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3CX + Reapit AgencyCloud integration

Reapit AgencyCloud

Native Template

Identify the buyer, tenant or landlord associated with a 3CX caller.

For real estate agencies working in Reapit AgencyCloud: applicants, contacts and companies recognised on the call, new records created from 3CX and every conversation logged.

Highlights

  • Applicants, contacts and companies recognised
  • Record shown while the phone rings
  • New people added from the 3CX client
  • Calls, chats and texts logged in AgencyCloud
  • 3CX AI analysis added when enabled

Reapit AgencyCloud is a CRM for sales and lettings agencies. It tracks applicants (buyers and tenants looking for a property), contacts such as landlords and vendors, and partner companies. In an agency the phone never stops, and agents need to know quickly what kind of person they are talking to.

With our native template, the caller is looked up across your applicants, contacts and companies while the phone rings. The agent can see this is a registered buyer calling back about a viewing, not a new vendor. When an unknown person calls about a listing, they can be added from the 3CX client before the call ends. When the call ends, the conversation is logged in AgencyCloud where the whole team can see it.

You upload the template to your 3CX and it connects directly to the Reapit API. There is nothing else to host.

  • Applicants, contacts and companies
  • 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

How does the template connect to Reapit?

With a Reapit API access token, directly from your 3CX.

Which record types are recognised?

Applicants, contacts and companies. You need 3CX V20 Pro or AI with CRM integration enabled.

Features

  • Caller lookup

    Identify the caller and display their record on incoming and outgoing calls.

    Yes
  • Email lookup

    Find contacts by email address for live chat and email conversations.

    Yes
  • Contact search

    Search your CRM from the 3CX dialler and contacts page.

    Yes
  • Create contact

    Create a CRM record straight from the 3CX client.

    Yes
  • Call logging

    Every call is logged in the CRM when it ends.

    Yes
  • Chat and SMS logging

    Chat conversations and SMS are logged when they close.

    Yes
  • 3CX AI analysis

    When 3CX AI analysis is enabled, the transcript, summary, sentiment and recording link are added to the logged activity.

    Yes

Your Reapit AgencyCloud inquiry

Request a demo or a quote, or send us your questions.

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