How To Setup CRM Integration with 3CX Phone System

Two of your companies most important tools are your phone system and CRM system. I'll show you how to connect your phone system to your CRM.

Your CRM is your customer database and may hold your customers order history. Integrating your CRM to our Phone System is beneficial. 

By integrating you:
 – Shorten the time customers wait for calls to be answered
 – Customer information automatically appears on screens for employees
 – Avoid re-entering customer information
 – Get down to business more quickly and serve more customers

3CX Integrates with the following CRMs:
– Microsoft Outlook
– Microsoft Office 365
– Microsoft Dynamics
– Google Contacts
– Freshdesk
– Nutshell
– MS Exchange
– Insightly
– Exact Online
– Salesforce
– SugarCRM
– Act!
– Zendesk
– Datev
– Vtiger

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Published by

Dar Zuch

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