How to set up call recording with MicroSIP

NerdCRM records calls through MicroSIP — a free Windows softphone — plus a small recorder agent we ship. The agent uploads each recording directly to S3 and the server links it to the matching deal and contact by phone-number match.

Call recording is a paid feature. The free plan includes 100 recordings so you can set the whole thing up and hear it working before you pay — see your free allowance. If the allowance runs out, the agent keeps queueing recordings on the rep’s machine and uploads them once you upgrade, so nothing is lost in the meantime.

What you need

• A Windows machine for each rep who’ll record calls (Windows 10 or later)
• A SIP trunk or VoIP provider that gives you SIP credentials (Twilio, JustCall, Plivo, your existing PBX)
• The NerdCRM recorder token for your organization (Settings → Integrations → Recorder agent)

Step 1 — Install MicroSIP

1. Download MicroSIP from microsip.org
2. Run the installer with default settings
3. Open MicroSIP, go to Menu → Account and add your SIP credentials from your VoIP provider
4. Place a test call to confirm dialing works

Step 2 — Enable recording in MicroSIP

1. Menu → Settings → Audio
2. Check Auto record
3. Set the recording format to WAV
4. Set the recording folder to a location you can find again — e.g., C:\\Users\\YourName\\NerdCRM\\Recordings

Step 3 — Install the NerdCRM recorder agent

1. From inside the CRM, go to Settings → Integrations → Recorder agent
2. Click Download for Windows — you’ll get a small installer
3. Run the installer; it lives in the system tray (orange phone icon)

Step 4 — Connect the agent to your organization

1. Right-click the system-tray icon → Settings
2. Paste the Recorder token shown on the Settings → Integrations page
3. Set the Watch folder to the same folder MicroSIP saves recordings to
4. Click Save

The agent verifies its token, watches the folder, and uploads each new recording as it lands. You’ll see a green checkmark in the tray when it’s connected.

Step 5 — Test the auto-link

1. Place a test call from MicroSIP to a number that exists as a contact in your CRM
2. End the call
3. Within 30 seconds, the recording should appear on that contact’s timeline and on any open deal linked to the contact

If the recording doesn’t appear:

• Check Settings → Integrations → Recordings for entries in the unmatched bin (no contact had that number)
• Verify the contact’s phone is stored in the same format MicroSIP dialed (we normalize with E.164 — e.g., +8801 for Bangladesh, +1 for US)
• Confirm the recorder agent’s tray icon is green

Storage and retention

Each user comes with 10 GB of rolling recording storage and 12-month retention. Both are configurable per organization at Settings → Recordings.

Need a different softphone?

The recorder agent watches a folder, so any softphone that writes to a folder you point at will work. We’ve tested MicroSIP and 3CX. If you want first-class support for another softphone, email hello@nerddevs.com.