3CX (by Aloka Technologies)
3CX is a powerful business communications platform offering voice calls, video conferencing, and live chat, enabling service teams to manage all customer interactions from a single unified system.
Description
Integrating 3CX with Simpro brings inbound and outbound communications directly into the field service workflow. Using Aloka Integration Hub, customer records and job information in Simpro can be instantly surfaced when a call is received through 3CX, allowing staff to respond with full context and accuracy. Call logs, recordings, and interaction notes are automatically linked to corresponding Simpro customer and job records for compliance and quality purposes.
The result is a smarter communications layer connecting every call and customer conversation to live job data so service teams can deliver faster, more informed support with every interaction.
Features
Sync Customer Records
Automatically match incoming 3CX callers with Simpro customer profiles for instant contact recognition.
Sync Call Logs to Jobs
Save 3CX call history directly against Simpro jobs for accurate communication tracking and audit trails.
Sync Call Recordings
Store recorded calls from 3CX into corresponding Simpro job records for compliance and staff training.
Sync Contact Directory
Keep the 3CX contact directory updated with current Simpro customer and site information automatically.
Media
