Streamlined CRM Communication
3CX Method CRM Integration
Streamline your QuickBooks-powered business with Aatrox’s 3CX Method CRM integration, synchronizing CRM automation with seamless calls to automate workflows and enhance customer engagement.
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About Method
Method and 3CX Integration
Method CRM is a customizable platform tailored for QuickBooks users, serving businesses in wholesale, distribution, and field services since its inception. It offers two-way sync with QuickBooks Online and Desktop, workflow automation, lead management, email marketing, estimates, proposals, e-signatures, work order scheduling, time tracking, invoicing, payments, and support cases. With a mobile app and customer portals, Method CRM reduces manual processes by automating sales from contact to payment. Its no-contract, 14-day free trial and free customization consultation make it accessible, focusing on real results like doubled revenue and 80% less office time for owners.
Why Integrate Method CRM with 3CX?
Imagine a call where your QuickBooks-synced estimates and work orders appear instantly, turning discussions into actionable steps without switching apps. That’s the benefit of integrating Method CRM with the 3CX Phone System. This integration combines Method CRM’s automation with 3CX’s VoIP efficiency, providing real-time access to leads and invoices during calls for quicker resolutions. It’s about minimizing errors, saving time, and maximizing productivity.
Automated Workflows:
Sync contacts and log calls to align with Method CRM’s QuickBooks automation.
Enhanced Field Service:
Access work orders during calls for on-the-spot scheduling and support.
Integrated Efficiency:
Centralize data in Method CRM for seamless invoicing and reporting.
Tailored for QuickBooks Users:
Scales with your business, from solo operations to multi-user teams.
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How Aatrox Makes It Happen
At Aatrox Communications, we excel in integrations that complement your QuickBooks ecosystem. We offer custom Local (hosted locally) Method CRM integration with 3CX, allowing secure on-premise deployments alongside cloud options. Our team handles the full process, from needs assessment to deployment and testing, ensuring a smooth fit with your workflows. We eliminate tech frustrations, allowing you to focus on sales and service. Discover more tailored CRM options on our 3CX CRM Integrations page.
Our process includes:
Understanding your QuickBooks and Method CRM setup.
Establishing secure API connections between Method CRM and 3CX.
Testing for compatibility and performance.
Providing ongoing support for custom adjustments.
CRM Features
Features of 3CX Method CRM Integration
Contact Synchronization:
Automatically sync Method CRM contacts with 3CX, displaying caller names on your phone for inbound and outbound calls.
Contact Lookup:
Search Method CRM contacts by phone number during calls, with options to add them to 3CX for quick access.
Call Pop:
Generate unique URLs for each Method CRM contact, allowing your team to instantly access estimates or work orders in Method CRM with one click.
Call Journaling:
Log call details into Method CRM as notes or in a designated section, supporting four call types:
- Answered Inbound: Logs answered incoming calls with timestamps and agent notes.
- Unanswered Inbound: Records missed calls for follow-up actions.
- Answered Outbound: Tracks outbound calls with duration and outcomes.
- Unanswered Outbound: Logs attempted calls for better lead management.
Chat Journaling:
Push Facebook, website, SMS, and WhatsApp for Business chats into Method CRM, ensuring all interactions are centralized.
Click to Call:
Initiate calls directly from Method CRM using TEL links, streamlining outbound communication.
Call Recording:
Record calls and access them via a secure link for future use, ensuring easy retrieval and review in Method CRM.
AI Transcription and Summarization:
Use AI to transcribe and summarize calls, storing transcriptions and summaries in Method CRM for reference and compliance.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
Case Study
Streamlining Field Services for a Distribution Company
A distribution company faced delays in order processing and customer follow-ups due to disconnected tools. Aatrox introduced a 3CX Method CRM integration, enabling real-time contact syncing, call journaling, and chat consolidation in Method CRM’s QuickBooks-linked system. The result? A 40% reduction in processing time, a 25% increase in order accuracy, and improved customer loyalty through prompt, informed responses. Our custom solution, with local hosting capabilities, allowed the company to scale operations while we managed the integration.
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Explore More Integrations
Ready to explore additional CRM integrations to boost your business? Aatrox offers a variety of 3CX solutions for different industries.
Discover 3CX Nimble CRM Integration for AI-powered lead prospecting and relationship building.
Try 3CX Capsule CRM Integration for affordable, straightforward contact management.
Explore 3CX Condat CRM Integration for specialized tools in education and migration agencies.
See 3CX Zammad CRM Integration for open-source multi-channel support.
Dive into 3CX Less Annoying CRM Integration for simple task reminders and lead organization.
For sales-focused automation, check out 3CX Vtiger Integration to automate pipelines and marketing.
FAQ
3CX Method CRM Integration
It’s a customized link between Method CRM’s QuickBooks automation and 3CX, supporting contact syncing, call logging, and real-time access to invoices during calls.
It leverages Method CRM’s two-way QuickBooks sync for items and payments, logging calls directly into Method CRM to update financial records automatically.
Yes, it enhances work order scheduling and time tracking by incorporating call data, allowing mobile teams to update jobs from the field app.
Yes, Aatrox provides custom local (on-premise) hosting for secure setups, compatible with Method CRM’s QuickBooks Desktop sync.
AI transcribes and summarizes calls, storing them in Method CRM for compliance, with easy linkage to support cases or sales notes for better auditing.
It complements e-signatures by logging call discussions as notes in Method CRM, ensuring follow-ups on proposals and contracts are tracked seamlessly.
