CRM

A mini CRM for your phone system

Manage every contact in one place — with seamless syncing to tools like HubSpot and Salesforce when you need more.
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When records aren’t connected, teams miss follow-ups and repeat conversations

Stop digging through old notes and emails for context
See every detail tied to a contact alongside the conversation, so you always understand where things stand before reaching out.
Call summaries
Bring your CRM along for the ride
Sync contacts from HubSpot or Salesforce (or drop in a spreadsheet) to keep everything up to date — and send conversation data like call summaries and transcripts back to your CRM.
CRM integrations
No more "wait, what happened with this client?"
Whether you’re jumping in mid-thread or tagging a teammate for help, shared contacts mean less backtracking and more action.
Shared contacts
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Smoother workflows

Quo is phenomenal. Whether we’re communicating with employees, our customers, or our clients, it gives us visibility into all the different lines that we use. It’s a great platform, super convenient, really easy to use, and inexpensive. We love it.

Jason Ovryn
Co-founder & COO @ Carry

All calling features

Conversation history
View a complete, scrollable history of each customer’s interactions, from texts and calls to voicemails and internal notes
Contact notes
Add context to any contact and tag teammates to collaborate behind the scenes
Custom contact properties
Capture the details that matter most to your team
AI-suggested contacts
OpenPhone automatically identifies and suggests new contacts based on recent conversation data
Shared contacts with access controls
Manage which contacts are visible across your team to prevent clutter and confusion
Contact tags
Organize contacts by type, stage, or priority to stay on top of follow-ups and workflows
Smart contact search & filters
Quickly find the right contact using tags, filters, or keywords across notes and message history
Merge duplicate contacts
Automatically detect and clean up duplicate entries to maintain a tidy contact list
CRM contact sync
Automatically sync contact records from tools like HubSpot, Salesforce, and more
Data push to CRM
Send call summaries, transcripts, and conversation data back into your CRM for a complete customer view
CSV import
Bulk upload contacts in seconds from any spreadsheet to get up and running fast
API access
Use our API to programmatically create, update, or retrieve contact data and integrate with your custom workflows

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