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Phone and callsWin more leads

Never lose a caller to voicemail again.

Your business phone line runs inside the CRM, so every call is linked to the customer who made it.
  • 12 paid per use
  • 2 add-ons
  • Everything else in every plan
Start 14-day trialBook a 30-minute walkthrough
  1. 1Emily calls at 7:40 PM. The AI receptionist answers.
  2. 2It asks for her name, what she needs, and when suits her.
  3. 3Her details lift out of the call into a booking.
  4. 4The visit is booked, and the call summary waits in your inbox.
sampleAn after-hours call answered by the AI receptionist and turned into a booking.

Everything in Phone and calls

Open a feature for the detail. The wallet mark means it is paid per use from your wallet at the published rates.

See wallet rates

Most used

  • Business phone numbers

    Get local or toll-free numbers for your business that ring on a phone, a computer, or the app. A plumber can give out one business number and keep their personal mobile private. Calls and texts on your numbers are paid from your wallet.

  • Missed-call text-back

    When you miss a call, the caller gets a text from you within moments. A dentist in the middle of a filling can let the phone ring, knowing the caller already has a reply and a way to book. Each text is paid from your wallet.

  • Calls from any device

    Make and take business calls from a browser, a desktop app, or the mobile app. A consultant can take a client call from the laptop at the office and the next one from a phone on the train. Call minutes are paid from your wallet.

  • Phone menus and routing

    Phone menus send callers to the right person, and working hours decide what happens after closing. A clinic can send new patients to reception, billing questions to the office, and share calls in turns across the front desk team.

  • Call recording

    Calls can be recorded automatically so you can listen back later. A salon owner can use recordings to train new staff on bookings, or settle a disagreement about what was agreed. Recording is paid from your wallet.

  • National numbers

    A nationwide number lets you look national rather than local in 10 countries, including the UK, France, and Japan. A consultant with clients across a country can give them one number to call. Each number is paid from your wallet.

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  • Number porting

    You can move your existing US business number into the CRM, so customers keep calling the number they already know. Our team handles the transfer request with you so nothing on your cards, van, or website needs to change.

  • Call transcripts

    Calls are turned into text you can search and read. A practice manager can find the call where a patient asked about a payment plan without listening to an hour of recordings. Transcripts are paid from your wallet.

  • Transfer to any device

    Pass a live call to a teammate on their app, browser, or desk phone without giving out anyone's personal number. A receptionist can send a caller straight to the plumber who did their job.

  • Local caller ID

    When you call out, the customer sees a local number instead of an unfamiliar one. People are more likely to answer a number from their own area, which helps when you return enquiries. Each call is paid from your wallet.

  • Power dialer

    The power dialer calls through a list one number after another, so staff spend their time talking, not dialling. A clinic can work through its list of patients overdue for a check-up in one session. Calls are paid from your wallet.

  • Instant lead calls

    When a new lead fills in a form, the CRM rings your staff and connects them to the lead within seconds. A roofer can be talking to a homeowner while they still have the quote form open. Calls are paid from your wallet.

  • Voicemail drops

    Leave a recorded voicemail without the customer's phone ringing. A salon can let regular clients know about a cancellation slot without interrupting their day. Each drop is paid from your wallet.

  • Call tracking numbers

    Give each ad, flyer, or listing its own number and see which one made the phone ring. A plumber can compare the van signage with the online ads and spend more on what works. Tracking numbers and their calls are paid from your wallet.

  • WhatsApp callingAdd-on

    Turn a WhatsApp chat into a voice call in 1 tap, on the web or in the app. A clinic that serves customers who prefer WhatsApp can talk to them there. WhatsApp is an optional add-on with its own monthly price.

  • Desk phones

    Keep the handset on your front desk and connect it to your business line. Reception staff use the phone they know, and every call still shows up in the CRM.

  • US texting registration

    US carriers ask businesses to register before they will deliver their texts reliably. We help you complete the registration so your reminders and replies reach customers. The registration fees are paid from your wallet.

  • Call scripts

    Show staff what to say on screen while a call is live. A new receptionist at a dental practice can follow the booking script and ask every question the practice needs.

  • Call outcomes

    After each call, staff choose how it went, such as booked, call back later, or not interested. The CRM then starts the right follow-up, like sending a booking link or setting a reminder to try again.

  • Caller heads-up

    Before a transferred call connects, your teammate hears a short message saying who is calling and why. A plumber picking up on a job site knows it is an emergency leak before saying hello.

  • Missed-call WhatsApp replyAdd-on

    Anyone whose call you miss gets a WhatsApp message from you straight away. It suits businesses whose customers live on WhatsApp, such as a salon with many international clients. WhatsApp is an optional add-on with its own monthly price.

What we set up for you

Done by our team on Grow and Scale, free when you pay yearly.

How our team works
  • We connect your existing phone number or set up a new local one.
  • We build your phone menu, opening hours, and who rings when a call comes in.
  • We turn on missed-call text-back and write the message with you.
  • We help you complete US texting registration so your texts get delivered.
  • We train your team on calls, transfers, and call outcomes, then check the line keeps working.

Works with

The areas this one hands work to, and gets work from.

Who uses it

Kinds of business that lean on this area most, and how they put it to work.

See every use case

Guides on this

Plain, sourced advice on the jobs this area helps with.

Read all guides

Let us set up your CRM.

Start the trial, or talk it through with the person who would build your account.

Start 14-day trialBook a 30-minute walkthrough

Prefer to talk now? Call +1 833-719-7466.

  • Setup, data moves, and training by our team, free on yearly
  • 14 days to try it on your own business
  • Usage rates published before you spend

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