For permanent, contract and temporary staffing firms working in TrackerRMS: the person is recognised on the call, added from 3CX when needed, and every conversation is logged automatically.
Highlights
- Client or candidate recognised before you answer
- New records created without leaving the call
- TrackerRMS search from the 3CX dialler
- Calls, chats and texts logged automatically
- 3CX AI analysis added when enabled
TrackerRMS is a recruitment and CRM platform used by permanent, contract and temporary staffing firms. On a temp desk the pace is fast: a client calls to replace a worker by tomorrow morning, a worker confirms a shift, a candidate calls back about an offer. Nobody has time to write it all down.
With our native template, the caller’s number is looked up in TrackerRMS while the phone rings and the record appears in the 3CX client. The coordinator knows whether it is a client or a candidate before answering. A new caller can be added from the 3CX client without leaving the call. When the conversation ends, the call is logged in TrackerRMS, so the history is up to date for the colleague who takes the next call.
You upload the template to your 3CX and it connects directly to the TrackerRMS API. There is nothing else to host.
- Lookup by phone number or email, with the record displayed
- TrackerRMS search from the 3CX dialler
- 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 TrackerRMS?
With a TrackerRMS API access token, directly from your 3CX.
Are chats and texts logged too?
Yes, just like calls. You need 3CX V20 Pro or AI with CRM integration enabled.
