by Taction Software LLC

The Twilio Call Integration helps you make and receive Twilio calls directly from SuiteCRM to your customers. This plugin integrates with modules that contain a phone number field and will conveniently display a clickable call icon on the bottom of every page.

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User Guide

Calling Functionality

Upon successful integration, users will notice the presence of a prominent "Call" icon on the Record Detail View, providing convenient and quick access to initiate and receive calls within SuiteCRM. Additionally, a "Call" icon will be conveniently positioned at the right bottom of the screen, ensuring easy accessibility and a seamless user experience for enhanced communication capabilities and user engagement.

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  • When you will click on Call icon which is on phone field the Call modal will open and it will initiate the Calling to respective number

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Once the recipient accepts the call, a timer will promptly initiate, marking the duration of the ongoing call.

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  • In addition to the streamlined process, users also have the flexibility to manually initiate calls by using the "Call" icon conveniently located at the right bottom of the screen. This feature allows users to dial a specific number and make calls as needed, offering versatility and ensuring that communication is tailored to their unique requirements and preferences.

  • We have also introduced incoming call functionality, providing users with the option to either accept or reject incoming calls, granting them greater control and flexibility in managing their communication within the SuiteCRM environment.

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