The morning call report
The 3CX switchboard records everything. Every morning, management receives the answer rate per practice and the patients to call back.
See the Reports offerWho it's for
Three sectors,the same time lost.
Practices, service SMEs, shops: the software changes, the double entry stays. Here is what we automate most often for each.
Medical and dental practices
Medical software, diary, phone system, billing: four tools and a reception desk juggling them. And patient data we never connect without a framework.
The new patient entered once
Created in the diary, they reach the billing software without being re-entered, with the same details everywhere.
See the Integrations offerPhone reception during quiet hours
A voice agent, in testing, takes the message when reception is chairside and transfers according to the site's opening hours.
See the Voice agent offerService SMEs
Engineering firms, agencies, maintenance companies: call-outs, quotes, invoices, and three tools that don't talk to each other.
The call-out that becomes an invoice
The time spent on a call-out goes into billing without being copied over at the end of the month.
See the Integrations offerThe Monday update
Invoiced, collected, overdue: an email every Monday morning, by customer, showing the change from the week before.
See the Reports offerThe question for the assistant
Which invoices are open for this customer? Where is the signed contract? The assistant reads the accounts and the documents, read-only.
See the Assistant offerShops and points of sale
Till, stock, online shop, accounts: the same information lives in four places.
Prices up to date everywhere
A price changes in the till, and it changes in the online shop and the catalogue, with no one stepping in.
See the Integrations offerThe stock alert
One threshold per item. When it is crossed, a message the same day, not when the item has run out.
See the Reports offerSales sent to the accounts
The day's sales arrive in the accounts, grouped the way your accountant wants.
See the Integrations offerNot in any of the three boxes?
That's common. A laboratory, a school or a charity has the same double entry. The method doesn't change: we look at how you work, spot what repeats, and connect.
What keeps repeating for you?
Tell us your sector and your software, and we'll reply with a first example.