Manual - Tobias AX
Tobias AX CRM Configuration
Notes
Bubble should be installed on the same environment where Tobias AX is running.
The telephony module must be activated by Aareon which may result in charges.
Bubble a...
Log in if you want to read this article
This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.
Features
Outbound call possibilities CRM
Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.
Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
Copy to dial
Select a phone number and get a suggestion to call directly.
Integration features
Multi result pop-up
Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.
Call logging
Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.
SearchBar
Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.
Deployment type
Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.
Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.
Integration type
OtherClone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
Application type
Gateway Integration
The CRM application itself has a built-in telephony module. Bubble acts as a gateway (to connect the telephony module of your CRM application and your telephony system) through which you can disable the pop-up of Bubble itself (and therefore also the functions of Bubble).
Standard Bubble pop-up functions
Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
Click to dial
Start an outgoing telephone call with one mouse click from any website.
Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
Copyright Red Cactus B.V. © 2020 - 2025
Terms and conditions