aslampa Free User Joined Mar 18, 2016 Messages 86 Reaction score 3 Jul 24, 2019 #1 Is it possible 3CX to dial the leads automatically with an autodialer to the agent and client. At the same time agent need to get a pop from CRM/3CX with customer info and enquiry
Is it possible 3CX to dial the leads automatically with an autodialer to the agent and client. At the same time agent need to get a pop from CRM/3CX with customer info and enquiry
Saqqara Bronze Partner Basic Certified Joined Mar 12, 2014 Messages 4,775 Reaction score 1,471 Jul 24, 2019 #2 Dialer - Yes part of CFD - https://www.3cx.com/docs/cfd-predictive-dialer/ You need Pro or Enterprise license for CFD If you want to manually dial numbers, if your crm is web based you can use click to call - https://www.3cx.com/phone-system/click-to-call/ CRM intergration what crm application do you use ? 3CX can intergrate with some crm applications - https://www.3cx.com/call-center/crm-integration/ If your application is not on the list, you could try and build your own - https://www.3cx.com/blog/releases/crm-template-generator-pbx/ Last edited: Jul 24, 2019
Dialer - Yes part of CFD - https://www.3cx.com/docs/cfd-predictive-dialer/ You need Pro or Enterprise license for CFD If you want to manually dial numbers, if your crm is web based you can use click to call - https://www.3cx.com/phone-system/click-to-call/ CRM intergration what crm application do you use ? 3CX can intergrate with some crm applications - https://www.3cx.com/call-center/crm-integration/ If your application is not on the list, you could try and build your own - https://www.3cx.com/blog/releases/crm-template-generator-pbx/