Calling built into vTiger CRM with Asterisk and FreePBX: click-to-call, incoming call pop-ups, automatic logging and linked recordings.
Overview
When phones and the CRM are separate, agents dial numbers by hand, forget to log calls and search for the caller while the customer waits. Managers have no reliable picture of call volumes or outcomes.
This solution integrates an Asterisk or FreePBX phone system with vTiger CRM. Agents click a number to call, see who is calling before they answer, and every call is logged automatically with its duration, outcome and recording on the related record.
The challenge
- Manual dialling and slow call handling
- Calls not logged, or logged inconsistently
- No caller context when the phone rings
- Recordings stored separately from customer records
Our approach
- Review the phone system: We check your PBX, extensions, trunks and recording set-up.
- Connect PBX and CRM: We link Asterisk events to vTiger so calls are matched to records.
- Add agent tools: Click-to-call, pop-ups and call outcome forms are added to the CRM.
- Report and refine: Call reports and dashboards are configured and tuned after launch.
What the solution includes
- Click-to-call from any phone field
- Incoming call pop-ups with caller details
- Automatic call logging with duration and outcome
- Call recordings linked to records
- Missed call alerts and follow-up tasks
- Call reports for managers
Technology
Asterisk, FreePBX, AMI / ARI, SIP, WebRTC, vTiger CRM, PHP, MySQL.
Who it is for
Sales teams, contact centres and service desks using Asterisk or FreePBX who want calls connected to their CRM.
Frequently asked questions
Do we need to replace our phone system?
Usually not. If you already run Asterisk or FreePBX we integrate with it. If not, we can advise on hosted options.
Can calls be made from a browser?
Yes. WebRTC softphones can let agents call from the browser without a desk phone.
Can you integrate cloud providers instead?
Yes. We also integrate providers such as Twilio and other VoIP platforms with vTiger.
Related services
Have a similar requirement? Talk to our team for a free consultation, or browse more case studies.
