Know who is calling before you pick up the phone. Integrate your CRM or helpdesk system with 3CX. Have the customer record open and ready, and see when they called last and who they spoke to. Save your call center agent’s time and IMPRESS your customer. You will have happier customers, handle more calls and make more sales! The integration also allows you to call directly from your CRM system. Click on a number to initiate a call and log and journal the call at the same time. Incoming calls from new numbers allow you to create new customer records automatically. You’ll give your sales team wings.
KYC – know who is calling
- Matches caller ID to a record in your CRM.
- Creates a new customer record for new numbers.
- Logs calls to the customer record so you can see call history.
- Impress customers and save your staff tedious searching time.
Empower your sales force and agents
- Launch calls in a single click right from your CRM.
- Save agents time by automatically popping up customer records.
- Automatic call journaling removes tedious manual call entries.
- Build custom call flows to automate questions and workflows.
Supports popular CRM and help desks
- Salesforce, Microsoft Dynamics.
- Microsoft Outlook, Microsoft 365.
- Zendesk, Hubspot and many more.
- CRM integration wizard integrates REST enabled systems.
Automate customer workflows with the CFD
- Ask for customer or case numbers to save agents time.
- Route calls based on customer number or custom question.
- Route calls based on time of day or build phone surveys.
- Read about our Call Flow Designer (CFD).
That’s not all. Discover more benefits.
App-free web conferencing
Live chat & call with website visitors
Easy management on-premise or hosted
Advanced call center features & reporting
Save up to 80% on phone bills
Answer Facebook page messages
Work remotely with 3CX apps
Send professional business texts
Plan & Pricing
UNBEATABLE PRICING
Customer Testimonials
Our business ethos is to provide a high-quality service that our customers can rely on. You’ll be given your own dedicated account manager who will help you directly. Don’t take our word for it. See what our customers have to say:
Call for a free consultation
with a business phone system specialist
0116 2438426
with a business phone system specialist