The ClickToDial Module in MokoCRM enables one-click calling functionality from contact records, proposals, orders, and third-party profiles. It integrates with supported VoIP systems or softphones to initiate outbound calls directly from your CRM interface. Reach out to Moko Consulting for assistance in configuring your dialing system.
The ClickToDial Module in MokoCRM enables one-click calling functionality from contact records, proposals, orders, and third-party profiles. It integrates with supported VoIP systems or softphones to initiate outbound calls directly from your CRM interface. Reach out to Moko Consulting for assistance in configuring your dialing system.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → ClickToDial - Click Activate
- Go to Setup → ClickToDial Configuration to define:
- Dialing URL format
- Phone field(s) to enable click dialing
- User or group access controls
📞 How It Works
- Click the phone icon next to a number in:
- Third Parties
- Contacts
- Proposals / Orders
- Your configured VoIP or softphone app will launch a call using the specified dialing URL
🔗 Supported Systems
- SIP-based VoIP platforms (e.g., Asterisk, FreePBX)
- Softphones like Zoiper, Linphone, or MicroSIP
- External PBX integrations with proper URL handlers
- Mobile dialer redirection on supported devices
⚙️ Configuration Examples
- Basic format:
tel:[PHONE] - SIP example:
sip:[PHONE]@pbx.example.com - Custom integration:
https://voip.example.com/call?number=[PHONE]
📌 Best Practices
- Ensure your dialer or VoIP platform supports URL schemes
- Use HTTPS endpoints for remote PBX integrations
- Restrict click-to-call access to trained users or specific roles
- Test with multiple number formats (e.g., local, international)
- Coordinate with Moko Consulting to configure and secure SIP integrations