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Integrate 3CX Pro with MS Exchange

Boost customer service and increase your agents’ productivity by integrating 3CX Pro or Enterprise Edition with Microsoft Exchange CRM software. By using the 3CX Plugins you are able to fully integrate this CRM software. Take advantage of the powerful 3CX UC feature set combined with Microsoft Exchange Server’s popular mail prioritizing function and powerful calendars. CRM Integration with Microsoft Exchange is standard with the 3CX v15.5 PRO/Enterprise editions.

Benefits of Using 3CX with Exchange

Consolidate your customer communications into one simple platform and enjoy the features that MS Exchange has to offer. Customer interactions can be easily managed by combining the services of 3CX and MS Exchange’s communication platform. In doing so, you can easily offer support and additional resources quickly and efficiently to your valuable customers.

  • Click to Call – Streamline sales teams by allowing calls to launch with a single click directly from the MS Exchange Server interface; no need to enter a customer’s number into your phone

  • Call Pop-ups – Contacts are opened in MS Exchange and records are created for new callers within the CRM system. No need to ask for customer phone numbers
  • Call Journals – A journal entry is created for the contact for easy access to call history so that agents can keep track of a customer’s needs

Integrate Exchange with your 3CX PBX
PBX Integration with MS Exchange Plugin
Installation Guide

Easy CRM Integration with 3CX Plugins

The 3CX Plugins are available from within the Management Console under the updates tab. Users of CRM applications that are not integrated with 3CX can develop their own CRM plugin in less than a day! Read more about how to do this here.

  • Out of the Box Integration – All of this is possible with the 3CX plugin for MS Exchange; your business starts reaping the rewards from the get-go

  • Quick & Easy Configuration – With just a few clicks in the Management Console and client, integration is configured and ready to go

  • Simple Setup of Outbound Calls – Allow users to launch outbound calls to contacts straight from the Exchange interface

Check out other 3CX Features

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