Many CRMs. One 3CX.
3CX connects one CRM per phone system. CRM Proxy connects many: CRMs, help desks and ERP systems on the same 3CX, with caller pop-up and call journaling for inbound and outbound calls and chats.
What you get
Caller pop-up from every system
An incoming call is looked up in all connected systems. Your team sees the caller's name and opens the matching record with one click.
Call and chat journaling
Answered, missed and outgoing calls are written to the right record with talk time and call path. Chats are logged where the system supports it.
Departments and companies
Give each department, or each company on a Multi-Company 3CX, its own CRM. Calls go where they belong.
More than 100 connectors
CRMs, help desks, ERP and accounting systems, from Salesforce and HubSpot to Zammad, Odoo and DATEV.
Your own access
You connect with your own API keys or sign in with OAuth. Credentials are stored encrypted per customer.
Built on the 3CX CRM template
Nothing to install on desktops: 3CX uses its standard CRM integration with one template from us.
How it works
- 1
Connect your systems
Add the CRMs, help desks or ERP systems your teams use.
- 2
Add your 3CX
Register your phone system. Users and departments are synced automatically.
- 3
Install the template
Load the CRM template into 3CX. From then on every call is looked up and journaled.