Project Description

CRM Integration

CRM Integration

When the phone rings your first instinct is to answer the call or ignore it depending on who is calling. Basic Caller ID on your phone provides this info. However, when you don’t recognize the number or know the reason a call is coming in, your decision making process is less efficient. CRM integration is a beneficial tool that helps you regain efficiency.

Know everything you need about who is calling before you pick up the phone by integrating your CRM or helpdesk system with 3CX. Easily retrieve a customer record to see when they called last and to whom they spoke to, and automatically generate new customer records for incoming calls from new numbers. Do more than click on a number to initiate a call, log and journal the call simultaneously. This integration tool even allows you to call directly from your CRM system. Save your agent’s time and IMPRESS your customer.

Your business will benefit from the ability to effectively and efficiently handle calls, improve customer service, and make more sales! Combine your CRM and phone system to streamline your workflow while dealing with your clients.

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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, Office 365.
  • Zendesk, Hubspot and many more.
  • CRM integration wizard integrates REST enabled systems.
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