3CX CRM Integrations
ConnectWise 3CX Integration
Aatrox Communications has developed a platform
which allows us to integrate 3CX into one to many CRMs.
Contact us to learn more with our integrated CRMs
Benefits of CRM Integration
Why use a CRM Integration
with your phone system?
When integrating your CRM with your 3CX Phone system you will be able to know exactly who is calling before you pickup the phone. 3CX will automatically query the CRM to ensure it has the latest contact record details and download the contact to use in 3CX. The contact will then be able to be used to search and dial the contact, send SMS and display the Caller ID.
CRM Capabilities
ConnectWise Capabilities
3CX provides easy and straightforward server-side integration with ConnectWise via the 3CX API for CRM, with these benefits:
Contact Synchronization
Inbound / outbound calls from / to external numbers trigger a CRM contact lookup to add to 3CX Contacts, so the contact name is automatically shown on your phone’s display when dealing with a call.
Call Pop-ups
When using the 3CX Web Client, the customer record is brought up to you automatically when you receive an inbound call.
Call & Chat Journals
Calls are logged as CRM call records and chats are logged as CRM activity records.
Click to Call
Launch calls directly from ConnectWise via 3CX, using the 3CX Desktop App for Windows.
AI Transcription and Summary*
Use AI to transcribe and summarize calls, storing transcriptions and summaries in ConnectWise for reference and compliance.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
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