3CX softphone integration

Making calls directly from your computer is more convenient than picking up the phone. Ninox CRM supports seamless integration with softphone technology from 3CX, one of the leading business phone systems, providing Ninox CRM users with convenient call management that increases productivity and optimizes workflows: Softphone integration with Ninox CRM enables automatic caller identification. Relevant customer information is immediately displayed on incoming calls, helping users to quickly understand the current status of the relationship.

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CRM to optimize customer relationships

An effective customer relationship management (CRM) system is an indispensable tool for every company, especially SMEs. With a tailor-made CRM, companies improve their customer relationships and optimize all sales business processes. Find out what low-code CRM is and why SMEs need individual CRM solutions

What is CRM?

CRM refers to a digital solution for customer relationship management or customer relationship management (CRM). This allows companies to centrally manage and use all information about their customers and prospects. This includes contact details and demographic characteristics as well as recording of all interactions: telephone calls, e-mail traffic, offers, etc. The aim is to provide a comprehensive view of the customer relationship. This makes a CRM system an essential tool for customer service, sales and marketing teams

Mitarbeiter mit Sicherheitshelm aus der Baubranche hält ein Tablet mit Ninox Software in der Hand

CRM supports effective management of customer relationships

Customers are the heart of every company. If you're unable to understand and respond to their wants and needs in real time, send accurate offers, and keep contact information up to date, you risk losing out to the competition. Without a solid CRM strategy, companies can struggle to remain competitive.

Benefits of low-code CRM for midsize companies

With low-code CRM, companies can create an individual, tailor-made CRM solution that is tailored exactly to their needs. This allows you to centrally manage exactly the information about customers and prospects that are required Master data, offers, orders, payments, etc. Thanks to low-code technologies, adapting, developing and creating new functions is quick and easy - companies can create their own business application in just a few steps. Even complex projects are implemented quickly, often in just a few weeks. 

How medium-sized companies improve their customer relationships with low-code CRM

A customer-focused company knows that customer relationships are at the heart of their business. To be successful, they must always know what their customers want and need. A low-code custom CRM is the best solution for companies that want to improve their customer experience. With a low-code CRM, you can automate your customer acquisition and lead management, create offers quickly, and personalize marketing campaigns.

The best thing about a low-code custom CRM is the flexibility it gives your business. You can integrate new features or adapt existing ones to meet the changing needs of your customers. In this way, you always stay one step ahead and offer your customers an unparalleled experience.

Features

Call processing: Make, receive, and manage calls from the CRM interface.
Caller ID: View customer information from Ninox CRM when an incoming call is detected.
View the current status of the business relationship during the call.

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Areas of application

Automatic display of relevant customer information for incoming calls
Overview of the current status of the business relationship during the phone call
Create notes or follow-up tasks and notes directly in your Ninox customer file during or after the call.

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areas of application

Automatic display of relevant customer information for incoming calls
Overview of the current status of the business relationship during the phone call
Create notes or follow-up tasks and notes directly in your Ninox customer file during or after the call.

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