3CX Union Software (iMIS) Integration
Empower your association with Aatrox’s 3CX Union Software (iMIS) integration, seamlessly connecting iMIS-powered CRM with calls to streamline member engagement and boost operational efficiency.
Request 3CX–iMIS Integration
About
Union Software (iMIS)
Union Software is a comprehensive CRM and management platform built on iMIS, designed for associations, non-profits, and member-based organizations. It offers end-to-end solutions for membership management, event registration, fundraising, e-commerce, and content delivery. With customizable workflows, robust reporting, and integrations like email marketing and learning management systems, Union Software helps organizations nurture relationships, automate processes, and drive growth. Trusted by thousands of associations, it provides a 360-degree view of members, secure data handling, and scalable features to support everything from small chapters to large enterprises.
Why Integrate Union Software (iMIS) with 3CX?
Imagine a member call where their profile, event history, and donation records appear instantly in iMIS, enabling personalized conversations without delay. That’s the impact of integrating Union Software (iMIS) with the 3CX Phone System. This integration links iMIS’s member-focused CRM to 3CX’s reliable VoIP, delivering real-time data during calls to enhance engagement and reduce admin. It’s about fostering stronger member relationships, automating follow-ups, and optimizing operations. For another member-centric CRM, explore our 3CX Condat CRM Integration.
Member-Centric Automation:
Sync profiles and log calls to align with iMIS workflows.
Personalized Interactions:
Access Union Software data during calls for tailored member service.
Unified Engagement Data:
Centralize call and chat records in iMIS for comprehensive reporting.
Scalable for Associations:
Supports small groups to large organizations with flexible features.
Get Started
How Aatrox Makes It Happen
At Aatrox Communications, we’re experts in tailoring integrations for member-based platforms like Union Software. We offer custom Local (hosted locally) Union Software (iMIS) integration with 3CX, supporting secure on-premise or cloud deployments to meet your needs. Our team handles the full process—assessing your iMIS setup, configuring APIs, and testing for seamless performance—so you can focus on member growth. With Aatrox, you get a partner who understands association challenges, ensuring your systems enhance connectivity. Explore more on our 3CX CRM Integrations page.
Here’s how we do it:
Evaluate your Union Software and iMIS requirements.
Build secure API connections between iMIS and 3CX.
Test for a smooth, reliable experience.
Provide ongoing support to keep your integration evolving.
CRM Features
Features of 3CX Union Software (iMIS) Integration
Contact Synchronization:
Automatically sync iMIS member contacts with 3CX, displaying caller names on your phone for inbound and outbound calls.
Contact Lookup:
Search Union Software profiles by phone number during calls, with options to add them to 3CX for quick access.
Call Pop:
Generate unique URLs for each iMIS contact, allowing your team to instantly access member profiles or event details with one click.
Call Journaling:
Log call details into Union Software as notes or in a designated section, supporting four call types:
- Answered Inbound: Records answered calls with timestamps and staff notes.
- Unanswered Inbound: Tracks missed calls for follow-up actions.
- Answered Outbound: Logs outbound calls with duration and outcomes.
- Unanswered Outbound: Captures attempted calls for better member management.
Chat Journaling:
Push Facebook, website, SMS, and WhatsApp for Business chats into iMIS, centralizing all member interactions.
Click to Call:
Initiate calls directly from Union Software using TEL links, streamlining outreach.
Call Recording:
Record calls and access them via a secure link for future reference, stored in iMIS for easy retrieval.
AI Transcription and Summarization:
Use AI to transcribe and summarize calls, storing transcriptions and summaries in Union Software for reference and compliance.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
3CX Union Software Video Demonstration
Watch this short video to see the 3CX Union Software (iMIS) integration in action, from call pops to automated journaling in real-time member interactions.
Case Study
Enhancing Member Engagement for a Non-Profit Association
A non-profit association struggled with fragmented member data and slow follow-ups, affecting retention rates. Aatrox implemented a 3CX Union Software (iMIS) integration, syncing member profiles in real-time, logging calls into iMIS events, and integrating chats for seamless communication. The result? A 40% increase in engagement rates, a 25% reduction in admin time, and stronger member loyalty through personalized calls. Our custom local hosting ensured data security, allowing the association to focus on mission-driven work while we managed the tech. See how we optimized a sales team with our 3CX Nimble CRM Integration.
Start with us
Explore More CRM Integrations
Ready to discover more integrations for your organization? Aatrox offers tailored 3CX solutions for various needs:
- 3CX Monday CRM Integration: Customizable pipelines for dynamic sales automation.
- 3CX Condat CRM Integration: Specialized tools for education and migration agencies.
- 3CX HotDoc Integration: Patient engagement for healthcare practices.
- 3CX Zammad CRM Integration: Open-source multi-channel support for helpdesks.
- 3CX Less Annoying CRM Integration: Simple task reminders for small businesses.
- 3CX Streak CRM for Gmail Integration: Gmail-based pipeline management for freelancers. For reliable system support, check out our 3CX Hosted Solutions to keep operations smooth.
FAQ
FAQs for 3CX Union Software
It’s a seamless connection between Union Software’s iMIS CRM and 3CX, enabling member syncing, call logging, and real-time profile access during calls.
It automates member engagement, provides profile insights during calls, and centralizes data in iMIS, improving retention and operational efficiency.
Yes, it logs calls and chats into iMIS event modules, enhancing registration follow-ups and member participation tracking.
Absolutely, Aatrox offers custom on-premise hosting for secure, compliant deployments with iMIS data.
AI transcribes and summarizes calls, storing them in iMIS for compliance, linkable to member records, requiring an Enterprise 3CX license.
Yes, its scalability and focus on member relationships align with iMIS’s non-profit tools, supporting fundraising and engagement.