Client 3CX Form Please enable JavaScript in your browser to complete this form.1Welcome2Extensions3Voicemails / Routing4Auto Attendant / IVR5Call Queues6Call Recording7Features8Upload Excel SheetWe are excited to introduce our brand new 3CX Onboarding Form, designed to streamline the information-gathering process and ensure we can serve you more efficiently than ever before. By utilizing this intuitive form, you’ll be able to provide us with all the necessary details we need to process your requests promptly. We understand that your time is valuable, and our goal is to make your experience with Techdoz as seamless as possible. The 3CX form has been carefully crafted to capture essential information, allowing our dedicated team to better understand your requirements and deliver tailored solutions for your new phone system. Thank you for choosing Techdoz as your technology partner. Should you have any questions or need further assistance, feel free to reach out to our friendly support team. We are here to help every step of the way. Please if you have any questions while filling out this form make sure to reach out to our 3CX specialist Brendan Desjarlais. The 3CX system is incredibly flexible and can match any business’s complex needs, we want to make sure this system works to your needs.NextPlease download the following excel spreadsheet to enter in all the extensions you would like set up in the 3CX system. At the end of this form you will be asked to upload completed excel sheet.3CX Extensions PreviousNextPlease answer the following questions below, if you have any questions or you are not sure please put “To Discuss”, this way our 3CX specialist can reach out and go over the options and explain how this feature would work. Do you require the extensions to have voicemail?YesNoHow would you like the calls to be handled when they reach an extension that is busy or unavailable?Are there any specific call routing rules you would like to set up (e.g. based on time of day or caller ID)?PreviousNextDo you require the use of an Auto Attendant / IVR (Interactive Voice Response) system? YesNoAn example of this would be if a client calls in it would give them options on where they could be directed to: Press 1 for Sales Press 2 for Service If yes, can you describe the desired Auto Attendant / IVR flow?How do you want to handle calls to the main company number?PreviousNextAre there any call queues you would like to set up for incoming calls?A feature that directs inbound callers to a virtual line (queue) based on pre-established criteria, placing them on hold until the ideal agent to assist them becomes available.PreviousNextDo you need to set up call recording for any extensions or call queues?YesNoPlease let us know what you would like it to say belowPreviousNextJust a reminder of all the features that 3CX has to offer: – Up to 20 extensions, with more available on larger licenses. – Calling/Messaging apps for Android, iSO, Windows, and Web – This allows you to make/receive calls, SMS, and chats from anywhere! – Video Conferencing – 3CX offers unlimited enterprise-level video conferencing for 25-250 participants, with a strong emphasis on usability and security. Live Chat – The 3CX live chat function lets you add live chat/support to your website. – Call Management – 3CX has handy call management features like call blasting, hunt groups, estimated wait times, automatic callbacks, priority queuing, and more. – Call Forwarding – Call forwarding directs inbound calls to business telephone numbers to additional agent phone numbers, including an agent’s cell phone, home phone, or another private phone number. – Business SMS – The 3CX apps let users send/receive SMS texts with their designated business phone number, There’s also a queue system for all incoming messages so multiple agents can access them. – CRM Integration – 3CX offers numerous integrations with most common cloud-based CRM tools. – Systems Integrations – In combination with the right hardware we can integrate with most overhead paging systems and provide analogue line service for fax machinesalarm systems. – Intercom & Wireless – By utilizing hardware from our many partners we can also provide DECT cordless phones, indoor/outdoor intercom’s, and integration with electronic door locks. Are there any other specific features or requirements you would like to incorporate into your 3CX system?PreviousNextPlease upload the 3CX spreadsheet here.File Upload Click or drag a file to this area to upload. PreviousSubmit
