HaloCRM 3CX Integration
3CX CRM integration allows you to seamlessly integrate HaloCRM with 3CX for both inbound and outbound calls.
3CX Integration
A 3CX Telephone system integration is usually something most of our competitors would charge you inordinate prices to use, but as with all other functionality in HaloCRM, we include it as standard.
Allowing your agents to see who is calling, with avatars of the users if they have been uploaded, and all the relevant information they could need, in order to provide the very best service.
The screens aren’t just informative, but incredibly useful, and interactive. Add notes of how the call is progressing, add details of the outcome of the call, and much more.
Key aspects of 3CX integration
- Unobtrusive but easily visible pop-up notification of the telephone system notifying of an incoming call.
- See whether calls are internal or external, and show images from the avatars that have been uploaded by your agents and your customers.
- Set default greetings that your call handlers will use when first speaking with the caller, and any call handling information needed.
- Visible caller information that is available from their end-user account, such as e-mail, packages, scope of service and preferred agents.
- Add notes on the customer as the call is happening, to share information with your colleagues, such as what happened on the last call.
- Overview the customer’s active tickets as they call through, so you can easily find the ticket that they may be calling about.
- View other calls logged at their business, to see if the issue has arisen for other people at their location, and stop duplicates.
- Log the outcome of the call, by creating a new ticket, or updating an existing ticket quickly and easily from the same interface.
- Transfer calls to your colleagues, if the caller wishes to speak with them, or to escalate with the relevant departments quickly.
- Assisted transfer is available also, so you can bridge the gap between the caller and the person you’re transferring them to.
To find out about our other integrations available, visit our integration page.
3CX ITSM Integration, 3CX ITSM Integration
