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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.

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.