Calls & SMS
Use the built-in softphone and SMS so every conversation lands on the record.
Make calls
Click any phone number — on a contact, lead, or task — and the softphone dials. The widget overlays the page and persists while you navigate, so you can open the customer's history mid-call. Use the dialpad for ad-hoc numbers.
Log outcomes
When the call ends, duration and direction are saved on the record. Add your notes in the chatter while they're fresh; schedule the next activity right there.
Send SMS
Every phone field has an SMS button. Compose directly or pick a template; messages appear in the record's conversation thread alongside emails and calls.
Receive replies
Inbound texts thread automatically into the same conversation — no separate inbox to check.
Tips
- Templates make appointment reminders and follow-ups one click.
- Respect the blacklist: numbers that opt out are excluded automatically.
Need a hand with this? company@everjust.co — a human answers.