3CX licensing Essential
3CX CRM integration opens up customer name & record
Save customer time
Skip the name spelling step and move directly to assisting. Quicker and smoother experiences boost customer satisfaction.
Save agent time
No more time wasted asking for names or searching records. Focus on solving your customer issues right away.
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 call transcriptions
Agent calls are automatically transcribed and attached to the CRM record. Agents understand history instantly.
Save agent time resolve issues quicker & boost customer satisfaction
Know exactly who’s calling, with the customer record open and ready before picking up the phone. Integrate your CRM or helpdesk with 3CX to save agents time and boost customer satisfaction.
Automatically create new contacts and greet existing leads personally. Resolve issues faster with instant access to service records. Click2Call directly within any CRM – no copying numbers and calls are logged for future reference.
3CX’s CRM integration takes care of the details, matching caller IDs to CRM records so agents are always prepared. New contacts are created for unknown numbers, and every call is logged, building a complete call history for easy follow-up.
With one-click calling, agents instantly connect with leads and clients, skipping manual entries and tedious searches. Customer records pop up automatically providing context at the start of each call.
3CX supports leading platforms like Salesforce Freshdesk Zendesk HubSpot and more.
3CX licensing Essential
3CX licensing Essential
Come prepared, know who’s calling
With 3CX CRM integration, customer records load as the call connects. Agents skip repetitive questions, accessing details upfront to resolve issues right away. Instant access to customer information speeds up resolutions, reducing wait times and improving satisfaction.
Integration with major CRM & helpdesks
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.
Empower your sales force
With 3CX’s CRM integration, agents can launch calls in a single click, with customer records instantly popping up to save time. Automatic call journaling and transcription logging eliminate tedious manual entries, allowing agents to focus on service.
Frequently Asked Question
Your CRM integration questions answered
Signing up with 3CX is straightforward and free from long-term contracts. Choose between 3CX’s hosted and self-hosted options to match your business needs and budget.
Yes, you can find setup support through our global network of trained 3CX Partners and Resellers. This service is offered at an additional cost by the partner of your choice. Talk to a 3CX Partner near you.
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.
Beyond calls, 3CX also supports WhatsApp, SMS texting, Facebook Messenger, and Live Chat, making it easy to manage customer interactions across multiple channels in one place.
3CX includes advanced call center features at no extra cost, such as call queues, call recording, and enhanced call handling options, ensuring you never miss an important customer call.
Your CRM integration can:
- See who’s calling and view their record
- Keep track of calls – both incoming and outgoing
- Update customer history and details with calls received and placed
- Store a link to call recordings (optional)
- Easily add new customer records in the 3CX Phonebook (optional)
- Allow for easy creation of contact records for new customers
There are a large number of pre-tested integrations with all the major industry players including Zoho, Salesforce, Hubspot, Vtiger and many more. You can see here for the full list.
It’s quite easy to build your own integration. You can allow approximately 2-3 days to do so provided you have firstly a professional developer with knowledge of your CRM system and secondly your CRM system has a REST API.
We support Freshdesk and Zendesk amongst others. You can see here for the full list.
Yes! 3CX integrates with Microsoft Office 365 and Google Workspace. Admins can sync users – and users can sync personal contacts and their calendar.
3CX License Pricing
Industries We Work With
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Healthcare
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Automotive
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Education
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Technology
Healthcare Case Study Bringing NHS Surgeries’ Communications Back from Critical Condition
3CX’s Call Recording & UC Features Meet Surgery Requirements. “The new system dispelled our previous hang ups about hosted telephony and new technologies. With our dedicated internet line we’ve had a consistent and reliable service. The call quality has been great.” Peter McIntyre, Practice Manager, NHS Read the case study.
A Case Study in the Automotive Industry - Buckle Up! Porsche Inter Auto Takes 3CX for a Spin
Thanks to advanced 3CX call center features, gearing up customer service was no issue. “3CX proved instrumental in helping take customer satisfaction to a higher level. We look forward to exploring new product features in upcoming 3CX updates.” Željko Hitrec, Communication Manager, Porsche Inter Auto.
A Case Study in Education: Douglas County School District Enjoys Increased Security and Significant Savings
3CX was chosen above Jive®* and Cisco®* as most cost effective: “This was one of the best decisions we made. The 3CX system is easy to configure and manage and runs on hardware we already owned. ROI will be less than three years.” John Endter, IT Director, Douglas County School District.
Our Case Study in Technology Showcases Benefits to Brazil’s Largest Data Center Provider
With company telephony costs reduced by 20% and increased employee mobility: “We gained high availability VoIP, easy system admin and advanced communications features. Our teams have quality communication capabilities to respond quickly to our customers.” Fábio Trimarco, IT Governance Manager, Ascenty.
More than 350,000 businesses globally trust 3CX to power their everyday communications
