All content on these pages are related to the latest supported release of the Go Connect CRM client.

Keap Max Classic

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

CRM

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 Connect CRM:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

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), 

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Mandatory remote installation required.

Product:

Go Connect v3

References

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