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Why Embrace 3CX Perfex CRM Integration?
In today’s competitive business environment, effective communication and efficient customer relationship management are pivotal. The 3CX Perfex CRM Integration bridges these crucial aspects, offering a robust, unified solution.
Getting in touch with our team is easy.
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ready to help.
One of our experts will contact you as soon as possible.
Getting in touch with our team is easy.
We’re on hand &
ready to help.
One of our experts will contact you as soon as possible.
Customer Features
helps businesses manage customer relationships. The "Adding Customers" feature lets you easily input customer details to track interactions, manage projects, and streamline workflows.
Perfex CRM: Ticket Management Feature
Perfex's "Tickets" feature allows businesses to manage customer support requests. It enables users to create, assign, and track tickets for issues or inquiries, ensuring timely responses and efficient resolution.
Key Features and Benefits
The reasons why its time to integrate!
Click-to-call
Initiate calls directly from Salesforce with a single click and save time and reduce dialing errors, enabling your team to focus on meaningful conversations.
Automatic Call Logging
All calls made or received through 3CX are automatically logged in Salesforce to keep accurate records of interactions for better customer management and analytics.
Screen Pop-Ups
Incoming calls trigger a pop-up with customer details from Salesforce. Agents can quickly personalize conversations and improve response times.
Call Analytics
Access comprehensive reports on call activity directly in Salesforce to monitor performance, identify trends, and make data-driven decisions.
CRM Synchronization
Sync contacts and leads between 3CX and Salesforce automatically and maintain an up-to-date database without manual input, saving time and reducing errors.
Enhanced Collaboration
Integration supports team collaboration with features like call forwarding and conferencing linked to Salesforce activities to improve team coordination and customer satisfaction.
Perfex CRM: Streamlining Invoices, Leads, and Project Management
Perfex CRM helps businesses manage invoices, leads, and projects. It allows users to create invoices, track payments, capture and convert leads, and manage projects with tasks, deadlines, and milestones. All processes are centralized in one platform for efficiency.
