3CX Phone System Pro can now be integrated with DATEV Pro CRM. DATEV is one of the biggest software vendors providing solutions for tax and public accountants, lawyers and enterprises all over Europe. The DATEV CRM plugin is curently in BETA status and is available for download. We appreciate any feedback on the plugin.
The plugin is part of the CRM Installer for the 3CXPhone for Windows. By utilising the 3CXPhone API, the plugin can be used in local machines as well as in terminal server environments.
Requirements:
- Datev Pro with Telephony Add On
- 3CX Phone System 14 Professional Edition
- 3CXPhone for Windows 14
Features:
Inbound:
- Match incoming number to contact in DATEV
- See status "Ringing", "Connected", "Finished" in DATEV-Telephony-GUI
- See Start-Date/Time, End-Date/Time and duration of call
Outbound:
Start call from DATEV GUI
How to Install:
- Close 3CXPhone for Windows.
- Download the CRM Installer here and run it. Select the option DATEV:
- Follow the instructions. After the installation is complete the 3CX Plugins Manager will start automatically.
- Select DATEV and enter the required data.
You can now use 3CXPhone with DATEV Pro.