Phone system

A phone system that lives inside your CRM

Pick a business number or port your existing one. Route calls to the right person. Voicemails transcribed automatically. Missed calls become service requests. Built natively, not a third-party integration.

What's inside

  • Native, not integrated

    ServiceGrid's phone system is built into the platform, not a third-party integration. Calls, customer records, and dispatch all share state. No 'sync delay,' no 'integration broke again' tax.

    Benefit:End the third-party integration tax (~$50–$150/mo)

  • Number provisioning + porting

    Pick a new local US number in any area code, or port your existing business number. Porting takes 2–3 weeks; in the meantime, run both numbers in parallel.

    Benefit:Keep your number, gain modern call routing

  • Voicemail-to-text

    Voicemails transcribed automatically and emailed to whoever is responsible for that number. Search the text. No more listening to voicemails on a recorded line.

    Benefit:Triage voicemails 10x faster

  • Missed-call → service request

    When a call goes unanswered, the inbound number, time, and any voicemail auto-create a service request in the queue. The team can call back from the same record without re-keying anything.

    Benefit:Stop losing inbound leads to missed calls

  • Two-way SMS from the same number

    Send and receive SMS from your business number. Customer texts the office, the office sees the conversation in a shared inbox, anyone on the team can reply. Conversation attaches to the customer record.

    Benefit:Move customer conversations off personal phones

  • Call recording (opt-in) + transcripts

    Optional call recording for training, dispute resolution, or QA. Transcripts are searchable. Compliance disclosure plays at call start where required by state law.

    Benefit:Resolve disputes with the actual conversation, not memory

Who this is for

  • Operators losing leads because the office can't always answer the phone
  • Teams paying $50–$150/mo for a third-party phone integration that breaks regularly
  • Businesses where customer SMS conversations live on someone's personal phone
  • Owners whose voicemails go to a recorded line nobody actually checks

Phone system questions

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