Quick Start

Got a trial version? Learn the core features here. This quick manual is to help you with settings and configuring.

SIP account configuration

This requires SIP credentials (such as server address, login, password etc.) given by your telephony or PBX provider. Should you already have it, please configure the account using this article. If you have no credentials yet, please contact our listed partners or obtain it from any other telephony or PBX provider on your own discretion.

Call transfer and pickup

For this, please have a look at how to configure and use different kinds of call transfer, as well as configuring and using call pickup via DTMF commands. Please mind that a PBX you’re using should support call transfer/pickup otherwise it doesn’t run in Softphone.Pro.

Call record

Softphone.Pro can record calls. You can enable or disable it for a particular call. Upon completion a call you can upload it’s record to the following destinations:

App interface

Try dual-, multi-, and compact modes; change interface scaling, let it stay on top of other windows, disable pop-ups — set it up and make it your own. For more details please read this article.

Making outbound calls

The simplest way is to dial the number in the app main window. If you have multiple SIP accounts, you can pick a SIP account for an outbound call. You can make an outbound call from a browser, or from Excel, or from Google Sheets, by using command line or by clipboard integration. You can also redial a number from the call log or from Active Calls window.

Receiving calls

Softphone.Pro is ready to work immediately after successful SIP account configuration. With that, it is worth trying to change incoming call appearance, ringtones, call forwarding, waiting, and auto-answer.

Call management

During an active call you can perform various actions in the Floating Window or in the Active Calls window. For example, you can transfer a call to a colleague, put it on hold or make a conference call. Besides, you can switch call recording on and off and mute your microphone. In the Floating Window you can use dialpad for extension dial and run an application, send data to web server or open link in a browser by clicking a special button.

Contact list

Manage your contacts in various ways: the simplest one is to save the contacts in the app. Call pickup and contact presence indication (BLF) will be available after configuration.

There are the following options to import contacts to Softphone.Pro: upload from a CSV file, sync with XML remote phone book, or connect Google Contacts account. If you already have the contacts saved in some other system, you can use built-in CRM integrations (Zoho CRM, Zoho Desk, Zendesk, Freshdesk, Hubspot CRM, Pipedrive CRM, Clio CRM, Salesforce) or obtain customer data from a 3rd party system.

Questions?

Visit our knowledge base to find:

If you haven't found an answer to your question, please feel free to contact us at help@softphone.pro. Support team processes requests from 05:00 to 15:00 UTC on weekdays. Please visit this page for more information about our technical support.

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