Phone & SMS

Voice and texting on the CRM timeline.

Buy and verify numbers, run inbound and outbound calls in-browser, and text from the same record as your cadences and dialer. Caller ID, CNAM, and notifications built in.

Free forever for one seat. No credit card required.

Capabilities

Telephony without a second stack

Phone & SMS powers click-to-call, cadence SMS steps, Power Dial, and inbound — one integration in Settings, every touch on the lead.

Team & personal numbers

Provision local lines for SMS and voice in FlowForce. Reps send texts and place calls from numbers tied to the CRM — not personal cell threads.

Verified caller ID

Verify your mobile or desk line for outbound calls and Power Dial. Choose tenant numbers or your own verified ID on every dial.

CNAM caller ID name

Set the outbound name that appears on caller ID when you purchase numbers — helpful for brand recognition and compliance on RE and ISA teams.

Inbound voice & availability

Mark yourself available to receive inbound calls in the browser softphone. Routing respects your status so hot leads reach a live rep when you are on.

Missed call & voicemail alerts

Get email when a call goes unanswered or a prospect leaves voicemail. Follow up from the lead timeline without checking a separate phone app.

SMS on the timeline

Inbound and outbound texts log to the lead record. Cadences, drips, and one-off sends use the same numbers with smart-stop on reply.

Connect Phone & SMS in your workspace

Included on Pro. Voice and SMS usage draws from your transparent usage wallet.