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Installing CRM Connect

CRM Connect is an application for Windows Desktop that integrates leading CRM (Customer Relationship Manager) applications into Cloud Direct Communications Services. CRM Connect works in conjunction with a User‟s phone and CRM software to provide a productivity enhancing integrated service.

This document is intended for Administrators and End Users who will install CRM Connect.


In order to successfully install and use CRM Connect, the following installation and licensing requirements should be met:

Hardware and Software Requirements

Minimum Requirements & Installation Information:

  • 1 GHz Pentium-class processor 
  • 1 GB Memory 
  • 500MB free hard drive space 
  • Operating System:
    • Windows XP Professional SP3 (Not Recommended, and Unsupported)
    • Windows Server 2003 and 2008 (Not Recommended, and Unsupported)
    • Windows Vista (Not Recommended, and Unsupported)
    • Windows 7 (Recommended)
    • 32 bit and 64 bit versions
  • SVGA display 
  • Keyboard and mouse 
  • Network adapter connected to a TCP/IP network           
  • IBM-PC or 100% compatible

 CRM Applications & Version Information

Application Name      


Act! By Sage

2008 - 2011

FrontRange GoldMine

5.5 - 8.5

Lotus Notes

7 - 8.5


9 - 11

MS Access

2000 - 2010

MS Dynamics CRM

3 - 4

MS Dynamics NAV

4 - 5

MS Outlook *

2000 - 2010


N/A (web based)

Sage 50 Accounts (Line 50)

2008 – 2010

Sage CRM

N/A (web based)

Salesforce CRM


Sugar CRM

5.0 - 6.0


6.1 - 6.3


N/A (web based)


N/A (web based)

* MS Outlook 64-bit is not supported

The following third-party software is also installed during the CRM Connect installation:

  • Microsoft .Net 2.0

Local admin rights are required to carry out the installation so you must use a Windows user account with administrator-level access. Some anti-virus software can cause problems when installing other software so consider temporarily disabling your anti-virus application for the duration of this installation; remember to enable it again as soon as the installation is complete.

Licensing Requirements

End users must have the CRM Connect Add-On assigned to their HIPCOM service in order to use the application. 

Network and Firewall Requirements

You may need to allow outbound access for the following on your firewall:  



Destination Port


TCP 443


TCP 2208

 In addition to the above you may need to allow communication between the CRM Connect client and the CRM server(s), but the communication details vary from installation to installation; ask your system administrator for these details if you need them.


Installing CRM Connect

Log in to an administrator-level user account on the Windows workstation that CRM Connect needs to be installed onto.

To begin installing CRM Connect, proceed as follows.

  1. Open a browser window, and go to,, to download the CRMConnect.exe file.

The CRMConnect.exe file downloads onto your system tray.

  1. Double-click the CRMConnect.exe file.

The file self-extracts, and you are presented with a User Account Control dialogue box.

  1. Click Yes.

The Welcome page appears.

  1. Click Install.

The installation will proceed, and any third-party software that is required will also be installed at this time. Follow any on-screen instructions displayed by the third-party software.

Once CRM Connect and any third-party software have finished installing, click the Finish button to close the installer.