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.
What is in it
The phone is a field on the record.
Your numbers
Port the numbers the business already answers on, or take new ones. The merchant sees a number they recognise, not ours.
Texts from the row
Send from the deal, the customer, the file. The reply lands on the same row, beside the email thread.
Calls from the row
Placed from the record, logged with the recording and the notes, where the next person will look.
WhatsApp too
A WhatsApp thread files to the record the way a text does, with the same templates and the same history.
Sent by automations
A 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 team
One 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
Bring the numbers
Ported or new, in a day.
Text from the row
The thread opens on the record; the template fills itself.
The reply lands
On the row, and the automation that was waiting for it moves on.
Questions
About Texting & calls.
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.