ProCTI

ProCTI

Provaria
Surplus Funds

Surplus Funds

Excess Quest
+
+

Related Products

  • PostScan Mail
    137 Ratings
    Visit Website
  • Bigly Sales
    9 Ratings
    Visit Website
  • CTM
    939 Ratings
    Visit Website
  • PBXware
    39 Ratings
    Visit Website
  • CallHub
    428 Ratings
    Visit Website
  • Squaretalk
    314 Ratings
    Visit Website
  • Community Phone
    1,597 Ratings
    Visit Website
  • Click2Mail
    55 Ratings
    Visit Website
  • ScreenMeet
    35 Ratings
    Visit Website
  • Proton Pass
    31,996 Ratings
    Visit Website

About

Connect your Skype for business (formerly Lync) or TAPI-enabled PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV get the data on each incoming and outgoing call. Determine individually and flexibly which stored information should on each call in ProCTI. Access your contact information, service cases, e-mail addresses, current contracts with only one click! Create leads, contacts, tasks, notes, e-mails and activities in connection with the caller. Initiate or forward calls, see and start your open appointments, search for leads, contacts and companies – everything directly in ProCTI. Simple and intuitive user management allows different access rights to your data. The standard version of ProCTI connects the following versions of Microsoft Dynamics or Uniconta and Computer Telephony Integration (CTI). Make use of the endless possibilities such as displaying contact data, company name, notes/activities/service cases, e-mail address, credit blocks, running contracts, etc.)

About

Surplus Funds is a cloud CRM and lead-research platform for professionals recovering excess proceeds from tax sales, foreclosure auctions and mortgage overages. It combines case and contact records, recovery pipelines, tasks and documents with skip-traced claimant data, property research, a power dialer, calling, SMS, email outreach, direct-mail letters and e-signatures. Its Ivy AI assistant can draft claimant communications and claim documents and summarize case records. Customers can use the CRM with their own leads or add selected-state or nationwide lead data; nationwide plans cover 47 states. The browser application is complemented by iPhone and Android apps, with Gmail and Outlook connections for case-linked email. The service is intended for independent recovery specialists, small teams and larger firms. Surplus amounts shown are estimates and should be verified with the relevant county or court.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Companies that want to connect Skype for Business or their PBX with Microsoft Dynamics

Audience

Surplus funds recovery professionals

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$99/month
The CRM Only plan costs $99/month and includes one seat. Starter starts at $229/month and includes two seats; Nationwide costs $499/month and includes three seats; Reserve costs $1,299/month and includes five seats and 40 hours/month of virtual-assistant time. Annual billing is available at 20% savings. The first three plans charge $40/month for each additional seat. There is no setup fee or long-term contract. Calls, texts, postage, skip-tracing and property-research credits, and Ivy AI use beyond plan allocations may incur additional charges.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Provaria
Austria
www.proaddon.com/en/addons/procti/

Company Information

Excess Quest
Founded: 2019
United States
surplusfundslist.com

Alternatives

Alternatives

Mass Torts 360

Mass Torts 360

SimplyConvert LLC

Categories

Integration Supported

Categories

CRM Supported
Real Estate CRM Supported

Integrations

Gmail Not Supported
Microsoft Dynamics 365 Supported
Microsoft Outlook Not Supported

Integrations

Gmail Supported
Microsoft Dynamics 365 Not Supported
Microsoft Outlook Supported
Claim ProCTI and update features and information
Claim ProCTI and update features and information
Claim Surplus Funds and update features and information
Claim Surplus Funds and update features and information