Platform Features

Every feature, in one place.

A reference for service providers, integrators, and IT teams evaluating Thirdlane against an RFP or a competing platform. 107 capabilities across 14 functional areas — all in one multi-tenant system, on one upgrade path.

Highlights flagged 16.x ship in the current Thirdlane 16.1 release line. See the release notes for full per-version detail.

Voice & PBX

Carrier-grade SIP PBX core engineered for true multi-tenancy. One platform, one upgrade path, one admin model — not a fleet of per-customer instances.

True multi-tenant PBX

Single shared platform with logical tenant isolation — not a separate instance per customer. Scales to thousands of tenants.

Per-tenant isolation

Every customer gets their own dial plans, extensions, voicemail, recordings, admin scope, and branding. No cross-talk.

IVR & visual call flow

16.x

Multi-level menus, time conditions, ring groups, announcements. Interactive call-flow diagram with double-click-to-edit and search.

Routing Conditions

16.x

Reusable decision points evaluating schedule or office mode with match/no-match destinations, chainable from IVR, inbound routes, hunt lists.

Default route

16.x

Tenant-wide fallback when no inbound route matches. Visualized in Call Flow with interactive editing.

Voicemail & recording

Voicemail-to-email, configurable retention, on-demand and policy-based call recording, transcription, and AI summary.

Conferencing & paging

On-demand and scheduled audio conferences. Paging and intercom over the same fabric.

Trunks & failover

Multi-trunk routing, least-cost routing, automatic failover, regulation-aware patterns.

E.164 dialing plans

16.x

Country-based normalization with 51 pre-configured plans. Per-user and per-trunk overrides for remote workers and provider quirks.

STIR/SHAKEN attestation

Caller ID attestation built in for North American compliance.

Integrated SBC

Session border control bundled — no separate vendor, no separate license.

Contact Center

Contact center on the same platform as the PBX. Voice plus messaging in one routing fabric — not a bolted-on app.

Omnichannel queues

16.x

Voice, SMS, WhatsApp, and web chat routed through a single queue model with consistent identity and history.

Skill-based ACD

Skills, priority, callback in queue, agent presence, supervisor barge / whisper / monitor.

After Contact Work (ACW)

16.x

Configurable ACW policies with disposition requirements, time limits, agent-requested extensions, automatic Asterisk wrapuptime sync.

Pause & disposition codes

16.x

8 default Pause codes and 12 default Disposition codes. Per-tenant and per-queue code sets with three-level inheritance (Global → Tenant → Queue).

Interactions screen

16.x

Unified review of closed interactions across voice, chat, SMS, and WhatsApp — filterable by agent, queue, channel, DID, disposition, date range.

CC Admin & CC Supervisor roles

16.x

Dedicated administrator scopes — CC Admin sees all queues for a tenant, CC Supervisor is queue-scoped only.

Agent dashboard

Real-time queue stats, presence, and historical analytics with drill-down and scheduled email delivery.

Quality monitoring

Recording with on-demand and policy-based modes. AI-driven QA scoring, sentiment analysis, compliance checks (see AI section).

Built-in CRM

A real CRM module included with the platform — not just a click-to-call plug-in. Tenant-scoped contacts, activities, campaigns, and deals.

Contacts, Accounts, Leads, Deals

Built-in

Full grid, form, filter, and CRUD. Pipeline stages with weighted values, contact and account linking.

Lists (static & dynamic)

16.x

Manual selection or live-query criteria (status, source, tag, account, opt-in flags, date ranges).

Custom fields

16.x

Per-tenant custom contact, account, and lead fields with dynamic form injection.

Contact timeline

16.x

Unified chronological view of activities and contact center interactions per contact.

Tasks & activities

16.x

Priorities, due dates, assignees, status workflow, overdue detection.

Campaigns

16.x

Bulk outbound WhatsApp and SMS to contact lists with scheduled delivery, timezone-aware time picker, send-time windows, per-contact tracking.

CSV import wizard

16.x

Three-step Upload → Map fields → Review with delimiter auto-detect, header alias mapping, dry-run preview, reusable import templates.

CRM REST APIs

16.x

Full CRUD with OpenAPI 3.1 specs and interactive Scalar docs for Contacts, Accounts, Leads, Lists, Custom Fields, Activities, Tasks, Campaigns, Deals.

Messaging & WhatsApp

Native WhatsApp Business integration — Thirdlane is its own WABA provider, not a reseller of someone else’s broker. SMS, MMS, and WhatsApp share routing, identity, and reporting with voice.

Native WhatsApp Business API

Built-in

Direct Meta WABA integration with phone number sync and message template sync. No third-party broker, no markup, no extra hop.

DID-to-WhatsApp mapping

16.x

Map any DID to a WhatsApp number directly from the DID form with tenant-scoped auto-match suggestions and a WhatsApp status column.

SMS & MMS

Two-way SMS and MMS where supported. A2P/10DLC-aware routing for US deliverability.

Custom SMS gateway

16.x

Webhook-based integration for carriers without built-in support, with downloadable Perl, Python, and Node.js reference adapters.

Messaging Channels config

16.x

Single screen for linking WhatsApp, SMS, and voice provider resources to tenants.

Messaging Log (MDR)

16.x

Channel, provider message id, error details, and lifecycle timestamps for every send — diagnose failed SMS and WhatsApp without leaving the report.

Marketing administrator role

16.x

Dedicated role scoped to CRM, messaging channels, and WhatsApp accounts.

AI & Voice Intelligence

Post-call analysis, transcription, and conversational AI hooks. Bring your own model, or use ours — your data and prompts, your choice.

Post-call AI analysis

16.x

Summarization, sentiment, categorization, action-item extraction, QA scoring, entity extraction, compliance checking.

Pluggable AI providers

16.x

AI analysis service provider with automatic model discovery and configurable analysis options per service.

Recording detail with AI insights

16.x

Single Details icon opens a tabbed view: call summary, transcription, action items, sentiment, QA scoring, entity recognition, compliance.

Connect AI master switch

16.x

Per-tenant toggle that enables or hides voice messages, dictation, on-device transcription, and the Connect AI settings page across web, desktop, and mobile.

Transcription

On-device or server-side transcription, with language detection and the ability to feed downstream analytics.

Connect — UC Apps

Branded desktop, web, and mobile clients for voice, video, messaging, presence, and meetings. White-label per tenant, not just per platform.

Voice, video, chat, presence

White-label

One app for calls, meetings, screen share, file transfer, and team chat. Same identity across web, iOS, Android, macOS, Windows, Linux.

Per-tenant branding

16.x

Custom logo, app name, sign-in button color, and favicon per tenant. Auto-contrast text. Falls back to global defaults.

Meetings & screen share

On-demand and scheduled audio/video meetings, screen share, file sharing — running on your platform, on your domain.

CRM screen pop & click-to-call

Browser extension and in-app integrations for Salesforce, HubSpot, Zoho, Microsoft Dynamics, SugarCRM, Pipedrive, plus thousands more via Zapier.

Mobile-first calling

Place calls from your office extension and caller ID without exposing the agent’s mobile number.

Connect Branding

16.x

Customize the Connect login page per tenant, including logo, favicon, and sign-in colors.

Security & Compliance

TLS/SRTP, per-tenant isolation, role-based admin, audit trails, and the deployment models you need for HIPAA, GDPR, and regulated environments.

OIDC SSO across every surface

16.x

Single sign-on with MFA across Configuration Manager, the User Portal, and Thirdlane Connect on web, desktop, and mobile — one identity, one MFA challenge.

Named OIDC providers

16.x

Pre-named integrations for Okta, Azure AD, Google Workspace, Keycloak, Authentik, and Zoho. Plus any other OIDC-compliant identity provider.

Email-based username alias

16.x

Users can sign in to Configuration Manager, User Portal, and Connect with their email address as well as their username.

Secure Password Mode

16.x

One-way upgrade that eliminates plaintext password storage, blocks administrator password retrieval, and enforces email-based reset with mandatory change on next login.

Onboarding modes

16.x

Tenant-wide setting for invite-link onboarding (email enforced) or temporary-password mode (force change on first login). Onboarding state column and filter on User Extensions.

Encrypted media & signaling

TLS for SIP signaling and SRTP for media. End-to-end where supported by endpoints.

Per-tenant security policies

Each tenant gets its own role model, audit trail, and policy enforcement.

STIR/SHAKEN attestation

A/B/C attestation, integrated SBC, and policy-driven anti-spoofing.

Audit & system audit

16.x

Per-tenant audit logs plus a System Audit screen with email validation, missing-email detection, and onboarding-state checks.

Phones & Provisioning

Zero-touch provisioning for the major desk-phone vendors and softphones. Run our DMS, point at a customer-managed DMS, or run both in parallel.

Phone Models management

16.x

Browse, filter, clone, and inline-edit templates for every supported phone model. Full CRUD for custom models.

Per-model provisioning protocol

16.x

HTTP, HTTPS, FTP, FTPS, TFTP — chosen per model, with global defaults and protocol-aware template variables.

Custom template variables

16.x

Define global name-value pairs in Provisioning Settings and reference them across all phone templates.

External Provisioning mode

16.x

Direct phones to download configs from a customer-managed DMS for environments where the customer’s DMS is the source of truth.

Per-model path segments

16.x

External provisioning URLs, firmware paths, and S3 object keys are scoped per model — prefix-scoped access, no filename collisions across models.

Disable local provisioning services

16.x

Toggle FTP, HTTP, HTTPS, and TFTP services individually, or shut them all down automatically when running fully against an external DMS.

S3 file transport

16.x

Automatic upload of provisioning files to any S3-compatible target after each device is provisioned.

Custom Script transport

16.x

Run user-defined post-provisioning scripts with file paths and context variables — bridge to any DMS, archival system, or audit pipeline.

Phone Firmware screen

16.x

Templates and firmware are now separate — templates ship with the manager, firmware is optional and managed on a dedicated screen.

Broad phone compatibility

Yealink, Fanvil, Snom, Polycom, Grandstream, and any standards-compliant SIP phone or softphone.

Reports & Analytics

Built-in reporting across Call, Contact Center, CRM, and Enterprise — with drill-down, scheduled email delivery, and a dedicated reporting connection.

Reports module

16.x

Call Reports, Contact Center Reports, CRM Reports, Enterprise Reports — interactive charts, data tables, date controls, drill-down, favorites, scheduled delivery.

Separate reporting connection

16.x

Distinguish telephony write credentials from reporting reads. Same MySQL by default, or split to a dedicated host or read replica.

Real-time queue analytics

Live queue and agent stats with supervisor tools.

Recording analytics

16.x

AI-driven sentiment, QA, entity extraction, and compliance scoring on recordings.

Branding & White-label

Per-tenant branding is a first-class concern, not an afterthought. Your customers see your brand, not ours.

Global brand colors

16.x

Configure brand colors at the global level for the platform.

Per-tenant branding

16.x

Custom logo and brand colors per tenant that override system defaults.

Auto-contrast UI

16.x

Toolbar text and icons automatically switch between light and dark for readability based on the primary brand color.

Email Templates

16.x

DB-backed templates with HTML preview and dynamic brand-variable injection (BRAND_APP_NAME, BRAND_LOGO_URL, etc.).

Media Library

16.x

Upload and manage images for branding and email templates with thumbnail previews.

Connect white-label

White-labeled apps on iOS App Store and Google Play under your brand, on your release schedule.

APIs & Integrations

REST APIs and webhooks for everything that matters. OpenAPI 3.1 specs and interactive Scalar docs ship with the platform.

Organization REST API

16.x

Full CRUD for enterprises and sites, plus a shared directory at /api/organization/.

CRM REST APIs

16.x

Contacts, Accounts, Leads, Lists, Custom Fields, Activities, Tasks, Campaigns, Deals — with OpenAPI 3.1 + Scalar.

System Management API

Provisioning, billing, CDRs, tenant administration. Designed for portals and OSS/BSS integration.

Telephony Operations API

Call control, click-to-call, screen pop, event notifications.

Webhooks & AMI/AGI

Event-driven hooks across the call lifecycle. AMI/AGI for Asterisk-native integrations.

CRM ecosystem

Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, SugarCRM, Zendesk, Freshdesk, Pipedrive — plus thousands more via Zapier.

Helpdesk & ITSM

Freshdesk, Zendesk, ServiceNow integration for click-to-call, screen pop, and ticket logging.

Microsoft Teams

Direct Routing for Teams calling, with Thirdlane providing the carrier-grade SBC and dial plan.

Multi-Site Enterprises

For MSPs whose customers are themselves multi-location businesses — a chain of clinics, a franchise group, a regional firm with branch offices. Most platforms model this as separate installs federated by SIP trunks. Thirdlane treats it as a first-class object.

Enterprise = many organizations

16.x

Group multiple organizations as sites under one enterprise with shared inter-site dialing, unified directory, aggregate limits, and centralized administration.

Inter-site dialing modes

16.x

Three configurable modes: disabled, prefix-based (e.g. *88 + site code + extension), or direct dialing across sites. Dialplan is generated automatically.

Enterprise-level trunk assignment

16.x

SIP trunks can be scoped to all tenants, a specific enterprise (shared by all its sites), or a single site.

Per-site metrics dashboard

16.x

Enterprise management UI with a Sites tab showing per-site extension count, DID count, queue usage, call limits, Contact Center status, and Teams status.

Organization REST API

16.x

Full CRUD for enterprises, site listing, and shared directory at /api/organization/ with OpenAPI 3.1 spec.

Promote / demote workflows

16.x

Assign existing organizations to an enterprise or promote a single organization into a new one. Detach sites back to independent organizations without deleting them.

Cluster & Horizontal Scale

Scale by adding capacity, not by stacking instances. Service locations, role-separated servers, tiered config sync, automatic offline recovery — the kind of horizontal clustering carriers expect, on a platform priced for MSPs.

Service locations management

16.x

Multi-site cluster deployments with explicit service locations and per-location server assignment.

Server lifecycle states

16.x

Servers move through inventory → provisioned → active → maintenance with health-checked transitions.

Role-separated servers

16.x

Explicit server types — management, proxy, and PBX — for clean role separation across the cluster.

Tiered cascading config sync

16.x

Hybrid sync using database replication and file-based markers. Designed for multi-location clusters where every node needs the same source of truth.

Automatic offline recovery

16.x

Servers catch up on missed changes when reconnecting after a network or maintenance window.

Cluster Status dashboard

16.x

Single screen showing deployment mode, server counts, and cluster health.

Interactive Topology diagram

16.x

Real-time visualization of management ↔ master ↔ worker sync state across the cluster.

Sync Diagnostics

16.x

Dedicated screen for monitoring cluster synchronization status with command queue view and automatic deduplication of redundant operations.

Tenant-to-location policies

16.x

Map tenants to specific service locations and servers for efficient call processing across regions.

Active/active + geo-redundancy

High availability across active/active and active/passive topologies with optional geo-redundancy.

Storage & Infrastructure

Run wherever you run — your cloud, our cloud, bare metal, or virtualized. With seven supported S3-compatible providers and a BYOS option for compliance-bound tenants.

S3-compatible object storage

16.x

Recordings, voicemail, faxes, transcriptions, and provisioning artifacts to any S3-compatible target. Background sync with configurable local retention.

Seven supported providers

16.x

AWS S3, Wasabi, Backblaze B2, DigitalOcean Spaces, Cloudflare R2, MinIO, and Garage — pick on cost, region, or sovereignty.

BYOS (Bring Your Own Storage)

16.x

Enterprise tenants with compliance requirements can supply their own S3 endpoint and credentials per tenant.

Per-location storage config

16.x

Per-location and per-tenant storage configuration with inheritance from system defaults. Override only what needs to differ.

Local cache layer

16.x

Cached retrieval for recordings and transcriptions so playback stays fast even with remote S3 backends.

File Storage tab

16.x

Provider selection and per-location override on a single screen in System Preferences.

Directory sync

16.x

Sync user directories from external systems with scheduled jobs.

Repository-based upgrades

Predictable, scriptable upgrades — no proprietary installers.

Deployment flexibility

Public cloud, private cloud, on-prem bare metal, or any virtualization platform.

Need a deeper dive?

The full administrator and developer documentation lives in the Platform Documentation , and end-user guides live in the User Portal Documentation . For RFP support and feature-by-feature comparisons against your incumbent platform, talk to our team.