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SugarCRM Asterisk Integration

DEVTAC SugarCRM 7 - Asterisk is a Voice over Internet Protocol (VoIP) software integrated into the SugarCRM platform. CRM users can now make and receive phone calls without the traditional circuit transmissions of the PSTN (Public Switched Telephone Network), with the help of a soft client telephone or "softphone," like Zoiper. Softphones, like Zoiper, will provide you a low total cost of ownership (TCO).  This integration is equipped to record all calls, incoming and outgoing.

Using DEVTAC Asterisk with Zoiper

OUTGOING CALLS

Download a Click2Dial browser plug-in like Zoiper that will convert the phone numbers on the webpages opened in your browser to clickable links

Download aClick2Dial browser plug-in likeZoiper that will convert the phone numbers on the web pages opened in your browser to clickable links

The call will now commence using the installed ClicktoDial (Zoiper) add-on.

The call will now commence using the installed ClicktoDial (Zoiper) add-on.

INCOMING CALLS

Popup information of the caller whenever a call has been received through Zoiper. This caller’s contact information is not yet saved on the system, thus options to add the caller either as a Lead or Contact is available.

Popup information of the caller whenever a call has been received through Zoiper. This caller’s contact information is not yet saved on the system, thus options to add the caller either as a Lead or Contact is available.

CREATING A CONTACT

Create a Contact from the popup if the caller information is not listed in SugarCRM

Create a Contact from the popup if the caller information is not listed in SugarCRM

CONTACTS TAB

CONTACTS TAB

CREATING A LEAD

Create a Lead from the popup if the caller information is not listed in SugarCRM

Create a Lead from the popup if the caller information is not listed in SugarCRM

Leads Tab

Leads Tab

Automated Call Recording

After every call, a call record will be automatically created in SugarCRM and the call recording will be attached to it. The call record will be associated to a lead or contact wherever the number is stored.

CALL LIST VIEW

CALL LIST VIEW

Call Lead
Call Status