CRM

Key Features

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.

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.

Features Include

  • View a complete, scrollable history of each customer’s interactions, from texts and calls to voicemails and internal notes
  • Add context to any contact and tag teammates to collaborate behind the scenes
  • Capture the details that matter most to your team
  • OpenPhone automatically identifies and suggests new contacts based on recent conversation data

Conversation history

  • Contact notes
  • Custom contact properties
  • AI-suggested contacts

Visibility and organization

Manage which contacts are visible across your team to prevent clutter and confusion.

  • Organize contacts by type, stage, or priority to stay on top of follow-ups and workflows
  • Quickly find the right contact using tags, filters, or keywords across notes and message history
  • Automatically detect and clean up duplicate entries to maintain a tidy contact list
  • Shared contacts with access controls
  • Contact tags
  • Smart contact search & filters
  • Merge duplicate contacts

Integration and API

  • Automatically sync contact records from tools like HubSpot, Salesforce, and more
  • Send call summaries, transcripts, and conversation data back into your CRM for a complete customer view
  • Bulk upload contacts in seconds from any spreadsheet to get up and running fast
  • Use our API to programmatically create, update, or retrieve contact data and integrate with your custom workflows

Workflows and insights

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

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

About the Author

Jason Ovryn
Co-founder & COO @ Carry