CallCTI supercharges your workflows in sales and service and deeply integrates telephony with Sugar in no time.
Phone calls, notes and structured call handling — directly inside your Sugar workflow
CallCTI combines a built-in softphone, click-to-dial and caller context in one workflow for sales and service teams. Built from the CRM user's perspective. Ready to go without a complicated setup.
Talk with the built-in softphone
Make and receive calls from everywhere with the built-in softphone. You are not bound to certain phone devices or locations anymore. CallCTI is ready to go without a complicated setup and runs on Mac, Windows and Linux.
Know who's calling
See a business card view of the contacts who are calling. CallCTI opens the caller's contact profile in Sugar touchlessly. Start the conversation with a warm personal welcome.
Get a clear view on your missed calls
See all your missed calls and voice messages in a clear view. Call back with one click. Open the contact or account profile in Sugar with one click. Create or edit call notes without leaving the app.
Dial out with a single click
Call a contact with one click from Sugar. Typing or copy & pasting phone numbers manually is a thing of yesterday.
Take notes right where they belong
Create individual notes while you are on the phone and let CallCTI link them with the matching Sugar record — lead, contact, account, deal or ticket.
Connect several systems at once
Your teams work with more than one CRM, or with different phone systems per region? CallCTI connects to several CRMs and several telephony providers simultaneously — all in one app. For example, use Sugar for sales and another CRM for support, each with its own telephony. Incoming calls and CRM data from every connected system arrive together, so nobody has to switch between apps.
Features at a Glance
| Feature | Basic | Advanced |
|---|---|---|
| Built-in softphone – Start, receive and manage phone calls with the built-in softphone that runs on Mac, Windows or Linux. | ✓ | ✓ |
| Click-to-dial – Start a call from a Sugar contact in your web browser with one click. | ✓ | ✓ |
| Essential CRM workflow – See who's calling and who you missed. Save and link notes to your contacts from CallCTI into Sugar. | ✓ | ✓ |
| Caller identification – Know who is calling before you pick up the phone and see their contact details. | ✓ | ✓ |
| Individual call notes – Create individual notes while you are on the phone and let CallCTI link them with the matching Sugar record. | ✓ | ✓ |
| Call history – View all past calls in a clearly arranged view, filter by different criteria, and re-edit past calls; changes sync back to Sugar. | ✓ | ✓ |
| Comprehensive compatibility – CallCTI is compatible on popular desktop operating systems (Apple macOS, Microsoft Windows and Linux) and web browsers (Google Chrome, Microsoft Edge or Mozilla Firefox). | ✓ | ✓ |
| Extended CRM workflow – Link calls to deals, tickets and edit call notes retroactively in CallCTI. | - | ✓ |
| Multiple connections – Use several CRMs and several phone systems at the same time in one app; calls and CRM data from all connected systems come in together. | - | ✓ |
| Business class support – Receive individual support directly from the makers of CallCTI. | - | ✓ |
Pricing
- Basic plan: €3.95 seat/month
- Advanced plan: €7.95 seat/month
- Save 20% with yearly billing (Basic €3.16, Advanced €6.36 seat/month)
Please note: Plans starts at 5 users. Includes a free 7-day trial.
Roadmap 2026
More capabilities are in active development and planned for a 2026 release:
- Automatic call logging – Calls logged to Sugar automatically, including time, duration, direction and status on the matching record.
- Follow-up assistant – Plan a follow-up activity right after a call, synced straight to Sugar.
- Actionable AI summaries – Turn each call into a concise, actionable summary with key points and next steps — including a full transcript and translation of the entire conversation attached.
Free consultation
Please get in touch with us for a free consultation and a demo. We can also help you set up a trial, so you can be sure the tool works properly from the start.
About MyCRM
MyCRM is a solution consultancy and add-on developer who has a long standing reseller relationship with SugarAI. Contact us to discover our solutions and add-ons for Sugar.
