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Gear up your PBX
Cut costs, Boost profits
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Take control of your PBX
Virtualize with Hyper-V & VMWare
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Slash your Phone Bill
Use SIP trunks, WebRTC & Softphones
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Unified Communications
Presence, Chat, Voicemail, Fax 2 Email
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Office Without Limits
Make calls anywhere using Android, iPhone, Mac & Windows
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Web Conferencing
Clientless via WebRTC with 3CX WebMeeting

Integrate 3CX Pro and your CRM with 3CXPlugins

The 3CX Plugins allow you to integrate your CRM, ERP and Accounting System with 3CX for you to be able to launch calls to contacts with a single click from the CRM application. Additionally, inbound calls are automatically linked to a customer record which pops-up on the screen and all calls are logged as call records in the CRM package. All in all, the 3CX Plugins allow your sales and customer service personnel to easily keep track of calls and ensure that your customers’ records are always up to date.
Integrate your CRM with your PBX by using 3CX Pro

Manage Calls Efficiently

Manage your calls effectively and efficiently with 3CX Pro. Increase your customer service levels by making sure all calls are logged and that your call center personnel know exactly who is calling at any given time. Connect 3CX Pro to MS ExchangeSalesforceMicrosoft Dynamics, Microsoft Outlook, Office 365SugarCRMGoogle Contacts, Exact Online, Freshdesk, Datev, Zendesk, Nutshell and Act! by using the 3CXPlugins:

  • Click to Call – Launch calls straight from the CRM application
  • Call Pop-ups – The customer record is brought up automatically
  • Call Journals – All calls are logged as call records in the CRM

CRM Integration Made Easy

CRM integration for Microsoft Outlook and Microsoft Office 365 comes as standard with any 3CX Standard license. Users of the other CRM applications mentioned above require a 3CX Pro License. Upgrade or purchase the Pro edition today! Check out the full and upgrade pricing here.

Download 3CXPlugins here. Installation instructions can be found in the following links:

Users of other CRMs can integrate 3CX Pro via the 3CX Windows API.

 

 

Integrate your PBX with your CRM system - 3CX Pro

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