ICTCRM guides and support
Step-by-step guides for the CRM and the contact center inside it. If you get stuck, open a ticket and a person will help.
Getting started
Quick Start Guide
From a fresh login to your first live campaign in about ten minutes.
Dashboard Guide
Read your dashboard and know which number actually tells you something.
The CRM
Lead Management
Capture leads, let them score themselves, and work the warm ones.
Sales CRM: Deals, Quotes and Invoices
Move deals across the board and raise quotes and invoices in place.
Disposition Management
Call outcomes that convert leads, book callbacks and score prospects.
CRM Integrations
Keep your current CRM and let ICTCRM handle the calls, two ways.
The contact center
Message Designer
Build voice, SMS and email messages with merged CRM fields.
Agent and Supervisor
Monitor agents live with listen, whisper and barge, and score calls.
Billing, Routes and Rate Plans
Route calls to your trunks and set per-minute rates per account.
Multi-Tenant and Reseller Setup
Run isolated client accounts under your own brand as a provider.