All content on these pages are related to the latest supported release of the 4Sight client.

PerfectView Online CRM (also known as PVCRM)

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

Integration

Application Information

Manufacturer:

PerfectView CRM

Application:

PerfectView Online CRM (also known as PVCRM)

Market:

General CRM

Supported Features (related to 4Sight version 2.6)

Address Book Search:

Click to dial via 4Sight:

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

Notes / Advisories

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

Other Information

Operating System:

Windows

Installation Options:

Optional.

References

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