Your business phone, inside the client inbox.
Answer, transfer and record calls on the same conversation that holds the client's messages, projects and invoices.
Calls and texts start on Voyager ($74/mo, 2 seats). Transfers, recording and the full phone system start on Specialist ($149/mo, 10 seats).
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Request a demoWhat is a business phone system with CRM?
A business phone system with CRM connects calling, routing, voicemail, SMS, recordings, and follow-up to the customer record. Workspace Voice adds those communication tools inside the Workspace369 Inbox suite so conversations stay linked to client work, billing, files, and tasks.
Reviewed October 21, 2026 by the Workspace369 Product Team. Voice availability can vary by plan, number eligibility, region, and carrier requirements.
Watch · 1:16
Calls and voicemail in Workspace369
Calls and voicemail in Workspace369: read your voicemails in Inbox, call clients back, and set up how calls are answered and the greeting callers hear.
Read the transcript and chapter guide →Recorded in a demonstration workspace. Check current plans and settings for availability.
Take the call where the client's history already is.
Calls ring in Workspace369 on the web, desktop and the mobile app. The call card opens over the client's conversation, so the last messages are right there while you talk.
- 01
Answer in the app
Starts on Voyager
An incoming call rings on the business number, with the caller's name when they are already a client. Answer or decline from the call card.
- Calls in and out from your business numbers
- Caller ID matching shows who is calling
- Forward unanswered calls after a ring timeout
- 02
Run the call from one card
Starts on Specialist
Mute, send keypad tones, put the caller on hold and see how long you have been talking. Recording can run on every call, and the owner or teammates with permission can pause it when the caller shares something private.
- Mute, Keypad and Hold on every call
- Pause and resume the recording
- 03
Hand it to the right person
Starts on Specialist
Transfer the caller to a teammate in the app or on their phone, or merge them in so all three of you stay on the call. You stay connected until they answer.
- Transfer hands the caller over
- Merge adds a teammate to the call
- Transfer to an external number
- 04
Pick up the follow-up
Starts on Specialist
When the call ends, a banner links to the call card on the conversation, with the recording and an AI summary of what was agreed and the next steps.
- The recording on the call card
- An AI call summary with next steps
Calls and texts from Voyager. The phone system from Specialist.
Business calls, texts, voicemail and missed-call text back come together. Menus, ring groups, queues, transfers, call recording and AI call summaries come with the full phone system.
Compare plans| Feature | Cadet$29/mo | Voyager$74/mo | Specialist$149/mo | Commander$299/mo | Enterprise$699/mo |
|---|---|---|---|---|---|
| Calls and texts | |||||
| Voice & voicemail | Not included | ||||
| Caller ID matching (CNAM) | Not included | ||||
| SMS messaging | Not included | ||||
| Missed-call text back | Not included | ||||
| Phone system | |||||
| Auto-attendant & IVR | Not included | Not included | |||
| Call transfer | Not included | Not included | |||
| Always-on call recording | Not included | Not included | |||
| AI call summaries | Not included | Not included | |||
From the Workspace369 pricing matrix.
Workspace Voice questions.
What is Workspace Voice?
Workspace Voice is the business calling layer inside the Workspace369 Inbox suite, connecting inbound and outbound calling, routing, voicemail, SMS, MMS, AI notes, call summaries, and client records.
What AI features work with Workspace Voice?
Workspace Voice works with Workspace AI for AI call notes, conversation summaries, follow-up drafting, voicemail review, task and reminder creation, rewrite and translation support, and searchable client context. AI call summaries and voicemail transcription start on Specialist.
Does Workspace Voice include call routing and SMS?
Yes. SMS, MMS, group texts and no-answer forwarding start on Voyager; ring groups, IVR menus, call queues, business-hours routing, presence and DND start on Specialist. Texts sit in the same Workspace369 Inbox, with scheduled send, quick responses, AI writing tools, and compliance controls.
Can Workspace Voice replace a separate business phone app?
For teams that want calls, texts, voicemail, client context, invoices, files, tasks, and AI follow-up in one workspace, Workspace Voice is designed to reduce the need for a separate phone tab and disconnected communication history.
Does Workspace Voice save call history to the CRM?
Yes. Calls can stay connected to client records with duration, status, recording access, notes, summaries, reminders, tasks, and follow-up actions where configured.
Which Workspace369 plan includes Workspace Voice?
Business calling, voicemail, and call logs start on the Voyager plan. The full phone system, with IVR menus, ring groups, call queues, and call recording, is on Specialist and higher, with unlimited workflows and dedicated support on Commander.
Why does a dedicated business number need carrier compliance setup?
Business SMS carriers require registration before dedicated numbers can send and receive business texts reliably. Workspace369 lists the $50 one-time carrier compliance setup separately so teams see the regulated cost before claiming one or more numbers.
Take your next client call where their history is.
Start a trial or book a walkthrough to see how Workspace Voice fits your client communication workflow.
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.