Your service provider may be supplying an earlier release and the level of features supported may vary.

PerfectView CRM (also known as PVCRM)

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

Connect

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

PerfectView CRM

Application:

PerfectView CRM (also known as PVCRM)

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Connect Mari:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Related data:

Notes / Advisories

Caller Preview only shows the name of the caller, not the organisation he/she belongs to. International numbers are not currently supported. 

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

Go Connect Mari

References

  1. PerfectView CRM (Product Website)
  2. PerfectView CRM (Manufacturer Website)