Hello guys anyone knows or have accomplished connect SuiteCRM with an IP PBX like Elastix for click to call record and that kind stuff.
I know there are some commercial add-ons but anyone has a free add-on that i can use my company is not big enough to support the commercial add-ons.
One thing works out-of-the-box which is click-to-call. When you are in SuiteCRM, phone numbers show as links, and if you have a phone app installed in your Operating System that answers those links, it will work to call your customers.
But any integration from the phone system into SuiteCRM will require some coding, maybe not too complicated, it really depends on your requirements.
@nazi the basic knowledge you need I recommend that you get from this eBook:
Jim Mackin - SuiteCRM for Developers
About the actual integration, it really depends on what people want to do.
If you look at the list of features of the commercial plugins, you can get a sense of what users normally ask for. It’s basically some combination of actions on one side (SuiteCRM) having an effect on the other (Asterisk system) and vice-versa.
Thing like getting a call on your phone and opening that contact’s record on SuiteCRM automatically, or starting and inbound call record. But each business has it’s own requirements…
I know a bit about SuiteCRM, and I’ve done Asterisk installations, but on different projects, I’ve never actually used the two together…
The systems I used weren’t free. But Asterisk itself is free, and there are plenty of free packages available (FreePBX comes to mind). These packages normally add a web GUI to the basic Asterisk server, to facilitate configuration.
Using just the basic Asterisk server with it’s text file configs is VERY complicated and involves a steep and long learning curve…
Well in my case since im a small business 3 men’s shop
the basic functions I’m looking is.
-Click to call ( using the SuiteCRM system is i navigate to for sample the contact tab and i click on the phone number that this allow to Elastix/Asterisk trigger the call in my SIP Phone ( physical hardware) to call that contact
-Popup some kind of Notepad in the calls outbound that allow easy update the contact or opportunity with some fresh information on the call.
About Asterisk
Elastix / FreePBX / Tribox are base in Asterisk (the core is asterisk) they just add a pretty front end GUI.
The easy way to have a system is getting a VPS and install the ISO image and it will be up in 10 minutes.
Click to call will work for you immediately if you use a Soft-phone (application in your computer) instead of a hardware phone. I don’t see how you can start a call in a hardware phone remotely, without some really fancy Asterisk configuration…
Can you elaborate on that “Popup some kind of Notepad in the calls outbound”? If you are in the correct record in SuiteCRM, all you have to do is click “Log call” in the Activities subpanel. What else do you need?
Click to call it will be cooler using the physical phone in my case the physical hardware the or ISP provided are very high end (audio quality and that stuff) so if we use teh softphone there is not the reason to have the physical phone on the desk.
I know i can use the Log call option but if you see ask for a lot of fields just to log a single call (date, time, type of call etc) i would be cool have all this resume or automate in some way.
Yes, but how on earth do you expect to click a button on SuiteCRM and a phone connected to a different system to start dialing (not ringing - dialing out!). Only if you come up with a weird scheme like starting the call on a softphone, then quickly passing the call over to the hardware phone so that you can proceed from there. This might be possible with call parking (and some buttons programmed so you can cnnect to the parked call with a single button press)
About the Log call enhancements, those sound like simple SuiteCRM customizations (log calls perfected to meet your needs, default to “outbound”, pre-fill some fields, etc), they’re not really an integration with asterisk (since no data is coming from asterisk).
Well i see some vids on youtube that the when you click the phone number from the crm or any page it call your desk phone with the call already in… who i dont know im not a dev.
Another option you can look into is QuickCRM Android app (I think they also have iPhone version).
QuickCRM integrates with SuiteCRM. It is also on your phone, so you can start calls, and I know it has options to facilitate logging calls (though I’m not sure if they have them on the free version - but the Pro version is not expensive).
So you would just use your mobile (which you can also set up as a SIP client and call using SIP lines).