Communication

Phone & SMS

Voice and texting on every lead timeline

Phone & SMS is built into FlowForce — not a separate dialer vendor. Provision team lines, verify personal caller IDs for outbound, receive inbound in the browser, and text from the same record as cadences and Power Dial.

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Sync
FlowForce
CommunicationConnected
Meeting booked · synced to lead timeline
Deal stage updated · pushed to CRM
Reply detected · cadence paused

What you get

  • Purchase and assign local numbers for voice and SMS
  • Verified caller ID for reps (personal or team numbers)
  • CNAM caller ID name on outbound purchased lines
  • Inbound softphone when you mark yourself available
  • Email alerts for missed calls and new voicemails
  • SMS threads on the lead timeline with cadence smart-stop

How it works

  1. 1

    Open Settings → Integrations → Phone & SMS and connect voice for your tenant.

  2. 2

    Admins provision numbers; reps verify optional personal caller IDs.

  3. 3

    Place calls, run Power Dial, and send SMS from lead records — activity logs automatically.

  4. 4

    Turn on availability to receive inbound; missed calls and voicemails notify by email.

Connect Phone & SMS to FlowForce.

OAuth setup takes minutes. Every touchpoint logs to the right lead automatically.