SECURITY AND INTEGRATIONS

Centralized Management of Softphone Settings


Softphone Works Right After Installation

Agents get an invitation email sent from the Team's personal account and then they simply install the software. The softphone will start working and connect to the SIP server immediately. System administrators no longer need to configure the softphone on the agent's computer remotely.

Login to the softphone

Agents launch the softphone once they enter their username and password correctly. When an agent is dismissed, they are blocked in the Team account. That means they are unable to use the softphone license, connect to the SIP server, or perform other dangerous actions.

Automatic download and update of softphone settings from the server

Agents don't need to set up their softphones once the softphone provisioning feature is enabled. The softphone desktop app will receive and update its settings automatically on start.

SIP Settings are not Stored Locally

All of the softphone's settings are stored only on the Team's server. They cannot be viewed or copied from the agent's computer.

Configuration File Templates

Use configuration file templates in Team to make mass update settings as easy as possible. For example, to add CRM integration for all Call Center agents, add the required section to the configuration template common to all users.
Remote settings control

Disabling of viewing and editing softphone settings


Keep Softphone.Pro Settings Hidden from Agents

Administrators can restrict access to settings, so Agents won't be able to view or modify softphone settings. This helps to secure SIP server and avoid inaccurate settings updates.

SIP Settings are not stored Locally

All softphone's setting are stored only on the Team's server. They cannot be viewed or copied from the agent's computer. The operator can launch the softphone if he enters his username and password correctly. When an agent is dismissed, it is enough to block him in the Team account. Thus, he will not be able to use the softphone license, connect to the SIP server and perform other actions that may be dangerous.
Disabling of viewing and editing softphone settings

Instant Integration with Web Services, Windows and MacOS applications


Click-to-call in Browser or Windows/MacOS Desktop App

Call by one click from any web or Windows application.

"callto:", "sip:" and "tel:" Click-to-Call Links

Most CRM and Helpdesk software provides "callto:", "sip:" or "tel:" click-to-call links. Enable that feature on Softphone.Pro and save time dialing with a single click.

Screen Pop with Account Information Based on Caller ID

Set up your CRM lookup URL or command line. Softphone.Pro can open browser window, call REST web-service or execute program on incoming call. It also passes Caller ID and any other information available such as DID number to a 3rd party software.

Answer, Hangup and Transfer from 3rd Party Apps

Control Softphone.Pro from your web-app or Windows\macOS desktop app. No programming required!

Log and listen to calls in your program

Set up Softphone.Pro to open URL or execute program when call is finished. Softphone logs all data related to a call: Caller ID, DID number if avaialable, type (inbound\outdbound), talk time, and call recording as an MP3 file.

Commad Line Parameters

Integrate softphone with your Windows or MacOS desktop apps using command line interface. Softphone.Pro supports command line parameters to dial, answer, hangup, and play prerecorded audio.

Obtain Caller Name from 3rd Party Software

Configure Softphone.Pro to call a web-service on inbound call ringing. We can provide a Caller Name and Company Name in JSON format. Softphone.Pro will display that information on inbound call notification window.

Upload Call Recordings to Cloud Storage, Shared Network Folder, HTTP or FTP Server

Save all your call recordings in a single storage: cloud storage (Google Drive, Dropbox, Box, OneDrive), shared network folder, HTTP or FTP server.

Copy-to-Dial

Sometimes CRM or Helpdesk software has no click-to-call feature. Use the copy-to-dial feature on Softphone.Pro—it detects phone numbers you copy to clipboard and displays pop-up window with click-to-call feature.

Zoho CRM

Click-to-call and screen pop with Zoho CRM account information.

Zendesk

Screen pop with Zendesk account information. You can also open account page on Zendesk by clicking its name on Softphone.Pro.

Pipedrive

Screen pop with Pipedrive account information. You can also open account page on Pipedrive by clicking its name on Softphone.Pro.

Hubspot

Screen pop with Hubspot account information. You can also open account page on Hubspot by clicking its name on Softphone.Pro.
Configuring a pop-up customer card

Centralized storage of call log and audio recordings


Log Calls in a CRM or Helpdesk Software

Set up Softphone.Pro to open URL or execute program when call is finished. Softphone logs all data related to a call: Caller ID, DID number if avaialable, type (inbound\outdbound), talk time and call recording MP3 file.

Upload Call Recordings to Web Server

Configure automatic uploading of call recordings from the agent's computer to the web server using the HTTP or HTTPS protocol.

Upload Call Recordings to FTP Server

Configure automatic uploading call recordings from agent's computer to FTP server.

Upload Call Recordings to Shared Network Folder

Configure automatic uploading call recordings from agent's computer to Shared Network Folder.

Upload Call Recordings to Cloud Storage

Configure automatic uploading call recordings from agent's computer to Yandex.Disk Cloud Storage, Google Drive, Dropbox or any other.
Uploading audio recording to HTTP server