Bring your own phone system. Every client number becomes click-to-call.
Connect JustCall or Twilio in Settings and every phone number on the client detail page turns into a dial link. A floating softphone pill lives bottom-right on every page. Outbound calls open pre-loaded with client context, inbound rings surface a missed-call banner and every conversation lands on the client's Calls tab with recording playback and voicemail transcripts.
Calling
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Priya Sharma · Case #4821
A CRM softphone that respects your existing phone bill.
No second carrier account. No per-minute markup. You pay JustCall or Twilio directly and ImmiIQ becomes the dialer and the recording player.
Click-to-call anywhere
Every phone number on the client detail page dials from the softphone widget with the client context pre-loaded.
Inbound rings + missed banner
Inbound calls ring in the widget. Missed calls surface a banner at the top of the shell so you don't lose the follow-up.
Dual-recording opt-in
Enable dual-recording per organisation. Both call legs are captured for compliance and land on the client Calls tab.
Playback + voicemail transcript
Recordings play inline through short-lived signed URLs. Voicemail is transcribed automatically and pinned to the client.
Anatomy of a call inside ImmiIQ.
Two providers, same shape. Whether you dial through JustCall or Twilio, the flow is identical and the client record ends up with the same paper trail.
Click the number
Any phone number on the client card opens the softphone widget with the client pre-selected. Or hit Cmd+Shift+D from anywhere to open the dialpad.
Provider bridges the call
TwiML or JustCall's outbound API bridges the leg. The connection card shows Via Twilio or Via JustCall so firms with both know which bill this call hits.
Log + recording on Calls tab
Direction, duration, disposition and voicemail transcript land on the client's Calls tab in real time. Recordings unlock behind a five-minute signed URL.
Security
Recordings re-encrypted per org. Cross-tenant playback is architecturally impossible.
Call recordings are re-encrypted with a per-organisation key before they hit ImmiIQ storage and are only reachable through five-minute signed URLs generated after a fresh org-membership check. Webhook payloads from your voice provider are HMAC-verified against your own connection's secret before we touch the row, so a forged callback from a different tenant can never write into your call history. The recording-URL endpoint returns 403 the moment the caller's active org doesn't match the row's organisation id.
Per-org recording encryption
Twilio holds the raw copy. ImmiIQ holds the encrypted copy. Only your firm can decrypt.
Signed 5-minute URLs
Playback links expire fast. Fresh membership check on every request.
HMAC-verified webhooks
X-Twilio-Signature + per-connection secret dropped before any state change.
Frequently asked.
Can I use my own phone system instead of paying ImmiIQ for calls?
Yes. Connect JustCall or Twilio in Settings then Integrations and every phone number on the client detail page becomes clickable. Calls go through your provider (you pay Twilio or JustCall directly, not ImmiIQ), get logged against the client automatically and recordings play back inside the CRM.
Can I bring my own Twilio account?
Yes. Paste your Account SID and Auth Token in Settings then Integrations then Twilio Voice and every outbound call from ImmiIQ will be placed through your Twilio account with your own caller IDs. Enterprise firms can supply a Subaccount SID for true tenant isolation on the Twilio side.
What if I have both JustCall and Twilio connected?
The softphone widget shows a small Via dropdown so you pick which driver dials this specific call. Both providers stay connected and both webhook streams keep updating the Calls tab.
Are recordings compulsory?
No. Recording is opt-in per organisation. Toggle Record every call on the connection card when your regulator requires it or leave it off and only call logs land on the timeline.
Related integrations.
Included on every Pro plan.
- Click-to-call from every phone number on the client detail page
- Floating softphone widget with Cmd+Shift+D global shortcut
- JustCall + Twilio drivers side by side, pick per-call
- Per-org opt-in dual-recording with playback on the Calls tab
- Voicemail transcript captured and pinned to the client
- Missed-call banner at the top of the app shell
- Enterprise Twilio subaccount isolation supported
- Per-org recording encryption with 5-minute signed URLs
Try it in your firm's trial today.
Connect JustCall or Twilio in under two minutes and place your first click-to-call inside ImmiIQ.