Nexus Dialler

The sales workflow involved moving between two or three systems. Relevant information could be spread across Salesforce, the calling platform and other tools. Even straightforward tasks could require unnecessary switching and repeated manual steps.

I wanted to explore what a more connected, context-rich calling experience could look like.

I conceived and built the application independently in approximately three weeks. The 3CX team helped with the telephony and platform configuration, but the workspace itself was my build. It has successfully connected to 3CX and completed test calls. At this stage it remains in testing, with a limited sales pilot planned.

Future development ideas include live transcription, real-time coaching suggestions and proposed Salesforce field updates that a user can review and confirm. These features should be labelled planned, not presented as working capabilities.

The prototype demonstrates that 3CX calling, Salesforce context and AI-assisted information can be brought together into one workflow. Test calls have been successful, but the tool has not yet been rolled out broadly and there are no verified productivity results to report.

A useful internal tool often starts with a very ordinary frustration: too many tabs, too much duplicated effort and information in the wrong place. This project was about reducing that friction while respecting the complexity of telephony integrations and the need to validate a workflow before wider deployment.