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Communication Hub for Soft1

S13CX

You know who is calling before you pick up.

S13CX joins a 3CX phone system to Soft1 and Microsoft 365. Every incoming call shows the trader before you answer, and from the same window you open their record, start an order or log a CRM task.

Caller identificationActions from the callMicrosoft 365AnyDesk

In two minutes

  • The moment the phone rings, the number is looked up in Soft1 and you see company, contact, type and VAT number before answering.
  • From the same window: the trader's record, a draft order already filled in, a CRM task, or a transfer of the call.
  • Unknown number? Create the trader or contact on the spot, using the code mask your administrator defined.
  • The dashboard shows who is free, who is on a call and what happened on the last calls — and unites Soft1, Outlook and 3CX contacts.

What it looks like

The dashboard inside Soft1: extension cards with presence, a colleague's profile and call history.
An incoming call: the caller identified from Soft1, with the actions underneath.
The tray menu: 3CX connection, dialling, history, door entry, Microsoft 365.
S13CX

What it does

Caller identification

The number is looked up in Soft1 as it rings. The window shows company, contact name, trader type and VAT number, and closes itself after a few seconds.

Actions on the call

The trader's record, a draft order with the trader already filled in, a CRM task linked to the caller, or a transfer to another extension.

Create on the spot

For an unknown number, the trader or contact is created from the same window — with a suggested code based on a mask, which you can change.

Team presence

Extension cards showing available, on a call, unavailable or offline, filters with counts, search, and a Teams indicator when a colleague is in a meeting.

Contacts from every source

Soft1 external and internal, Outlook personal and company, and the 3CX directory. Sources are never blended: you pick explicitly which one you are looking at.

Tasks and appointments together

A calendar showing Soft1 CRM tasks and Outlook appointments on the same grid, in day, week, month or year view.

Call transfer

From the call bubble or from the dashboard, with the same four destination sources — or straight to a number that is not registered anywhere.

AnyDesk and door entry

Start a remote session to a colleague or customer with a registered AnyDesk ID, and open the door from the menu where door phones exist.

How we start

01

Infrastructure check

We confirm your 3CX version, the extensions and the Microsoft 365 connection.

02

Installation

S13CX goes into Soft1 and connects to the phone system per user and extension.

03

Configuration

We define forms, the code mask for new traders, door phones and AnyDesk.

04

Use

Team training on the tray and the dashboard, and adjustments where needed.

Requirements

  • A 3CX installation with per-user extensions
  • An active Soft1 environment
  • Microsoft 365 for photos, calendar and company contacts (optional)
  • Registered AnyDesk IDs, if you want remote sessions

Who it is for

  • Phone-based support and order-taking teams
  • Businesses that want every call to leave a trace in CRM
  • Support teams starting remote sessions dozens of times a day
  • Offices with a door phone who want to open the door from the desktop

FAQ

Do I need 3CX?
Yes. S13CX is a bridge between 3CX and Soft1 — without a 3CX phone system there is nothing for it to do.
Why is the dashboard not showing colleagues?
Almost always because the tray is not connected to 3CX. The dashboard does not talk to the phone system itself — it asks the tray.
Is Microsoft 365 mandatory?
No. Without it you lose photos, Outlook appointments and company contacts; everything else works as normal.
Does it store AnyDesk passwords?
No. It only starts the session. It never stores, reads or sends AnyDesk passwords.

Works with

Want to see it on your own data?

We run the demo on a scenario of yours and tell you what it takes to put it in production.

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