CRM and PMS Integration
A common request for Offices, Call Centers, and Hotels is the interconnection of their Customer RelationShip Management Software and their phone system, allowing pulling up customer data from the database when their client is calling. This allows the office / call center / Hotel staff to see the last conversation flow immediately and allows following up with their clients immediately.
In the chart below, you can see which CRM (Customer Relationship Management) and PMS Solutions (Property Management Solutions) are currently compatible out of the box. Please note that the industry is moving forward on this end quite fast, and we can expect to have more integration available out of the box in the future. If you already use one of these Software Solutions, this might be a reason to choose one or the other IP PBX Solution. With custom Software development, you might also have your Software integrated.
In the comparison chart below can see if the CRM Solution you are using is already supported out of the box.
| Office CRM | 3CX | XCally Motion | Grandstream UCM | Yeastar S series |
| Salesforce CRM | x | x | x | In preparation |
| Sugar CRM | x | x | x | |
| Vtiger CRM | x | x | In preparation | |
| Zoho CRM | x | In preparation | ||
| Zendesk | x | x | ||
| Freshdesk | x | x | ||
| Desk.com | x | |||
| Bitrix24 | X | |||
| Office365 | X | |||
| Nutshell | X | |||
| ConnectWise | X | |||
| ACT! | X | |||
| EBP | X | |||
| Exact Online | X | |||
| MSExchange | X | |||
| Microsoft Dynamics | x |
The 3CX Hotel Module can integrate with PMS systems in the following ways:
- Via the Mitel SX2000 PMS protocol.
- Via the Fidelio protocol.
Common features that are supported are wake up call, room status, Minibar, etc.
https://www.yeastar.com/hotel-pms-integration/
| Hospitality PMS | 3CX Pro | Grandstream UCM | Yeastar S series |
| Opera | x | x | x |
| Fidelio Suite 6 | x | ||
| Fidelio Suite 7 | x | ||
| Fidelio Suite 8 | x | ||
| Protel | x | ||
| ASSD | x | ||
| Hiltons OnQ | x | ||
| IDPMS (Hotel Concepts) | x | ||
