Cloud phone system

A business phone system that already knows your customers

Make and take calls in the browser or on a desk phone, route each number exactly how you want and build phone menus, all on your own Twilio account. Every call is logged on the right contact automatically, next to their texts, emails and deals.

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Unlimited contacts

In short

Business Phone System in SaaSVisionary: Softphone, desk phones and IVR, built into your CRM. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. Browser calling, warm transfer, per-number routing and carrier registration start on the Pro plan, which includes one number and one IVR menu. Every plan includes unlimited contacts and a 14-day free trial.

See plans and pricing · Watch the product tour · Twilio setup guide

2Ways to answer: browser softphone or desk phone

4Routing targets: team, IVR, AI agent, forward

0Per-minute markup on your calls

14 daysFree trial on every plan

Why it matters

When phones and CRM are separate, the call history is always incomplete

A standalone phone system knows a call happened but not who the customer is or what they bought. The CRM knows the customer but not the call, unless someone logs it by hand. Per-seat phone pricing adds cost for every occasional user. Putting the phone system inside the CRM keeps records complete and lets a finished call start the next step automatically.

What you get with Business Phone System

Browser softphone

A softphone sits in the top bar of every page. Answer inbound calls wherever you are in the app, and place outbound calls with your business caller ID.

Transfers and three-way calls

Mute, use the keypad, add a third person or warm-transfer a caller while they are on hold. Incoming calls can ring your whole online team at once.

SIP desk phones

On Unlimited, register SIP desk phones (Yealink, Poly, Grandstream and others) or SIP softphone apps against a Twilio SIP domain you own, give each device to a teammate and decide which numbers make it ring.

IVR phone menus

Build press-1 menus with recorded or text-to-speech greetings. A keypress can forward the call, record a voicemail, play an announcement, text the caller or lead to a deeper menu.

Routing rules per number

Give each number a label and its own settings: ring the team, play an IVR, hand off to an AI agent or forward externally, with availability hours and caller ID.

Voicemail on the timeline

Missed calls go to voicemail, and the message appears on the caller's contact record so the follow-up is never lost.

Carrier registration guidance

Step-by-step help with business profile, caller name (CNAM), SHAKEN/STIR and A2P 10DLC brand and campaign registration on your Twilio account.

Your own carrier account

Connect your Twilio account and keep ownership of your numbers, recordings and logs. Minutes and texts are billed by Twilio at its rates.

How it works

Up and running in 4 steps

01
Connect Twilio
Add your Twilio account in settings, then buy a new number or import one you already hold. Porting from another carrier is handled through Twilio.
02
Complete registration
Follow the guided steps for your business profile, caller name and messaging registration so calls display correctly and texts get delivered.
03
Set up routing
For each number, choose where calls go during and after hours, and build an IVR menu if callers need options.
04
Add your team's devices
Team members answer in the browser right away. On Unlimited, add SIP desk phones or softphone apps for anyone who prefers a handset.

Example: a three-location dental practice

Lakeview Family Dental has a main number and one line per office. A menu lets patients choose a location, front desk staff answer on desk phones, and the office manager takes overflow in the browser from home.

Each office line rings only the handsets at that location
After-hours calls go to a menu with an emergency option
Callers hear their name in the greeting when they are known contacts
Every call and voicemail is logged on the patient's record

Calls that trigger the next step

Because the phone system is part of the CRM, a completed call can start a workflow. Send a follow-up text, create a task or move a deal forward without anyone copying notes between tools.

Call-completed triggers start follow-up workflows
Recording and transcription can be enabled per number
The same IVR builder powers outbound voice campaigns

Plans & availability

Browser calling, warm transfer, per-number routing and carrier registration start on the Pro plan, which includes one number and one IVR menu. Team includes five of each, and Unlimited includes unlimited numbers and menus plus SIP desk phones at no extra cost (our team switches the desk phone feature on in your workspace on request). Call transcription is available from Team. Minutes and texts are billed by Twilio.

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FAQ

Business Phone System: frequently asked questions

What is a cloud business phone system?

A cloud business phone system handles calls over the internet instead of a traditional phone line, so your team can answer from a browser, an app or a VoIP desk phone. In SaaSVisionary it's built into the CRM, so every call is logged on the right contact and can trigger follow-up automations.

Can I keep my existing business number?

Usually, yes. If the number is already in your Twilio account, you can import it directly. If it's with another carrier, you can port it to Twilio first and then connect it. Check your number's SMS registration and routing before moving a line your business depends on.

Can I use desk phones?

Yes, on the Unlimited plan, at no extra cost. Our team switches the desk phone feature on in your workspace on request. Standard SIP desk phones and SIP softphone apps then connect through your workspace's own Twilio SIP domain, which is set up automatically when you add the first device (Twilio must be connected). You assign each phone to a team member and choose which numbers ring it. Calls keep recording, transcription and contact history in the CRM.

How much do calls cost?

Calls and texts are billed by your connected Twilio account at its standard rates. SaaSVisionary doesn't add a per-minute markup or charge per-seat phone fees. Your subscription covers the software, and the number of lines and IVR menus depends on your plan.

Is this a replacement for RingCentral or Grasshopper?

For many small businesses, yes. You get browser and desk phone calling, IVR menus, per-number routing, voicemail and transfers, plus a CRM in the same product. If you rely on features like video meetings or complex call center reporting, compare your requirements before switching.

How many phone numbers are included?

The Pro plan includes one number and one IVR menu, Team includes five of each and Unlimited includes unlimited numbers and menus. The numbers themselves are rented from Twilio on your own account, and Twilio bills that rental directly to you.

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