ABSGINC
You can call me Scott.
- Joined
- Oct 1, 2014
- Messages
- 59
- Reaction score
- 31
Lets start by saying I am running Asterisk 14.6 on Wazo 17.11
In way oh help I need your suggestions of projects and source examples and appreciate general guidance and close examples that can point me in the right direction to learn more of what is necessary in developing middleware or starting from the ground up in CRM. I've always considered an open source project, but I'm not one to reinvent the wheel every time, so first I'm asking; what's out there, what have you seen, what have you done?
I've been 'playing around' with the companion app (still called Xivo Client) and switchboard and can see how this will be a useful front end on visualizing call queues and placing outbound calls from a custom app easily using the tel: url at minimum. -- But next comes finding and building the customer data!
There are a lot of CRM systems out there, more popular are subscription web based apps now a day if a developer wants to ensure themselves of being paid, every month... Not interested in most of those. I'm looking for the open source systems that will likely run on LAMP that I'll have a high flexibility of customization over and not a lifetime investment of residual. I would like in house to basically have an intranet running the CRM where all calls, appointments, followups, notes, etc are handled on our in house database.
I would like to integrate asterisk in a way that incoming calls during the dialplan hit the customer database and the magic happens from there. If we cant find a customer for the incoming phone number the agent that takes the call should have a form forced to create the "new" customer or associate this new # to an already existing customer.. if the number is recognized as an existing customer then I predict some logic getting them to the right party, and once the call is delivered the agent taking the call would already have the customer record open and adding a new call record to the customers file.
Of course through all of this I imagine saving the recorded phone call into the crm as well, all of this I know is 100% possible, but before I begin trying to build my own CRM from the ground up, where are the best places for me to START WITH an open source project that has already accomplished this sort of integration?
Thanks in advance for any direction you can provide!
In way oh help I need your suggestions of projects and source examples and appreciate general guidance and close examples that can point me in the right direction to learn more of what is necessary in developing middleware or starting from the ground up in CRM. I've always considered an open source project, but I'm not one to reinvent the wheel every time, so first I'm asking; what's out there, what have you seen, what have you done?
I've been 'playing around' with the companion app (still called Xivo Client) and switchboard and can see how this will be a useful front end on visualizing call queues and placing outbound calls from a custom app easily using the tel: url at minimum. -- But next comes finding and building the customer data!
There are a lot of CRM systems out there, more popular are subscription web based apps now a day if a developer wants to ensure themselves of being paid, every month... Not interested in most of those. I'm looking for the open source systems that will likely run on LAMP that I'll have a high flexibility of customization over and not a lifetime investment of residual. I would like in house to basically have an intranet running the CRM where all calls, appointments, followups, notes, etc are handled on our in house database.
I would like to integrate asterisk in a way that incoming calls during the dialplan hit the customer database and the magic happens from there. If we cant find a customer for the incoming phone number the agent that takes the call should have a form forced to create the "new" customer or associate this new # to an already existing customer.. if the number is recognized as an existing customer then I predict some logic getting them to the right party, and once the call is delivered the agent taking the call would already have the customer record open and adding a new call record to the customers file.
Of course through all of this I imagine saving the recorded phone call into the crm as well, all of this I know is 100% possible, but before I begin trying to build my own CRM from the ground up, where are the best places for me to START WITH an open source project that has already accomplished this sort of integration?
Thanks in advance for any direction you can provide!
Phone System 