Get phone communication features built into your SuiteCRM

Keep customer calls flowing and more automated, while working in your CRM platform. Twilio Call Extension adds customer calling, logging and recording functionality to SuiteCRM. Users can make calls directly from SuiteCRM, check previous call history, and enjoy the convenience of calls getting automatically logged to records containing matching phone numbers.

Key Features

1. Users can make calls from SuiteCRM
2. Calls get logged into SuiteCRM automatically
3. Relationships get loaded with the record in the subpanel
4. All details of the call are added to record along with the recording
5. Users can play the recording from SuiteCRM
6. Users can make calls by entering the phone number in the input field, located at bottom of each page in SuiteCRM
7. If the number entered into the input field matches a CRM record, then the call will get logged under that record
8. Calling can be done with multiple Twilio numbers
9. Single Twilio number can be configured in the user profile to make a call

How it Works

Admin side configuration:

Pass all details related to Twilio account:

For inbound call, create TwiML App in Twilio and enter webhook URL

Link for TwiML App

Save Twilio phone number and SID number of TwiML App for Activated/Enabled user's profile

Phone number format in Twilio Call Extension:

1. A + (plus) sign (replacing the International Call Prefix like 011)
2. International Country Calling code
3. Local Area code
4. Local Phone number

Call can be done from List View of Accounts, Contacts, and Leads:

Click-to-call pop-up:

Call logged into SuiteCRM with recording: