Hi team, we are in the process of integrating our 1st CRM with 3CX. We began with HubSpot, fully configured it, we got their "Starter" plan, everything seemed to work great until we went live and realized that we were not able to Search Custom created fields, and 3CX was not able to pull up profiles if an incoming call phone number for example was in the "Phone-2" or "Phone-3" custom field that we created for those clients that have multiple phone numbers. To us it seemed like a simple thing for a CRM to allow us to be able to search for content given custom fields, and for 3CX to look up a customer's profile based on whichever number a client called from. I opened a ticket with HubSpot and they mentioned that this is possible but only in their Enterprise edition with starts at $1200/month. This is way too much for us as a startup to afford, maybe in a few years it wouldn't be a burden but currently we just can't.
Does anyone have a good experience with a CRM that 3CX can lookup CRM profiles and automatically open them during an incoming call, for profiles may have multiple numbers within it. As well as a CRM that we can search for profiles based on a person's phone number, address etc.? Also one that won't cost an arm and a leg to use? Thank you all for your help.
Does anyone have a good experience with a CRM that 3CX can lookup CRM profiles and automatically open them during an incoming call, for profiles may have multiple numbers within it. As well as a CRM that we can search for profiles based on a person's phone number, address etc.? Also one that won't cost an arm and a leg to use? Thank you all for your help.
