Calls & SMS

Calls & SMS is your business phone inside the workspace. A softphone panel connects to Ringover, the phone provider the platform integrates with: you place and take calls in the browser, text customers from their records, and every call, text, and recording logs itself on the contact and the open deal. No desk phone, and no writing up call notes by hand.

What you can do

• Call from a record. A Call button sits on every contact and CRM deal, and any phone number in the workspace dials on click. The softphone panel opens, dials, and stays with you while you work — see Call & text from records.
• See who's calling. An incoming call pops the panel and a notification with the caller's name and number, plus an Open contact shortcut. When the caller has an open deal, the shortcut takes you to the deal instead.
• Keep a call log without writing one. Every call lands in Phone → Call History and posts a note on the contact and the open deal: direction, duration, and a link to the recording when there is one.
• Follow up on missed calls. A missed incoming call creates a call-back to-do on the deal or contact, due today, assigned to whoever missed it.
• Text from the record. An SMS button sits next to every phone number. Templates and bulk sends are built in, and replies thread onto the contact's timeline.
• Play recordings where you work. When Ringover records a call, the call record has an inline player, and the contact's history links to the recording.

Configuration

The integration is connected once per workspace: we enable it, an administrator pastes your Ringover API key in Settings, and we configure the numbers and real-time syncing that make logging instant. Each person then signs in to Ringover in the softphone panel with their own login. Set up calling & SMS has the steps.

Have a different phone setup? Other options, including a self-hosted SMS gateway or a connection to your own phone system, are available on request.

Related

• Set up calling & SMS
• Call & text from records
• Calls and texts attach to deals in CRM and to people in Contacts.
• Internal voice and video between colleagues is in Chat and Meetings.