Shared business identity
Protect personal numbers while maintaining professional consistency.
Feature
Team calling with shared business ownership
Keep customer calls tied to a single team workflow so no opportunity depends on one person’s phone.
Key value
Team calling outcomes
Inbound call context
View customer history before and after each call.
Call-to-text continuity
Continue conversations in SMS and email without context loss.
Collaborative ownership
Reassign and hand off conversations when schedules shift.
Missed-call workflows
Recover missed opportunities with immediate follow-up automations.
Scalable operations
Add team members and numbers without rebuilding process.
Common operational wins
- Reduce missed opportunities during busy windows.
- Improve post-call follow-up consistency.
- Standardize call handling across multiple teammates.
Need a rollout plan for this workflow?
Share your use case and we will map channels, ownership, and follow-up logic.