3CX ConnectWise Integration - What You Need to Know

If you are a current or prospective 3CX user and noticed that ConnectWise is one of the systems on the list here is what you need to know.

ConnectWise Cloud vs On-Prem

3CX's Integration has only tested their plugin on ConnectWise Cloud not ConnectWise On-Premise

ConnectWise Certification

3CX's integration is ConnectWise is not certified by ConnectWise which means it has not undergone any validation by ConnectWise nor is supported by ConnectWise. Support for this integration can only be obtained via 3CX. Also, since this integration is not supported or certified by ConnectWise when ConnectWise releases new updates, changes, modifications to their platform it will be incumbent on 3CX to keep up with those changes on their own.

ConnectWise Web Client vs .NET (Fat)Client

3CX's integration only works with the ConnectWise Web Client and does not Work with the .NET or (Fat) Client.

Windows vs. Mac Support

3Cx's integration only works on Windows and does not have support for Mac

ConnectWise Opportunity Integration

3CX's integration does not have any Opportunity integration with ConnectWise

ConnectWise Service Ticket Integration

3CX's integration does not have any Service Ticket integration with ConnectWise

ConnectWise Time Entry Integration

3CX's integration does not have any Time Entry Integration for new or existing tickets with ConnectWise

ConnectWise Activity Integration

3CX's integration does not have any Activity Integration with ConnectWise

ConnectWise Call Recording Integration

3CX's integration does not have any Call Recording Integration with ConnectWise

ConnectWise Task / Scheduling Integration

3CX's integration does not have any Task / Scheduling Integration with ConnectWise

ConnectWise Notes Integration

3CX's integration does not have any detailed typed comments or notes Integration with ConnectWise

ConnectWise Call Analytics Integration

3CX's integration does not have any meshed call analytics Integration with ConnectWise

Are you looking for the missing gaps?

Check out BVoIP! Here is how our integration stack's up!

Feature Description		+
ConnectWise Cloud vs. On-Prem	Cloud Only	ConnectWise Cloud & On-Prem Supported
Create a new contact automatically when a call is received from an unknown number	Contact Only	Company, Contact, Opportunity New & Existing Tickets, as Time Entries & Activities
Call Journals	Contact Only	Company, Contact, Opportunity New & Existing Tickets, as Time Entries & Activities
Call Pop-ups	Contact Only	Company, Contact, New & Existing Tickets, Time Entries, Activities, Opportunity, Marketing
Click-to-Dial	Contact Only	Company, Contact, Ticket, Opportunity, Marketing
Windows Support	With 3CX SoftPhone Install Will Only Work if App Running	Completely Browser Driven No Need for Full App Deploy Will work even if you are not in front of your workstation
Mac Support
Centralized Management	Configured and Managed on a  Workstation-by-workstation Level	Centrally Managed at a Portal Level for All Users
Advanced Quick Search to Quickly Assign Call to Current Record		Company, Contact, New & Existing Tickets, Time Entries, Activities, Opportunity, Marketing
Ability to go back to call history and notate / tag calls
Ability to Automatically Attach Call Recordings to Records
ConnectWise Certified		BVoIP has been ConnectWise Certified Since 2014
ConnectWise Opportunity Integration		Create new or attach to current opportunities
ConnectWise Service Ticket Integration		Create new or attach to current tickets
ConnectWise Time Entry Integration		Automatically create time entries and attach written notes to description
ConnectWise Activity Integration		Automatically create time entries and attach written notes to description
ConnectWise Task / Scheduling Integration		Automatically create time future tasks for yourself and other team members and place them in your calendar
ConnectWise Notes Integration		The ability for you to enter custom notes that then will be associated with Time Entries, Activities, Tasks, Calender Entries
ConnectWise Call Analytics Integration		Ability to overlay call reporting with ConnectWise records in an Easy-to-Use Dashboard Automatically
Gamification		In the Call Analytics Dashboard we give you the ability to rate your team and give love to top performers
@ Mentions		Ability for team members to pull in other team members via @name which also allows you to assign that user a task or future appointment