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Sales enablement Get estimates, invoices, payments, catalog, inventory, e-signature, CRM store
Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI Builder dashboards
Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
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Automation & integrations Set CRM rules and triggers, workflow automation, automated funnels, API
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
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API & integrations Connect your tasks to other services via API integration for advanced task automation
Project management Use projects, workgroups, project planning, roles, access permissions
Employee performance Get productive with task reports, workload management, task efficiency & KPI
Mobile tasks Task creation, task tracking, notifications, comments, chat on the go
Project collaboration Work faster with chat, video calls, comments, file storage, documents, external users, task templates
Automation Save time with automatic task creation and workflow automation
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
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Collaboration
Collaboration Power up your teamwork
Online workspace Use chat, activity feed, comments, reactions, company-wide video announcements
Online documents & file storage Store, share and edit documents online easily with co-workers using company drive
Workgroups Create workgroups, invite external users, set access permissions and work on tasks and projects
Online meetings Do more with video calls, video conferencing, screen sharing, call recording and custom backgrounds
Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
Mobile communications Team messenger, video calls, comments, calendar, notifications anywhere
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
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Sites & Stores Create websites that sell
Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites
Social selling Sell your products directly via Facebook, Instagram, WhatsApp or Telegram
Website forms Capture leads with custom order forms, registration & feedback forms, and forms with conditional fields
Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration
Online store Maximize ecommerce with inventory management, order processing, delivery and online payments
Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
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HR & Automation Optimize workflows & manage HR data
Employee management Use employee profiles, company structure, access permissions, Active Directory
Culture & engagement Get company news, polls, appreciation badges, tags, personal notifications
Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go
Work management Track employee performance with KPI, work reports, supervisor view
Internal communications Communicate via video announcements, memos, public and private chats
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
Information management Work with knowledge bases, online documents, file storage, access permissions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
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CoPilot
CoPilot Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
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3CX
Free
In-app purchases

3CX

This application allows users to initiate calls from their CRM to the 3CX client for Windows.

Install
Free
In-app purchases
  • Rating
    1 / 5
  • Installations
    4987
  • Developer
    3CX
Description
This application allows users to initiate calls from their CRM via the 3CX Web Client. Additionally, when an incoming call occurs the customer record will pop up in the Bitrix24 CRM and an activity box will also be opened. In a nutshell, this plugin allows:
  • Click to Call – Launch calls straight from the CRM application
  • Call Pop-ups – The customer record is brought up automatically
  • Call Journals – All calls are logged as call records in the CRM
Installation instructions
Technical support
Data security
Added: 01/24/2017
Technical Support
3CX Technical Support is available via our Support Portal for 3CX Partners (free) or with a 3CX Support package (Extra charge). 3CX Support will assist in configuring SUPPORTED hardware & providers ONLY. Review our support procedures and pricing.

Alternatively, you can get free support from our Community Forums.
Installation instructions
Installation is extremely easy and consists of these steps:
  1. Configuring Bitrix24
  2. 3CX CRM Server Side Integration
For a more detailed and step by step outline of the procedure check out our short guide: http://www.3cx.com/docs/bitrix24-crm-integration/
Data security
Learn more
3CX
The application requests access to the following data:
app-scope-icon
CRM
full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.
app-scope-icon
Feed
full access: add, edit and delete Feed posts, comments and recipients
app-scope-icon
Lists
full access: view, create, edit and delete lists, sections, items and item fields
app-scope-icon
Telephony
restricted access: view, create, edit and delete outgoing call lines; search CRM clients by phone number; view, create, edit and delete SIP lines; manage call info pane and view call statistics
app-scope-icon
Users (minimum)
read user list and names without contact information
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