Vicidial Audit & CRM Integration

I run an outbound marketing team on a self-hosted Vicidial (CentOS 7, Vicidial 9.x, Asterisk 13) and need a fresh, expert set of eyes on the whole setup. Your first task is to walk through the server with me—dial plans, carrier trunks, codecs, campaign settings, user permissions, the works—then spell out exactly what should be tweaked for cleaner call quality and smoother agent workflow. We can do the review over a live screen-share; I’ll give you web and SSH access during that session.

Once the audit is complete I want Vicidial tied neatly into our CRM so agents no longer double-enter data. The must-have feature is automated follow-ups triggered from call dispositions or status changes and pushed into the CRM via its API. If you have a preferred method—native API scripts, web-hooks, or a lightweight connector—tell me why it’s the right fit and implement it.

Deliverables
• Written audit report with recommended configuration changes
• Fully functional CRM integration that creates automated follow-ups on each qualifying event
• Hand-off documentation and rollback notes for my in-house tech

Acceptance criteria
• Dialer stays live and stable throughout the process
• Follow-ups appear in the CRM within two minutes of each trigger and are visible to agents
• All changes are clearly documented for future maintenance

If deciphering SIP traces, optimising dial plans, and writing clean API code are second nature to you, I’d love your help.