3CX CRM Integration With Nutshell

Synchronize your 3CX call details with Nutshell.

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. 3CX is an integrated Voice over IP (VoIP) phone system with many features. With this 3CX phone system integration, you can view your Nutshell contact record during inbound calls and create new contacts and notes in your Nutshell record.

Benefits

• Get organized: Centralize your customer data and access it from any device.
• Focus: Conduct all your sales activities from one platform, instead of across multiple tools (with multiple passwords).

What it does

• View the person or company record on an inbound call
• Add notes with the call history of the contact or account
• Create new contacts from the Nutshell web interface

Requirements

• You need a Nutshell account and a 3CX v15 PRO edition (pricing starts at $145 per year) or 3CX Client for Windows V15 installed.

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