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.
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.
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.
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.
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.
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.
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.
A calendar showing Soft1 CRM tasks and Outlook appointments on the same grid, in day, week, month or year view.
From the call bubble or from the dashboard, with the same four destination sources — or straight to a number that is not registered anywhere.
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.
We confirm your 3CX version, the extensions and the Microsoft 365 connection.
S13CX goes into Soft1 and connects to the phone system per user and extension.
We define forms, the code mask for new traders, door phones and AnyDesk.
Team training on the tray and the dashboard, and adjustments where needed.
We run the demo on a scenario of yours and tell you what it takes to put it in production.