Call customers with click-to-dial
Dial a contact or account from MetriCRM; your phone rings first and the call is logged.
For: Agents and sales repsSteps
- Open a contact or account. Select Call at the top, or the phone button next to a mobile, office or home number.
- Your 3CX phone (desk phone, app or web client) rings first. Pick it up and 3CX dials the customer.
- The call appears on the record's timeline and in MetriVoice → Calls. Select Add call notes to write down what was agreed.
- When someone calls in, 3CX shows their name and a link that opens their record in MetriCRM.
Good to know
- No extension yet? The button opens your device's dialer instead; ask your admin to add your extension in Settings → Telephony.
- Numbers are matched in international format, so 012-345 6789 and +60 12-345 6789 find the same customer.
Still need help? Contact support