I can't send SMS from Simple CRM: what happens?

In order for you to send a text message, you need a validation code.

You must therefore ask your internal Simple CRM manager to buy credit (Administration area -> SMS credit purchase) and give you an authorization code.

Simple CRM automatically launches telephone calls (telephone exchange dialogue and Simple CRM)

Simple CRM can automatically initiate phone calls for you. This service is based
on protocols that allow dialogue between Simple CRM and your telephone exchange. Simple CRM online CRM software allows you to modify dialogue protocols with
your telephone equipment. Indeed, there are many of them and it is therefore necessary to
specify by which protocol you wish to transit. By default, Simple CRM offers two "standard" dialog systems with PBXs and VOIP
systems: the callto tag: and the sip tag:
Simple CRM offers two tags because some companies sometimes use a
telephone exchange and a second provider for, for example, international calls. You can thus choose by which call system you wish to transit, from the
ADMINISTRATION interface -> Settings tab. It is up to you, from the administration interface, to change the
default tags and replace them with one of the other existing protocols: callto: calltoSip: calltoTel: IM: sip: sips: skype: tel: xlite: zoiper: or any other protocol specific to your telephone configuration. To find out which protocol is compatible with your equipment, please contact your telephone provider. Your online CRM software can thus automatically dial telephone calls from all VOIP systems on the market and PBXs (Avaya, Siemens, Aastra, etc.).

Automatic search of the customer record when a telephone call is received

Functionality description
At the reception of the telephone call, your fixed telephone system (VOIP, SIP, PABX), will launch a request in Simple CRM, by means of a softphone installed on your computer.

Simple CRM will display the corresponding person(s). Indeed, if your customer's telephone system displays a general number, it can correspond to several people.

You can then immediately create an interaction linked to the person's record by clicking on a button.

If you do not have a VOIP phone line, Simple CRM can provide you with a complete VOIP solution. Information on: http://crm-pour-pme.fr/index.php/connecter-simple-crm-a-votre-telephonie

Configuring your computer
For this to work, the web browser in which you use Simple CRM must be your computer's default web browser.

We advise you to use the free CHROME web browser. Chrome download link: https://www.google.com/chrome/browser/

To make Chrome your default web browser, type in the address bar:
chrome://settings/

Then click the button to make Chrome your default web browser

Configuring the softphone
The configuration depends on your softphone.

You should therefore ask your telephone equipment supplier to help you if necessary or to install compatible software.

Here is the overall approach:
In the softphone, access the space to automate processing when receiving a call
Allow opening a URL to the call
Specify as opening url: https://L-ADRESSE-DE-CONNEXION-A-VOTRE-SIMPLE-CRM.com/data_mining.php?send=1&s_tel=LE-TAG-DE-TRANSMISSION-DU-NUMERO-D-APPEL-SPECIFIQUE-A YOUR-SOFTPHONE#searchresult

ZOIPER softphone configuration example
Go to preferences

Go to AUTOMATION and specify the url: https://L-ADRESSE-DE-CONNEXION-A-VOTRE-SIMPLE-CRM.com/data_mining.php?send=1&s_tel={number}#searchresult

How do I connect my VOIP Voxity phone system to Simple CRM?

The link between your Voxity VOIP Cloud Phone System and Simple CRM is done in 3 steps. ¨

Step 1: Automatic call dialing

This step is explained here: http://www.simple-crm-support.com/2014/03/simple-crm-lance-automatiquement-des.html

Step 2: Automatic rewinding of the plugs when the phone rings

This step is explained here: http://www.simple-crm-support.com/2015/03/recherche-automatique-de-la-fiche.html

Step 3: activate the link to call statistics from the company and contact files

To enable this feature, you must go to the administration area of Simple CRM, then to Settings, where you will find a check box to enable this feature:

By checking this box, you can display a contact's or company's call log by clicking on the green phone icon. For this reason, it is necessary to associate the dialling protocol of the telephone calls to the blue telephone icon above.