3CX Phone connector for Creatio

[OlegOLP]

The connector enhances the user experience by presenting all the necessary customer information during calls. It creates a holistic view of the customer, making interactions more efficient and personalized.
Use cases:

• Technical Support: view the customers’ open tickets during calls
• Sales Department: gain insight into the customer's activities in real-time
• Call Center: access the customer’s active orders during conversations
• Efficiency: reduce customer’s time on the phone by having all their information readily available

Key features:

• Creatio CRM Panel: a convenient interface to manage and view customer interactions
• Real-Time Customer Information Display: see customer data in the Creatio interface during 3CX-managed calls
• Comprehensive CRM Data: Display customer-related orders, activities, requests, and more
• Call Log Integration: the connector automatically logs successful and missed calls in the Calls section
• No-code Designer: easily customize the additional panel without any coding

Notes:
Root access is required for installation and operation.
Not compatible with 3CX SMB.

Product page
Creatio No-Code platform

 

[OlegOLP]