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Keap Max Classic

Keap Max Classic

Keap Max Classic

Keap Max Classic

Keap Max Classic

Keap Max Classic

Keap Max Classic

Keap Max Classic

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Unite

Application Information

Manufacturer

Keap Max Classic

Application

Keap Max Classic

Market

General CRM

Supported Features (related to latest supported release)

Address Book Search

Caller details preview

Pop contact in edit mode

Additional features

Live Mode

Click to dial via Telogix

Manual screen pop

Automatic call activity logging

Integration with Notes

Cached Mode

Click to dial via business application

Auto screen pop

Manual call activity logging

Add contact

Notes / Advisories

Infusionsoft API has a limitation that does not allow searching by First Name.  Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call), 

Other Information

Operating System

Windows

Installation Options

Optional

Product

Telogix Connector v4

References

Keap Max Classic (https://keap.com/keap-max-classic)

Keap Max Classic (https://keap.com/)

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Unite

Application Information
Manufacturer

Keap Max Classic

Application

Keap Max Classic

Market

General CRM

Supported Features (related to latest supported release)

Address Book Search

Caller details preview

Pop contact in edit mode

Additional features

Live Mode

Click to dial via Telogix

Manual screen pop

Automatic call activity logging

Integration with Notes

Cached Mode

Click to dial via business application

Auto screen pop

Manual call activity logging

Add contact

Notes / Advisories

Infusionsoft API has a limitation that does not allow searching by First Name.  Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call), 

Other Information
Operating System

Windows

Installation Options

Optional

Product

Telogix Connector v4

References

Keap Max Classic (https://keap.com/keap-max-classic)

Keap Max Classic (https://keap.com/)

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Unite

Application Information

Manufacturer

Keap Max Classic

Application

Keap Max Classic

Market

General CRM

Supported Features (related to latest supported release)

Address Book Search

Caller details preview

Pop contact in edit mode

Additional features

Live Mode

Click to dial via Telogix

Manual screen pop

Automatic call activity logging

Integration with Notes

Cached Mode

Click to dial via business application

Auto screen pop

Manual call activity logging

Add contact

Notes / Advisories

Infusionsoft API has a limitation that does not allow searching by First Name.  Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call), 

Other Information

Operating System

Windows

Installation Options

Optional

Product

Telogix Connector v4

References

Keap Max Classic (https://keap.com/keap-max-classic)

Keap Max Classic (https://keap.com/)

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Unite

Application Information

Manufacturer

Keap Max Classic

Application

Keap Max Classic

Market

General CRM

Supported Features (related to latest supported release)

Address Book Search

Caller details preview

Pop contact in edit mode

Additional features

Live Mode

Click to dial via Telogix

Manual screen pop

Automatic call activity logging

Integration with Notes

Cached Mode

Click to dial via business application

Auto screen pop

Manual call activity logging

Add contact

Notes / Advisories

Infusionsoft API has a limitation that does not allow searching by First Name.  Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call), 

Other Information

Operating System

Windows

Installation Options

Optional

Product

Telogix Connector v4

References

Keap Max Classic (https://keap.com/keap-max-classic)

Keap Max Classic (https://keap.com/)

Your questions answered.

We'll do our best to answer your most frequently asked questions.

Still have questions?

We have answers and love to chat!

Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?

Your questions answered.

We'll do our best to answer your most frequently asked questions.

Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?

Your questions answered.

We'll do our best to answer your most frequently asked questions.

Still have questions?

We have answers and love to chat!

Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?

Your questions answered.

We'll do our best to answer your most frequently asked questions.

Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?

Sign up to stay connected! Join our email list today!

©2024 TELOGIX, LLC

Sign up to stay connected! Join our email list today!

©2024 TELOGIX, LLC

Sign up to stay connected! Join our email list today!

©2024 TELOGIX, LLC

Sign up to stay connected! Join our email list today!

©2024 TELOGIX, LLC