CRM INTEGRATION

Sage ACT! plug-in for 3CX Phone System

 

IMPORTANT: This product works with 3CX Phone System version 9. If you're looking for the integration with 3CX Phone System version 10, you can download this same product bundled into the 3CX CRM Integration package, directly from 3CX, and buy licenses from the 3CX site.

What's the Sage ACT! plug-in for 3CX Phone System?

The Sage ACT! plug-in allows the integration between 3CX Phone System and Sage ACT! It works in conjunction with 3CX Assistant, and allows looking for contact information in Sage ACT!

 

The plug-in is able to look for contact information in the Contacts and / or Companies tables using all the phone related fields, show the contact details in a screen pop-up, opening the contact record in Sage ACT!, create a new contact if it has not been found, and save the call information in the contact's history.

 

Launching outbound calls from the Sage ACT! interface is already available using the 3CX TAPI service provider. You just need to press the "Phone Contact" button, and the call will be launched and automatically connected to your extension!

 

Supported Sage ACT! versions and editions

The following table shows the Sage ACT! versions and editions supported by this plug-in:

Sage ACT! versionSage ACT! StandardSage ACT! ProSage ACT! Premium
Sage ACT! 2011SupportedSupported
Sage ACT! 2010SupportedSupported
Sage ACT! 2009SupportedSupported

 

If you're using a previous Sage ACT! version, just let us know and we'll test the plug-in on that Sage ACT! version and make any required adjustment.

 

Supported languages

The following languages are supported by this plug-in:

  • English
  • Spanish

If you need to add another language to the list, just let us know and we'll work together to include it.

 

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