In a competitive digital landscape, efficiency and responsiveness are everything. That’s why 3CX’s CRM integration capabilities are a game-changer for modern sales and support teams — and why partnering with TRUENAV, a 3CX Platinum Partner, ensures you unlock its full potential.
Why CRM Integration Matters
Your CRM is your command centre. It holds your customer history, preferences, and sales data. By integrating it directly with your phone system through 3CX, you empower your team to:
- View caller details instantly
- Auto-log calls and notes into CRM records
- Click-to-call from within the CRM
- Improve response times and personalise service
This means no more switching between systems or losing valuable context during calls. Everything is unified.
Supported CRM Platforms
3CX integrates seamlessly with leading CRM and helpdesk platforms, including:
- Salesforce
- HubSpot
- Zoho CRM
- Microsoft Dynamics
- Zendesk
- Freshdesk
…and many others. With TRUENAV’s help, these integrations can be configured quickly and reliably.
Sales Teams Love It
With 3CX CRM integration, sales teams can:
- Instantly recognise leads and clients
- Access the sales history before picking up the call
- Automate logging and follow-up
- Save hours in admin each week
It streamlines the pipeline and helps close deals faster.
Support Teams Win Too
Support agents can:
- Pull up ticket histories mid-call
- Avoid repetitive data collection
- Deliver more human, helpful interactions
Customers feel heard. Teams feel equipped.
Why Choose TRUENAV?
As a 3CX Platinum Partner, TRUENAV brings:
- Proven expertise in CRM mapping and configuration
- End-to-end onboarding and training
- Troubleshooting and long-term support
- A deep understanding of how to align comms with workflow
We don’t just integrate tech. We optimise your people + processes.
Level Up Your Workflow
Combining 3CX and your CRM creates a single, powerful engine for better conversations and more intelligent decisions. Whether selling or supporting, TRUENAV ensures your integration is rock-solid and ready to scale.