Coupling

Connect 3CX to 4planning

Link your 3CX phone system to record calls and easily save callback requests.

Description

The link between 3CX and 4planning connects your phone system directly to your organisation's environment. This clearly registers incoming and outgoing calls, and allows you to easily record callback requests with the correct customer, contact person, or organisation.

When a conversation takes place, the linking helps you find important information faster and follow up on actions immediately. Think of missed calls, callback notes, or calls that are linked to a customer or project. This way, you prevent calls from being left unaddressed or appointments from being scattered across loose notes, mailboxes, or WhatsApp messages.

For organisations, the 3CX integration provides greater overview, better follow-up and less manual work. Employees can more quickly see who has called, what was discussed and what action is needed. This way, telephone communication becomes part of your central workflow in 4planning, and you maintain better control over customer contact and internal follow-up.

Join request

Features

  • Real-time conversation synchronisation
  • Overview of incoming and outgoing calls
  • Registreer contactmomenten
  • Link phone numbers to customers
  • Register callback requests

Costs

Deze koppeling is op aanvraag inbegrepen in alle 4planning Business pakketten.
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