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Read Scripts
Read scripts to your clients after calls are made. Managing and customizing the script is easy with our simple web based system.
Mini CRM
Track how the service of each of your customers is going with our built-in mini CRM.
Reporting
Run web-based performance reports on survey data using simple, powerful analyses.
Manage Campaigns
Assign agents to phone lists within a campaign and read from survey scripts.
Enhance Agent Performance
Created to help call centers manage survey and other campaigns, Surveyor is a web-based “preview” dialer for 3CX. With the preview dialer, your agents make “high-touch” outbound calls to your contacts. 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.
Features
- Scripts
- Campaigns
- CRM
- Place Calls
- Reports
- Call Recording
- 3CX PBX Integration
- Customizable
Learn More
More Details
Description
3CX Surveyor is a web-based “preview” dialer for 3CX. With 3CX Preview Dialer your agents make “high-touch” outbound calls to your contacts. 3CX Preview Dialer 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 Preview Dialer is designed to integrate with the popular 3CX PBX for Windows. No proprietary hardware is needed for this solution. Agents can leverage 3CX Preview Dialer web interface, and a free 3CX softphone, to work from home or the office.
Requirements
- 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 History
Version 15.5.35 September 30, 2017
- Added setting for different display cultures
- Fixed login issues with non-USA versions of Windows
- Fixed update issues in specific situations for Callers and Priority Notes
- Removed “Notes” report (replaced how notes are maintained)
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
Got a question?
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Whether through one of our commercial products, or a custom solution built to meet your specific needs, we can help you get the most out of your 3CX investment.
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