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- Apr 17, 2025
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I have used a lot of PBX platforms and I am not sure why there's such a lacking of CRM options with 3CX. There seems to be some native contact management, adding name/company/business/etc. but no wrap up codes, no notes. All of this is standard on almost all platforms I've ever used, but we're expected to use an external CRM for this purpose even though it's not much different than the integrated contact addition already built into the platform?
I've looked around the forums and it looks like wrap up codes have been asked for time and time again and the only answer is to use an external CRM (even though in V20 there's no option to automatically open an external CRM). Why is 3CX SO resistant to the idea of implementing something as simple as a wrap up code? I don't need all the other features (or costs) of an external CRM, just a simple (very simple) wrap up code per call. What if I want a report on how many "no customer on the line" calls we had? I am just baffled at 90% of the functionality we need as an organization is there, but the 10% that isn't is becoming more and more of a deal breaker.
I've looked around the forums and it looks like wrap up codes have been asked for time and time again and the only answer is to use an external CRM (even though in V20 there's no option to automatically open an external CRM). Why is 3CX SO resistant to the idea of implementing something as simple as a wrap up code? I don't need all the other features (or costs) of an external CRM, just a simple (very simple) wrap up code per call. What if I want a report on how many "no customer on the line" calls we had? I am just baffled at 90% of the functionality we need as an organization is there, but the 10% that isn't is becoming more and more of a deal breaker.