We now have a Nextiva voip phone system. The Nextiva integration with Outlook, and then Outlook with Time Matters is very useful. Placing an Outgoing call is easy. There are PC and smartphone apps. An Incoming call has two screen pops, one allows the option to take the call, and another includes an option to click to open the Outlook contact record. Time Matters has its own ‘Open Contact’ icon from the Outlook record which gives full access to the contact record in Time Matters. You can view and add all related records (calendar, email, docs, phone, notes, billing). Isn’t that better than the old pop a contact and/or a Phone record.
We are still learning all the options in the phone system but so far it is a good user experience. Also Nextiva has very responsive support right out of Scottsdale, AZ.
I would be interested in uses or challenges others have found with integrating voip, Outlook and and TM (or their favorite Pract Mgt program).