Ideas for Acumatica

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Integration w/ Major VOIP systems - Example - 8x8, RingCentral, etc.

These integrations would enable a variety of features for Acumatica. Examples include:1- Logging incoming phone calls from customers for reports. / 2 - Real time popup windows (showing the caller ID, Business Account ID  (matched by number in Business Account) with a link to activities feed for that account) Have a history to reference as you are answering customers call. / 3 - Send customers quotes by text. ( We quote a lot of field technicians that send us RFQs by text message)    

  • Dan Wilkins
  • Mar 10 2019
  • Future consideration
  • Attach files
  • Douglas Johnson commented
    22 Jan 01:18

    ISVs are working on VoIP integrations with CRM. Lightspeed voice is a certified solution. Their listing on the Acumatica marketplace is here:

  • Scott Gaspar commented
    November 27, 2019 14:15

    I've had two prospects ask about this functionality.  Apparently it is present in the other applications they are considering. 

  • Douglas Johnson commented
    November 13, 2019 22:09

    In addition, allow click-to-call from phone number fields in Acumatica Cloud ERP. I know a customer who has customized this capability with their Asterisk-based IP phone system.

  • Shawn Slavin commented
    July 14, 2019 23:17

    Please add Jive to the list of VOIP providers.