SIP Trunk Plans

Streamlined CRM Communication

HaloPSA CRM Integration

Streamline your IT service desk and client delivery with Aatrox’s 3CX HolaPSA CRM integration, connecting HolaPSA’s powerful PSA platform with seamless calls to log tickets instantly, view client history, manage projects, and resolve issues faster.

Get Started with ACT Integration


    Details on CRM Integration

    About HolaPSA CRM

    HolaPSA is a modern, cloud-based Professional Services Automation (PSA) and CRM platform built specifically for IT managed service providers (MSPs), IT support companies, and technology consultancies. It combines ticketing/helpdesk, project management, CRM, quoting & invoicing, recurring billing, time & expense tracking, knowledge base, client portals, asset management, contract & SLA management, and powerful reporting, all in one clean, fast interface. With strong automation, mobile apps, and deep integrations (Microsoft 365, Azure, ConnectWise, Autotask-style workflows), HolaPSA helps MSPs deliver exceptional service, improve technician efficiency, and grow recurring revenue without the bloat of legacy PSA tools.

    Why Integrate HolaPSA CRM with 3CX?

    Picture a client calling with an urgent ticket, and before you answer, their open tickets, SLA status, recent activity, assigned technician, and contract details instantly appear in HolaPSA. That’s the massive time-saving power of 3CX HolaPSA CRM integration. It merges HolaPSA’s MSP-focused PSA/CRM with 3CX’s enterprise VoIP, giving your team complete context during every support or sales call. No more “let me check the ticket”, just faster resolutions, happier clients, and higher CSAT.

    Instant Ticket & SLA Visibility:

    See open incidents, priority, due dates, and assigned engineer the moment the call comes in.

    Faster First Response:

    Open tickets, add notes, or escalate during the call.

    Automatic Call Logging:

    Every call logged as a time entry or note in the correct HolaPSA ticket/client.

    Perfect for MSPs & IT Teams:

    Works across helpdesk, projects, sales, and account management.

    Get Started

    How Aatrox Makes It Happen

    At Aatrox Communications, we specialize in MSP and PSA integrations. We offer custom Local (hosted locally) HolaPSA CRM integration with 3CX, supporting secure on-premise or cloud deployments. Our team configures the HolaPSA API, maps tickets/clients/contracts/assets, sets up call pop & activity logging, and tests everything, so your calls become the fastest way to update tickets and keep SLAs on track.

    Here’s how we do it:

    Review your HolaPSA tickets, projects, contracts, and custom fields.

    Configure secure API connections with OAuth2 or API tokens.

    Map clients, tickets, SLAs, and time entries to 3CX events.

    Test live inbound/outbound calls and provide ongoing support.

    Learn More About Our VoIP Solutions

    CRM Features

    Features of 3CX HolaPSA CRM Integration

    Contact Synchronization:

    Auto-sync HolaPSA clients & contacts with 3CX, caller name + company instantly displayed.

    Contact Lookup:

    Search HolaPSA by phone during ringing, see open tickets, SLA status, and recent activity before answering.

    Call Pop:

    One-click to open the exact client, ticket, project, or contract in HolaPSA.

    Call Journaling:

    Automatically log answered/missed calls as time entries, notes, or activities on the correct ticket/client.

    Chat Journaling:

    Push SMS/WhatsApp/Facebook messages into HolaPSA client/ticket notes.

    Click to Call:

    Dial directly from ACT! contacts or opportunities.

    Call Recording:

    Dial directly from HolaPSA client cards, tickets, or project views.

    AI Transcription and Summarization:

    AI transcribes and summarizes calls, posted into HolaPSA ticket notes or activities. AI transcription and summarization available exclusively with an Enterprise 3CX license.

    *AI transcription and summarization available exclusively with an Enterprise 3CX license.

    Details on CRM Integration

    Video Demonstration

    Watch the 3CX HolaPSA CRM integration in action, see instant ticket/client pop-up, SLA visibility, automatic time logging, and workflow triggers in under 90 seconds.

    Case Study

    Reducing Ticket Resolution Time by 42% for an MSP

    A 25-technician MSP using HolaPSA was struggling with slow phone-based ticket updates and missed SLAs. Aatrox deployed a full 3CX HolaPSA CRM integration with custom local hosting. Results in the first 90 days:

    • 42% reduction in average ticket resolution time
    • 100% of inbound calls logged as time entries/notes in HolaPSA
    • SLA compliance improved from 84% → 97%
    • Technician efficiency up significantly due to instant context

    They now handle more tickets per day with fewer escalations, all while keeping clients informed and happy.

    Explore More Integrations

    Ready for more MSP & service acceleration? Aatrox offers powerful 3CX integrations including:

    Start with us

    Get started with 3CX and
    Aatrox Communications today

    Contact Us

    FAQs

    FAQs for 3CX ACT CRM integration

    A real-time connection that brings HolaPSA clients, tickets, projects, SLAs, and contracts into 3CX, with every call automatically logged back into HolaPSA.

    Yes, works with all HolaPSA plans and supports unlimited technicians/clients.

    Yes, answered calls can auto-update ticket status, add time entries, or trigger escalation rules.

    Absolutely, call context appears in 3CX and activities sync to the correct project or contract record.

    Yes, Aatrox offers secure on-premise 3CX with full cloud HolaPSA connectivity.

    Yes, AI transcription & summarization require an Enterprise 3CX license and post directly into HolaPSA ticket notes.

    Get Your 3cx License Now!