How to activate the SMS module?

To activate the module, you must send an email to your account manager via sales(AT)crm-pour-pme.fr (replace (AT) with @).

To then allow the concerned users to use this function, you must:

Go to the administration area of Simple CRM: Top menu -> Admin -> Settings: then enter the email and pass you use for your SMS subscription.

Then go to the user profile(s) to authorize: Top menu -> Admin -> User list -> Select a user -> Check the box "Allow SMS sending".

The module will then be active and accessible either directly from the SMS icon next to the mobile phone numbers, or from the Application Launcher -> Tools -> SMS.

How do I get Simple CRM to automatically make phone calls?

To do this, you must be equipped with a telephone box that supports the CALLTO and SIP call protocols.

If this is not the case, you can use the additional external software.

If your telephone provider provides you with VOIP telephony, you can connect using the software.

The paid version of the ZOIPER software http://www.zoiper.com/en allows you to take advantage of calls via Simple CRM.

Advantage; it is compatible with Windows, Mac, Linux, iPhone, and Android.