How does 3CX integrate with CRM systems?

3CX integrates with CRM systems primarily for screen popping and call management. This functionality allows users to streamline their workflow by automatically displaying customer details when a call comes in, saving time and improving the efficiency of client interactions. The integration facilitates enhanced communication by allowing agents to access relevant customer information instantly, ensuring they are well-prepared to handle the conversation.

This seamless connection also often includes functionalities like automatic logging of calls, which helps remote teams maintain comprehensive records of interactions without extra input, thereby reducing administrative workload and increasing accuracy. Integrating 3CX with CRM systems empowers businesses to leverage all the customer data available within their CRM for better service and follow-up communication.

In contrast, the other options do not align with the primary functions of 3CX integrations. For instance, while some systems may feature functionalities related to email marketing or website performance, those are typically outside the core focus of CRM integration with 3CX. Similarly, payment processing is generally managed through financial systems rather than directly interfacing with communication platforms like 3CX.