Integrate IRESS XPlan
How CyTrack Integrates with IRESS XPlan
IRESS XPlan Supported Version: Web version
CyTrack software nourishes the customer communications experience for IRESS Xplan users.
Turn IRESS XPlan into a powerful communications platform, and automatically log call notes, pop account or contact and keep a historical track.
If you use IRESS XPlan, you should see the IRESS XPlan integration feature list below for more information. We'll be delighted to answer any further questions you may have simply get in touch using your preferred contact method (details under the feature list.)
About IRESS XPlan
IRESS Xplan is award-winning financial planning and wealth management software for the financial services industry. The whole purpose of IRESS XPlan is to make it easier for you to reduce administration, maximise business opportunities and deliver high impact financial advice. By adding CyTrack’s software into the mix, you get an immediate uplift in customer experience.
Features of CyTrack's integration with IRESS XPlan
Click to dial
Allows user to click on a number in the IRESS XPlan contact fields and CyDesk will dial the number.
CyDesk can lookup the IRESS XPlan database based on the Caller ID and can show the IRESS XPlan contact details (& account/company if applicable) in CyDesk.
CyDesk can tell IRESS XPlan to display a contact record from either the name or number search.
CyDesk can tell IRESS XPlan to display an account record from either the name or number search.
User can select search in CyDesk and enter name details and CyDesk will search IRESS XPlan and display a list of matches, the user can select the contact from the list and pop the record, dial one of the contact phone numbers as listed in the IRESS XPlan contact record, and also optionally send an SMS if CySMS is installed.
Log call history
CyDesk can optionally store details of the call in the IRESS XPlan contact history – includes the date, time, call type (incoming or outgoing), Caller ID and call duration.
Log call notes
Notes entered into CyDesk during the call can be stored in the IRESS XPlan contact history together with the call history.
Want to know more about CyTrack's integration with IRESS XPlan?
Get in touch using your preferred contact method below, and one of our friendly team will be delighted to answer all your IRESS XPlan integration questions...