Dismiss Notice
We would like to remind you that we’re updating our login process for all 3CX forums whereby you will be able to login with the same credentials you use for the Partner or Customer Portal. Click here to read more.

CRM Suggestions for 3CX

Discussion in '3CX Phone System - General' started by techmeaux, Apr 18, 2011.

Thread Status:
Not open for further replies.
  1. techmeaux

    Joined:
    Apr 18, 2011
    Messages:
    1
    Likes Received:
    0
    I'm going to begin configuring the 3CX system for a friend, and it's going to be exchanging data with a CRM. He wants to use SugarCRM, but I think it's open to suggestion, so I wonder if anyone can make a suggestion in case someone knows a good system for integration before I leap into one which he has not tested, or used, to save the possible week of switching to another.

    I think customization will be ongoing for various reasons, and that's why I was considering Outlook because of the automation ease.

    I'm a 3CX newbie, but am a developer, so any info would be helpful. Thanks
     
  2. smb1

    smb1 New Member

    Joined:
    Mar 18, 2009
    Messages:
    104
    Likes Received:
    0
    If you are just starting out, then sticking to supported CRM systems would be wise:

    - Outlook 2003, 2007, 2010 (32-bit)
    - MS Dynamics
    - Salesforce
     
    Stop hovering to collapse... Click to collapse... Hover to expand... Click to expand...
Thread Status:
Not open for further replies.