CRM integration to know who is calling
Identify a caller even before you pick up the phone by integrating 3CX with your CRM or help desk system. Access the open customer record directly and see when they last called and who they spoke to. This saves your agents time, impresses your customers, and allows you to handle more calls and make more sales!
The integration likewise allows you to call directly from your CRM system. Click on a phone number to initiate a call and record and log it at the same time. New customer records can be automatically created for incoming calls from unknown numbers. This is how you give wings to your sales team.
Here are a few of the most popular CRM solutions: Hubspot, Bitrix, Salesforce, Microsoft Dynamics, etc.