Your phone system, inside the CRM.
Click any number to call, take notes while you talk, and let the call log itself on the contact. Texts work the same way — sent from records, threaded with the rest of the conversation.
Included with every workspace · no per-app pricing
Click-to-dial everywhere
Every phone number in the workspace is callable. The softphone overlay follows you across pages mid-call.
Two-way SMS on the record
Send texts from any phone field — templates included. Replies thread into the contact's history automatically.
Calls that log themselves
Duration, direction, and your notes attach to the contact, so 'did we call them?' has an answer.
Built for follow-up
Pair with CRM activities: call from the pipeline, log the outcome, schedule the next touch — without leaving the deal.
How it works
The day-to-day flow
What using Calls & SMS actually looks like, in 3 steps.
Click a number anywhere — contact, lead, or task.
Talk with the softphone overlay while you navigate and take notes.
The call and any texts land on the record's timeline automatically.
Better together
Works hand-in-hand with
Same contacts, same files, same activity feed — these apps complete the picture.
Get started
Calls & SMS is two minutes away.
Included with every workspace — no per-app pricing, no setup calls.