Inbound calling
Take office calls on the Conecta phone number so clients reach your team instead of a disconnected line.
Office Phone System
A tax office phone system that stays connected to the client record
Conecta Phone handles inbound calls, outbound calls, staff extensions, voicemail, and routing. Start a call from Inbox when the phone system is enabled, and keep the conversation on the same contact.
What Conecta Phone includes
This is the office phone system. It is not the same thing as Sofia, the AI receptionist.
Outbound calling
Place calls from the office number, including from a contact conversation in Inbox when phone is enabled.
Staff extensions
Give teammates their own extensions so calls can reach the person who should take them.
Voicemail
Capture messages when nobody is available to pick up.
Call handling and routing
Send calls to the right extension or path so the front desk is not the only option.
Calling from Inbox
Start a phone call from the conversation while the client record, messages, and next actions stay in view.
Conecta Phone and Sofia are different
Use the phone system for the office line. Use Sofia when you want a bilingual AI receptionist answering on top of that system.
| Capability | What it is for |
|---|---|
| Conecta Phone | Inbound and outbound calling, extensions, voicemail, routing, and calling from Inbox. |
| Sofia | Bilingual AI receptionist that answers calls in English and Spanish and works with Conecta Phone. |
| Inbox | The client conversation where your team can start a Conecta Phone call. |
Give the office one phone system attached to the CRM
Handle inbound calls, outbound calls, extensions, voicemail, and routing in Conecta Phone, then add Sofia if you want an AI receptionist answering first.