All Add-Ons are one time purchases , there are no recurring / hidden charges
OutrightCRM Twilio can provide the “Click to Call” functionality to the CRM users plus admin can manage the multiples phone number.
OutrightCRM gives the Twilio live sync functionality (Real-time synchronization without any delay). It provides the multiple features like click to call, SMS conversations, SMS template,
Call tracker, SMS tracker, attached the call or SMS to the CRM records.
- CRM should have the Outright utils file, if not then install the prerequisites package first then install the Twilio Connector.
- The user should have the Twilio account and a number with balance.
- Go to Administration page and click on “Module Loader”.
- Browse the SugarCRM/SuiteCRM Twilio zip file and select the package.
- Click on the upload button.
- Click on the install button.
- Click on commit button to finish the installation.
Twilio Account Setup:-Log into http://www.twilio.com using your Twilio Account or kindly sign-up if you don’t have.
Buy a Number:-We have to buy a number for further process, steps are below mentioned.
- Click on “Phone Numbers” tab in the main menu.
- Click on “Buy a number” button (Charges Apply), if you don’t have one.
Outright CTI Settings:-> We have to put below mention credentials in outright CTI settings for the further Synchronization process.
CTI ID :-> it will take the value of Account SID from Token credentials.
AUTHENTICATION TOKEN :-> it will take the value of AUTH TOKEN from Token credentials.
PHONE_SID :-> it will take the value of SID from phone number credentials.
Phone Number :-> it will take the phone number which you have purchased in Twilio.
NOTE: If you are using a free plugin and it works for you, please share your feedback and suggestions.