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Part of the CRMPorted or new numbersTexts, calls and WhatsApp on one timeline

Text and call from the row,
on a number they know.

Your numbers, ported or new. A text sent from the row stays on the row; a call placed from it is logged there with its recording. The merchant answers a number they recognise.

Set it up for my teamOpen the CRM

Carrier cost for numbers and messages is passed through at cost; the rest is part of the CRM.

Fig. 1 — Deals, the grid view. When the first row's Stage cell went to Offer sent, the automation on that cell texted the merchant from the company's own number, and the reply came back to this row.
What is in it

The phone is a field on the record.

Your numbersPort the numbers the business already answers on, or take new ones. The merchant sees a number they recognise, not ours.
Texts from the rowSend from the deal, the customer, the file. The reply lands on the same row, beside the email thread.
Calls from the rowPlaced from the record, logged with the recording and the notes, where the next person will look.
WhatsApp tooA WhatsApp thread files to the record the way a text does, with the same templates and the same history.
Sent by automationsA stage change texts the merchant; a missed reply texts again in a day. Every one is logged as if a person sent it.
Shared by the teamOne number, many people. Who is on the thread is visible; nobody double-texts a customer.
How it fits

One history, whatever the channel.

An email, a text, a call and a WhatsApp message about the same deal are four entries in one timeline on one row. The rep who picks up the file tomorrow reads it top to bottom and knows everything that was said.

  • Same sign-in and roles as the CRM
  • Numbers and recordings live in your workspace
  • Templates with the row's own fields filled in
  • Set up with the CRM, for the team
01Bring the numbersPorted or new, in a day.
02Text from the rowThe thread opens on the record; the template fills itself.
03The reply landsOn the row, and the automation that was waiting for it moves on.
Also in Sell and serve

The record, the phone and the page each role sees.

CRMLive grids over Postgres, a view per role, automations on a cell, the phone and the invoice on the row.built to a briefInterfacesA page per role over the same data, showing exactly the fields that role may touch.in the CRM
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Questions
Can we keep our current numbers?
Yes. Numbers port in; nothing changes for the customer.
Are calls recorded?
When you choose, and the recording sits on the row with the call. Consent notices are set per number.
How is it priced?
As part of the CRM, plus the carrier's cost of the numbers and messages, passed through at cost.

The number they answer,
on the row they are on.

Tell us the numbers and the team, and texting and calls are set up with the CRM.

Set it up for my teamThe CRM it runs in