Integrating your phone with CRM is a huge convenience. With VoIP in Sugester, you get click-to-call, call history, and customer identification.
Why integrate?
- Time savings: Call with one click
- Complete history: Every call recorded in the customer card
- Better service: Know who’s calling before you pick up
- Mobility: Call from browser or softphone
Call options
1. Click-to-Call
Click the phone icon next to a customer name.
2. Incoming call registration
System identifies the caller and shows a pop-up.
3. Call recording
Recordings appear in the VoIP table.
Configuration
- Go to 4 dots -> VoIP -> VoIP Settings
- Enter SIP account or API keys
- Assign extension numbers to users
Call History
View all calls in VoIP -> VoIP Calls: status, duration, participants, notes.
In the detailed view: full call data, notes, CRM client linking, tags, task creation.
Call Center
The Call Center panel (/voip/call_center) enables creating helpdesk tickets from calls, with automatic VoIP badge linking.
Callback widget
A website widget allowing customers to request callbacks - immediately or at a scheduled time.