01 — The problem
Calls happen; the CRM doesn’t know.
Reps call from desk phones or mobiles and log nothing. Missed calls from leads sit in voicemail. Managers can’t see call volume per rep.
Each system integrates differently. 3CX is often self-hosted with its own CRM template mechanism. RingCentral and Aircall have app-marketplace connectors. Kixie is built for outbound sales dialling.
02 — What we build
What the engagement delivers.
System comparison
3CX suits companies wanting an owned PBX with low per-user cost. RingCentral suits multi-country teams needing a full UCaaS suite. Aircall suits sales and support teams wanting quick setup. Kixie suits outbound teams needing power dialling and local presence.
Click-to-call and screen pop
Dial from the CRM record; inbound calls open the matching contact or create a lead.
Call logging
Direction, duration, outcome and recording linked to the record, with disposition codes reps choose after each call.
Missed-call follow-up
Missed calls from known leads create tasks, or trigger an AI voice agent callback.
Reporting
Calls per rep, connect rate and talk time joined with pipeline data.
03 — Configuration vs custom
What is set up, and what is written.
Configuration
- Native connectors and user mapping
- Call queues, IVR and hours
- Disposition codes
- Recording policies
Custom development
- 3CX CRM templates or API middleware
- Missed-call automation
- Call analytics
- AI callback integration
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- Telephony configuration
- Integration templates or code
- Disposition list
- Reporting dashboards
FAQ
Questions about cloud telephony.
Does 3CX integrate with Zoho CRM?
Yes, through 3CX’s CRM integration and templates. We configure contact lookup, call journaling and click-to-call.
Can calls be recorded and stored on the CRM?
Yes. The recording link is attached to the call activity, with retention set by your policy.
Which is best for outbound sales?
Kixie and Aircall are strong for outbound with power dialling. 3CX is more cost-effective for general office use.
Can missed calls get an instant callback?
Yes. A missed call can trigger an AI voice agent to call back within seconds and qualify the lead.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about 3CX, RingCentral, Aircall & Kixie to CRM.
We have started the message for you. Add what you run today and we will reply within one business day.