SoftOne PBX Integration – Connect Your PBX with SoftOne ERP & CRM

Looking to integrate your PBX system with SoftOne ERP or CRM?

PBX TAPIER by Northcom Technologies is a complete solution that connects your telephone system with SoftOne, enabling real-time caller identification, call popups and full CRM automation.

What is SoftOne PBX Integration?

SoftOne PBX integration is the process of connecting your telephone system with SoftOne ERP or CRM in order to automate call handling, identify callers and track communication activities.

With the right integration, businesses can:

• Identify customers instantly during incoming calls
• Display customer data (call popup)
• Log calls automatically in CRM
• Create tasks and follow-ups
• Improve customer service and sales workflows

How PBX TAPIER Integrates with SoftOne

PBX TAPIER acts as a bridge between your PBX system and SoftOne.

1. The PBX system sends call events
2. PBX TAPIER receives the phone number
3. The system matches the number with SoftOne contacts
4. A popup window appears with customer information
5. The call is automatically logged and can trigger CRM actions

Supported PBX Systems

• 3CX
• Yeastar
• FreePBX
• Asterisk
• Any PBX with TAPI support
• Cloud PBX systems (VoIP providers)
• Yuboto
• Modulus
• and more

Unlike many solutions, PBX TAPIER supports both on-premise and cloud PBX systems.

Key Features

• Call popup inside SoftOne
• Automatic caller identification
• Call logging with full history
• CRM task creation
• Call assignment and reminders
• Instant access to customer financial data

Benefits of Integrating PBX with SoftOne

• Faster customer response time
• Increased productivity
• Better customer tracking
• Improved sales performance
• Full communication visibility

Frequently Asked Questions

Does SoftOne support PBX integration?

Yes, SoftOne can be integrated with PBX systems using middleware solutions like PBX TAPIER.

What PBX systems are supported?

3CX, Yeastar, FreePBX, Asterisk, TAPI-based systems and cloud PBX providers.

Can I use a cloud PBX with SoftOne?

Yes, PBX TAPIER supports cloud PBX providers such as Yuboto and Modulus.

Do I need special hardware?

No, in most cases only TAPI drivers or a lightweight integration tool is required.

Get Started with PBX TAPIER

If you are using SoftOne and want to integrate your PBX system, PBX TAPIER provides a complete, reliable and scalable solution.

Learn more about PBX TAPIER

Contact Northcom Technologies for a demo or a 30-day trial.