Insightly and 3CX Phone integration
The Insightly integration with 3CX phone system allows you to connect all your call information into Insightly.
- Sync contacts automatically and access information faster.
- Quickly view contact names and data during the call.
- Start calls directly from Insightly.
- Log all calls and SMS into Insightly.
Feature Overview
Contact Sync
Insightly contact name is automatically shown on your phone’s screen during calls.
Screen popup
Insightly contact information pops up automatically when receiving a call.
Click to call
Start a call directly from Insightly by clicking on a phone number.
Call and chat journaling
Calls and chat sessions are automatically logged into Insightly.
We have features that are ready to use and can be configured to suit your workflows. If you require a tailored solution, we can assess your needs and design a custom solution to maximise the benefits.
Contact us for additional information and a no-obligation talk about how integrating Insightly with your phone system can increase productivity and customer service experience.
