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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.

Visit the IRESS XPlan Website

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.

Caller lookup

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.

Pop contact

CyDesk can tell IRESS XPlan to display a contact record from either the name or number search.

Pop account

CyDesk can tell IRESS XPlan to display an account record from either the name or number search.

Name 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...