For inside sales teams working in Close: leads and contacts recognised on the call, created from 3CX when needed, and calls logged with no data entry after each conversation.
Highlights
- Close lead and contact shown before you answer
- Record creation from the 3CX client
- No data entry after the call
- Calls, chats and texts logged
- 3CX AI analysis added when enabled
Close is a CRM built for inside sales: reps working through calls and emails to their leads. In Close, a lead is the company, and contacts are the people who work there. If your business already runs its lines on 3CX, this template lets you keep your phone system while feeding Close.
When a contact calls back, the rep sees the matching lead and contact before answering and picks up the conversation where it left off. An unknown caller can be added from the 3CX client in a few seconds. When the call ends, the activity is logged in Close: the rep moves on to the next call instead of updating the CRM, and the manager sees the team’s real activity.
You upload the template to your 3CX and it connects directly to the Close API. There is nothing else to host.
- Close leads and contacts
- Lookup by phone number or email, with the record displayed
- Search from the 3CX dialler and record creation from the 3CX client
- Calls, chats and texts logged, with 3CX AI analysis when enabled
Frequently asked questions
Close has its own calling. Why use 3CX?
If your numbers, queues and reception are already on 3CX, this template saves you from running two phone systems. Your calls stay on 3CX and are logged in Close.
What do you need?
A Close API key and 3CX V20 Pro or AI with CRM integration enabled.
