intelli-CTi
intelli-CTi connects CRM applications with telephone systems so caller details and history can appear during calls.
What intelli-CTi is
intelli-CTi connects CRM applications with telephone systems so caller details 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 callers with relevant CRM information, and users can dial CRM contacts directly. After a call, a single pane brings together call touchpoints for notes, follow-ups, and call closure. Dynamics 365 also records inbound and outbound interactions with call metrics and related CRM context.
The product offers screen pops, click-to-dial, in-call controls, and a browser extension. The Infor CRM feature page lists TAPI, TSAPI, CSTA, MiTAI, and OAI telephony interfaces, including VoIP. 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 for testing with a phone system. Pricing is on request, and the listed charges include per-user and one-off site provisioning options.
Good
- Identifies inbound callers against Dynamics 365 information.
- Users can dial CRM contacts directly.
- Post-call pane supports notes and follow-ups.
- Dynamics 365 call metrics include CRM context.
- Trial can be requested.
Watch out
- Requires Windows operating systems and .NET Framework 4.8.
- Named User plan requires at least 10 users.
- Named User plan has a 12-month initial term.
- Limited Support phone systems receive best-effort integration support.
Who it suits
intelli-CTi is aimed at sales teams, call centers, support desks, and customer service teams that use a supported CRM and telephone system. It may suit organizations that want caller context and post-call follow-up in their CRM workflow.
Verdict
intelli-CTi brings calling activity into CRM workflows, with specific inbound recognition and reporting features for Dynamics 365. Check supported telephony compatibility and the listed subscription terms, and request pricing or a time-limited trial from the maker.
Plans and prices
From intelli-CTi's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Broadsoft Connector | $7 a month | Broadsoft hosted systems · Per user per month; required per user for Broadsoft hosted systems |
| Named User | $13.50 a month | Minimum 10 licensed users · minimum 12-month initial term · Per user per month; minimum 10 users and 12-month initial subscription, then rolling monthly |
| Cloud Provisioning | $1,075, paid once | Per site/instance · One-off charge per site/instance |
| On-site Provisioning | $1,075, paid once | Per site/instance · onsite assistance charged at standard rates · One-off charge per site/instance |
| Site Provisioning - Mitel | $1,625, paid once | Per site/instance · additional sites require 50% of original provisioning fee · One-off charge per site/instance |
The facts
Each one read from intelli-CTi's own pages, with the date it was checked.
What it does
- Deployment requirements
- The server and client requirements list Windows operating systems and Microsoft .NET Framework 4.8.checked 4 Oct 2026
- Dynamics authentication
- The system requirements page says Dynamics 365 integration supports OAuth and multi-factor authentication.checked 4 Oct 2026
- Inbound calls
- For Dynamics 365, inbound caller recognition identifies the caller and associates the call with relevant CRM information.checked 4 Oct 2026
- Intended users
- The maker presents intelli-CTi for sales, call centers, support desks, and customer service teams.checked 4 Oct 2026
- Outbound calls
- Users can dial CRM contacts directly with a single click.checked 4 Oct 2026
- Post-call workflow
- Post-call processing brings call touchpoints into one pane for capturing notes, managing follow-ups, and closing off calls.checked 4 Oct 2026
- Product
- intelli-CTi integrates CRM applications with telephone systems to surface caller information and history during calls.checked 4 Oct 2026
- Reporting
- Inbound and outbound call interactions are statistically recorded in Dynamics 365 with call metrics and related CRM context.checked 4 Oct 2026
- Supported CRM integrations
- The product pages describe integrations for Microsoft Dynamics 365 and Infor CRM SLX.checked 4 Oct 2026
- 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.checked 4 Oct 2026
- Telephony interfaces
- The Infor CRM feature page lists TAPI, TSAPI, CSTA, MiTAI, and OAI interfaces, including VoIP.checked 4 Oct 2026
The company
- Headquarters
- Winchester, Hampshire, United Kingdomchecked 28 Sep 2026
Money
- 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.checked 4 Oct 2026
- Trial duration
- The trial page describes the licence as time-limited but does not state the trial duration.checked 4 Oct 2026
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