Industry
3CX for Professional Services
3CX for Australian professional services firms - consultancies, accountancies, financial planners, marketing agencies. CRM integration, call recording, AI Personal Assistant for directors, hot-desking.
Pain points we solve
- Client calls on personal mobiles - relationships at risk when staff leave.
- Lost billable time - 5–10 minutes of phone time per call unbilled.
- CRM blind spot - calls happen, contacts don’t update.
- Director overload - too many low-priority calls reaching seniors.
- Hybrid inconsistency - different tools for office vs WFH.
What we deploy
- CRM integration (HubSpot, Salesforce, M365, Zoho, Dynamics, custom)
- Call recording with retention
- AI Personal Assistant per director (AI Edition)
- AI voicemail transcription (PRO and AI Edition)
- Hot-desking for hybrid teams
- Time-billing-ready call logs
- Mobile, web, desktop, Australian calling plan
Recommended edition
3CX PRO for most firms. AI Edition if you want AI Personal Assistants for directors/partners.
Common questions
Does it integrate with my industry's CRM?
Most of them. Pre-built integrations for HubSpot, Salesforce, Zoho, Microsoft 365, Pipedrive, Freshdesk, Dynamics 365. Plus accounting integrations (Xero, MYOB via APIs). Industry-specific CRMs (financial planning, architecture, consulting practice management) we build custom templates for in 1–3 days.
Can phone time auto-bill into time sheets?
Yes - call duration logs to the CRM record. Time-billing systems (Xero Time, MYOB Practice, Karbon, Ignition, etc) pull from there. Customers stop losing 5–10 minutes of phone time per call to under-tracking.
What about hybrid workers?
Standard. Mobile, web and desktop apps work identically at home or office. Hot-desking lets staff drop into any desk and have it ring as their extension.
AI Personal Assistant for directors?
Yes - same as the legal-firm use case. Each director gets a configurable PA that screens calls against trusted-clients, follows availability rules and takes detailed messages.
Phone system for client-led practice
Tell us about your firm and we'll spec the right edition, CRM integration and time-billing setup.
