3CX CRM integration opens up customer name & record
Know who calls
Know exactly who’s calling and have the customer record open before picking up the phone. Work smarter to better assist customers.
Save agent time
No more time wasted asking for names or searching records. Focus on solving your customer issues right away.
Save customer time
Skip the name spelling step and move directly to assisting. Quicker and smoother experiences boost customer satisfaction.
Respond faster
Resolve issues faster by having customer records at your fingertips. Faster responses make customers happier too.
Click2Call
Empower sales. Launch single click calls from your CRM. Save agents time by auto populating customer records and creating new contact entries for new leads and call journaling.
Major CRM players
Pre-tested integration with all the major industry players including Zoho, Salesforce, Hubspot, Freshdesk, Zendesk, Vtiger and others. Or build the integration yourself with a CRM template.
Stay connected, always! The integration is not just for calls. With 3CX you can manage WhatsApp, Live Chat, SMS texting and Facebook all in one place.
With the 3CX advanced call center features - never miss a call again. For small business this is included at no extra cost. Includes call queues, recording and more.
Get started
#1 Sign up and have 3CX installed in no time
Signing up with 3CX is easy to do. It’s your first step towards major cost savings. Even better you’re not locked into a contract leaving you free to walk away at any time if you so wish. To get started select the 3CX that fits your business - hosted by 3CX or self-hosted - at the price that’s right for you with the features your business needs.
#2 Bring your own SIP Trunk and number
With 3CX we give you freedom to choose your own SIP trunk and phone numbers. This means you avoid expensive bundled numbers, unexpected call charges and unnecessary multi-year contracts. We’ve already done the negotiating for you so you - along with more than 350,000 of our existing customers benefit when choosing key hyperscalers including Amazon, Amazon Lightsail, Google and Digital Ocean.
#3 Supported by a large community of Partners and Resellers
You can Find a Partner near you - by selecting from our very large global community of partners and resellers. A 3CX Partner is trained to help you set up your 3CX PBX phone system. This service is provided by the Partner and comes at an additional cost.
Discover more benefits!
Your questions answered...
Level up your business with 3CX. Boost customer experience with KYC CRM integration.
Get a professional business phone system: Top-rated PBX with MS 365 and KYC CRM integration.
Integrate your PBX with your CRM to know who's calling | CRM integration solution
"It integrates smoothly with other communication platforms...which is our primary CRM for customer communication."
"Reasons for choosing 3CX: The main reason is the integration with CRM."
"The software is top-notch. I notice the quality because I've been a software engineer for almost 30 years."
