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Description
Product description
The connector enhances the user experience by presenting all the necessary customer information during calls. It creates a holistic view of the customer, making interactions more efficient and personalized.
Use cases:
- Technical Support: view the customers’ open tickets during calls
- Sales Department: gain insight into the customer's activities in real-time
- Call Center: access the customer’s active orders during conversations
- Efficiency: reduce customer’s time on the phone by having all their information readily available
Key features:
- Creatio CRM Panel: a convenient interface to manage and view customer interactions
- Real-Time Customer Information Display: see customer data in the Creatio interface during 3CX-managed calls
- Comprehensive CRM Data: Display customer-related orders, activities, requests, and more
- Call Log Integration: the connector automatically logs successful and missed calls in the Calls section
- No-code Designer: easily customize the additional panel without any coding
Notes:
Root access is required for installation and operation.
Not compatible with 3CX StartUP.
Additional service installation is required on the 3CX instance (compatible with Debian or Windows).
Languages
Pricing
Price
$ 109
user / year
The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
Pricing does not include taxes and fees (such as VAT) regulated by law.
The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
Support conditions
Support is provided by the developer within the "Basic" and "Business" packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Support contacts
Phone
+381 21 3220 030
Email
support@creomate.com
Reviews
Installation
Product compatibility
Product
All products on Creatio platform
Version
8.0.6 and up
DBMS
PostgreSQL
MS SQL
Platform
.NET Core (deprecated from 8.0.9)
.NET Framework
Deployment options
Cloud
On-site
Not compatible with 3CX StartUP
You will need to install an additional service on the OS (Debian or Windows)
Account data sharing
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
The App Developer will process your data under their privacy policy.
Guides and manuals
Install package on Creatio instance and follow the installation guide
Type
Compatibility
The minimal threshold is 16 user licenses.
The 3CX WebAPI & Webhook license bundle is included: 4 Simultaneous Call (SC) licenses for each 16 users.
For example:
16 connector users = 4 SC licenses for WebAPI
100 connector users = 24 SC licenses for WebAPI
The service of installing the plugin in 3CX and additional configuration of 3CX is paid separately