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3CX Phone connector for Creatio

The 3CX Phone Connector integrates Creatio and the communication platform, Displaying a customer’s information in the Creatio interface during calls managed by 3CX PBX.
    Description
    Product description

    The connector enhances the user experience by presenting all the necessary customer information during calls. It creates a holistic view of the customer, making interactions more efficient and personalized.  

    Use cases:

    • Technical Support: view the customers’ open tickets during calls
    • Sales Department: gain insight into the customer's activities in real-time
    • Call Center: access the customer’s active orders during conversations
    • Efficiency: reduce customer’s  time on the phone by having all their information readily available

    Key features:

    • Creatio CRM Panel: a convenient interface to manage and view customer interactions
    • Real-Time Customer Information Display: see customer data in the Creatio interface during 3CX-managed calls
    • Comprehensive CRM Data: Display customer-related orders, activities, requests, and more
    • Call Log Integration: the connector automatically logs successful and missed calls in the Calls section
    • No-code Designer: easily customize the additional panel without any coding

    Notes:

    Root access is required for installation and operation.

    Not compatible with 3CX StartUP. 

    Additional service installation is required on the 3CX instance (compatible with Debian or Windows).

    Languages
    Price
    3CX Phone connector for Creatio cloud \ on-site subscription
    $ 109
    user / year

    The minimal threshold is 16 user licenses.

    The 3CX WebAPI & Webhook license bundle is included: 4 Simultaneous Call (SC) licenses for each 16 users.

    For example:

    16 connector users = 4 SC licenses for WebAPI

    100 connector users = 24 SC licenses for WebAPI

    The service of installing the plugin in 3CX and additional configuration of 3CX is paid separately

    The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

    Terms & Conditions

    Support is available for this application.
    Support conditions

    Support is provided by the developer within the "Basic" and "Business" packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

     

    Support contacts
    Phone
    +381 21 3220 030
    Email
    support@creomate.com
    Product compatibility
    Product
    All products on Creatio platform
    Version
    8.0.6 and up
    DBMS
    PostgreSQL
    MS SQL
    Platform
    .NET Core (deprecated from 8.0.9)
    .NET Framework
    Deployment options
    Cloud
    On-site

    Not compatible with 3CX StartUP

    You will need to install an additional service on the OS (Debian or Windows)

    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals

    Install package on Creatio instance and follow the installation guide

    Leave your feedback about the solution to its developer and Marketplace team

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    Cost
    Category
    Compatibility