Click-to-Call, Screen Pops and Automatic Call Logging for SugarCRM
When calls are logged manually, many of them are never logged at all. Managers end up guessing how much activity really happens on each account.
We integrate SugarCRM with VoIP platforms such as Asterisk/FreePBX, Twilio and cloud contact center providers, so calls are placed, identified and recorded directly in Sugar.
Calls are created as standard Sugar Call records, which means they appear in activity streams, reports and dashboards without any extra configuration.
What We Deliver
Click-to-Call
Dial any phone field in Sugar with one click.
Incoming Screen Pops
The caller's record opens automatically when the phone rings.
Automatic Call Records
Direction, duration and outcome saved as Sugar Calls.
Recording Playback
Listen to call recordings from the Sugar record.
Extension Mapping
Link PBX extensions or provider agents to Sugar users.
Call Analytics
Dashboards for call volume, talk time and outcomes.
How It Works
Review Your Phone System
We confirm the PBX or provider and its API or event options.
Build the Connector
A connector links call events to Sugar through its REST API.
Map Users
Extensions and agents are mapped to Sugar users.
Test & Go Live
Inbound and outbound scenarios are tested with your team.
Real-World Use Cases
Support Hotline
An incoming call opens the customer's open cases in Sugar Serve before the agent answers.
Outbound Sales Team
Reps dial lead lists from Sugar, with every attempt logged for follow-up.
Quality Review
Managers review recordings attached to calls on key opportunities.
Why Choose Xirgosoft
- Accurate call activity without manual logging
- Faster, better-prepared conversations
- Works with your existing phone system
- Clear visibility for sales and support managers
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Which phone systems can you integrate?
Asterisk-based PBXs, Twilio and most cloud providers that offer an API or webhooks.
Do we need to change our phone provider?
Usually not. We integrate with the provider you already use.
Are recordings stored in Sugar?
Recordings are normally linked from the call record; they can also be stored on your own server.
Does it work with Sugar Cloud?
Yes, using API-based connectors that do not require server-level access to Sugar.
Connect your phone system to SugarCRM.
Talk to our experts today for a free consultation and quote.