Install the extension
Download S+M VoIP for EspoCRM from your S+M account, install it in EspoCRM, and the steps right after.
Get the package
Start a free trial or subscribe in your S+M account (see License and trial). The extension's versions are then under Products & licenses → Downloads, each with its release notes.
Install
- In EspoCRM, open Administration → Extensions, choose Upload, pick the zip file and choose Install.
- Check Administration → Settings → Site URL: it must be the CRM's public
https://address. - Open Administration → S+M EspoCRM VOIP → Licence, paste your license key and save.
- Connect your phone system: 3CX or Twilio, and Twilio for texts.
- With the Layout Manager, add SIP Username (Twilio) or 3CX Extension (3CX) to the User detail layout, then fill it in for each person who makes or takes calls. Only administrators can change these fields.
People without a SIP Username or 3CX Extension get no pop-ups, no Calls list and no Call button.
Tip
Optional: add Phone Number (VoIP) to the Call detail layout to see which number a call came in on.
The extension's administration pages
Under Administration → S+M EspoCRM VOIP:
| Page | For |
|---|---|
| Licence | The license key and its status. |
| Twilio Numbers | Your Twilio numbers, who may text from each, and who is alerted. |
| Twilio Settings | The Twilio connection. |
| 3CX Settings | The 3CX connection. |
| 3CX Template | The file to upload in 3CX. |
| 3CX Lookup Test | Checks what 3CX sends and finds. |
Upgrade
Install the new version's zip over the old one: each zip contains everything, and settings and data are kept.
Note
If the Extensions list also shows an old S+M VoIP 0.1.0 entry, uninstall that entry, then install the current zip again.
Uninstall
Administration → Extensions → Uninstall. The extension's scheduled jobs are removed with it.