Streamlined CRM Communication
3CX Close CRM Integration
Close more deals faster with Aatrox’s 3CX Close CRM integration, connecting Close’s modern, sales-first CRM with crystal-clear calls to eliminate tab-switching, automate logging, and accelerate your entire sales cycle.
Get Started with Close Integration
Details on CRM Integration
About Close CRM
Close is a beautifully simple, sales-focused CRM built for startups, SaaS companies, agencies, and high-velocity sales teams. It combines built-in calling, SMS, email sequences, power dialer, smart views, lead scoring, activity tracking, reporting, and automation, all in one fast, distraction-free interface. Close removes the complexity of traditional CRMs, giving your team everything they need to prospect, qualify, and close without leaving the app. With unlimited users, native calling/SMS, and deep integrations (Zapier, Gmail, Slack, etc.), Close is trusted by thousands of fast-growing companies to drive predictable revenue.
Why Integrate Close CRM with 3CX?
Imagine a lead calling and instantly seeing their full Close history, last email, call notes, deal stage, tasks, and power dialer status, right on your screen. That’s the game-changing efficiency of 3CX Close CRM integration. It merges Close’s sales-first design with 3CX’s enterprise-grade VoIP, giving your reps complete context during every call. No more “hold on, let me pull that up”, just faster qualification, higher close rates, and zero data entry.
Instant Deal Context:
See opportunity stage, tasks, notes, and emails the moment the phone rings.
Power Dialer + 3CX:
Combine Close’s lightning-fast power dialer with 3CX reliability.
Zero Manual Logging:
Every call automatically logged into Close as an activity.
Perfect for High-Velocity Sales:
Ideal for SaaS, agencies, outbound teams, and startups.
Get Started
How Aatrox Makes It Happen
At Aatrox Communications, we’re sales-tech specialists. We deliver custom Local (hosted locally) Close CRM integration with 3CX, supporting secure on-premise or cloud deployments. Our team configures the API, maps opportunities/activities, sets up call pop & journaling, and tests everything end-to-end, so your calls supercharge Close’s workflow.
Here’s how we do it:
Review your Close pipelines, sequences, and calling usage.
Set up secure API connections with OAuth2.
Configure call pop, auto-logging, and activity triggers.
Test live calls and provide ongoing support.
CRM Features
Features of 3CX Close CRM Integration
Contact Synchronization:
Auto-sync Close contacts & companies with 3CX, caller name instantly displayed.
Contact Lookup:
Search Close by phone during ringing, see full opportunity + activity history before answering.
Call Pop:
One-click to open the exact lead, contact, or opportunity in Close.
Call Journaling:
Automatically log answered/missed calls as Close activities on the correct record.
Chat Journaling:
Push SMS/WhatsApp/Facebook messages into Close notes or activities.
Click to Call:
Dial directly from Close with 3CX power (combines with Close power dialer).
Call Recording:
Recordings auto-attached to the Close opportunity/contact.
AI Transcription and Summarization:
AI transcribes and summarizes calls, posted into Close notes or tasks. AI transcription and summarization available exclusively with an Enterprise 3CX license.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
Case Study
3x More Dials & 2x Close Rate for a SaaS Sales Team
A fast-growing SaaS company using Close was losing momentum because reps had to switch tabs to find lead history during inbound calls. Aatrox deployed a full 3CX Close CRM integration with custom local hosting. Results in the first 60 days:
- 3× increase in daily dials (power dialer + 3CX)
- 2× higher close rate on inbound calls
- 100% of calls automatically logged into Close activities
- $180k in additional ARR from faster follow-ups
They now run their entire sales process from one screen, no lost context, no manual entry.
Explore More Integrations
Ready for more sales acceleration? Aatrox offers powerful 3CX integrations including:
- 3CX GoHighLevel CRM Integration: All-in-one marketing & sales for agencies.
- 3CX TeamGate CRM Integration: Simple sales pipeline for startups & SMBs.
- 3CX Leap CRM Integration: Digital sales for home improvement contractors.
- 3CX ServiceM8 Integration: Job management for trades & field service.
- 3CX Odoo CRM Integration: Open-source ERP + CRM for growing businesses.
- 3CX Webhook/API Request Integration: Connect any custom platform. For rock-solid hosting, see our 3CX Hosted Solutions.
Start with us
Get Started with Aatrox
Ready to make every call count with 3CX Close CRM integration?
Contact Aatrox Communications today, most integrations live in days.
FAQs
FAQs for 3CX Close CRM integration
A real-time connection that brings Close contacts, opportunities, and activities into 3CX, with every call automatically logged back into Close.
Yes, 3CX enhances Close’s power dialer with enterprise-grade reliability and call quality while keeping logging automatic.
Absolutely, missed calls can auto-create follow-up tasks, move deals, or trigger email sequences in Close.
Yes, fully supports custom pipelines, stages, and lead scoring; call context appears instantly.
Yes, Aatrox offers secure on-premise 3CX with full cloud Close connectivity.
Yes, AI transcription & summarization require an Enterprise 3CX license and post directly into Close activities/notes.