Caller ID

The right caller ID for every call you make.

Caller ID lets your agents pick which of your numbers shows when they call: a client's number, an organization's, or one that matches the region they are calling. When they are done, one click reverts them to their default.

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Numbers named by client or region
Web app, nothing to install for agents
One-click revert to the default number

What it does for you

One agent, the right number for each kind of call.

Managers load your numbers once and give each one a name. Agents choose before they dial, and switch back when they are done.

Calling for a client
Show that client's number.
When your team calls on behalf of an organization, the agent picks its number from the list, and that number is the caller ID on the call.
Calling one region
Appear local.
Calling customers in one region today? Pick a caller ID that matches their region. A caller ID that is local to the region you are calling results in better answer rates.
Done with those calls
Back to your own number.
Revert puts the extension back on the agent's own caller ID, or on the group's default number if the agent has none.

Caller ID changes an extension's outbound caller ID temporarily. The agent makes the choice each time.

What your agents see

One list of named numbers and a Revert button.

Agents sign in from any browser with their 3CX extension and voicemail PIN. Their Caller IDs screen is built around two things: the Numbers list and the Revert button.

Names, not just digitsEach number carries the name your manager gave it, so agents can tell which client or region it belongs to.
A clear confirmationA message confirms when the caller ID is updated, and again when it is reverted.
A number typed by hand, only if you allow itAgents can enter a manual number. Managers can hide that option so only listed numbers are used.

Every agent needs a default caller ID for Revert to work. A number typed by hand cannot be reverted with the Revert button.

The Caller IDs screen in the Caller ID web app: the Numbers list set to Epic, with the Revert button beside it

The Caller IDs screen: choose from the Numbers list, or click Revert.

The open Numbers list, showing named numbers: VoIP Business Analyst, VoIP Data Analyst, VoIP Developer, VoIP Documentor, VoIP HR, VoIP Sales and VoIP Support

The open Numbers list. The names come from your managers.

Caller ID is included in the VoIPTools Subscription.

One subscription gets you Caller ID and 30+ other add-ons for 3CX.

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Managers stay in control

Managers set the numbers and the rules. Agents just choose.

Numbers menu

Add or delete numbers for each department, each with a caller ID and a name.

Agents menu

Set each agent's own caller ID, and load your agents from 3CX into the list.

Caller Settings

Set a default caller ID for each group, hide manual numbers, and choose who gets the group tab.

Custom Branding

Add your logo, header title, header colors and grid color to the web app.

Everything in Caller ID

Temporarily change an extension's outbound caller ID
Numbers organized by customer name or region
Named numbers for each department
Manual number entry, which managers can hide
Revert to the agent's caller ID or the group default
Default caller ID for each group
The same agents in more than one group
Agents loaded from 3CX
Manager and agent roles
Custom Branding: logo, title and colors
Web app, used from any device with a browser
Sign in with your 3CX extension and voicemail PIN

Questions

Caller ID questions, answered.

Anything else? Our team answers 24/7 from the USA, India and the Philippines.

Does it change the caller ID for good?+

No. It changes the extension's outbound caller ID temporarily. When the agent clicks Revert, the extension goes back to the agent's own caller ID, or to the group default if the agent has none.

Can agents show any number they like?+

Only if you allow it. Agents choose from the numbers your managers add, and they can type a manual number unless a manager hides that option. A manual number cannot be reverted with the Revert button. Only use numbers your business is entitled to use.

Does it pick a number for each call automatically?+

No. The agent chooses the number before placing calls, from the list your managers set up.

Do agents need to install anything?+

No. Caller ID is a web app. Agents open it in a browser on the device of their choice and sign in with their 3CX extension and voicemail PIN.

Can an agent work for more than one group?+

Yes. The same agents can be in more than one group, without removing them from one group to add them to another.

Which 3CX version does it work with?+

3CX version 20. Caller ID runs alongside 3CX on a Windows machine and connects through the VoIPTools Relay.

Details

Requirements, updates and documentation.

Downloads and documentation

3CX version 20
A Windows 10 or later, or Windows Server 2012 or later, machine running alongside 3CX
The Windows web server role turned on, and Microsoft .NET Framework 4.7.2
Microsoft SQL Server 2016 or later (the free Express edition works)
VoIPTools Relay on the 3CX server, reached on port 8801, and the VoIPTools Universal Updater
Static IP addresses for the VoIPTools and 3CX servers, and port 7450 open. HTTPS with a valid domain name is recommended.
Agents and managers sign in with their 3CX extension and voicemail PIN, in any browser

Check the documentation for the current release and full setup details for your environment.

Got a question?

Talk to the team that builds Caller ID.

Whether it is Caller ID, another add-on, or a custom solution built around your needs, we can help you get the most out of 3CX.

Already a customer? For help with an install or an issue, email Support@VoIPTools.com.

Keep exploring

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Caller ID and every add-on below come in the same VoIPTools Subscription.

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Sales and outreachPower DialerTurn a contact list into automated call, text and email campaigns for reminders, notices and follow-ups.See the add-on Sales and outreachSurveyorAgent-led outbound calling with contact previews, scripts and notes captured for every conversation.See the add-on Sales and outreachAuto VoicemailWhen an outbound call hits voicemail, agents pick a saved message to leave and move straight to the next call.See the add-on

Call from the number your customers know.

See it on a live demo, or get it today as part of the VoIPTools Subscription, with 30+ other add-ons included.

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