Great news! You can now integrate ConnectWise CRM with your 3CX PBX! This new integration allows ConnectWise users to increase their productivity and save time on tedious tasks like looking for a customer record and creating new contacts in their ConnectWise CRM.
This is achieved with the following features available to users who use this plugin:
- Click to Call – Launch calls straight from ConnectWise via 3CX and the Click to Call Extension
- Call Pop-ups – The customer record is brought up to you automatically during a call
- Call Journals – Calls are logged as call records in the CRM
- Create a new contact automatically when a call is received from an unknown number
To find out how easily you can achieve this integration please read the guide.
The 3CX Plugins are available from within the Management Console under the Updates tab.
3CX also integrates with other CRM systems which can be found here. If your CRM is not in the list you can develop your own plugin, more information here. If you do not have development resources to create your own plugin, then you can fill in the 3CX CRM Integration Suggestion Form and the integration will be considered by 3CX.