NameCRM texting and business phone: every text, call and voicemail on the client's record

Texts, calls and voicemail on the client's record

• The CRM is the phone

  Your business number rings every open NameCRM browser and app and your cell phone together, the first to answer wins, and on computers and Android phones the notification itself carries Answer and Decline.

  What sets it apartA full business phone inside the CRM, replacing a separate phone service.

• Two-way texting per client

  Texts are threaded per client with delivery receipts that settle each bubble, so texting lives on the client record instead of someone's personal phone.

• Picture messages both ways

  Pictures can be sent and received in texts, on their own or with words, now or later, and incoming pictures are kept in private storage.

• Several business numbers

  Each business number has its own inbox, you choose which line sends, and a reply always goes out from the number the client texted.

• Text composer with honest counter

  The text composer has an emoji picker, dictation, AI draft and polish, and an honest counter that shows how many texts the carrier will bill for.

• Call bar with hold, mute and transfer

  A call bar follows you around the CRM and survives a refresh, with hold, mute, add a person, transfer and a keypad.

• Recovery count from our own line

  Never lose a call or text

  A daily reconcile asks the phone carrier what it holds and brings home any text, picture or voicemail the CRM missed; its first run recovered 7 lost texts.

• Line audit and backup routing

  Every business number's call, text and backup settings are read from the carrier and shown in one place, and every line gets a carrier-hosted fallback.

• Done for our own account

  Old phone history imported

  Nine months of texts and voicemails from a previous phone provider were imported and threaded onto the right clients, playing from private storage.

• Inbox controls for every text chat

  Every text chat can be marked unread, pinned, muted for the team, archived until they text again, snoozed, given to a teammate, labelled Lead, Client or Vendor, or blocked from alerting you, by menu, right click or swipe.

• React and reply inside a text

  React to a client's text with any emoji, sent to them as a text, reply to one message, copy it, hide it in a trash you can restore, or retry a failed one, by holding, swiping or tapping twice.

• A refused text tells you

  If a phone carrier refuses a text to a client, the bell says who and why and opens the chat, and links inside texts use addresses that carriers deliver.

• Move a live call between devices

  Move a live call from the app to the owner's cell phone, to your other signed in devices, or back from a cell, and the caller is never left alone or on hold music.

• Calls transcribed and summarized

  Answered calls are recorded, transcribed and summarized onto the client's timeline, and a late recording offers to transcribe instead of promising forever.

• Voicemail becomes action

  Voicemail is transcribed and summarized with action items, noted on the contact, and pushed to your phone with Call back and Text back buttons.

• STOP means stop, on every text

  Every way NameCRM sends a text checks for STOP first, the AI assistant's recaps included, and a release is refused if a new way of sending skips that check.