Know exactly who is calling and have the customer record open before picking up the phone. Easily done when integrating your CRM or helpdesk system with 3CX! Save your agents’ precious time and boost customer satisfaction. Automatically create new contacts and answer existing leads with a personalized greeting. Resolve issues faster by having immediate access to customer service records. Click2Call directly within any CRM or helpdesk platform. No copying and pasting of numbers, and calls are journaled for future reference.
Come prepared, know who's calling
- Matches caller ID to a record in your CRM / helpdesk software.
- Creates a new customer record for new numbers.
- Logs calls to the customer record so you can see call history.
- Impress customers and save your staff tedious searching time.
Empower your sales force
- Launch calls in a single click right from your CRM.
- Save agents time by automatically popping up customer records.
- Automatic call journaling removes tedious manual call entries.
- Build custom call flows to automate questions and workflows.
Supports popular CRM and helpdesks
- Salesforce, Freshdesk.
- Microsoft Dynamics, Microsoft 365.
- Zendesk, Hubspot, and many more.
- CRM integration wizard integrates REST-enabled systems.
Automate customer workflows with the CFD
- Ask for customer or case numbers to save agents time.
- Route calls based on customer number or custom question.
- Route calls based on time of day or build phone surveys.
- Read about our Call Flow Designer (CFD).
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