3CX

Start by inviting your team to 3CX, assign extensions, and plug in your company numbers. Set business hours, create ring groups for departments, and build a simple menu so callers can reach the right person fast. Add a greeting, upload hold music, and test flows from the web client. Drop a chat widget on your site and connect your Facebook page and SMS number so all inbound messages land in one place. Install the desktop, web, or mobile apps so everyone can answer calls, reply to chats, and join meetings from anywhere without exposing personal phone numbers.

For support teams, build a queue with rules for overflow, wait time limits, and callbacks. Agents see who’s waiting, pick up the next conversation, and use canned replies for common questions. When text isn’t enough, invite the customer to a video session and share your screen to walk through a fix. Transfer live conversations with a warm handoff, add a colleague for a quick consult, or escalate to a supervisor. Record interactions when needed, tag outcomes, and sync notes to your helpdesk or CRM. Use dashboards to watch service levels, measure abandonment, and track first-contact resolution across voice, chat, and messages.

Sales can turn website visitors into booked meetings by greeting them via chat and collecting contact details up front. Offer a one-click call or drop a meeting link to demo the product immediately. Click-to-dial from your CRM, send follow-ups by SMS from your company number, and keep every touchpoint tied to the same thread. Coach reps with silent monitoring and whisper, and step in when a deal needs help. Review call recordings, pull reports by campaign or agent, and export data to your analytics stack. With all conversations in one system, handoffs from marketing to sales stay clean and traceable.

Remote and hybrid teams use 3CX as their everyday workspace: set presence to show availability, start ad-hoc huddles, and share screens during weekly check-ins. Move an active call from your laptop to your phone as you leave the office, or route after-hours calls to an on-call group. Create personal rules for forwarding, voicemail-to-email, and do-not-disturb so you stay reachable on your terms. If the internet blips, take calls over cellular through the mobile app. Keep records compliant with configurable retention, and rely on a single log for voice, video, and messaging when you need to audit activity or improve a process.