Integrate your phone system and your CRM with 3CX

3CX CRM Integration allows you to integrate your CRM, ERP or Accounting System and be able to launch calls with a single click. Inbound calls are automatically linked to the customer record which pops-up on the screen and all calls are logged in the CRM package.

Discover the benefits of upgrading to a 3CX Telephone System. Get a FREE Quotation

3CX Unified communications built, for business

Integrate with your Software and CRMs >

Optimise your business with seamless software integration. Allow your team to work efficiently and manage their time more effectively with screen popping, click to dial, call logging and more.

Seamless Workflows with CRM Integration >

Contacts synchronised between 3CX and the CRM activate click-to-call functionality. 3CX also triggers CRM call pop-ups for incoming calls from customers. Plus, new contacts and call records are created automatically, eliminating the need for manual logging by your staff.

KWC – know who is calling >

Know exactly who is calling before you pick up the phone by integrating your CRM software or helpdesk system with 3CX.

3CX CRM integration opens up customer name & record >

With 3CX you can integrate your CRM, ERP and Accounting System with your PBX and be able to launch calls with a single click. Inbound calls are automatically linked to the customer record which pops-up on the screen and all calls are logged in the CRM package.

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 Staff 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.

Click to Call >

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.

Chat, SMS & Whatsapp >

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.

Queue Calls >

With the 3CX advanced call centre features - never miss a call again. For small business this is included at no extra cost. Includes call queues, recording and more.

Web Chat >

Integrate a fully featured web chat onto your website to increase lead generation, grow your business and generate revenue.

CRM Integration with the 3CX API >

If your CRM is not included as a standard integration, 3CX allows easy integration of other CRM systems via API. Birmingham Telecom are able to develop the template for any REST API based CRM system and then import the template into 3CX. 

Upgrading to 3CX is easy. Call us today on 0121 716 8888 >

Save up to 82% on your bills when you upgrade to a 3CX telephone system through Birmingham Telecom.

We enable your business to do more!

Explore the Industry-leading cloud telephony features you get with 3CX >

Elevate the quality & reliability of your business telephone system from just £14 per month and never lose service again with a 3CX Telephone System. For help, advice or for a quote, please get in touch with the Birmingham Telecom team today on 0121 716 8888 or simply drop us an email.

3CX Phone System
Installation

  • Get a FREE 3CX Quotation
  • Free Onsite Surveys & Advice
  • 3CX Advanced Platinum Partners
  • We handle all licensing renewals, Hosting, Support and SIP Trunking Needs

3CX Phone System
Service & Support

  • 3CX Technical support
  • Professional 3CX Installation
  • Experienced 3CX Engineers
  • 3CX Platinum Partners
  • See how 3CX can help.
    Call us today on 0121 716 8888

3CX Hosting
and Other Services

  • Dedicated 3CX Hosting
  • 3CX Support & Updates
  • 3CX Compatible SIP Trunking
  • See how 3CX can help.
    Call us today on 0121 716 8888

Frequently Asked Questions >

Birmingham Telecom are a customer focused provider who are experts in business VoIP, IP and SIP Trunking.

Get in touch with our team to discuss how upgrading to SIP phone lines can benefit your business.  SIP is replacing ISDN and PSTN by 2025 so if you have not done so already, it is good practice to find out what options you have before the switch off deadline.

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.

We support Freshdesk and Zendesk amongst others. 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. See the DIY integration guide here.

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

Yes! 3CX integrates with Microsoft Office 365. Admins can sync users – and users can sync personal contacts and their calendar. You can read more about it here.

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Get a Quote

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Installation

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Interested in a 3CX phone system? Get your FREE quotation online >

Find out how we can help provide your business with a 3CX telephone system saving you up to 82%. Call our team on 0121 716 8888 for your FREE quotation.

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Remote support >

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Contact us >

Drop us an Email or call our team on 0121 716 8888