A professional phone system built into your client inbox.
Call, text, route, review voicemail, summarize conversations, and turn follow-up into tasks from the same workspace that already holds your clients, requests, projects, invoices, files, AI notes, and team workflow.
Answer, dial, transfer, merge, and manage calls from one voice layer.
Workspace Voice supports inbound VoIP, outbound calling, in-call controls, multi-call handling, cold and attended transfers, 3-way conference calls, and call history without separating the phone from the client record.
“Hi, this is Angela. Can you send the updated estimate and let me know if Wednesday still works for the install?”
- Asked for the revised estimate and Wednesday availability.
- Wants confirmation by text before approving payment.
- Follow-up can be attached to the kitchen renovation project.
Turn calls, voicemail, and missed calls into usable follow-up.
Voicemail playback, AI voicemail transcription, AI call summaries, call notes, missed-call SMS auto-replies, call-end banners, reminders, and tasks can sit beside the client work that created the conversation.
Thanks for calling. We’ll connect you with the next available teammate.
- Max wait
- 180 sec
- Announce
- 30 sec
Manage numbers, routing, queues, and team coverage in one place.
Search and provision phone numbers, set ring timeouts, ring groups, IVR menus, queues, forwarding, business hours, holidays, presence, blocked numbers, and quiet-hours coverage from the same operating system.
Keep communication history visible, governed, and connected.
Workspace Voice keeps recordings, call logs, durations, statuses, analytics, caller ID matching, CNAM lifecycle, SMS compliance, and client-linked activity visible to the right people.
Real voice tools, shown like they work inside Workspace369.
These panels mirror the same product surfaces teams use to provision numbers, monitor call performance, and automate missed-call follow-up from the Inbox suite.
- Voice
- SMS
- MMS
- Voice
- SMS
Real business phone controls, connected to client work.
Workspace Voice is more than a dialer. It brings inbound and outbound calling, routing, voicemail, recording, analytics, caller context, and AI follow-up into the Inbox suite.
Professional calling
- Inbound VoIP on mobile and web
- Outbound dialer from CRM, threads, cards, and notifications
- Mute, hold, speaker, and DTMF
- Multi-call handling and minimized call states
- Cold transfer, attended transfer, and 3-way merge
Coverage logic
- Number search and provisioning
- Ring timeouts, forwarding, and no-answer rules
- Ring groups: simultaneous, round-robin, and longest-idle
- IVR, call queues, hold music, and ETA updates
- Business hours, holidays, presence, DND, and blocked numbers
Recorded context
- Voicemail capture and playback
- AI voicemail transcription
- Custom voicemail and after-hours greetings
- Always-on inbound and outbound recording
- Call logs with duration, status, and recording access
Action after the call
- CRM caller ID matching and CNAM status
- AI call summaries with retry support
- Missed-call SMS auto-replies and call-end deep links
- Notes, reminders, tasks, and post-call actions
- Call analytics for team performance
Every call can become usable context, not another loose note.
Workspace Voice works with Workspace AI so conversations can become summaries, next steps, drafts, reminders, searchable context, and automations connected to the right client record.
Needs the revised proposal and a Wednesday install window.
AI call notes and next steps
Summarize important conversations and keep the outcome near the client, request, project, invoice, or task that needs attention.
Voicemail review without inbox chaos
Use AI-assisted voicemail review to understand what happened, who owns the response, and what needs to happen next.
Follow-up messages written faster
Draft SMS or email responses after a call, then refine, rewrite, or translate them before sending from the communication thread.
Tasks, reminders, and automations
Turn missed calls and call outcomes into follow-up tasks, reminders, campaign steps, or automation triggers where configured.
Ask AI across client history
Use Workspace AI and semantic knowledge search to find context from notes, conversations, files, and workspace records.
Client timelines stay complete
Keep calls, texts, voicemail, AI notes, invoices, files, requests, and projects connected so teams see the whole relationship.
Texting, media, templates, and compliance live beside every call.
The same Inbox suite supports two-way SMS, MMS, group messaging, scheduled send, quick responses, AI writing tools, auto-replies, and compliance controls for teams that communicate by phone and text.
Two-way SMS, MMS, and group texting
Send and receive SMS, media attachments, and group messages with delivery status, read receipts, reactions, pinning, and action controls.
Templates, scheduled send, and AI writing
Use quick responses, shortcuts, variables, signatures, attachments, scheduled messages, AI compose, rewrite, and translation tools from the thread.
Auto-replies and personalized broadcasts
Configure channel auto-responders and broadcast personalization with merge fields such as first name, company name, and client context.
A2P, opt-out, and international controls
Support A2P 10DLC status tracking, STOP/START/HELP handling, suppression lists, regulatory bundles, Sender ID, and international DLT requirements.
Bring Workspace Voice to every conversation.
Stay close to calls, voicemail, SMS, and client context whether your team is at a desk, between appointments, or following up after hours.
Calls are more useful when they know the client record.
Workspace Voice is part of the Inbox suite, so call activity can live beside the CRM, invoices, automations, files, requests, and project work it affects.
Inbox and SMS
Calls, texts, voicemails, and email threads can sit together in one communication layer.
CRM and projects
Attach call context to the client, request, project, invoice, or task that needs action.
AI and automations
Use summaries, drafts, reminders, task creation, and campaign follow-up where configured.
Choose the Workspace369 plan that fits your communication layer.
Workspace Voice is positioned for teams that need calling connected to operations, billing, and client history, not another standalone phone tab.
Cadet
Starter workspace tools before adding the full voice layer.
- Clients, invoices, projects, tasks
- Starter inbox tools
- 1 seat and 5 GB storage
Voyager
Shared inbox and SMS workflows for growing teams.
- Shared inbox workflows
- SMS support
- 5 seats and 50 GB storage
Specialist
Workspace Voice, voicemail, CRM, proposals, and finance workflows.
- Voice and voicemail
- Full CRM and proposals
- 15 seats and 100 GB storage
Commander
Full operating system with advanced communication and automation depth.
- Advanced AI and automations
- Unlimited seats and storage
- Dedicated support
Workspace Voice gives calls a home inside the same operating system where client work, billing, schedules, AI notes, and follow-up already happen.
Add voice to the inbox your team already works from.
Start a trial or book a walkthrough to see how Workspace Voice fits your client communication workflow.