# Requirements

What you need before installing S+M VoIP for EspoCRM, with 3CX or Twilio for calls and Twilio for texts.

S+M VoIP for EspoCRM brings calls and texts into EspoCRM: the caller's record pops up while the phone rings, calls are
logged on the right record, a **Call** button dials from any Contact, Lead or Account, recordings play inside the CRM,
and texts (SMS/MMS) are sent and received from the record. In EspoCRM's Administration it appears as **S+M EspoCRM
VOIP**.

## EspoCRM

- **EspoCRM 9 or 10** (tested with 9.0, 9.2 and 10.0), PHP 8.1 or newer, MariaDB, MySQL or PostgreSQL.
- **Administration → Settings → Site URL** must be your CRM's public `https://` address, for example
  `https://crm.example.com`. 3CX and Twilio reach the CRM there, and the license is tied to it.
- **EspoCRM's cron must run**: the extension renews its license, imports new Twilio numbers and tidies up once a day.
- The CRM must be able to reach `https://licenses.sapiensandmachines.com` to renew its license.

## Calls: 3CX or Twilio

Choose one phone system for calls:

- **3CX** (version 20). For recordings and the ringing pop-up in EspoCRM, 3CX's API (XAPI and Call Control) must be
  available on your 3CX license. Agents use 3CX's web client or app. See [Connect 3CX](https://docs.sapiensandmachines.com/en/espocrm-voip/connect-3cx).
- **Twilio**, with any SIP softphone (for example Zoiper), and optionally the browser phone inside EspoCRM. Who rings,
  ring time, voicemail and hours are set in Twilio Studio. See [Connect Twilio](https://docs.sapiensandmachines.com/en/espocrm-voip/connect-twilio).

## Texts: Twilio

Texts always go through Twilio: you need a Twilio account and numbers that can send SMS/MMS. In the US, business
texting must be registered with the carriers (10DLC for local numbers, verification for toll-free numbers); do that
in the Twilio console before texting customers.

## A license

A free 30-day trial or a subscription, from your S+M account. See [License and trial](https://docs.sapiensandmachines.com/en/espocrm-voip/license-and-trial).
