SugarCRM Phone for TAPI and VOIP

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SugarCRM Phone with PowerDialer for TAPI and VOIP by 1crm.info

The SugarCRM Phone integration provides a full integration directly into Sugar product editions,allowing SugarCRM users to manage all communications activities and improve the handling anddocumentation of call-related activities. It connects to SugarCRM via web services, providing support forhosted SugarCRM installations.

After installing the SugarCRM Phone properly, it needs to be configured so that it will use thedesired TAPI /VOIP system and store all calls in the desired SugarCRM server.

The settings panel can be accessed by right-clicking the SugarCRM Phone icon in the SystemTray.

The first tab in the Settings window is the SugarCRM Configuration. For the SugarCRM Phone togain access to the SugarCRM instance, it must have a user, password and url to send and receive data.


The next tab is TAPI Settings. If TAPI is desired to be used, the only thing to do is to select theline through which TAPI works.

If VOIP is desired to be used, a minimal amount of data is necessary to configure SugarCRMPhone. In the VOIP Settings tab, only the Proxy/Domain, User and Password must be set.


SugarCRM Phone provides a phone dial pad for dialing numbers that are not necessarily in thesystem.

After dialing the number, if it exists in the SugarCRM system, some information will bedisplayed, like the Account holder’s name, company’s name, description and related accounts.


The above “Account Description” window appears before answering an inbound call, if thephone number exists in the SugarCRM system.


All calls are tracked, and can be found under the History tab of the SugarCRM Phone.

For each call, a new entry in the Call module of the SugarCRM instance will be created and will berelated to the called Account /Contact/Lead. The related SugarCRM Call can be accessed by right-clickingthe entry in the History list.


By accessing the Power Dialer tab, a list of all planned calls can be inserted from the SugarCRMinstance. After the list is imported, the Power Dialer will start calling each number in the list.

If there is no answer, it will jump to the next in queue. Users can stop the dialer or skip certaincalls by using the stop or skip buttons.

Before the Power Dialer can call on its own, it must be configured. In the SugarCRM Phonesettings, the last tab on the right accesses the Power Dialer settings. It must be enabled and a pausebetween calls must be set.


For each list entry, the Subject of the meeting, the related Account name, the Date, two phonenumbers and the Description can be seen below the list.

By right-clicking any list entry, the user can call the person and view or edit the call entry inSugarCRM.


The Search tab of the SugarCRM Phone provides the users the possibility of searching in theSugarCRM instance for a Lead, Contact and/or Account by name.

In the search results, all matching Accounts, Contacts, Leads will be displayed with theassociated phone numbers and by right-clicking on a number a call can be placed.


More info :

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SugarCRM Phone for TAPI and VOIP

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