AurixCRM's Bonvoice integration gives your team a browser-based softphone widget for making and receiving VoIP calls — with one-click WhatsApp handoff to continue conversations in the channel customers prefer.
AurixCRM's Bonvoice integration embeds a softphone widget directly in your CRM dashboard. Agents make and receive calls without switching apps. Every call is automatically logged on the contact record with duration, agent, and outcome. After a call, agents can instantly send a WhatsApp follow-up template with one click — no manual number lookup or app switching.
Step-by-step setup guide
Get your Bonvoice SIP username, password, and server details from your Bonvoice dashboard. Enter these in AurixCRM's Telephony settings.
Activate the softphone widget in AurixCRM. Agents see a floating dial pad accessible from any page in the CRM. WebRTC enables calls directly in Chrome or Edge — no desk phone required.
Every incoming and outgoing call is logged on the corresponding contact record with timestamp, duration, agent name, and a link to the call recording (if enabled in Bonvoice).
During or after any call, click "Send to WhatsApp" in the softphone widget to open a template selector. Choose your follow-up template and send — the message lands in the shared inbox conversation thread.
Sales teams making high-volume outbound calls can dial directly from the CRM contact record, log the outcome, and immediately send a WhatsApp quote or brochure without switching tabs.
When a prospect calls your business number, AurixCRM matches the caller ID to an existing contact (or creates a new one), giving the agent full context before answering. Post-call, the WhatsApp handoff sends the lead a tailored follow-up.
Calls that come in after hours are logged automatically. The next morning, agents see a list of missed calls in AurixCRM and can send each caller a WhatsApp message in seconds — recovering after-hours leads systematically.
Ready in 20 minutes. No credit card required.