Streamlined CRM Communication

3CX Bigin CRM Integration

Give your small business sales team the edge they need on every call. Aatrox's 3CX Bigin CRM integration connects Bigin by Zoho CRM with 3CX. The result is instant access to contact details, pipeline stage, deal history, and open tasks the moment every call connects. 

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    Details on CRM Integration

    About Bigin CRM

    Bigin by Zoho CRM is the simplest yet most powerful CRM solution built specifically for small and micro businesses. It is trusted by over 30,000 customers worldwide and is rated 4.6 out of 5 across major review platforms. Bigin is part of the trusted Zoho product family and is designed to get businesses up and running in under 30 minutes. It features team pipelines for tracking multiple sales processes in one place, a 360-degree contact view showing every interaction in a unified record, and multi-channel communication including email sync with Gmail and Outlook, built-in calling, WhatsApp for Business integration, and social lead capture from Facebook, Instagram, LinkedIn, and TikTok. Bigin also includes workflow automation, task and appointment management, Google and Microsoft Calendar sync, and highly rated mobile apps for iOS, Android, iPadOS, and macOS. With a forever-free plan for basic features and paid plans starting from just $7 per user per month, Bigin is an accessible and practical CRM for Australian small businesses ready to grow. 

    Why Integrate Bigin CRM with 3CX?

    Imagine a prospect calls your business. Before your rep picks up, their full Bigin contact record is already on screen. You can see their pipeline stage, deal value, recent email history, and any open follow-up tasks. That is the immediate advantage of 3CX Bigin CRM integration. Your team gets full deal context on every call. No searching mid-conversation. No missed follow-ups. Just focused sales conversations that move deals forward. 

    Full Deal and Contact Context on Every Call:

    See pipeline stage, deal value, email history, and open tasks before you say hello.

    Faster, More Confident Sales Conversations:

    Know exactly where every deal stands before the call begins.

    Automatic Call Logging:

    Every call is recorded as an activity on the Bigin contact record automatically. No manual entry needed.

    Perfect for Australian Small Businesses and Startups:

    Built for growing teams that need a simple, powerful CRM and a professional phone system working together.

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    How Aatrox Makes It Happen

    At Aatrox Communications, we specialise in CRM and business software integrations for Australian small businesses. We offer custom Local (hosted locally) Bigin CRM integration with 3CX. Secure on-premise and cloud deployments are both supported. Our team handles everything from API configuration and field mapping to call pop, activity logging, and end-to-end testing. 

    Here's how we do it: 

    Review your Bigin CRM pipelines, contacts, deals, and team workflows.

    Configure secure API connections to Bigin CRM.

    Map contacts, deals, pipeline stages, and custom fields to 3CX call events.

    Test live calls and provide ongoing support.

    CRM Features

    Features of 3CX Bigin CRM Integration

    Contact Synchronization:

    Auto-sync Bigin CRM contacts with 3CX. Caller namecompany, pipeline stage, and deal value appear instantly on every call.

    Contact Lookup:

    Search Bigin CRM by phone number during a call. See deal stage, recent email interactions, and open tasks before answering. 

    Call Pop:

    One click opens the exact Bigin CRM contact or deal record directly from the 3CX call screen. 

    Call Journaling:

    Answered and missed calls are automatically logged as activities on the Bigin CRM contact timeline. Zero manual entry required. 

    Chat Journaling:

    Push SMS, WhatsApp, and Facebook messages into Bigin CRM contact notes. Every touchpoint stays in one place. 

    Click to Call:

    Dial prospects or customers directly from any Bigin CRM contact or pipeline record. 

    Call Recording:

    Recordings are automatically attached to the relevant Bigin CRM contact for easy reference, training, and compliance. 

    AI Transcription and Summarization:

    Calls are transcribed and summarised, then posted into Bigin CRM contact notes. Available exclusively with an Enterprise 3CX license. 

    *AI transcription and summarization available exclusively with an Enterprise 3CX license.

    Case Study

    Increasing Deal Conversion by 33% for an Australian Small Business

    A small Australian professional services business was using Bigin CRM to manage their sales pipeline but had no connection between their phone system and CRM. Sales staff answered calls blind, with no visibility into where the prospect sat in the pipeline. Manual note-taking after calls was inconsistent and time-consuming. Aatrox deployed a full 3CX Bigin CRM integration with custom local hosting. Results in the first 90 days: 

    • 33% increase in deal conversion rate 
    • 100% of calls automatically logged into Bigin CRM contact records 
    • 4+ hours saved per week on manual CRM updates and post-call data entry 
    • Sales conversations improved significantly, with full pipeline context available on every call 

    The team now closes deals faster and spends less time on admin. Bigin CRM and 3CX work as one connected system.

    Explore More Integrations

    Ready for more business acceleration? Aatrox offers powerful 3CX CRM integrations for Australian businesses, including: 

    For reliable local hosting, see our 3CX Hosted Solutions.

    Start with us

    Get Started with Aatrox

    Ready to turn every call into a smarter sales conversation with 3CX Bigin CRM integration?

    Contact us now to book your free consultation!

    FAQs

    FAQs for 3CX Bigin CRM Integration

    It is a real-time connection between 3CX and Bigin by Zoho CRM. Contact details, pipeline stage, and deal history appear in 3CX during calls. Every call is automatically logged back into Bigin CRM as a contact activity. 

    Yes. It works with all Bigin CRM plans including the free tier, and supports small businesses of all sizes across Australia. 

    Yes. Missed calls can automatically create follow-up tasks or trigger pipeline stage updates in Bigin CRM so no deal opportunity is ever missed.

    Yes. Pipeline stage and deal data from all Bigin team pipelines appear in 3CX during calls, and every call activity syncs back to keep your pipeline fully up to date.

    Yes. Aatrox offers secure on-premise 3CX with full cloud Bigin CRM connectivity. Ideal for Australian small businesses with data security or sovereignty requirements. 

    Yes. AI transcription and summarisation require an Enterprise 3CX license. Summaries post directly into Bigin CRM contact notes. 

    Get Your 3cx License Now!