Streamlined CRM Communication
3CX Capsule CRM Integration
Power up your small business with Aatrox’s 3CX Capsule CRM integration, blending effortless calls with a simple, yet powerful CRM to grow relationships.
Get Started with Capsule integration
About Capsule
Capsule and 3CX Integration
Capsule CRM is a smart, cloud-based CRM trusted by over 10,000 businesses worldwide. Designed for startups, freelancers, and small to medium-sized businesses, it simplifies contact management, sales tracking, and task organization. With its user-friendly interface, customizable pipelines, and integrations with tools like Microsoft 365, Xero, and Zapier, Capsule helps teams stay organized and build lasting customer relationships without the complexity of traditional CRMs. Its affordability and zero setup costs make it a go-to choice for businesses looking to streamline operations and focus on growth.
Why Integrate Capsule CRM with 3CX?
Imagine picking up a call and instantly seeing your customer’s full history, contacts, deals, and tasks right there on your screen. That’s the magic of integrating Capsule CRM with the 3CX Phone System. This integration connects your CRM to a robust VoIP platform, giving your team real-time access to customer data during calls. It’s about working smarter, delighting customers, and closing deals faster.
Streamlined Workflows:
Automate contact syncing and call logging to cut down on busywork.
Stronger Connections:
Access Capsule’s customer insights during calls for personalized interactions.
All-in-One Data:
Keep call and chat records in Capsule for easy tracking and reporting.
Perfect for Small Teams:
Scales with your business, from solo entrepreneurs to growing teams.
Get Started
How Aatrox Saves the Day
At Aatrox Communications, we’re here to make your business run smoother. Our team builds a tailored 3CX Capsule CRM integration that slots perfectly into your daily grind, handling setup, testing, and tweaks with ease. We get it—your focus is on customers, not tech headaches. That’s why we ensure your systems work like a dream, letting you nurture relationships while we manage the details. Curious about our other solutions? Visit our 3CX CRM Integrations page.
Here’s how we make it happen:
Get to know your business needs and current setup.
Create secure API connections between Capsule CRM and 3CX.
Test everything to ensure a flawless, hassle-free experience.
Provide ongoing support to keep your systems running smoothly.
CRM Features
Features of 3CX Capsule CRM Integration
Contact Synchronization:
Automatically sync Capsule CRM contacts with 3CX, showing caller names on your phone for every inbound or outbound call.
Contact Lookup:
Search Capsule contacts by phone number during calls, with options to add them to 3CX for quick access.
Call Pop:
Generate unique URLs for each Capsule contact, letting your team jump straight to customer details or sales opportunities in Capsule with one click.
Call Journaling:
Log call details into Capsule as notes or in a dedicated section, covering four call types:
- Answered Inbound: Records answered calls with timestamps and team notes.
- Unanswered Inbound: Tracks missed calls for quick follow-ups.
- Answered Outbound: Logs outbound calls with duration and outcomes.
- Unanswered Outbound: Captures attempted calls for better lead management.
Chat Journaling:
Push Facebook, website, SMS, and WhatsApp for Business chats into Capsule, keeping all customer touchpoints in one place.
Click to Call:
Start calls directly from Capsule using TEL links, making outreach a breeze.
Call Recording:
Record calls and access them via a secure link for future reference, stored in Capsule for easy retrieval.
AI Transcription and Summarization:
Use AI to transcribe and summarize calls, saving transcriptions and summaries in Capsule for compliance and review.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
Case Study
Boosting a Startup’s Sales Game
A small marketing startup struggled with scattered customer data and missed follow-ups, slowing their sales momentum. Aatrox stepped in with a 3CX Capsule CRM integration, syncing contacts instantly, logging calls automatically, and pulling chats into Capsule. The result? A 40% boost in lead response speed, a 30% increase in sales team productivity, and happier clients thanks to personalized, data-driven calls. Our custom solution let the startup focus on growth while we handled the tech. See how we helped a migration agency with our 3CX Condat CRM Integration.
Start with us
Explore More Integrations
Ready to supercharge your business with more integrations? Aatrox offers a range of 3CX solutions to fit your needs. Discover 3CX 1C CRM Integration for specialized CRM workflows or 3CX Smokeball Integration for legal practices. For seamless system management, check out our 3CX Hosted Solutions to keep everything running smoothly.
Start with us
Get Started with Aatrox
Ready to take your customer relationships to the next level with 3CX Capsule CRM integration? Contact Aatrox Communications today to simplify your workflows and grow your business. Contact us now to get started!
FAQ
3CX Capsule CRM Integration
It’s a seamless link between Capsule CRM, a simple CRM for small businesses, and 3CX, enabling contact syncing, call logging, and real-time customer data access during calls.
It streamlines workflows by automating tasks, improves customer interactions with instant data access, and centralizes records in Capsule, saving time and boosting sales.
Yes, Aatrox ensures the integration is user-friendly, preserving Capsule’s intuitive design while adding powerful call features for efficiency.
Absolutely, calls are recorded with secure links in Capsule, and AI transcribes and summarizes them for compliance and easy reference.
Capsule maintains PCI-DSS compliance and strict security standards, and Aatrox uses secure APIs to protect your data, ensuring client information stays safe.
Aatrox typically completes setup and testing in a few days, tailored to your needs, with ongoing support for a smooth experience.