Communications
Business phone, text, and voicemail
Handle calls, direct client texts, voicemail, recordings, transcripts, and team call oversight from the same CRM that holds the customer and job record.
Pick a local Canadian number by area code in Settings → Phone & Text and activate it in minutes for inbound and outbound calls, direct client SMS, and calling or SMS campaigns.
Workers can call from the browser, receive inbound calls, open client context, continue SMS threads, and keep communication history attached to the lead or file.
Configure a programmable voicemail greeting and review voicemail recordings and transcripts from the dashboard.
With the right permissions and applicable consent, administrators can record and transcribe calls, listen to active calls, and whisper guidance to a worker without speaking to the customer.
Transactional SMS for requests, estimates, deposits, invoices, payments, assignments, and other system events is available immediately without a provisioned business number.
Free to start
Build this workflow around your service business
Signup is open. Create your CRM free, set up your first service, and add a business number or the AI assistant when you need them.