Contact management that lives where you work
Keep your entire customer database organized without leaving your phone system. Track conversations, collaborate with notes, and connect to HubSpot or Salesforce for deeper workflows.
Used daily by teams who prioritize customer connections
Scattered customer data leads to dropped balls and frustrated clients
When your team can't access conversation history, customers get asked the same questions twice. Opportunities fall through the gaps. And collaboration becomes a guessing game of "did anyone talk to this person?"
The three essentials for managing customer relationships by phone
Phone-first contact management that actually works for your team.
One-Click Import
Connect your Google account and import all your contacts instantly. Names appear on caller ID automatically.
Organize by Groups
Create groups for VIP clients, leads, or teams. Everyone on your team stays organized.
Your existing CRM, now connected to every call
Pull your HubSpot or Salesforce contacts into Phone2 for instant caller recognition. Every conversation automatically logs back to your CRM with transcripts and AI summaries included.
- Bidirectional sync with HubSpot & Salesforce
- Automatic activity logging with transcripts
- Bulk import via CSV upload
Everyone stays in sync, no matter who answers
With team-wide contact sharing, there's no more hunting for context. Every team member accesses identical records and conversation threads, making handoffs smooth.
- Universal access across your team
- Continue any conversation in one place
- Delegate ownership with assignments
Never start a conversation cold again
Each contact displays a unified timeline of every interaction - calls, texts, voicemails - all in chronological order. AI-powered summaries prep you with context in seconds.
- Unified interaction timeline
- Smart AI call summaries
- Private team annotations
Before Phone2, we had customer info scattered across notebooks, emails, and three different apps. Now every team member pulls up complete context in seconds. Clients notice the difference.
Contact management, fully loaded
Everything you need to organize and track customer relationships.
Every conversation at your fingertips
See every call, text, and voicemail in chronological order. AI summaries prepare you with context before each conversation.
Learn about AI featuresYour CRM, always in sync
Pull contacts from HubSpot or Salesforce. Push call logs and AI summaries back automatically.
AI extracts details, you click save
Phone2 AI identifies contact details from conversations and offers one-click saving. No manual data entry.
Collaborate behind the scenes
Add private notes visible only to your team. Tag teammates for follow-up. Keep internal coordination invisible to customers.
Find any contact instantly
Tag contacts by source, status, or priority. Filter your list to surface exactly who you need.
Search across all your conversations
Search names, phone numbers, companies, tags, notes, and even call transcripts. Find the context you need in milliseconds.
Learn about call transcriptsTeams that live on the phone love Phone2
Whether you're closing deals or solving problems, organized contacts mean better conversations.
Sales Teams
Know exactly where each deal stands before picking up. Activity syncs to your CRM without lifting a finger.
Support Teams
Pull up prior conversations instantly. Customers hate repeating themselves - give them answers, not questions.
Real Estate
Keep buyer preferences, showing notes, and offer history organized per contact. No more sticky note chaos.
Professional Services
Accountants, lawyers, consultants - document every client touchpoint for compliance and continuity.
Small Businesses
All the organization of a CRM without the learning curve. Simple, effective, and built into your phone system.
Recruiting
Tag candidates by role and stage. Review interview notes before each call. Fill positions faster.
