BaseCloud Phone

BaseCloud Phone App — Your CRM and Softphone, Together Take your entire BaseCloud CRM — and your business phone line — with you, wherever you are. Log in with your existing BaseCloud account to talk to clients, and keep every conversation automatically tied to the right contact record. Built-In Softphone Calling Make and receive calls directly through the app, replacing the need for a separate SIP client. Call any phone number, or reach colleagues internally within your BaseCloud system, all from one dialer. Call From Anywhere in Your Workflow Dial a brand-new client. Call directly from a CRM contact record. Call straight from your phone's own contact list. However you start the call, it's automatically logged and connected to the right client in your CRM. Blind & Warm Transfers Move calls between teammates the way that fits the moment. A blind transfer sends the call straight through when you need a quick handoff. A warm transfer lets you speak with your teammate first, then bring the client in, so nothing gets lost along the way. Automatic Call Recording, Transcripts & Summaries Every client call is recorded and processed automatically. Within moments of hanging up, you'll find the full call transcript and an AI-generated summary sitting right inside the CRM, next to the client's record — no manual note-taking required. Create Clients on the Fly Get a call from someone new? Turn any phone contact into a full CRM client record in seconds, right from the call screen — no need to stop and switch apps. Everything Stays in Sync Every call, transfer, transcript, and summary is tied back to the right client automatically, so your whole team has the full picture the moment they open a record — whether they were on the call or not. Built for BaseCloud CRM clients who need real calling power without being stuck at a desk. Requires an existing BaseCloud account. Login only — new accounts are created through the BaseCloud web platform.