We build and run it for you.

Know who's calling before you pick up.

Call logging and customer context, synced between 3CX and NetSuite in real time. An inbound call is matched to the customer record so whoever answers already knows who it is, and the call ends up logged against the account rather than in someone's memory.

This is the smallest thing we sell, and the one that tends to change how the day feels on a trade counter.

Talk to us

You need a 3CX instance you can configure. We don't sell or host 3CX.

Why there's no screenshot on this page

The other four products have a screen in the DataShift app, and you can see them on their own pages. This one doesn't. The whole integration lives inside the two systems you already have: the context appears in 3CX, and the call record ends up on the customer in NetSuite. There's nothing new for anyone to log into, and no dashboard for us to show you.

We'd rather say that than mock up a control panel that doesn't exist. If you want to see it working, we'll ring you and you can watch your own record open.

What's in it

Customer context
The caller is matched to the customer in NetSuite, so the agent doesn't have to ask a returning customer for their account details again.
Call logging
Calls are written to the customer record as they happen, which means the next person can see that someone already rang about the short-shipped order.
Both directions
The sync runs both ways, so what 3CX knows and what NetSuite knows don't drift apart over a quarter.
Anything beyond that
Ask, and we'll tell you whether it's built or whether it's work. This page deliberately doesn't list features we haven't shipped, which is why it's shorter than the other four.

How a build goes

01
We check your phone data. This is the whole job. If half your customer numbers are formatted six different ways, matching fails and the integration feels broken.
02
One extension first. Usually whoever answers the most calls. Most teams see whether it's working within the first hour of use on that extension.
03
Then the rest of the team. The build is short. The number-cleaning is the part with the uncertain end date, and it's yours as much as ours.

Honestly

This is the smallest thing we sell, and the one that tends to change how a trade counter feels day to day. It's also the one most likely to be disappointing if your customer phone data is a mess, and we can only tell you that after we've looked.

If you're not on 3CX, we haven't built this for your phone system and we're not going to pretend otherwise on a landing page.

We'll look at your phone data first.

How customer numbers are stored tells us how well matching will work, and that's the whole answer to whether this is worth doing.

Talk to us

The other four

Labels

Carton and product labels off the sales order. Free to 250 a month.

Freight

Live rates from every carrier account you hold, then book and print.

EDI

Partner purchase orders arriving as NetSuite records, and going back out.

Power BI

Scheduled pipelines out of NetSuite into storage Power BI can read.

Direct Print

Push print jobs directly to your registered DataShift print devices.