Your service provider may be supplying an earlier release and the level of features supported may vary.

Keap Max Classic

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Unite

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Keap Max Classic

Application:

Keap Max Classic

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator for Netsapiens:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Pop contact in edit mode:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Add contact:

Live Mode:

Cached Mode:

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:

Go Integrator Nava

References

  1. Keap Max Classic (Product Website)
  2. Keap Max Classic (Manufacturer Website)