CRM Integrations
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
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.
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.
When using the 3CX Web Client, the customer record is brought up to you automatically when you receive an inbound call.
Calls are logged as CRM call records and chats are logged as CRM activity records.
Launch calls directly from Bitrix24 via 3CX, using the 3CX Desktop App for Windows.
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