The 3CX CRM Integration module is a Windows application residing in the system tray that allows you to integrate 3CX Phone System with different CRM systems. The module provides out of the box integration with Salesforce, Microsoft Dynamics CRM, Sage ACT!, SugarCRM and Google Contacts. The integration with other CRM systems can be easily achieved by creating custom plugins.
When a call arrives into your extension, you will be notified about it with a screen pop-up containing the information of the contact that is calling you. The 3CX CRM Integration module does this by searching the CRM system that you are using. If the caller ID matches one of your contact’s phones, the contact’s information will be shown in a screen pop-up.
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