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Ivan Arkhipov
Jul 10, 20223 min read

Fantastic Call, Messaging and Mini-CRM tool for small businesses, OpenPhone

Updated: Jul 17, 2022


Starts from $10/month



Overview

OpenPhone is a VoIP application for Mac, Windows, Web, iOS, and Android that adds second phone numbers to existing devices. It offers unlimited calling and messaging, a lightweight CRM, call forwarding, call recordings and more.


Additionally, its integrations with other popular business apps like HubSpot and Google Contacts make it a popular choice for agents looking to streamline their workflows. Most users are able to start calling and texting in minutes, without needing to talk to sales, while the sales team is also available to help.


OpenPhone is ranked #1 in customer satisfaction on G2 compared to other VoIP providers. It does mean you will need reliable internet connection to have good call quality, which is not a problem for most of us, but for $10 a month you get Calls, Messaging, CRM and many other features, it is an awesome deal. Plus you get 7 day free trial, and see how well it works for you.


Desktop App


OpenPhone desktop app is a mini-CRM, it has all of your phone calls, emails and text conversations linked in one simple and easy to use interface. And YES, you can make calls and send text right from the app.


Mobile App

OpenPhone mobile app is great too. You can make and take calls, text and review prior conversations.

OpenPhone Features

Below is the list of only some features, please visit their site to explore more.

  • Phone numbers

  • Very easy to get a phone number or port your existing number to OpenPhone for free.

  • Local US, Canadian, and toll-free numbers.

  • Get as many numbers as you want. Extra numbers are $5/mo.

  • Calling

  • Call any US and Canadian number from the OpenPhone app on your mobile device or computer.

  • Call recording — Record your calls or set your phone number to auto-record every call for you.

  • Call routing (auto-attendant) — "Press 1 for Sales, press 2 for Support." Direct callers to the right people in your company using IVR menus, extensions, or shared numbers.

  • Always know when it's a business call — OpenPhone calls have a distinct label so you can easily distinguish between business and personal calls.

  • Know the context of every call — If you have multiple OpenPhone numbers, you can name them to easily distinguish which number an incoming call is for.

  • Call forwarding — Forward your OpenPhone calls to any external US or Canadian phone number.

  • Call waiting (iOS) — If you're on an active call and have a second call coming in, you'll be able to either reject the second call or pick it up and place the original call on hold.

  • International calling — Want to be able to call anyone in the world? Now you can!

  • Messaging

  • Most business phone systems offer no or limited texting.

  • SMS and MMS — OpenPhone supports SMS (text), and MMS (picture) messaging on all platforms.

  • Voicemail transcription — Skim your voicemail to know what's important and what can be left for later.

  • Snippets. Speed up your response time by creating and sending message templates for common questions.

  • Auto-replies. Automatically respond to texts, missed calls or voicemail with a pre-defined message.

  • Send GIFs — Via our GIPHY integration, you can send GIFs to your contacts.

  • Group messaging — Send messages to multiple recipients and communicate as a group.

While OpenPhone takes privacy and security seriously, they are still not HIPAA and PHIPA compliant. You can read more about it in here.





Possible Setup Options to Record Customer Calls

Option 1

  1. Register with OpenPhone.

  2. Port your existing business number, which you already use to talk to your prospective customers, to Open Phone.

  3. enable call recording for all calls, by going to Settings->Phone Numbers->Auto Record Calls

  4. Then make OpenPhone a default calling app, instructions are here.


Option 2

Let’s say you don’t want to port your existing number to OpenPhone or any other provider, for that matter. You can still record calls using the call forwarding feature.

  1. Register with OpenPhone.

  2. Create a new phone number.

  3. Enable “Auto Record Calls”, by going to Settings->Phone Numbers->Auto Record Calls.

  4. For inbound calls, or calls made to your existing number you will need to enable call forwarding from your old number to your OpenPhone number created in step 2.

    1. Instructions for AT&T

    2. Instructions for T-Mobile here and here

    3. Instructions for Verizon

  5. Then make OpenPhone a default calling app, instructions are here.

With these simple steps you will be able to have all of your conversations recorded and organized by customers. Stay tuned for reviews for other parts, which will be somewhat similar. The main difference is in price, quality of calls, and features.

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About

Ivan Arkhipov

  • LinkedIn

Ivan has spent years working as a technology leader at startups and technology companies such as Amazon and Facebook. In these roles, he has built and scaled engineering teams worldwide, managed tens of millions of dollars in SaaS expenses, and developed technology products that generated hundreds of millions of dollars in revenue.

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Leveraging his extensive experience in the tech industry, Ivan is eager to impart insights and know-how to enhance technological capabilities and strategic execution, aiming to elevate performance and drive meaningful cost reductions.

He offers specialized services in SaaS contract negotiations, securing optimal terms and major cost savings for companies. His negotiation skills have consistently saved millions on various SaaS contracts.

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Ivan's expertise extends to evaluating and enhancing the structure and culture of technology teams. He provides valuable insights for crafting effective leveling guidelines, aligning team members with an organization's goals and skill requirements. Additionally, he excels in creating comprehensive evaluation, calibration, and promotion review mechanisms, which are vital for maintaining a high-performing and motivated technology team.

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Specializing in designing robust interviewing plans and guidelines, his approach ensures that each new team member significantly contributes to elevating the collective skill set and performance of the engineering team.

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Recognizing the critical role of leadership in technology teams, Ivan also offers services in interviewing and assessing candidates for key positions, such as CTOs, VPs, and Directors of Engineering. The goal is to help organizations build strong, effective leadership teams that drive technological innovation and success.

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