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intelli-CTi
Winchester, Hampshire, United Kingdom
What it is
intelli-CTi integrates CRM applications with telephone systems so caller details and history appear during calls. Its product pages describe Microsoft Dynamics 365 and Infor CRM SLX integrations. Dynamics 365 inbound caller recognition identifies callers and associates calls with relevant CRM information, while click-to-dial starts outbound calls from CRM contacts. Post-call processing gathers call touchpoints for notes, follow-ups, and call closure. Dynamics 365 records inbound and outbound interactions with call metrics and related CRM context. The Infor CRM feature page lists TAPI, TSAPI, CSTA, MiTAI, and OAI interfaces, including VoIP. The product provides screen pops, click-to-dial, in-call controls, and a browser extension. It runs on web and Windows with hybrid deployment, requiring Windows operating systems and Microsoft .NET Framework 4.8. Dynamics 365 supports OAuth and multi-factor authentication. A time-limited trial can be requested. Pricing is on request, with listed per-user and provisioning charges.
For and against
For
- Displays caller information from CRM records
- Enables one-click dialing from contacts
- Combines post-call notes and follow-ups
- Supports screen pops and in-call controls
- Dynamics 365 supports OAuth and MFA
Against
- Pricing is primarily available on request
- Limited Support telephone systems receive best-effort fixes
- Server and client requirements include Windows and .NET 4.8
The verdict
intelli-CTi links supported CRM workflows with telephony, covering caller recognition, click-to-dial, call records, and post-call work. Compatibility requirements, support tiers, and custom pricing should be reviewed before deployment.
Who it suits
intelli-CTi is presented for sales teams, call centers, support desks, and customer service teams. It suits organizations connecting supported CRM systems with compatible telephone platforms.
Plans and prices
Broadsoft Connector
Broadsoft hosted systems
Read 4 Oct 2026 · intellicti.com
Named User
Minimum 10 licensed users · minimum 12-month initial term
Read 4 Oct 2026 · intellicti.com
Cloud Provisioning
Per site/instance
Read 4 Oct 2026 · intellicti.com
On-site Provisioning
Per site/instance · onsite assistance charged at standard rates
Read 4 Oct 2026 · intellicti.com
Site Provisioning - Mitel
Per site/instance · additional sites require 50% of original provisioning fee
Read 4 Oct 2026 · intellicti.com
On the record
- Deployment requirements
- The server and client requirements list Windows operating systems and Microsoft .NET Framework 4.8.intellicti.com · read 4 Oct 2026
- Dynamics authentication
- The system requirements page says Dynamics 365 integration supports OAuth and multi-factor authentication.intellicti.com · read 4 Oct 2026
- Inbound calls
- For Dynamics 365, inbound caller recognition identifies the caller and associates the call with relevant CRM information.intellicti.com · read 4 Oct 2026
- Intended users
- The maker presents intelli-CTi for sales, call centers, support desks, and customer service teams.intellicti.com · read 4 Oct 2026
- Outbound calls
- Users can dial CRM contacts directly with a single click.intellicti.com · read 4 Oct 2026
- Post-call workflow
- Post-call processing brings call touchpoints into one pane for capturing notes, managing follow-ups, and closing off calls.intellicti.com · read 4 Oct 2026
- Product
- intelli-CTi integrates CRM applications with telephone systems to surface caller information and history during calls.intellicti.com · read 4 Oct 2026
- Reporting
- Inbound and outbound call interactions are statistically recorded in Dynamics 365 with call metrics and related CRM context.intellicti.com · read 4 Oct 2026
- Supported CRM integrations
- The product pages describe integrations for Microsoft Dynamics 365 and Infor CRM SLX.intellicti.com · read 4 Oct 2026
- Support limitation
- For telephone systems designated as Limited Support, telephony integration support is best-effort and fixes are not guaranteed; the current core application and CRM integration remain fully supported.intellicti.com · read 4 Oct 2026
- Telephony interfaces
- The Infor CRM feature page lists TAPI, TSAPI, CSTA, MiTAI, and OAI interfaces, including VoIP.intellicti.com · read 4 Oct 2026
- Trial
- A trial can be requested, and the maker says its team provides a fully working demo/trial version with a time-limited licence for testing with a phone system.intellicti.com · read 4 Oct 2026
- Trial duration
- The trial page describes the licence as time-limited but does not state the trial duration.intellicti.com · read 4 Oct 2026
