Phone

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Business Phone Completely Integrated with EO Office

Manage ALL Incoming Calls with Advanced Features

Smarter business phones use time-saving features to promote productivity. When a call comes in, Phone pulls the profile and lead information for the caller based on their phone number.

Auto-Route Calls to Sales or Delivery

Make your business phone smarter by Auto-Routing customer calls to their applicable Sales Rep – ultimately reducing the time it takes for them to get the answer they need.

Auto-Generated Text Messages

Our most beloved feature! Automatically send out text messages reminding your customers of payment dates, delivery times, or even send out schedule reminders for staffing and support.

Auto-Track Text Responses

Let’s say you send out an auto-text to all of your weekend scheduled events and one of the customers responds back with a question, Phone auto tracks the details and saves them to the CRM profile for that customer.

Super-Charged Voicemail

When you miss a call, rest assured your voicemail is ready to happily receive the message. Easily setup voicemail inboxes for all of your staff or designate an inbox for calls coming in after-hours.

Call Log & Transcription

Keep track of your entire team’s calls and text messages. All calls are logged and stored in the CRM. This feature allows you the ability to review the last conversation to keep you on track with the customer.

"More than anything my staff loves that when someone calls you don’t have to ask who they are or what their order number is… it pulls up their order automatically when they call. It’s also great for sending delivery time texts and outbound calling without having to dial any numbers…. having calls and texts all attached to that specific customer is a plus as well."

– Tariq Elkhatib

CALL FORWARDING & RING SCHEDULES

Achieve maximum call flexibility: Forward your one business number called by your customers to any other phones. Schedule when you want phones to ring.

Voicemail boxes obviously catch all callers that you miss and allow them to leave a message for you. Without a company voicemail box, the caller will just continue hearing the ring tone or your greeting if no ring schedule rules are met or if no one on your ring schedules answers.

For instance, turn your cell phone on during the weekends or set your delivery driver’s phone to ring when one of his customers is calling on the day of the event.

Or you could –

Have multiple phones ring at once, making sure whoever is available can take the call.
Use ring delays to keep certain workers from getting interrupted unless no one else is available.
Use extensions and an auto-attendant instead of automated call rules to allow direct connection to the correct department or worker.

POWERFUL VOICEMAIL

Unlock the power of Phone Voicemail

Transcribed voicemails sent to your email with a single click to listen.
Multiple voicemail greetings allow you to change your message to customers based on your voicemail schedule. For example, change your after hours voicemail message.
Voicemail boxes for each of your workers only accessible to them or the account admin.
Unlimited voicemail storage so you can always review any issues.

TEXT MESSAGING

Texting is not only for the kids.

Text messaging continues to grow into a powerful form of quick communication used worldwide.

Text messaging has proven to be a powerful sales and marketing tool as well as a great way to communicate with your workers.
You may find yourself sending the same content regularly, so we have made it simple to compile text message templates that you can use variables in to fill-in personalized information.
Send Bulk Text Messages as reminders for Events, Delivery Times, and/or Staffing Schedule Reminders.
All text responses are logged the instant they arrive – all details can be found in the CRM profile for the customer and lead.

"My FAVORITE part is the automated texting."

– Chad Burkholder

LOGGING AND ALERTS

Keeping track of your phone performance has never been easier. Track all of your workers’ call performance with stats and charts.

Track all of your workers’ call performance with stats and charts. Tracking of what phones were ringed and when. Email alerts available for missed calls, voicemails, and text messages. Quickly reply to your customer’s email address from your email when you get alerts for calls/texts.

SIMPLIFY YOUR WORKFLOW

More options for your voicemail than ever before.

Links your phone to your customer database. Quickly access a customer’s lead when they call in with a simple click. When using Phone, all phone numbers in your account become click-to-call numbers. Display the customer number or your company number in the caller ID. When picking up a call, an automated announcement lets you know it’s for business and you can decide whether to accept or not without the customer knowing.

ENHANCE OTHER SOFTWARE MODULES

IO Phone makes all other parts of IO better.
CRM improvements include seeing call logs and transcribed voicemails.

The workers module allows automated call forwarding to the correct workers. Experience a more complete IO App by being able to call out with IO Phone directly from your cell phone.

SIMPLE SETUP

Easily transition to Phone Inexpensive pay-per-use plan for calls and text messages. No down time or number switching when you port your number over. Get a new business number for no charge for your account.

How the best grow the most