Here you find information on specific features of the telecom system or the provider. Please visit https://cloudcti.nl/crm-applications for extensive and specific functionality per CRM-integration.
Technical info
CloudCTI connects to the platform using TAPI.
Features
With 3CX, CloudCTI offers
• Set up a call automatically (click-to-call) with a mouse click or hot key.
• Caller recognition for phone numbers which are present in the integrated CRM application.
• With a mouse click, a screen showing the caller's data within the integrated CRM can be opened.
• Both Windows, MAC as well as Chromebook are supported.
• Automatically record calls* in the activity history of the caller's file.
*check for supported CRM applications: https://cloudcti.nl/crm-applications
How to connect
To connect your phone system to the CloudCTI client requires 3CX specific settings. Your reseller will often already have configured this for your account. To create the connection yourself, please follow the steps in the manual: https://cloudctidownload.blob.core.windows.net/files/Docs/ManualForTAPI…
Order info
If you are interested in the CloudCTI CRM integration with 3CX, experience the benefits of CRM integration yourself or offer the software to your customers, please contact our distributor NexxtCom for info on pricing and (free!) demo or reseller accounts.
End users are kindly advised to contact their telecom supplier.