Getting Started
You got a trial of Softphone.Pro and no idea where to start? This manual is to help you with configuring the app and acquaint you with its features and functions.
SIP account configuration
You have to obtain SIP credentials from your telephony or PBX provider (server address, login, password, etc.) to make and receive calls via Softphone.Pro. If you already have a SIP account, you can configure it in Softphone.Pro using this manual. If you have no SIP account yet, you can obtain it from one of our listed partners in our partner catalog or from any other telephony or PBX provider.
Call transfer and call pickup
Softphone.Pro has plenty of useful features — please find the full list is in our knowledge base. Call transfer and call pickup are an example of the most needed features. Please see this article on how to configure and use different kinds of call transfer, as well as information on how to configure and use call pickup DTMF command. Please note that your PBX should support call transfer and call pickup so that you can use them in Softphone.Pro.
Call record configuration
Softphone.Pro can record calls. You can enable or disable it for a particular call. When the call is over you can upload the record:
App interface
There are several interface modes in Softphone.Pro. Get to know more about in this article. You can also change interface scaling, or make the app stay on top of other windows, or disable pop-up on incoming or outgoing call.
How to make 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.
How to receive calls
Softphone.Pro is ready to take incoming calls after your successful SIP account configuration. You can change the look of the incoming call window, select a ringtone, enable call forwarding and configure calls to be declined in Away and Busy statuses. You can also enable call waiting and auto-answer.
Active calls 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 iton 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
You can manage your contacts in Softphone.Pro in different 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.
Have more questions?
In our knowledge base you can find:
- detailed information about application features;
- special features such as reports or remote softphone provisioning — they are missing in Softphone.Pro, consider using our Softphone.Pro Team service to seize all the opportunities;
- if you use a system that Softphone.Pro has no built-in integration with, you can add integration features by using our instructions for developers;
- if you provide technical support for agents who use Softphone.Pro, please see the information for system administrators.
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.