MAJOR CRMS INTEGRATE
Seamlessly integrates with top industry platforms like Zoho, Salesforce, HubSpot, Dynamics, Zendesk, and more, all pre-tested for compatibility. Alternatively, customize your own integration using a CRM template.
AI SPEECH-TO-TEXT
Automatically converts spoken conversations during calls into text. As the conversation unfolds, the AI-driven system transcribes the dialogue, capturing every detail, including customer questions, agent responses, and important discussion points.
ENHANCED CUSTOMER EXPERIENCE
Provides agents with real-time customer information, enabling personalized interactions that build stronger relationships and improve satisfaction.

CONNECT CALLS WITH CUSTOMER DATA INSTANTLY

Enhance every conversation with instant access to key insights, improving efficiency and customer satisfaction at every touchpoint.

CLICK-TO-CALL

Enables users to initiate calls directly from the CRM with a single click, streamlining outbound communication and improving workflow efficiency.

IMPROVED DATA ACCURACY

Ensures all communication is captured and stored in one place, minimizing errors and maintaining comprehensive records for better decision-making and follow-up.

INCREASED EFFICIENCY

Automates call logging and customer data access, reducing manual tasks and allowing teams to focus on more valuable activities.

CALL ANALYTICS AND REPORTING

Provides detailed insights into call performance, helping teams track metrics like call duration, volume, and outcomes to optimize communication strategies.

AUTOMATIC CALL LOGGING

Automatically records call details and logs them directly into the CRM, saving time and ensuring accurate tracking of interactions.

VOICEMAIL TRANSCRIPTION

Attaches audio files into the CRM and transcribes the voicemails into text, allowing for quicker review and response.

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INTEGRATE YOUR CRM WITH A 3CX PHONE SYSTEM TODAY!

Get in touch with our team of business phone system specialists.

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FAQs

Which CRMs are compatible with popular business phone systems like 3CX?

Business phone systems like 3CX integrate with leading CRMs, including Salesforce, Zoho, HubSpot, and Microsoft Dynamics. This compatibility allows for seamless data sharing, enhancing customer insights and making it easy to manage calls, track histories, and streamline customer interactions.

What are the benefits of integrating a CRM with my business phone system?

Integrating a CRM with your phone system improves efficiency by automatically logging calls, displaying customer details, and syncing data between platforms. This helps streamline workflows, improve customer service, and provide actionable insights, making interactions more personalized and efficient.

How does CRM integration improve customer interactions?

CRM integration with phone systems enables instant access to caller history and data, allowing employees to provide personalized and responsive service. This improves customer satisfaction, reduces response times, and supports better-informed, efficient interactions, enhancing overall customer experience.

Is CRM integration secure, and how is customer data protected?

Yes, CRM integrations are designed with data security in mind, using encryption and compliance with standards like GDPR. By safeguarding sensitive information, integration helps ensure that customer data remains protected throughout interactions, meeting privacy and security requirements.

Will CRM integration work for remote or mobile employees?

Most CRM-integrated phone systems support remote and mobile access, allowing employees to view and log customer data from any location. This keeps remote teams connected, productive, and able to provide consistent service whether they’re in the office or on the go.