3ctel for Connectwise
By 3CTEL
Empower your 3ctel with Connectwise and create a more collaborative CRM experience.
Key features
- ConnectWise and 3CTEL integrate seamlessly, allowing you to manage your customer interactions and communications in one place.
- Integration allows you to manage customer data, track customer interactions, and create custom reports.
- All calls made and received through 3CTEL can be logged in ConnectWise, allowing you to keep track of customer interactions and analyse call data.
- ConnectWise’s ticketing system can be used to manage customer support requests, and 3CTEL’s call centre functionality can be used to route incoming calls to the appropriate support agent.
- ConnectWise’s reporting functionality can be used to generate detailed reports on call data, customer interactions, and support tickets.
- Workflow automation functionality can be used to automate processes such as ticket creation, assignment, and follow-up, allowing you to streamline your support operations.
Benefits
Increased Productivity:
The integration automates many manual processes, which frees up time for staff to focus on other important tasks. This increases productivity and leads to better outcomes.
Better Insights into Customer Interactions:
With ConnectWise and 3CTEL integration, you can gain better insights into customer interactions. This helps you to identify areas of improvement and make informed decisions to enhance customer service.
Cost-Effective:
The integration can help you save money in the long run by automating processes and improving productivity. This leads to cost savings and better ROI.
Requirements
To integrate 3CTEL with ConnectWise, there are some technical requirements that need to be met.
- You must have ConnectWise Manage version 2015.5 or later to integrate with 3CTEL.
- Must generate API keys in ConnectWise to allow 3CTEL to access your ConnectWise account.
- Firewall must be configured to allow communication between 3CTEL and ConnectWise.
- Ensure that the user accounts in 3CTEL and ConnectWise have the necessary permissions to access and modify data in both systems.
Technical Details
Feature | Description |
Contact Synchronization | Inbound/outbound calls from/to external numbers trigger a CRM contact lookup to add to 3CTEL Contacts, so the contact name is automatically shown on your phone’s display when dealing with a call. |
Call Pop-ups | When using the 3CTEL Web Client or Desktop App, the customer record is brought up to you automatically when you receive an inbound call. |
Call Journals | Calls are logged as activities or notes in the CRM. |
Chat Journals | Chats are logged as activities or notes in the CRM. |
Create a new contact |
|
Click to Call | Launch calls straight from ConnectWise via 3CTEL, using the 3CTEL Click2Call Browser extensions for Google Chrome and Microsoft Edge. |
INTEGRATIONS
Work with your teams, wherever they are
- Integrate 3ctel phone capabilities into your favorite business apps like Google, Microsoft, and Salesforce.
- Create integrated apps that work for your business’s unique needs with our open APIs, SDKs, widgets, and more.
Connect From Any Device
Our Applications Let you connect from any device & connects you to the world
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