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Exact Synergy
Software integration

Exact Synergy

Connect your Exact Synergy environment to Cloud Group cloud telephony and give your staff context on every conversation.

What is Exact Synergy?

Exact Synergy is a platform for workflow, document and process management that lets organisations manage their business processes, contacts and documents centrally. Teams use it to track requests, tasks and cases in a structured way and to collaborate from one central environment.

By connecting Exact Synergy to Cloud Group cloud telephony you bring your communication and your process data together in one place. Your staff see who is calling before they even pick up, can dial straight from Synergy and no longer need to record calls manually. That way you handle every contact faster and give each caller a personal, professional experience.

What does this integration deliver?

Process context on every call

Incoming numbers are matched with your Exact Synergy relations, so you instantly know who is calling and which case or process it relates to.

Click-to-call

Start calls straight from an Exact Synergy record. No more retyping numbers and faster switching between contacts.

Automatic call logging

Every call is logged against the right relation, so your team always keeps a complete overview of the contact history.

Request this integration

Contact your account manager to activate Exact Synergy for your organization.

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