System and Method for Exchanging Information with a Relationship Management System

Abstract

A method and system for exchanging information with a Relationship Management system that includes a connection unit to bridge first and second communications connections and capture information associated with the first and second communications connections. An interface unit is then used to receive communications connection information from the connection unit and deliver select portions of the communications connection information in a select format to the Relationship Management system.

What is claimed is: 
     
         1 . A system for exchanging information with a relationship management system, the system comprising:
 a connection unit that bridges first and second communications connections and captures information associated with the first and second communications connections, the first communications connection with an origin, the origin associated with a client agent, the agent identity being verified by the connection unit, the second communications connection with a destination, the destination associated with a contact; and   an interface unit that receives the communications connection information from the connection unit and delivers select portions of the communications connection information in a select format to a relationship management system.