3CX Surveyor by VoIPTools

3CX Surveyor is a dialer solution that enables agents to place calls, read survey scripts, and record information into a database. Includes a built-in mini CRM! See per agent pricing below.
Manufacturer: VoIPTools

NEW! Includes a built-in mini CRM for managing your customers

3CX Surveyor is a web-based "preview" dialer for 3CX.  With 3CX Surveyor your agents make "high-touch" outbound calls to your contacts.  3CX Surveyor helps you manage campaigns, assign agents to phone lists within a campaign, read from survey scripts, record notes in a centralized database, and run web based performance reports.   

3CX Surveyor is designed to integrate with the popular 3CX PBX for Windows.  No propriatary hardware is needed for this solution. Agents can leverage 3CX Surveyor's web interface, and a free 3CX softphone, to work from home or the office.

Video: Introduction to 3CX Surveyor

  • 3CX version 12 and above
  • Client:  Internet Explorer, Google Chrome, Firefox, Opera browsers
  • Server:  Windows 7 Pro (64bit) and above, Windows Server 2008 R2 (64bit) and above
  • Internet Information Server (IIS) 7.0 and above
  • Microsoft SQL Server 2008 (free Express edition) and above
  • Microsoft .net 4.6.1 and above
  • VoIPTools Relay installed on 3CX server

Note:  You can run IIS and NGIX or Abyss on the same server

Version 15.0.28  Feburary 13, 2017

  • Updated query used to get the next contact on dialer screen
  • Added new screens for managing lookups and call dispositions
  • Improved prompts for import process
  • Fixed cosmetic issues with font colors on import page

Version 15.0.26  January 12, 2017

  • Added new database table "Dispositions" 
  • Added the ability to identify which dispositions allow a second call in the dialer screen
  • Added installer scripts to auto-create the new Dispositions table and populate with default data
  • Added support for latest controls
  • Added support for latest VoIPTools Relay
  • Fixed issue with save button on campaign screen

Version 15.0.24  January 6, 2017

Version 15.0.23  December 13, 2016

Version 14.0.22  June 9, 2016

Version 14.0.18  May 4 2016

Version 12.5.17  April 9, 2016

Version 12.5.15  March 4, 2016

Version 12.0.6  February 3, 2016

Version 2.1.5  October 1, 2014

Version 2.1.2  July 31, 2014

Version 2.1.1  June 11, 2014

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