide range of compatible phone systems including hosted and VOIP systems.  Please view the QGate Compatibility Guide to check your phone system's compatibility with this product. 
   
• Also provides dialling from Microsoft Outlook allowing users to search Contacts for the caller's details. When found, the caller's contact details can quickly be shown on the screen.