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InGenius

by Upland Software · Since 2010
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorUpland Software
Year launched2010
StatusActive
LocationFrost Bank Tower 401 Congress Ave, Austin, Texas 78701, USA
Countries servedGlobal
Languages5
Integrations
Free tier
Free trial
Contact salesYES

About InGenius

InGenius is a communication management software from Upland Software that focuses on integrating various communication channels. It provides features for call logging, CRM integration, and analytics so users can track and manage their communications effectively. InGenius is designed to support sales and customer service teams by allowing them to log interactions directly into their CRM systems, thereby reducing manual entry time. This ensures that all communications are accurately captured and easily accessible for future reference. Key capabilities: call logging CRM integration analytics reporting user management Best for: sales and customer service teams that need to manage customer interactions efficiently.

InGenius by Upland Software is a dynamic customer service software solution specifically designed to empower contact centers through seamless integration with Customer Relationship Management (CRM) platforms. Its core objective is to bridge telephony systems with CRM solutions, enhancing customer service agents' efficiency and effectiveness. InGenius is equipped with Computer Telephony Integration (CTI) capabilities, enabling advanced features like call logging, screen pop, and automated workflows. By implementing these features, the software streamlines call handling processes, reduces time spent on each call, and consequently raises overall customer satisfaction. InGenius’s robust design is well-suited for contact centers that handle high volumes of interactions, making it a valuable asset for businesses aiming to improve customer experience across multiple channels. The user interface of InGenius is thoughtfully crafted to prioritize simplicity and functionality, supporting a streamlined workflow for agents. With a clean and intuitive layout, agents can easily navigate through various tasks, making it straightforward even for new users to adapt quickly. The interface also includes customizable dashboards and widgets, allowing agents to personalize their workspace to align with individual preferences or team requirements.

Pros & Cons

What users like
  • +Improved agent productivity: InGenius streamlines call handling and integrates seamlessly with CRM systems, allowing agents to access customer information and place calls directly from their CRM.
  • +Enhanced customer satisfaction: By providing agents with the necessary tools and information, InGenius helps improve call handling efficiency and customer satisfaction.
  • +Easy to use: The software is user-friendly, with a simple interface and straightforward setup process.
  • +Customizable: InGenius can be tailored to specific business needs through various customization options.
  • +Excellent customer support: The vendor offers responsive and helpful customer support.
What users flag
  • Occasional glitches: Some users have reported minor glitches that can disrupt call handling.
  • Limited feature set: While InGenius offers core call handling and CRM integration features, it may lack advanced functionalities available in more comprehensive contact center solutions.

Features

Key features

1. CRM and phone system integration
Connects your CRM and phone system for seamless data synchronization and eliminates manual data entry.
2. Click-to-dial
Enables users to initiate calls directly from their CRM with a single click, saving time and increasing efficiency.
3. CRM screen pop-ups and call logging
Displays relevant customer information and automatically logs call details, empowering agents with instant context.
4. Blended agents and omnichannel support
Enables agents to manage live chat, email, and social media for a consistent customer experience.
5. Real-time transcription
Transcription service seamlessly connects with Salesforce Einstein AI, unlocking advanced AI capabilities.
6. Salesforce Service Cloud Voice integration
Enables enhanced functionality within the Salesforce ecosystem.

Additional features

1. Flexible workflow configuration
Supports unique and complex contact center workflows.
2. Call monitoring and reporting
Gain insights with real-time analytics and customizable dashboards to drive continuous improvements.
3. Blended agents and omnichannel support
4. Real-time transcription
5. Salesforce Service Cloud Voice integration
6. Open CTI integrations
Works with various CRM platforms including Salesforce CRM (Service Cloud, 7. 7. 7. Sales Cloud, Financial Services Cloud, Lightning Health Cloud, Sales Engagement, Consumer Goods 8. 8. 8. Cloud, Manufacturing Cloud), Microsoft Dynamics 365 CRM, and ServiceNow CRM.
9. Phone system integrations
Integrates with various phone systems including Genesys, Cisco, Avaya, and Asterisk.
10. Easy configurability
Adapts to your unique contact center needs without overhauling your infrastructure.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
5
Interface languages
11
Billing currencies

Interface languages

EnglishFrenchSpanishGermanItalian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇧🇷BRL🇲🇽MXN

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