intelli-CTi
intellicti.com
What it is
intelli-CTi connects CRM applications with telephone systems so callers’ information and history can appear during calls. Its product pages describe integrations for Microsoft Dynamics 365 and Infor CRM SLX. For Dynamics 365, inbound caller recognition links calls to relevant CRM information, while users can dial CRM contacts with a click. After a call, touchpoints can be brought together for notes, follow-ups and closing the call. Dynamics 365 also 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 includes screen pops, click-to-dial, in-call controls and a browser extension. It runs on web and Windows with hybrid deployment; server and client requirements include Windows operating systems and Microsoft .NET Framework 4.8. Dynamics 365 integration supports OAuth and multi-factor authentication. A time-limited trial can be requested, but no duration is stated. The maker presents intelli-CTi for sales, call centers, support desks and customer service teams. Pricing is on request, with listed per-user and provisioning charges.
Spec sheet
- Product
- intelli-CTi integrates CRM applications with telephone systems to surface caller information and history during calls.Read 4 Oct 2026 · intellicti.com
- Intended users
- The maker presents intelli-CTi for sales, call centers, support desks, and customer service teams.Read 4 Oct 2026 · intellicti.com
- 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.Read 4 Oct 2026 · intellicti.com
- Headquarters
- Winchester, Hampshire, United KingdomRead 28 Sep 2026 · intellicti.com
- Deployment requirements
- The server and client requirements list Windows operating systems and Microsoft .NET Framework 4.8.Read 4 Oct 2026 · intellicti.com
- Dynamics authentication
- The system requirements page says Dynamics 365 integration supports OAuth and multi-factor authentication.Read 4 Oct 2026 · intellicti.com
- Inbound calls
- For Dynamics 365, inbound caller recognition identifies the caller and associates the call with relevant CRM information.Read 4 Oct 2026 · intellicti.com
- Outbound calls
- Users can dial CRM contacts directly with a single click.Read 4 Oct 2026 · intellicti.com
- Post-call workflow
- Post-call processing brings call touchpoints into one pane for capturing notes, managing follow-ups, and closing off calls.Read 4 Oct 2026 · intellicti.com
- Reporting
- Inbound and outbound call interactions are statistically recorded in Dynamics 365 with call metrics and related CRM context.Read 4 Oct 2026 · intellicti.com
- 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.Read 4 Oct 2026 · intellicti.com
- Supported CRM integrations
- The product pages describe integrations for Microsoft Dynamics 365 and Infor CRM SLX.Read 4 Oct 2026 · intellicti.com
- Telephony interfaces
- The Infor CRM feature page lists TAPI, TSAPI, CSTA, MiTAI, and OAI interfaces, including VoIP.Read 4 Oct 2026 · intellicti.com
- Trial duration
- The trial page describes the licence as time-limited but does not state the trial duration.Read 4 Oct 2026 · intellicti.com
Plans and prices
Strong points and limits
Strong points
- Inbound caller recognition for Dynamics 365
- Click-to-dial from CRM contacts
- Post-call notes and follow-up workflow
- Supports OAuth and multi-factor authentication
- Time-limited trial can be requested
Limits
- No free plan
- Limited Support phone systems have best-effort integration support
- Named User plan requires at least 10 users
Who it suits
intelli-CTi is presented for sales teams, call centers, support desks and customer service teams using Dynamics 365 or Infor CRM SLX with supported phone systems.
Verdict
intelli-CTi links CRM records to calling tasks, including inbound recognition and post-call work. Confirm CRM and phone-system compatibility, support status and applicable per-user or provisioning charges before choosing a plan.
Where Specifiction places it
- Computer Telephony Integration Software#9 of 228.0