Professional services

Dial client satisfaction up to 11

OpenPhone makes it easy to work together and deliver the best client experience.

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Trusted by over 50,000 businesses

2,000+

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Why professional services love OpenPhone

Collaborative

Work in a shared inbox to review texts, voice messages, and calls.

Customizable

Flexible and configurable with automations to enhance your workflow.

Easy to manage

Quickly provision phone numbers, track activity, and connect to the tools you already use.

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OpenPhone checked all the boxes

After evaluating 6 or 7 other vendors, we found that only OpenPhone checked all the boxes. It’s just worlds better. We love using the round robin option, which rings other staff members if someone’s unavailable, so that client calls are serviced in a timely fashion.

Brian Thomas

Director of Claims Experience,
Coterie Insurance

All the features your business needs and more

Port your existing numbers for free

Easy setup, add unlimited shared and individual numbers

AI call transcripts and summaries

Never lose a detail from the conversation

Sync your contacts

Always know who's calling in by connecting to your CRM

Analytics and activity reporting

Gain insight into team activity

Connect to your other business tools

Seamlessly integrate and improve your workflow

Phone menus (IVR)

Help callers get in touch with the right person

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Collaborative

Work in a shared inbox

Shared inboxes

View texts, call recordings, and voicemails from any contact in a single view and leave comments or respond to calls and texts as a team

Internal threads and @mentions

Send teammates private notes to collaborate on problems behind-the-scenes.

Warm transfers

Hand-off calls with context using warm transfer and transfer with a note for a seamless experience.

A phone system that works with your workflow

Phone menus (IVR)

Let incoming callers access information or have their call routed to specific people or departments.

Advanced call routing

Set call routing rules and ring duration to control how team members are notified of incoming calls.

Business hours

Control how your phone number works at different times of day.

Scheduled messages and auto-replies

Send automated text replies for missed calls when you’re out of office.

A screenshot of a phone app with a message scheduled for 5:00 pm tomorrow.

Easy to manage

Empower your team and track activity

Team management

Quickly onboard your team to OpenPhone and adjust their permissions whenever you need to.

Call recordings, transcripts and summaries

A complete conversation history is always available for you and your team to review.

Analytics and insights

Get an overview of team activity and performance over time including call and message volume by teammate, time of day, and more.

Drop everything into your CRM

Connect OpenPhone with your favorite tools to help sync contacts, track conversations, and analyze calls.

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OpenPhone is the perfect solution

I’m able to keep using a phone I already love and just run my business from it, easily, with a separate number. It really ticked off all the boxes . . . It's probably the most important piece of tech that I have in my tech stack.

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