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Insightly and 3CX Phone integration

The Insightly integration with 3CX phone system allows you to connect all your call information into Insightly.

Feature Overview

Contact Sync

Insightly contact name is automatically shown on your phone’s screen during calls.

Screen popup

Insightly contact information pops up automatically when receiving a call.

Click to call

Start a call directly from Insightly by clicking on a phone number.

Call and chat journaling

Calls and chat sessions are automatically logged into Insightly.

We have features that are ready to use and can be configured to suit your workflows. If you require a tailored solution, we can assess your needs and design a custom solution to maximise the benefits.

Contact us for additional information and a no-obligation talk about how integrating Insightly with your phone system can increase productivity and customer service experience.

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    4.8 35 reviews

    • Avatar Michael Stillman ★★★★★ 9 months ago
      I have dealt with Plexus for over 15 years & have found them extremely professional & have always delivered on time, & we have their VOIP phones in our office which are … More fantastic.
    • Avatar PKD Partners ★★★★★ 6 months ago
      Great service and highly recommended. Very professional and excellent communication throughout the whole process. The team has been very helpful and always available to assist us.
    • Avatar Whitney Beadman ★★★★★ 8 months ago
      I would highly recommend anyone reaching out to the team at Plexus for any business communication issues. The team are professional with super prompt reply and technicians. Big shout … More out to Faye for all her exceptional communication and Jack the technician. So incredibly happy to be assisted so promptly and have the issue resolved. Great work Plexus
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