01
Connect the call
PBX, SIP, softphone, and browser-call paths are designed around the way the team actually works.
Custom Systems
Phone-aware workflow systems for teams that live inside records.
We build business systems where phone calls, customer records, tasks, and workflow belong in the same operating environment.
Workflow concept
Dial from recordClick-to-call
Inbound matchCaller screen pop
During the callAI intake + notes
After the callTasks + history
Why This Matters
The phone call is usually where the workflow starts to leak.
A caller repeats information, the operator searches for the right record, notes land outside the system, and follow-up depends on memory. DigiPBX custom systems are designed to close that loop.
Custom system operating view
Caller context before, during, and after the call
PBX event
Incoming call matched
Route, extension, caller ID, and queue state become usable application context.
Record context
Case / CRM screen pop
The operator sees the right customer, property, open case, and last note.
AI assist
Structured intake
Call details can be summarized into fields, notes, and routing decisions.
Outcome
Tasks + history
Follow-up stays tied to the record instead of living in memory or a side note.
Ring
Identify
Capture
Assign
Review
Operating Model
We build business systems where phone calls, customer records, tasks, and workflow live in the same operating environment.
02
Show the context
Caller screen pop can surface the customer, case, property, task, or open follow-up before the conversation starts.
03
Capture the work
Notes, call history, AI intake, and task outcomes can stay tied to the record that matters.
04
Improve the loop
Custom dashboards and role-based workflows help teams see where calls, documents, and decisions are stuck.
Implementation Pattern
A custom system should treat the PBX as an event source, not a side tool.
Calls, users, queues, records, notes, tasks, and AI capture can share one operating model when the application is designed around call context from the beginning.
01
Event source
Asterisk / SIP / queue state
Inbound and outbound calls become structured application events.
caller IDextensionroute
02
Resolver
Contact, case, or account match
The system searches the right business records before the operator starts from scratch.
phoneroleopen case
03
Working surface
Screen pop + action panel
Operators get notes, tasks, documents, history, and call controls in one place.
notestaskclick-to-call
04
Follow-up
AI-assisted intake + audit trail
Captured details become reviewable fields, not disconnected transcripts.
summaryfieldshistory
PBX + CRM Direction
The call should open the right record and leave behind useful work.
Custom Systems can combine PBX events, softphone actions, caller identity, case context, notes, and AI-assisted capture into one working surface.
CRM and case-management workflows
PBX-aware click-to-call
Caller screen pop with record context
Call notes and follow-up tracking
AI-assisted information capture
Future browser calling through WebRTC
Role-based permissions
Document and task management
First Example
RealtyCase Manager is the serious custom-system example for v1.
It is presented as a workflow platform direction that can grow toward PBX-aware calling, not as a finished commercial SaaS product.
Workflow interface concept
Case RC-2048
Closing package review
Documents, notes, tasks, contacts, and audit history stay tied to the transaction.
Incoming call
Buyer contact matched
Open case, last note, and follow-up task ready before answer.
Next Step
Start with the workflow around the call.
The best custom system brief usually begins with a simple question: what should appear, update, or happen when the phone rings?