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.

See everything

See every call, text, and detail of each contact so you always have the context to deliver great service.

Integrate your tools

Sync contacts with your CRM or import them from a spreadsheet to keep customer records up to date across your tools.

Collaborate easily

Easily share contacts with your team. No silos, no duplicates, no clunky workflows.

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 summary and contact details for Kathryn Smith, Facilities Coordinator at Brightwell Property Group, including phone, email, website, and lead status as prospect with a large deal size in property management.

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.

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.

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

Powerful routing made simple

Shared contacts

Add custom properties and notes to any contacts in your address book, so you and your team can stay on top of customer relationships.

CRM integrations

Improve your workflow and gain insights into your business by tapping into an ecosystem of third-party tools.

Call summaries

Call summaries make it easy to get context from previous conversations in seconds while suggesting next steps.

Popular features

Easy call management and automation

Design your call routing visually with drag-and-drop simplicity - see exactly how calls will flow, easily set up after-hours menus, route VIP customers to specific team members, and make changes without technical headaches or disrupting customer experience.

User interface screen showing sharing preferences for Angela Campbell with options to share with everyone at Zest or selected members, and displaying Amy Smith as the contact owner.

Harness the power of AI to generate transcripts and automate note-taking using advanced speech-to-text technology. Call summaries make it easy to get context from previous conversations in seconds while suggesting next steps.

Sona, your AI agent, answers calls 24/7, handles common questions, captures key details, and ensures every customer interaction is logged. It’s like having an always-on receptionist — so you can focus on growing your business.

Screenshot of a call summary interface showing a 1:48 audio recording of a call with Ruth about thermostat sync issue, including tags like Support inquiry, Feedback, Issue resolved, Feature request, and Positive, plus a call summary and next steps.

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

Ready to get started? Explore features, learn more, or choose from thousands of numbers.

Choose a new number or port in your own

Watch a demo to get started with Quo

View pricing, choose a plan and get started

Have more questions?

Request an AI summary of Quo and ask anything