InGenius equips contact centers with tools to increase agent productivity, while providing a better overall customer experience. The intuitive user interface is integrated directly into your CRM, which means fewer clicks for agents, and a single, consolidated repository of customer information for more efficient management.

InGenius Screen Pop in Salesforce

Screen Pop

Using caller ID or customer-entered information from your interactive voice response (IVR) system, InGenius pops customer data on your contact center agents’ screens before calls are picked up. Screen pop saves time by automatically providing caller information, and calls come with context, allowing agents to provide a personalized customer experience.

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For fast and easy calling, InGenius enables your agents to click on any phone field in your CRM to dial out with a handset or softphone. InGenius click-to-dial uses intelligent dialing, so that calls always connect. Configurable speed dials and a search-and-dial function optimize rapid dialing even further.

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Automated Call Logging

InGenius eliminates the need for your agents to manually log calls. With automated call logging, they can quickly add notes with configurable templates that decrease call wrap-up time. InGenius consistently captures inbound and outbound calls in your CRM, along with their associated records and call duration, for rich and accurate reporting.

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InGenius screen transfer showing Microsoft Dynamics

CRM Screen Transfer

With InGenius, CRM screen transfer gives a warm start to all transferred calls. Information your agent captures, plus related objects, are automatically transferred with a call to any subsequent agent, so that customers never have to repeat information. CRM screen transfer improves the customer experience and provides a more efficient hand-off between your agents.

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An InGenius call report showing agent presence statuses.

Call and Performance Reports

InGenius stores accurate, consistent data directly within your CRM. The solution enables enhanced management reporting on call data and performance metrics in your CRM dashboard, which you can use to make smart decisions about the administration of your contact center.

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Intelligent Dialing

InGenius intelligent dialing ensures call pops and click-to-call always work, no matter what country or area code your agents and callers are in, and regardless of the phone number formats stored in your CRM. Phone data is automatically adapted to regional, carrier and handset-specific dialing patterns. Intelligent dialing simplifies the agent experience and connects calls effectively.

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Highlighted Features:
Guaranteeing the success of your CTI project with a full range of features

Software Set-Up

  • Simple installation through an online meeting, typically 60-90 minutes long
  • No desktop client installation
  • Workflow integrations to match the software’s behavior to your business processes
  • Support multiple call centers with specific customizations
  • Multi-platform support (Windows, OS X)
  • Multi-browser support (Chrome, Firefox, Internet Explorer)
  • Multi-line support

IVR Integration

  • Call pop to the CRM screen based on incoming user-entered IVR information
  • Integrated IVR-entered information in data fields inside the CRM

Agent Management

  • Automatic log-in option
  • Agent queue log-in and status setting

Software Administration

  • Easy license management across multiple locations
  • Automatic license optimization based on activity
  • Granular admin access security to specific groups of users for licensing, configuration and user management


  • Support for Salesforce® Omni-Channel in Classic and Lightning, including phone, chat and device channels

Inbound Call Handling

  • Screen pop based on incoming call ID
  • Selective match for incoming calls with multiple record matches
  • “Create New” buttons for leads, contacts, account, cases and opportunities with auto-population of information from the incoming call
  • Click-to-create for automatically creating new cases and incidents
  • Pop to Salesforce Lightning Flow to automatically direct callers through workflows

Outbound Dialing

  • Click-to-dial from within CRM records
  • Configurable, single-click speed dial buttons
  • Search and dial from integrated text entry bar
  • Intelligent dialing that adapts to regional, carrier and handset-specific dialing patterns
  • Preview dialer for Salesforce

Call Transferring

  • One-click transfer buttons
  • CRM screen transfer with calls
  • Propagated caller ID on transferred call

Call Logging

  • Automatic call logging with duration, subject and comments
  • Customizable templates for frequently used or required call log subjects and comments
  • Extendable call logging notes field
  • Customizable call wrap-up codes
  • Wrap-up timer countdown integrated from phone switch


  • Storage of call data directly in the CRM, without the need for a separate tool

Chatbot Integration

  • Escalate Salesforce Einstein Bot chats to a phone agent

User Interface

  • Intuitive user interface (option to translate language)
  • Integrated call control (answer, hang-up, hold, retrieve, transfer, conference, consult)
  • Pop out user interface to a new browser window or second screen in Salesforce


  • No-risk, 30-day trial for new customers
  • Implementation, ongoing support and software updates included at no additional cost
  • Customer portal for product documentation, release notes, how-to videos and other resources