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
- Included in every plan
- Replaces 2 separate tools
- Shares one workspace & database
- Step-by-step guide included
Replaces tools like
RingCentral
Aircall
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, with templates included. Replies thread into the contact's history the moment they arrive.
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.
Who it’s for
Built for the people who run the phones
Sales & support
Calls and texts logged on the customer’s timeline.
Front-desk & dispatch
One shared address book and history for the whole team.
Anyone on the phone
Click to call; every conversation saved to the record.
One workspace
Calls & SMS doesn’t work alone
Every app draws on the same data layer — so Calls & SMS already knows your people, files, and history. No exports, no integrations, no duplicate records.
Calls & SMS draws on
Contacts Leads & deals
Calls & SMS
…and feeds back
Call logs & texts on the recordSame database, same records — nothing exported, nothing re-entered. What Calls & SMS writes, every other app can read the moment it lands.
Questions
Calls & SMS, answered
Is Calls & SMS included, or does it cost extra?
Included. Every app is part of the flat license — one monthly price, up to 12 people, no per-app charges and nothing to unlock. See pricing.
What does Calls & SMS replace?
The job you’d otherwise pay tools like RingCentral, Aircall for — except it lives inside the same workspace as the rest of your apps, sharing one set of contacts, files, and history instead of another separate subscription.
Is my data mine?
Yes. Your workspace runs on its own isolated database — not shared tenancy — and you can export your data at any time. More in Security & data.
Does Calls & SMS work on mobile?
Yes. The whole workspace is responsive and installs to your home screen as an app on iPhone and Android. See Use it on your phone.
How quickly can we start using it?
Your workspace is provisioned in about two minutes once your license starts, with the right apps already switched on. There’s a step-by-step Calls & SMS guide to get going.
Better together
Works hand-in-hand with
Same contacts, same files, same activity feed — every app shares one workspace.
Next step
See Calls & SMS running on your data.
One flat license, every app included, month to month — cancel anytime.