MCB GoldLink to 3CX

MCB GoldLink to 3CX links your GoldMine CRM software with your 3CX phone system.

MCB GoldLink to 3CX graphic

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Watch this short video for a quick overview of how GoldLink works:


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Features

GoldLink to 3CX offers several key features to streamline your phone calls.

Auto-Dial Outbound Calls

Want to call a number in GoldMine? Just right-click and choose Dial Phone. Your desk phone rings immediately and you hear hold music while 3CX completes the call.

Find GoldMine Records Using CallerID

Receiving a call from someone already in GoldMine? Every time you receive a call, GoldLink searches GoldMine’s primary contacts for a record matching the CallerID. You have the option of seeing the record in the current GoldMine window or in a new window.

If the CallerID is not found in a primary contact, GoldLink will optionally search for the CallerID in Additional Contacts.

Add GoldMine History

Whether making or receiving calls, it’s important to keep a record. GoldLink makes it easy, automatically adding a GoldMine history record to the proper contact. GoldLink optionally opens the Complete a Call dialog so you can add notes while  you talk on the phone.

Link to 3CX Recordings

If you’re using the 3CX feature to record all your phone calls, you can set up GoldLink to add a link to the recording in the corresponding call history record. This allows you to quickly find and review call recordings associated with GoldMine history. (Of course, it’s up to you to make sure call recording is allowed.)

System Requirements

MCB GoldLink to 3CX has been tested under Windows 7 SP1, Windows 8.1, and Windows 10.

GoldLink has been tested with GoldMine 6.7, 9, 2013.1, 2015.2, and 2016.1. Searching for CallerID in Additional Contacts requires that GoldMine is hosted on a Microsoft SQL database.

GoldLink requires 3CX version 14 or 15 Pro Edition. (CRM integration is considered a Pro feature.)

GoldLink has been tested with 10-digit North American phone numbers.

While we can’t guarantee compatibility with your program versions and environment, we offer a 30-day free trial so you can try it for yourself!

Sales and Licensing

We want you to be satisfied with MCB GoldLink to 3CX, so we let you try before you buy. The trial version is fully-featured and runs for 30 days. Once you’re sure it works for you, contact MCB Systems to purchase your full license. Software licenses are non-refundable. You need one copy of MCB GoldLink for each computer where you want to use GoldMine with 3CX.

Support

Setting up MCB GoldLink to 3CX is fairly straightforward. A User’s Guide is included that explains all options. If you should need support configuring MCB GoldLink to 3CX, we’re happy to answer questions by email during your trial and for the first 30 days after your purchase. After that, hourly consulting charges will apply.

Pricing

MCB GoldLink to 3CX is available now for USD $150 per computer. Quantity discounts are available for 10 or more licenses. Payment can be made by PayPal, check, or wire transfer. Contact MCB Systems to let us know how many copies you need.

Download

The free 30-day trial is fully functional. Click the link below to download today!

Download MCB GoldLink to 3CX

The installation program includes a complete User’s Guide in PDF format. If you just want to view the User’s Guide, click here.

About

Welcome to MCB Systems!

MCB Systems is a San Diego-based provider of software and information technology services.

Our software services include customization and programming to make software work for you.

Our proactive I.T. services help businesses control costs by providing a fixed monthly bill for routine I.T. services.

We take a consulting approach that listens first and provides solutions tailored to your business.

Contact MCB Systems today to discuss your technology needs!

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