Integrations

Connects to the tools your team already runs

Every call and campaign outcome is written back to the systems your service business works in — no copy-paste between screens, no export/import.

Every call and campaign outcome is written back to the systems your service business works in — no copy-paste between screens, no export/import.

CRM

Contacts, deals and activity kept in sync; call outcomes written back to the record.

CRM

OAuth-backed objects with per-campaign filters and outcome write-back.

CRM

Lead and pipeline records stay current so the agent's work is the CRM's work.

Roofer/restorer platform

Job and estimate lifecycle integrated for restoration and solar contractors.

Field-service platform

Appointments, jobs and customer history reachable from the same agent thread.

Open-source CRM

The console's own CRM records can sync through the same OAuth path.

Draft and send through connected apps without leaving the console.

Spreadsheets

Lead and campaign output mirrored to a sheet your team can filter.

A connected-email step in the same campaign sequence.

Source: PhoneAgent README §2 "What it lets you do"