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For Sales Teams

Your sales reps shouldn't be typing notes after every call. They should be selling.

A phone system that logs every call, pops every contact record, and gives your inside reps and outside reps the same business line on every device. So your team spends time on customers, not on data entry.

Sales team collaborating in a modern office lounge — inside reps, outside reps, and a manager working a deal together

Every call logged. Every contact found. Every callback in context.

Click-to-dial from your CRM. Inbound calls open the right record automatically. After each call, the activity is logged with caller, duration, direction, and the recording or transcript if you turned those on. The rep didn't have to remember to do any of it.

Three Workflows. One System.

Inside reps. Outside reps. Inbound leads. All on one platform.

Most sales teams have at least two of these motions running in parallel. We bundle the right product for each so the dialer, the field line, and the inbound front door all log into the same CRM.

WORKFLOW 1

Inside reps & SDRs

High-volume outbound, scheduled callbacks, prospect qualification. The CRM is open all day; the dialer should live inside it.

  • Click-to-dial from Salesforce, HubSpot, Apollo, Pipedrive
  • Inbound calls screen-pop the contact record automatically
  • Every call logged to the right account with duration and notes
  • Optional call recording and transcription for coaching
Phone Service →
WORKFLOW 2

Outside reps & field sales

AEs on the road, partner managers between accounts, demos in customer offices. They need a real business line on their personal phone — not another app.

  • Pro Mobile delivers a business line via eSIM — no app to open
  • Native cellular, not Wi-Fi-dependent in customer parking lots
  • Calls show on the business CallerID, not personal mobile
  • Same call logging into the CRM as inside reps get
Pro Mobile →
WORKFLOW 3

Inbound leads & overflow

When a hot lead calls and no rep is available, the worst answer is voicemail. The next-worst is a generic auto-attendant menu.

  • AI Receptionist qualifies the lead and captures contact info
  • Routes hot leads to an available rep's Pro Mobile line directly
  • Books discovery calls into the CRM calendar
  • SMS follow-up with calendar link if no rep picks up
AI Receptionist →
Three sales team members reviewing a CRM dashboard together on a laptop with a second monitor showing pipeline analytics
Outside Sales Specifically

Your field reps need their work calls on their work line — without carrying two phones.

The problem with most VoIP "mobile apps" for outside reps: they ring on Wi-Fi, fail in parking lots, and require the rep to open something. Pro Mobile is different — a real business line delivered via eSIM that rings natively on the rep's personal phone like any other cellular call.

  • Native cellular, works wherever the rep's phone has signal
  • Business number rings the personal phone — no second device
  • Outbound calls show the business CallerID, not personal mobile
  • Calls logged to the CRM the same way as inside reps
  • Replaces the cell phone allowance, doesn't supplement it
Learn About Pro Mobile
Built Around Your Sales Stack

Click-to-dial, screen pop, and call logging in the tools your reps already use.

The platforms below are the sales tools we connect to most often. Each is tagged with its actual integration tier so you know what works out of the box, what needs a bridge, and what runs through Zapier.

SalesforceTIER A
HubSpotTIER A
PipedriveTIER A
Zoho CRMTIER A
ApolloTIER B
OutreachTIER B
SalesloftTIER B
CloseTIER B
CopperTIER B
GongTIER C

See /integrations for what each tier means in practice — and the full directory of 100+ platforms.

A Typical Day

What it looks like when the phone system isn't slowing your reps down.

A day across an inside SDR, an outside AE, and the inbound lead motion — all logging to the same CRM.

8:30
AM

SDR starts the morning call block

The SDR opens their list in HubSpot and clicks the phone icon on the first contact. Click-to-dial connects the call instantly; the prospect record stays open with notes and prior activity visible. After the call, activity is logged automatically — no copy-paste, no "I'll catch up later."

10:45
AM

AE returns a callback from the road

An AE is between customer meetings. The prospect called back during the drive. Pro Mobile rings on cellular signal — no app to open, no Wi-Fi handshake. The AE answers from the business line, the call gets logged to the Salesforce opportunity, momentum stays intact.

1:00
PM

Inbound call from a website form fill

A prospect calls the sales line right after filling out a demo form. The AI Receptionist asks the right qualifying questions, captures the answers, and routes the call to the right rep based on territory and availability. If no rep is available, it books a discovery call and texts the prospect a confirmation.

3:30
PM

Sales manager reviews call activity

The manager opens the team dashboard. Calls per rep, talk time, callback rate, missed-call rate — all clean because the reps never had to type any of it in. Recordings of two key deals are pulled for the next coaching session.

7:15
PM

After-hours inbound from a hot prospect

An interested prospect calls after the office closes. AI Receptionist captures the inquiry, recognizes it's high-intent, sends an immediate SMS with a same-day callback offer, and books it on the closing AE's calendar. First-touch follow-up beats the next morning by hours.

The Bundle That Works

Most sales teams run all four products together.

They reinforce each other. Inside reps use Phone Service. Outside reps use Pro Mobile. Inbound leads get handled by AI Receptionist when no human is available. Everything logs into the same CRM.

PRODUCT 1

Phone Service

Desk phones, web phone, click-to-dial, and call routing for inside reps and SDR teams.

See Phone Service →
PRODUCT 2

Pro Mobile

eSIM-based business line on outside reps' personal phones. No app, native cellular, replaces the allowance.

See Pro Mobile →
PRODUCT 3

AI Receptionist

Qualifies inbound leads, routes hot prospects to available reps, and books discovery calls when no rep is available.

See AI Receptionist →
PRODUCT 4

Integrations

Click-to-dial, screen pop, and auto-logging into Salesforce, HubSpot, Pipedrive, Apollo, and more.

See Integrations →

See /pricing for per-user and per-add-on rates. We'll size the right bundle on a discovery call.

For Multi-Team & Multi-Region Sales Orgs

Running multiple teams, territories, or product lines? The system separates them cleanly.

Whether your sales org runs a single team or multiple teams across regions, the architecture handles per-team routing and per-team reporting without forcing you to manage separate phone systems.

Multi-team and multi-region architecture

For sales orgs split across product lines, geographies, or team types, the system handles per-team routing, per-team CallerID, and per-team reporting from a single admin portal.

  • Dedicated phone number per team or product line
  • Per-team IVR routing for inbound calls
  • Per-team CallerID on outbound calls (regional or product-specific)
  • Per-team call recording retention and access controls
  • Centralized admin portal with per-team reporting
  • Centralized billing — one invoice for the whole org
Talk About Your Org

Single-team sales orgs get the same architecture without the multi-team overhead. Both scale up; neither overpays.

Detailed guides by sales platform

We've written dedicated pages for the real estate and agency CRMs we integrate with — what the integration actually does, how call events flow through, and how to use it with your existing workflows and pipelines.

Straightforward by design.

  • We're not a CRM or sales engagement platform: Salesforce, HubSpot, Apollo, Outreach, and Salesloft handle the sales motion. We're the phone system that plugs into them. Different role, different tool.
  • Integration scope is documented per platform: We have dedicated pages for Follow Up Boss (real estate teams) and GoHighLevel (agencies and marketing operations). For other CRMs and sales platforms, see our integrations hub — we will document what is available and what plan tier is required during evaluation.
  • Pro Mobile replaces, not supplements: If your outside reps already get a cell phone allowance, Pro Mobile typically replaces it. Don't pay for both.
  • AI Receptionist isn't a sales rep: It qualifies and routes — it doesn't close deals or replace a live SDR. It backs up the team after hours and during overflow.
  • Call recording requires consent: Two-party-consent states require both sides to be informed. We configure the automated disclosure during onboarding; you keep the recording policy your legal team approves.

Ready to give your reps their time back?

Tell us how many inside reps, outside reps, and what CRM and sales engagement tools you run. We'll size the right bundle and walk through cutover with your team.