CRM

A lite CRM for your voice system

Manage all contacts in one hub in with smooth syncing to tools like HubSpot and Salesforce whenever you need mores.
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View every call, text, and contact detail so you ever have complete context to provide excellent service.

Connect your systems

Manage contacts via your CRM or import them to keep customer records fully up to date across tools.

Work together fast

Quickly share contacts with your team. No silos, no duplicated data, streamlined workflows.

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When records aren’t linked, teams stay on top of follow-ups and streamline conversations

Stop searching previous notes andemails to get full context

View every detail linked to a contact alongside each conversation, so you always know the context before reaching out.

Call notes and detailed transcripts

Take your CRM everywhere you go, always stay connected.

Sync contacts from HubSpot or Salesforce (or upload a spreadsheet) to keep records updated — and push conversation data like call summaries and transcripts back to your CRM.

Call routing builder

No more “pause, the status with this client?”

Whether you’re joining mid-thread or tagging a teammate for support, shared contacts reduce backtracking and boost action. This ensures everyone stays informed and aligned in real time.

Shared contact

MCM is outstanding. Whether we’re connecting with employees, our customers, or our clients, it provides clear visibility into all the lines we use. It’s an excellent platform, highly convenient, simple to use, and affordable. We absolutely love it

Joy root
Co-founder

2

Smoother workflow

Efficient routing
for every call

Shared contact

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Attach custom details and notes to contacts in your address book, allowing your team to manage and nurture customer relationships effectively.

CRM integrations

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Boost your workflow and get actionable business insights by connecting with a network of third-party tools.

Call summaries

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Call summaries help you review past context fast and plan the next follow-up clearly.

All calling functions

Conversation history

Track a full, scrollable record of each customer’s communications, including texts, calls and notes.

Contact notes

Tag your teammates and keep your contacts organized to collaborate effortlessly behind the scenes.

Custom contact

Capture all the critical details your team needs most, to deliver consistent customer experiences.

AI-suggested contacts

OpenPhone automatically identifies and suggests new contacts from recent chats and calls.

Shared contact access

Limit which contacts your team can view to keep things organized and eliminate confusion.

Contact tags

Categorize contacts by type, stage, or priority for faster and more efficient follow-up management.

Smart contact search

Quickly find contacts using tags, filters, or keywords across notes and messages instantly and effortlessly.

Merge contacts

Automatically detect and remove  streamline conversation to maintain a clean contact list.

CRM contact sync

Automatically update contact information from HubSpot, Salesforce, and other connected CRMa tools.

Data push to CRM

Push call summaries, transcripts, and conversations back into your CRM for a unified view.

CSV import

Import contacts in bulk from any spreadsheet within seconds to start managing your CRM efficiently.

API access

Use the API to programmatically create, update, or fetch contact data for custom workflow.

Ready to get started? Explore features, learn more, or select from numbers.

Choose a new
number or transfer

Watch a Demo
to start using MCM

Find tutorials and
expert advice

Ready to get started? Explore features, learn more, or select from numbers.

Choose a new number or transfer

Watch a Demo to start using MCM

Find tutorials and expert advice

Never miss a call
or client

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Free Trial

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Talk to Sales

Never miss a call
or client

Arrow Right Up Streamline Icon: https://streamlinehq.com

Free Trial

Arrow Right Up Streamline Icon: https://streamlinehq.com

Talk to Sales