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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