3CX, international telecommunications developer of Windows-based PBX software, today announced the launch of its new CRM module, which allows complete integration of telephony functions within a CRM package. This functionality increases user productivity, enhances reporting for management and improves customer service levels. With 3CX CRM integration, you can:

• Launch calls to contacts with a single click straight from the CRM application. No need to retype the phone number.
• Inbound calls are automatically linked to a customer record based on their caller ID and the customer record is brought up automatically upon receiving a call. This saves time for customer service personnel and allows more professional handling of calls, creating a better impression for customers.
• All calls are logged as call records in the CRM package. This allows sales personnel to easily keep track of calls made to a customer and to take notes of what needs to be actioned.
• Call activity reports become much more accurate and therefore meaningful to management as all calls are automatically logged without the need for the user to manually create activity records.
• Missed calls are logged and linked to the customer’s record so that customer service personnel can quickly call them back.

CRM integration for Microsoft Outlook is included as standard with the 3CX Phone System commercial license. The 3CX CRM Integration module has a 30-day trial. Once the trial has ended, you’ll need to enter a licence key to keep the integration active.