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Softphone to WhatsApp Handoff

Turn Every Phone Call Into a WhatsApp Conversation With One Click

AurixCRM's softphone integration lets your agents initiate a WhatsApp follow-up, send a template, or create a contact directly from the call widget — bridging voice and messaging in a single workflow.

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How It Works

Set up in minutes. Results from day one.

1

Make or Receive a Call via Softphone

AurixCRM's built-in softphone widget connects to Bonvoice VoIP and Voxbay IVR. Agents take calls directly in the browser, with the contact record displayed automatically.

2

Click Handoff During or After the Call

The softphone widget includes a "Send to WhatsApp" button. Agents click it to immediately open a WhatsApp message to the same contact — with pre-filled templates to choose from.

3

Send the Right Follow-up Template

Select from your approved WhatsApp templates: "Thanks for calling — here's the quote we discussed", "Sending the document you requested", or any custom template your team uses.

4

Call Log + WhatsApp Thread Linked

The call duration, agent, and outcome are logged on the contact record. The WhatsApp handoff message appears in the same shared inbox conversation thread — complete context for anyone who picks it up.

Why Teams Love It

Follow up every call instantly on WhatsApp

Research shows 80% of sales require 5+ follow-ups. WhatsApp follow-ups after a call achieve 3× higher response rates than follow-up calls alone.

No context switching between apps

Agents previously had to copy numbers from the CRM, open WhatsApp Web, find the contact, and type a message. Handoff reduces this from 3 minutes to 5 seconds.

Capture IVR leads into the WhatsApp pipeline

When a lead calls your Voxbay IVR and leaves a callback request, AurixCRM automatically creates the contact and can trigger an instant WhatsApp welcome message.

One unified view of every customer interaction

Managers can see call history, WhatsApp conversations, and deal stage for every contact in one place — no jumping between a CRM, a VoIP dashboard, and WhatsApp Web.

AurixCRM vs Other Tools

CapabilityAurixCRMOther Tools
Softphone Built Into CRM✅ Native softphone widget❌ External VoIP app needed
Call-to-WhatsApp Handoff✅ One-click handoff❌ Manual process
IVR → WhatsApp Auto-Response✅ Bonvoice + Voxbay integration❌ Requires custom development
Unified Call + Chat Timeline✅ Both on contact record❌ Separate dashboards
Team Shared Inbox After Handoff✅ WhatsApp lands in shared inbox❌ Goes to individual's WhatsApp
Price₹199/user/mo (full platform)$30–80/mo for CRM + VoIP separately

Frequently Asked Questions

Which VoIP providers does AurixCRM support?
AurixCRM currently integrates with Bonvoice VoIP and Voxbay IVR for the Indian market. Additional SIP-compatible providers can be connected via configuration.
Does the call recording integrate with the contact record?
Yes. Call recordings from Bonvoice are linked to the contact record in AurixCRM with timestamp, duration, and agent attribution — providing a complete customer communication history.
Can the handoff happen before the call ends?
Yes. The handoff button is available during the call so agents can send a document or template while the customer is still on the line — useful for sharing quotations, addresses, or payment links mid-call.
What if the customer doesn't have WhatsApp?
AurixCRM checks if the contact has a WhatsApp-enabled number. If not, the handoff button prompts the agent to use email or SMS instead, with the contact's channel preferences saved for future interactions.

Bridge your phone calls and WhatsApp in one click

Free plan available. No credit card required.