PBX TAPIER – PBX Integration with SoftOne ERP

PBX TAPIER is Northcom Technologies’ solution for integrating PBX systems with SoftOne ERP and SoftOne CRM, helping businesses identify callers instantly, automate communication workflows and improve customer service speed.

The application allows real-time caller identification, call logging, CRM activity creation and direct access to critical customer information from within SoftOne.

PBX TAPIER is a telephony integration platform for SoftOne ERP and CRM, supporting both on-premise and cloud PBX systems with call popups, caller recognition and CRM automation.

Presentation

Key Features

• Automatic caller identification for customers, suppliers, debtors, creditors and contacts
• Popup window on incoming and outgoing calls with instant access to caller details
• Automatic call logging in CRM with date, time, duration and notes
• Complete communication history per extension and per contact
• Instant CRM activity creation in the series of your choice
• Call assignment to users with reminder / callback support
• Instant number registration to the corresponding SoftOne entity
• Instant contact creation and association with a trader or related entity
• Direct order creation
• Direct quotation creation, even with temporary traders where required
• Immediate view of the customer financial profile
• Immediate view of trader master data
• Immediate view of pending orders

Supported PBX Systems

• Yeastar PBX
• FreePBX
• Asterisk
• 3CX
• Any PBX system that supports TAPI Drivers
• Cloud PBX systems and VoIP providers, such as:
  • Yuboto
  • Modulus
  • and other similar cloud telephony platforms

Important advantage: PBX TAPIER supports not only on-premise PBX systems but also cloud telephony platforms, which is something many competing solutions do not offer.

How It Works

1. The PBX system or provider sends the call event.
2. PBX TAPIER receives the caller or callee number.
3. The number is matched against entities stored in SoftOne.
4. A popup window appears on the user’s screen with the related information.
5. The call can be automatically logged in CRM and linked to an activity, assignment or callback reminder.

Why Integration with SoftOne Matters

• Improved customer service through instant access to customer data during the call
• Higher productivity by reducing manual data entry
• Complete communication history for better tracking of customers and partners
• Better team organization with assignments, reminders and activity monitoring
• Optimized sales and support workflows

Frequently Asked Questions (FAQ)

What is PBX TAPIER?

PBX TAPIER is a PBX integration application for SoftOne ERP and CRM that automates call identification, call logging and call-related workflow management.

Does it support 3CX and other well-known PBX systems?

Yes, it supports 3CX, Yeastar, FreePBX, Asterisk, as well as any PBX system that can be integrated through TAPI Drivers.

Does it support cloud PBX systems?

Yes, PBX TAPIER also supports cloud PBX systems and VoIP providers such as Yuboto, Modulus and other similar services.

What is required for the integration?

In most cases, only the appropriate TAPI Drivers are required. For Asterisk-based systems, a specialized low-cost integration application such as Xtelsio can also be used.

Can it create CRM activities?

Yes, the system can instantly create CRM activities, assign tasks to users and support callback scheduling.

Documentation

View the full PBX TAPIER documentation

Configuration and Usage Examples

When the application is launched for the first time, it asks the user to define which PBX extension belongs to the current computer.

Each computer is assigned to one PBX extension.

The next step is defining the global application settings, which apply to the entire installation and not just to a single workstation.

During incoming or outgoing calls, a popup window appears in the bottom-right area of the screen.

By double-clicking on the contact name, the user opens the call details window, where the call can be categorized, assigned, linked to a CRM activity, or where an unknown number can be instantly registered to a trader or contact.

Example of assigning a call to a user for a callback:

And the reminder message that appears on the user’s computer a few seconds later:

Call Log:

The software is also available as a 30-day trial version. Ask your partner to contact us for a presentation or for a trial installation.

Special pricing for SoftOne partners.