DoliPhone 3CX — Auto-popup contact card on incoming call

Your phone calls become data

DoliPhone 3CX is the native integration that turns every phone call into a qualified interaction in your Dolibarr CRM.

Designed, built, and used in daily production by Infoforma, French Dolibarr module publisher since 2014.

📞 What happens on every incoming call

1. Instant identification — the third party or contact card opens automatically in your browser as soon as the phone rings. No more "Who's calling please?".
2. One-click creation for unknown numbers — if the caller number is not in your Dolibarr, a pre-filled creation form opens with the number already entered.
3. Automatic agenda trace — every call creates a "Phone call (incoming)" event on the third party card, linked to the contact, with timestamp and duration.
4. Tolerant phone search — DoliPhone recognizes all number formats (06.12.34.56.78, +33 6 12 34 56 78, 0033612345678, 0612345678…) without needing to clean up your existing database first.

🛡️ Industrial-grade security from V1

The public endpoint is protected by 4 security layers:

• HTTPS required in production
• IP / CIDR whitelist configurable from the admin UI
• Rate limiting per IP (10 req/sec by default, automatic temporary ban)
• API key regenerable in 1 click, with GitHub/Stripe-style reveal-once pattern

Real-time access logs viewable from the admin UI.

📋 Built-in GDPR compliance

• Customizable GDPR legal notice
• Configurable log retention period (90 days by default)
• Daily cron purge automatically
• No data ever leaves your Dolibarr (zero phone-home, verifiable in the GPL source)

⚙️ V1.0 features

🚧 Roadmap (already planned)

• V1.1 — Click-to-dial: "Call" button on third party cards to launch outbound calls via 3CX
• V1.2 — Multi-contact disambiguation, missed-calls dashboard widget, call statistics
• V2.0 — Yeastar Linkus, Wildix, Asterisk adapters (DoliPhone Connectors family)

🎯 Who is DoliPhone 3CX for?

Any organization using 3CX (cloud or on-premises) AND Dolibarr 19 to 23:

• SMBs with a 3CX PBX and a Dolibarr CRM
• Service companies (helpdesk, support, sales) handling many inbound calls
• Professional firms (lawyers, accountants, consultants) needing to trace every client interaction
• Call centers integrated with Dolibarr

🔧 Installation & configuration

1. Download and install via Configuration → Modules → Deploy external module
2. Activate the DoliPhone 3CX module
3. Get the endpoint URL and API key from the configuration page
4. Paste the URL in your 3CX Web Client → Settings → Integration (select "Custom CRM")
5. Fully operational in under 30 minutes

Full documentation included: INSTALL.md, 3CX_SETUP.md, USER_GUIDE.md, FAQ.md, TROUBLESHOOTING.md.

📞 3CX compatibility

• 3CX v18, v19, v20 — supported (cloud and on-premises)
• 3CX Web Client — official location for custom CRM config (Settings → Integration)
• 3CX variables used: %CallerNumber%, %CallerDisplayName%

🛠️ Support & warranty

• Email support included for 12 months (response within 48 business hours)
• Free updates for 24 months
• Module developed and maintained by Infoforma, Dolibarr publisher since 2014
• GPL v3+ source code (auditable, no black box)

🚀 Already in production

DoliPhone 3CX is used daily by the Infoforma team on its own Dolibarr 23 instance. Eat your own dogfood — the module is battle-tested before every release.