What is a shared phone system?

A shared phone system like Quo (formerly known as OpenPhone) allows you and your team to manage calls, texts, and customer contacts in one place. But this is just one piece of your tech stack - what happens in Quo shouldn't stay there. It needs to flow into the other tools your business runs on.

If your team is moving customer interactions manually between systems, that process exposes your data to error and is tough to scale as you grow. Fortunately, we can help you avoid that issue.

5 ways to automate your shared phone system

• Automate contact creation: Create contacts in your customer relationship management (CRM) system automatically when someone calls or texts.
• Send notifications: Send notifications to your team when someone leaves a message or calls.
• Update your records: Update your customer records in your CRM with call and text information.
• Create tasks: Create tasks in your project management system when someone calls or texts.
• Send emails: Send emails to your customers or team when someone calls or texts.

Why automate?

By automating your calls and messages, you can save time and reduce errors. You can also improve the customer experience and increase your team's productivity.