VoIP Phone Services Review
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The Best VoIP Phone Services
In-Depth Reviews
The best VOIP phone services for most people are Nextiva,Β Ooma, orΒ Ringcentral.
Buying VoIP for your business is going to save you money over a traditional phone line. And if you are using a clunky VoIP service from an ancient provider, you may be able to switch to something sleeker without losing anything except the frustration.
With old phone systems, you called your vendor to re-route a call path or set an employee up with a secure at-home workstation.
With VoIP phone services, these actions take a few clicks.
To write a really helpful post for my readers, my team got in touch with leaders who have used VoIP in different ways. You can find about 80 percent of what you need to know about VoIP anywhere on the webβhereβs the 20 percent you canβt find anywhere else.
We spoke with:
- Gregg, who manages IT services for a living. He knows the good and bad of different VoIP options and helps businesses stay protected from hacks.
- Jason, who has been working in call centers for nearly 30 years and just bought VoIP for his enterprise organization. Heβs attuned to whatβs important for your employees, whether theyβre remote or in an office.
- Makan, whoβs set up dozens of high-volume telemarketing teams. Heβs learned how to reduce the risk of regulatory fines and identify top performers in an industry with exceptionally high turnover.
- Sarkar, who manages sales teams in the B2B SaaS space. He walked us through how to sync VoIP and CRM software with the fewest possible headaches.
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- Content MarketingΒ – our team creates epic content that will get shared, get links, and attract traffic.
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Look, I know what works for a company like mine. By speaking with a range of experts, my team and this article can help a wider array of buyers with different use cases or situations than my own.
There are companies looking to outfit offices in 20 countries. Others have to protect patient data. Some folks just want to stop using their personal mobile number for work.
Here are the seven best VoIP phone service providers you can start using right away. After the reviews, youβll find an in-depth buyerβs guide.
#1 βΒ NextivaΒ Review β The Best Overall
I hear a lot about the trends of working from home, but I donβt think anyone can say for sure what βoffice lifeβ is going to look like two or three years from now. If you want your teams to stay functional no matter which way the wind blows,Β NextivaΒ is a solid choice.
Itβs cloud-based VoIP, so your employees can come into the office, set up a desk at home, or use their phone on the go. Unlike an on-premises phone system, employees can use their phone without a VPN because theyβre calling through Nextiva.
So, you have way less to worry about with securityβwhich is definitely on the minds of managers who have people calling from hotels, coffee shops, and their home network.
The experts my team spoke with categorized it as a true plug-and-play system for businesses that want a dial tone without IT headaches. If your system is built on ten phones or fewer, you will have very little trouble getting Nextiva installed.
One thing that Jason pointed out, however, was that youβll need to put some thought into compliance if you plan to take credit card numbers over the phone. But, for the most part, security is handled by Nextiva because everything is routed through their cloud.
Nextiva can scale to hundreds of phones if need be. There will be some backend configuration to get everything going, but Nextiva will help you deploy with a guided installation process.
And unlike some of the other companies that offer this type of flexibility, Nextiva can outfit your entire office. Fax machines, conference phones, multiple officesβwhatever your setup, youβll be able to transition it to Nextivaβs modern platform.
Level up your business phone by connecting it with email, text, and videoβor centralize every channel within a single window for your employees.
All the call handling and user administration features youβd expect are included. And when I say they are easy to use, check out the Call Flow Builder that lets visualize how routing is set up:
It can be tricky to configure auto attendants in some platforms, but itβs drag-and-drop easy with Nextiva.
The company has done a lot to make everything as easy as possible on end users. If youβre wondering whether or not you have the necessary internet speed at your office, you can test it right now on Nextivaβs website. Simulate the traffic required for two or 200 phones. Youβll get info on speed, but also jitter and everything that goes into whether or not you can reliably make calls.
You can also use the site to test the speed of remote workers who need to be on call, which Jason highly recommended. If their home network doesnβt support VoIP, you may be looking at an expensive hiring blunder.
Nextiva offers 24/7 support for every plan. Thatβs not typical, especially for VoIP at such an affordable price (which is currentlyΒ on saleΒ too!)
- Essential: starting atΒ
$18.95Β $11.95Β per month per user - Professional: starting atΒ
$22.95Β $20.95Β per month per user - Enterprise: starting atΒ
$32.95Β $26.95Β per month per user
These are the annual pricesβitβs a little bit more per user to pay month to month, but you donβt have to sign a contract.
The Essential plan is going to work for many teams. It includes unlimited voice and video calling, a free local and toll-free number, and 1,500 toll-free minutes. Thatβs a lot more than you are going to get with other entry-level plans.
Unlike RingCentral, thereβs no user cap for the Essential plan. This means you can offer more people unlimited voice and video at a low price, rather than having to upgrade once you hit 20 users.
For conference calling and business SMS, youβll need the Professional plan. This comes with Salesforce, HubSpot, and Zendesk integration. Essential only has integration with Outlook and Google Contacts.
At the Enterprise tier, you get integrations with CRM software and single sign-on, which is a huge boon to remote workers.
Nextiva One is the companyβs omnichannel solution. If customers reach out to you through a variety of channels in addition to phones, this might be a good idea.
Your employees can see all communication with each account, which is really helpful if people are logging help desk tickets, chatting, reaching out on social media, and so on.
Jason argued that omnichannel also makes administratorsβ lives easier. βI donβt have 10 systems to manage,β he described to us, βitβs all within the same system.β
You can coordinate ecommerce with a call center or tie multiple brick and mortar stores into a single system.
You also have one bill as opposed to dozens and youβre not chasing down information across multiple platforms. If a customer has an issue, you can go back through the entire record quickly, regardless of how they got in touch.
Organization is just easier with Nextiva. Staying on the same page with customers and your employees is as simple as logging into the system, no matter where you are.
For teams that donβt have an office to coordinate activity, Nextiva is the best VoIP solution.
Itβs a product that employees new and old can start using immediately on whatever device they have. Should they ever have an issue, Nextivaβs reputable customer service is there to provide support.
If you are looking at the way features break down in the different packages and you donβt find a perfect fit, just reach out to Nextiva. You can purchase any feature a la carte.
Build your system, your way, in less time with Nextiva. Get in touch for aΒ seven-day free trialΒ of the Essential package, orΒ a demo of any other package they offer. Many of their packages areΒ on saleΒ right now, for a limited time!
#2 βΒ Ooma OfficeΒ Review β The Best for Adding VoIP to Existing SMB Phone Systems
If you are holding off on replacing that aging phone system,Β OomaΒ can help you install business-class VoIP with minimal disruption to your work.
Any phone you have thatβs still workingβanalog or IPβis going to hook right into your new Ooma system. You can also buy phones from them at a great price and they will be preconfigured, ready to go out of the box.
Ooma Office is going to work fine for most users, coming with 35 VoIP capabilities and a really powerful mobile app. Employees can make calls and collaborate with their colleagues in the app, whether they are in the office or on-the-go.
One thing Gregg pointed out was how expensive it can get to customize your setup if you have to pay per extension. With Ooma, every user gets a number of free extensions: one for conferences, one for online faxing, and one for a Virtual Receptionist.
Virtual Receptionist is Oomaβs term for an auto attendant. You can set it to play custom messages about business hours, let callers dial by name, select a preferred language, or route the caller to another extension.
With other vendorsβespecially ones that cost as little as Oomaβyou often wind up paying extra to enable online faxing. Some VoIP phone service providers donβt even accommodate it.
When Jason sent his business requirement document to vendors, βtwo companies bailed out right awayβ because they werenβt able to set up fax machines. Most of the other vendors told him βthey donβt really do that,β but they would try in order to get the business.
With Ooma, each of your users can set up their own fax extension for free. Problem solved.
When it comes to integrating VoIP with existing equipment, Ooma minimizes the steps you have to take and maximizes your flexibility. Connect to Ooma Office via WiFi, ethernet, or use the base station to get analog devices on board.
Think of it as a cloud-based VoIP solution thatβs really good at accommodating your existing equipment. It might take some time to configure a large office, but the administrator portal is straightforward. Itβs not the prettiest interface of all time, but itβs stupid simple to use.
While Ooma offers solutions for enterprise, their VoIP phone services for small businesses really stand out from the pack. There areΒ no contracts, affordable pricing, and the customer service is fantastic.
Usually to get the best price on VoIP, you need to sign up for a year at least. Oomaβs price is what it is. For small business, Ooma pricing breaks down into two tiers:
- Ooma Office: starting atΒ $19.95Β per month per user
- Ooma Office Pro: starting atΒ $24.95Β per month per user
Upgrading to Pro, you get the desktop app, video conferencing, call recording, enhanced call blocking, and voicemail transcription. Youβll also be able to host conference calls of up to 25 people, whereas Ooma Office has a limit of 10.
You donβt have the choice of selectively upgrading users with Ooma Officeβitβs all employees on one plan or all employees on another. But, at just $5 per user to upgrade, youβre still falling in the average range for VoIP.
And, if you upgrade, you can set people up on their computers with a softphone, which means you have less hardware to buy.
You can avoid buying phones without upgrading by having people call from the mobile app (which is included with Ooma office), though Gregg warned us that VoIP can be hard on a cell phone. βYes, you save money because youβre not buying physical equipment,β he said, βbut it can drain the battery life right out of the device.β
Transition to the cloud at your own pace. Keep your equipment and manage it yourself with way less work than a traditional set up. Get a quote, sign up with Ooma, andΒ start saving money today.
#3 βΒ RingCentralΒ Review β The Best for High-Volume Outbound Calling
RingCentralΒ gives you unlimited calling, texting, and video conferencing at a competitive price. If you just need the phones and texting, you can get an even better deal.
Forget about per-minute charges and set up employees with VoIP thatβs easy to use. For call centers, customer service, salesβanyone who has people on the phone constantly will appreciate RingCentral. This is especially true if you have to train new employees all the time.
First off, theyβll be able to use the interface. Itβs intuitive to anyone who has used a computer. Administrators and managers will find they can shorten the time it takes to turn rookie hires into skilled ambassadors for your company.
βYou save a lot of money because you can identify hires that arenβt doing a good job and wasting their time,β Makan told us. Heβs set up a lot of telemarketing call centers with RingCentral and has really valued the ability to βtell right away whoβs worth the money.β
The ability to track calls, KPIs, and listen back to recordings was like night and day for him compared to working on a landline. Teams can listen back to calls that went well (or poorly) to get a sense of how to better capitalize on each opportunity.
The reporting features arenβt going to take a data scientist to glean insights from. Find your top performers and figure out what theyβre doing. Identify people who arenβt a good fit and let them go.
I hear a lot of marketing word salad like βthis tool optimizes performance,β all the time. RingCentral walks the walk.
βYou can actually predict your sales,β Makan said, βI know itβs difficult to fathom, but itβs true.β
He was able to figure out that 2,500 calls lead to one listing. This told him the number of minutes people needed to be on the phone in order to stay profitable. Over time, he could see how many listings an employee should be generating in their first month, second quarter, and so on.
Youβre likely going to measure different KPIs, but itβs the same idea. With the kind of visibility that RingCentral provides, you can distill the numbers to simple metrics that hold employees accountable. You know ahead of time what your sales are going to look like, and you can scale up or down accordingly.
Thereβs a lot about RingCentral thatβs well suited for large-scale calling. Admins donβt have to be IT wizards to add new users and give them access to specific resources. Theyβll be able to provision new hires quickly. When someone leaves, theyβll be able to switch around accounts and recycle the number, so you donβt wind up paying for lines youβre not using.
If you have turnoverβas many high-volume calling occupations doβyou need to be mindful of your database integrity. RingCentral makes it easy to limit access to resources and revoke it if need be.
Youβre definitely going to be using a CRM (or some form of database) to call at scale. RingCentral integrates with a lot of them. You want to keep that information private.
Another liability for call centers that RingCentral helps you navigate is compliance, which is crucial if you are making a lot of cold calls or using an auto dialer. Thereβs a TCPA safe dialer, which helps agents avoid bringing a βrobo-callβ lawsuit down on your company. Instead of worrying about messing something up, they can focus on the person they are talking to.
The DNC list features are also easy to use. Integrate with third-party tools to constantly update your list, and quickly show your employees how to maintain your own internal list.
RingCentral is HIPAA compliant, which means the standard for privacy and security is incredibly high. Fines for HIPAA violations are very steep, and thatβs not the worst that could happen.
Selecting from RingCentralβs range of packages, you can replace your phones with VoIP and save a little money or completely outfit an omnichannel call center.
RingCentral MVP (formerly RingCentral Office) has four tiers to choose from:
- Essentials: starting atΒ $19.99Β per month per user
- Standard: starting atΒ $27.99Β per month per user
- Premium: starting atΒ $34.99Β per month per user
- Ultimate: starting atΒ $49.99Β per month per user
These are the prices if you sign up for a year of service, which reflect a 33% discount on the monthly rate.
The Essentials plan is capped at 20 users. You get unlimited talk and text, as well as document sharing, which can be helpful for sharing sales and customer service scripts. You also get team messaging, which is especially helpful in the days where not everyone is coming into a physical office.
With Standard, you get unlimited fax, video conferencing and integrations with Google Workspace, Microsoft 365. Thereβs no cap on users, either.
But if you are going for high-volume calling, I really recommend getting Premium. You get the CRM integration that is so important for dialing into your metrics and communicating effectively at scale.
At $10 above the average cost of VoIP, Premium is a steal. Remember, that VoIP average is for voice only and with RingCentral MVP youβre getting texting, video, and advanced call handling features that other βaverageβ plans do not include.
Managers will be able to listen in on live calls and βwhisperβ advice. The employee can hear them, the caller can not. From what I found, features like this from other vendors were usually reserved for plans that cost upwards of $50. So in that sense, Iβd consider RingCentral MVP well below the average price-wise.
RingCentral offers contact center software, as well, which will unify your communications. Your agents will be able to see a complete record of a customerβs history. When did they call, when did they chat? Itβs all right there. Youβll have to get in touch with RingCentral for Contact Center pricing.
This is my number one pick for people who have to make a ton of calls. RingCentral helps you protect yourself from a number of the liabilities that come with outreach at scale. It also gives you the viability and tools to stay efficient and maximize each employeesβ ability to contribute.
Try RingCentral for free today.
#4 βΒ Phone.comΒ Review β The Most Affordable Professional-Grade VoIP
Phone.comΒ is a smart choice for businesses that are looking for budget-friendly VoIP. You can have unlimited calling or pay less for a set block of minutes each month.
One of the really cost-effective features of Phone.com is that you can mix and match plans. Give the sales team unlimited plans and save money on each employee that only uses the phones occasionally.
And, with the Basic plan, youβre still getting most of the standard VoIP features like call handling, auto attendants, hold music and so on. Youβll have to upgrade to get HIPAA-compliant video conferencing, for example, but you can host up to 10 people in a regular session with Basic.
With most other vendors, you have to upgrade the plan for all your users. Phone.com can really help you keep costs down by giving users the features they need. This is one of those licensing irregularities that Gregg told us about, where it can work out well if you know what youβre doing.
Phone.com lets you pick what you need. Call recording and inbound faxing is extra, though youβll be able to send faxes from your phone with any plan.
Nextiva and RingCentral are a little bit more robust, especially when it comes to reporting and analytics. In terms of CRM integration, Phone.com is limited to AllProWebTools and Zoho.
But some businesses just need a reliable phone with call handling capabilities they can manage themselves. Phone.com does more than that, and itβs just enough cheaper than those other options to net a sizable savings.
Offer your customers the ability to text when they have questions. Phone.com keeps all of your employeesβ messages organized. Come for the phone system, stay for the messaging.
To use IP phones, youβll have to be on an upgraded plan. The company offers really great prices on popular phones of all styles. You can use what youβve got, too, as Phone.com supports a range of hardware.
Using your own equipment will definitely lessen the initial outlay, but in talking with Gregg we learned that older phones can get hacked. Just make sure that the processor isnβt too far behind what Phone.com is trying to sell you, and get ready to do some of the configuration yourself. You really can just plug and play if you buy equipment through Phone.com.
Pricing for Phone.com is low across the board:
- Basic: starting atΒ $10.39Β per user each month
- Plus: starting atΒ $15.99Β per user each month
- Pro: starting atΒ $23.99Β per user each month
To get these prices, youβll have to sign up for an annual subscription, which saves you 20 percent of the month-to-month price.
Basic comes with 300 minutes, which are pooled for all your users. This just means Basic users share minutes instead of having to worry about going over individually each month.
Each user also gets 1,000 pooled text segments. A segment is limited to 160 characters, which is way less than most phones can send in a normal text message these days. So itβs not 1,000 texts per month, unless you like to keep things brief.
Volume licensing brings the price down, both for users and for additional phone numbers. With 25 or more users, the price of Basic drops down to $8.99, Plus to $14.99, and Pro to $21.99.
Considering that Pro can hold its own with many of the call center VoIP solutions Iβve looked at, itβs worth checking out if you need a lot of phones on a tight budget. With HIPAA-compliant voice and video, it could be a good option for medical practices looking to support telehealth.
You really have to get input from every person and department using the phone system. Figure out the technology and functionality you need to support. If Phone.com fits the bill, itβs going to be a smaller one than youβll find anywhere else.
Phone.com gives you a low price that scales up much better than OpenPhone, Grasshopper, and other lightweight VoIP solutions.
I wouldnβt use it to set up a call centerβyouβre going to have to fully rely on your CRM for all but the most basic reporting and analyticsβbut youβll be able to get plenty of phones set up for normal business needs.
If you are thinking about cutting the cord with your traditional phone line, this option is going to save you the most money.Β Sign up with Phone.com today, no contract necessary.
#5 βΒ GrasshopperΒ Review β The Best If You Need More Extensions than Phone Lines
GrasshopperΒ is a great option for small companies that want to establish a professional identity without buying a very complex system.
Iβm thinking about the restaurant owner that wants numbers for a few locations without having to pay for a traditional phone line going to each one. Or maybe the law firm that wants a few numbers with lots of extensions.
If you outline your business requirements and it turns out you only need the essentials, donβt pay more for things you donβt need. Grasshopper is going to set you up with everything you need for one flat rate each month.
Youβll get a suite of features designed for the daily work of a modern business, without the clutter aimed at larger organizations. Thereβs no need to upgrade just to access a particular feature. Every Grasshopper plan comes with unlimited calling, as well as every feature the company offers, such as setting up a phone tree, personalized greetings, call routing, and more.
There are even a few features, like instant response, that you wonβt always get with other providers. If you miss a call, Grasshopper will automatically send a text message.
Simultaneous call handling and call forwarding lets you pass off calls to teammates when youβre busy. Voicemail transcription makes it easier to catch up on calls after hours.
Manage everything I just listed directly from the mobile app. Route calls exactly where they need to goβitβs just a few swipes on your cell.
You also get unlimited extensions with Grasshopper Small Businesses plans, and several free extensions with their other plans. Route calls to other numbers, mobile devices, informational extensions to answer FAQs, or a polite out-of-office voicemail.
Getting charged for extensions was something Gregg said people should watch out for in the contact they sign. The total cost can βgo up real quickβ if you have to pay for an extra line just to set up a voicemail extension.
With Grasshopper, you donβt have to worry as much. The entry level plan comes with one number and three extensionsβperfect for the sole proprietor or founder to greet their callers with a professional menu and connect them with the right person.
Letβs take a closer look at your three options with Grasshopper.
- Solo: starting atΒ $26Β per month for one number and three extensions
- Partner: starting atΒ $44Β per month for three numbers and six extensions
- Small Business: starting atΒ $80Β per month for five numbers and unlimited extensions
As I said, itβs really just the basics. Thereβs no CRM integration or call recording, so think about Grasshopper as a way to replace your phone system rather than revolutionize it.
That said, if youβve been trying to work magic with free VoIP like Google Voice, the ability to set up call routing may feel downright revolutionary.
Itβs also going to cost less and be way easier to set up than itβs more robust competitors. Toll-free numbers might take a day to start working, but typically your number is ready to go when you sign up.
If you want to add an extra line, itβs $10 per month. Thatβs a lot more than Phone.com for extra lines, which is why I donβt recommend Grasshopper if you need a ton. Plus, the interface isnβt built for handling a big system anyway.
But for the small office, itβs perfect. It doesnβt matter where you or your business partners workβpeople can be out in the field when a call comes into the office, or in a different city altogether. Grasshopper makes it easy to ensure your calls get where they need to go.
Try Grasshopper for free.
#6 βΒ PhoneBurnerΒ Review β The Best Off-The-Shelf VoIP for Sales Teams
PhoneBurnerΒ is ready to rock. Are you?
This product is a little different than the other VoIP options on my list. Itβs a sales engagement platform, so itβs not designed to replace your phone system. Rather itβs designed to give outbound reps the perfect tool for prospecting, selling, and closing deals.
Is the team remote? Do people like to work out of the office? Not a drama. Your users can phone in from anywhere and start working through your hottest contacts.
It contains a CRM and auto dialer software built into the platform. Youβre not trying to make technology play niceβitβs all set up when you open the box. You can integrate with your own CRM if you want, or simply import your leads and start making up to 80 calls an hour.
I donβt know what your repsβ pace is now, but 80 calls per hour is smoking. Thereβs no βtelemarketerβ delay when the call connects, just crisp conversation like itβs over a phone line.
And, because the CRM is tied in, reps can see exactly who theyβre talking to, what stage of the pipeline theyβre in, and any notes left in the account.
Sarkar said that pretty much everyone in the B2B SaaS game is telephoning through sales engagement platforms now. The auto dialer makes your agents far more efficient by eliminating the busy work of dialing. βYou barely have to click anything,β he said.
With PhoneBurner, youβre not manual dialing, tabbing through pages to find a number, or copy/pasting emails frantically before the next call. Instead, you can drop voicemails without waiting for the beep, send an appropriate email, or move a prospect to another folder with a single click.
For Makan, auto dialer software was crucial for large-scale outreach in telemarketing, but it was a pain to set up. You have to specifically program the CRM and the auto dialer. From there, itβs expensive to get the CRM software tuned to your industry. He mentioned one popular CRM option that cost $25,000 and $50,000, βjust to get you all set up with the phones.β
With PhoneBurner, a lot of that work is off your plate. Itβs not going to groom your database for you, but the fundamental CRM/auto dialer integration is already in place.
The company takes it a step further by offering one of the most comprehensive onboarding packages that I have seen for any product. Their team works with you on goals before you set up, runs you through a test session, and then trains your team on how to use the platform.
You also learn how to build reports so you can track performance. Itβs easy to do this wrong, on any platform, but your PhoneBurner advisor is walking companies through the process, week in week out. Theyβll get you set up with dashboards, leaderboards, and all of it is going to be customized to your goals.
Leads are distributed automatically, based on rules you set. Toggle between pre-set configurations, like Round Robin or First Come First Served, or customize your own settings. Make sure leads get to the right agent every time, with only a small amount of work on the managerβs part.
PhoneBurner isnβt cheap, but remember that this isnβt an apples-to-apples comparison with the other VoIP providers because you are getting the auto dialer and CRM built in.
- Standard: starting atΒ $124Β per user each month
- Professional: starting atΒ $149Β per user each month
- Premium: starting atΒ $166Β per user each month
These are the prices if you sign up for a year, which basically gives you two months for free compared to paying monthly.
Youβre getting unlimited dial minutes, which is obviously important if your reps are making a thousand calls each week. With PhoneBurner, thatβs not hard to do.
Call recording is stored free for 30 days with the Standard plan, 60 days with Professional, and thereβs no limit for Premium plans. There are also limits on the number of contacts you can store, which start at 10,000 on the Standard plan.
Youβll need to upgrade to Professional to get softphone capabilities. Itβs not a big deal if you already have phones, but I imagine thatβll bother folks that want to use their tablet or computer.
With Premium, you get a dedicated inbound line, as well as some of the handling features. I would not recommend using PhoneBurner for serious inbound trafficβthe other VoIP options are going to be way cheaperβbut some teams will appreciate having a custom voicemail and the ability to forward calls.
On average, a rep can make 233% more calls with PhoneBurner than they can with a regular line.
Does the math pencil out for you? For Makan, it took 2,500 calls to generate a listing. Whatβs your metric?
If doubling or tripling your repβs productivity sounds like a good idea,Β start a free trial with PhoneBurner today.
#7 βΒ OpenPhoneΒ Review β The Best Way to Run Your Business From a Mobile Phone
Jason warned us about going with the βnewest and cheapest option,β so I was a little bit skeptical when I heard aboutΒ OpenPhone. Itβs only a few years old and itβs $10 per month.
Thatβs way less than the average cost of VoIP, cheaper even than some of the βbudgetβ options I looked at.
But the more I discovered about the company, the more I liked it. OpenPhone is new, but certainly not fly-by-night. Itβs a recent graduate of Y Combinator, the startup accelerator that helped launch AirBnB, DoorDash, DropBox, and Reddit.
Like those companies, OpenPhone has come to market with a new set of assumptions about how people are living and working. Instead of trying to replace a business phone system, as many Cloud-PBXβs claim to do, OpenPhone simply turns your mobile into a better phone for business.
Itβs really aimed at the modern startup or small business, especially if the owner is one of those people who steers the ship from their phone. Youβll get a business number for your mobile phone. Go local, toll-free, or keep your own number, you choose. Porting your old number is 100% free.
Set up an auto-attendant so callers can get the information they need and connect with the right person. Establish a professional identity for your business in minutes. Youβll be reaching people on a stronger footing because you always know if an incoming call is business or personal.
Thereβs no hardware necessary and no more giving out your mobile number. Keep your privacy. Get numbers for your team and let them keep their privacy, too.
Where OpenPhone really steps away from the crowd is the shared inbox. You can have multiple people call and text from the same number. They can even make calls from that number at the same time.
A lot of phone systems donβt include text messaging, let alone allow multiple users text in the same thread. With OpenPhone, you can text the way you normal humans do:
Tag users with @mentions to bring the right people into the conversation quickly. Group messaging is really helpful for collaboration, especially since you can send files, videos, and GIFs.
Youβre just not limited with texting the way you are on a lot of other VoIP phone services. You can send snippets from templates as part of a campaign or auto-reply to missed calls and texts.
Managing contacts isnβt hard either, as you get limited CRM integration with Google Contacts or via Zapier. You can use HubSpot for a more robust CRM solution as well, which allows you to store recordings and view message histories with ease.
Keep in mind this is not going to be a full-blown CRM solution the likes of which Iβve described with PhoneBurner and others. Youβll need to get into HubSpot to make changes to contacts, for example.
Because itβs a young company, there will be additional and deeper integrations βin the future,β which I know can be frustrating. But if you are a young company as well, HubSpotβs free CRM software plus OpenPhone is just about the cheapest way I can think of to deliver the essential benefits of connecting VoIP and your CRM.
- Standard: starting atΒ $10Β per user each month
- Premium: starting atΒ $25Β per user each month
- Enterprise: contact sales
Standard has most of what Iβve mentioned already, along with unlimited calling and texting. Bear in mind that itβs unlimited within the fair usage policy. According to the terms of service, for the Standard plan, youβre looking at 1,000 texts and calling minutes per month.
Though itβs not truly unlimited, thatβs pretty generous. Phone.com caps their entry level plan at 300 minutes and 1,000 text segments, which is likely a smaller number of texts.
The Premium plan comes with HubSpot integration and more collaborative features, like the ability to transfer calls and an advanced auto attendant that gives you a wider range of call routing features.
Extra lines are $5. So, for the price of standard VoIP (around $25 pretax), you could get a company of four set up on the Standard plan.
There are other free ways to get a business number for your mobile phone. Go for it. Getting off the ground you need to save every dollarβI get itβbut thereβs a point where the inconvenience of trying to work around something like Google Voice starts to cost you money.
OpenPhone solves most of those problems for $10 per month.
How much does a single missed opportunity cost you? For a barber, maybe itβs a call from a stranger who would have spent thousands of dollars as a regular over the next few years. If only youβd been able to catch them.
Itβs well worth checking out, and I have a feeling youβll be hearing a lot about this company in the future.Β Try OpenPhone for free today.
What I Looked at to Find the Best VoIP Phone Services
Iβve been a small business owner who has needed the cheapest possible business line before. Like having a real number that people can connect to by using the βContact Usβ button on my Facebook page. I think it was stillΒ TheFacebook.comΒ back then.
Now, I have people reporting to me about our VoIP options in Brazil.
Growing from a one-man show to a global operation, Iβve been on a few sides of this conversation. Weβve built a marketing machine and I know how we use VoIPβbut my team wanted to get a wider picture of whatβs going on to help more of my readers.
Some of you have on-call IT support and months to demo the best options. Others are completely on their own running a business and canβt sacrifice more than a weekend in order to find the best VoIP phone service.
Either way, you need to be able to separate the options that are working well for other businesses from the one thatβs going to work best for you.
My team reached out to other leaders in the field to see what things looked like from their perspective. We donβt sell VoIP, for example. So, it was really interesting to think through buying VoIP with Gregg, who runs a managed services provider.
VoIP is just one of the IT services Greggβs company manages, but over a few decades, heβs seen plenty of things go wrong, helped people out of bad contracts, and restored their business integrity after hacks. He offered a lot of insight on VoIP security and what people can do to make sure theyβre not spending money on stuff they donβt need.
Technically, Gregg is a competitor with some of the services I recommend, but he was very frank and offered advice you are not going to find on any review site.
We also talked to Makan, who set up call centers for telemarketing in real estate. These are call centers where each employee is making something like 1,000 calls each week. His practical advice is hard-won in an industry that has a staggering attrition rate.
βYouβre going to let go of eight out of every ten people who work for you,β Makan told us. New hires have to be brought up to speed, coached, andβwhen they have to goβbe safely de-provisioned in order to prevent your database from leaving with them.
And simple employee mistakes can cost thousands of dollars in legal fines because telemarketing is so highly regulated.
But if you can do it right, the payoff is huge. Makan was able to use call center analytics to surface important metrics that guided his hiring, onboarding, and training. βWe no longer have to keep employees for like a year and a half to see if it works or not,β he said.
In searching for the best VoIP provider, youβll read a lot about using analytics to optimize performance. Itβs not just marketing lingo. Makan explained how you can basically predict your sales with VoIP tied to a CRM, and scale hiring up or down accordingly.
Sarkar, a sales manager in B2B SaaS, also pushed the importance of VoIP/CRM integration. We talked a lot about how your sales strategy informs the buying decision.
Are you in a mature market that needs to handle inbound inquiries, or are you selling a novel product that requires you to hit the phones and educate prospects over a cold call?
Configuring a CRM to work with your VoIP, can be a ton of work. Sarkar helped us see how some companies save a lot of time and effort by using a sales engagement platform like PhoneBurner.
Thereβs just a lot to think about, depending on where youβre coming from. Jason has worked in call centers since 1992. Heβs seen the market evolve from desk phones to headsets to AI. His eye for distinguishing meaningful advances from shiny objects that get you nowhere is unrivaled.
Talking through his experience with purchasing enterprise VoIP was extremely helpful in understanding how buyers have to work through their options methodically and coordinate with multiple departments to find a VoIP service that works across the entire organization.
And even though the scale is different, a lot of his guidance serves as practical advice for the small business owner. How do you know if remote workers have good enough internet for VoIP? How do you evaluate the quality of integration between VoIP and your key business software?
You may not have to buy as many phones or connect as many locations as Jason, but these questions still matter.
We covered a lot of ground in the interviews and research. Here are the three biggest takeaways that I think will benefit anyone shopping for VoIP:
- The ability to self-manage is crucial: It used to be that you had to call your service provider to make any changes to your phone system. Want to add a user? Change a call path? The options I chose are simple enough to administrate without having to loop in IT. Admins wonβt need technical support to accomplish their daily work. The problem is that some of the βbigger namesβ in the industry are stuck in the past. βItβs very cumbersome and convoluted,β Gregg told us. βEnd users are not making changes to it.β Avoid those and go with something you can manage yourself.
- IdentifyingΒ allΒ of your business requirements early will save a lot of pain: Check in with every department thatβs going to be using VoIP. What do they need, what would be nice to have, and whatβs superfluous in their eyes? Your solution has to cover executives and receptionists, who will be using VoIP in different ways. You may be able to replace equipment like fax machines and conference phonesβor you may have to find something that plays nice with inventory you want to keep. Jason created a detailed business requirements document and sent it to vendors. A few dropped out right away, which saved everyone time.
- VoIPΒ plusΒ your other software and channels is the key: Iβm really going to hammer on the CRM integration below because it was so important to almost every expert we talked with. But let me emphasize here the opportunity you have by connecting VoIP to your other business software. Β If your voice communication is tied in with live chat, email, texting, video, and social media, employees have everything in one place. They are looking at a complete relationship during every conversation, regardless of where it started. It also makes your billing a lot less complicated, especially if you have multiple offices. One bill for all your communications.
I looked for VoIP you can use right away. Admins will be able to make sure everyone is set up, and new hires will gain fluency quickly in the modern system. No more six-month deployments.
Companies like Ooma, RingCentral, and Nextiva can set up large offices very quickly. And if you have a small office, you may be able to get started this afternoon.
I wanted to find a few different products that work across every channel. These omnichannel solutions are more expensive, for sure, but they were worth it for virtually every expert my team talked with. It makes everyone more efficient because theyβre not logging into different accounts and losing track of conversations.
I also looked at products that have a more limited selection of integrations and channels. These are way cheaper. Not everyone is trying to run a call center with VoIPβit could just be they want an 800 number on their ecommerce website. As long as their callers are routed correctly or greeted by a professional voicemail after hours, itβs all good.
Really, a lot of people get VoIP because they donβt want to give out their personal number for business anymore. OpenPhone will do just that. Grasshopper is perfect for the small office that needs the essentials covered and nothing more.
Alternatively, you can find a great deal on basic plans from some of the larger VoIP service providers. Ooma Office is a good deal no matter how you slice it. The Essentials plan from Nextiva is well within the small business price range, and can completely remove the need for an expensive traditional phone line.
Letβs walk through the big factors you have to consider. Evaluate your options like an expert by taking in the perspective from industry veterans and sales leaders.
Baseline VoIP Features
I want to focus on what makes these products different, not overwhelm you by describing every feature for every product. Once you start digging into VoIP, youβll find that 30-40 different features is the low end in terms of what you get.
Every option I picked covers what I consider the baseline VoIP features, with some minor exceptions. You wonβt hear me call them out unless thereβs something superlative about how a vendor does it.
To be make my list of recommendations, the providers had to include:
- Call handling featuresΒ like call forwarding, call transferring, call waiting, and extensions, so that you never miss a call, no matter where you are.
- Menus and auto attendantsΒ that let callers dial a certain department, listen to business hours, and so on.
- Call recordingΒ that provides a history and playback of all calls, which is useful for training and sometimes necessary for legal reasons.
- A mobile appΒ that turns your cell phone into a business line
- Online faxΒ to replace the need for traditional machines while also digitizing documents automatically.
- Softphone capabilitiesΒ to let you make calls from desktops and tablets with just a headset.
- Video calls and conferencingΒ for meetings, webinars, telehealth, and more.
- Voicemail transcriptionΒ that turns your missed calls into a quick read by text or email
Some of the βentry-levelβ VoIP packages aimed at companies with five to ten employees only come with limited versions of these features. You may have to pay extra for call recording, for example, or go with a more expensive plan to get unlimited online fax.
Plans vary between basic business phone systems and premium solutions for call centers. The latter come with much more customizable call handling features, multi-level auto attendants, and deep reporting features that a small team isnβt going to miss.
Making a Cost-Effective VoIP Purchase
Traditional phone service, after tax, would be somewhere around $50 β $70 per month. In my research, I found many users switching to VoIP because they were paying a lot more than that.
I think this is how people βcut their phone bill in halfβ by switching to VoIP. They were getting dragged over the coals by their current phone provider. For people with a reasonable phone bill, the savings may not be so dramatic.
βItβs not some magic savings,β Gregg told us. βYouβll be saving a little, but not as much as you would think with your monthly phone service.β
But, since youβre probably going to be paying per-phone, even a $10 savings each month will add up quickly. The more intelligently you can select a provider, the greater your savings will be.
Letβs run through how to assess the sticker price, the real price, and everywhere you can cut costs by finding a system that fits your business.
Gregg said VoIP costs about $25 per user per month on average, which is basically what I found in my research. This is if you are paying for the phones outright or using softphones. If youβre renting desk phones, itβs typically about $10 per month extra, bringing the cost of VoIP to about $35 per user each month.
Call it $40 per month after taxes and fees. Itβs not providers padding the bill, just the unavoidable government-mandated surcharges for the Universal Service Fund, which brings telecom to rural parts of the country and supports 911 emergency numbers.
Now you are definitely going to see VoIP for cheaper than $25 per line. Iβve included simple VoIP solutions like Phone.com and OpenPhone that are less than half that.
Typically, the tradeoff with the really low cost plans is that youβre getting a set block of minutes per month, whereas plans of $25+ tend to come with unlimited calling in North America.
For sales, customer service, and other use cases that require people on the horn all day, unlimited calling is a must-have. When you go over your set block of minutes, your VoIP savings can disappear.
If you are using auto dialer software over VoIP, you really need to avoid per-minute pricing. Makan did the math out during our conversation: if you have 100 employees expected to make 200 calls a day, youβre looking at 100,000 minutes per week. Thatβs way too much call volume to survive being billed by the minute.
Some providers, like RingCentral, Ooma, and Nextiva, offer plans in the $20 range for unlimited calling. So you can pay below average, but not have to worry about massive overage charges.
Another factor that can potentially lower the total cost of VoIP is understanding the licensing. For instance, is it going to cost you extra to add an extension? Are you paying per user, per line, per call path? Vendors donβt all charge the same way.
Gregg cautioned us that a lot of people donβt understand exactly how theyβre paying in the contract. They go to customize something on their end, thinking itβs free, and then get shocked when the bill comes at the end of the month.
With Grasshopper, even the cheapest plan they offer comes with three extensions for free. This is great for a small business that wants one line for a few departments, or a startup that needs a basic phone tree.
Phone.com costs less to add a new number than Grasshopper, but you donβt get free extensions. The different arrangements can be confusing, but if you take the time to understand what you need, you can play it to your advantage.
If you are really trying to get VoIP on a budget, Jason warned us that you have to be a little cautious. Itβs really easy to spin up a VoIP company these daysβthe technology is not newβand he laid out some horror stories of badd apple vendors pretending to offer reputable service and dropping clients as soon as they get their money.
βAnd since it takes about 30 days to port over a number, youβre kind of out of luck if that happens,β he said. The U.S. Department of Justice has prosecutedΒ these cases, clawing back millions of dollars from phony VoIP fraud schemes.
Better to be safe than sorry, and use a VoIP provider like Grasshopper or Ooma thatβs been around awhile. Or, a household name like RingCentral that is a publicly traded company. βI canβt imagine they would dump you in 10 days or anything like that,β Jason said.
Cloud-Based or On-Premises System
You can get VoIP infrastructure installed in your office (on premises), or use the internet to connect to the service (cloud-based). Either way, youβre paying less than you would for a traditional phone line, but there are important differences to understand.
There is a much higher initial cost of equipment if you go with an on-premises deployment. You have to buy the PBX, phones, routers, switches, etc., whereas a cloud-based provider hosts all of that themselves.
You can buy desk phones with a cloud-based solution and many people do. But, you donβt have to so long as you outfit employees with a softphone or a VoIP mobile app.
βWhen itβs cloud-based, you donβt have the big outlay,β said Gregg. βBut youβre not really missing out by not getting the equipment because these systems come with a ton of functionality.β Some of the key capabilities he talked about were:
- Your employees can work from anywhere in the world with internet
- Youβll be able to self-manage features menu systems and call routing
- You can scale up without buying equipment, and scale down without waste
- You donβt have equipment to maintain and monitor
These are four of the top reasons why I only recommended cloud-based solutions.
Like any solution someone else is hosting, you do sacrifice a little backend control. You are limited to the features they provide, whereas an on-premises system can be completely customized to fit your exact needs.
But the end user can do the vast majority of what they need to with Ooma or Grasshopper. A shop-owner with zero IT experience can add an extension for a new employee or make changes to information about holiday hours provided by their auto attendant.
Most people get the control they need without the responsibility that comes with maintaining a system. If you need hundreds of phones and super customized configuration, an on-premises system may be your only option. Thatβs going to require IT overheadβhiring an MSP like Gregg to install, maintain, monitor, and replace your equipmentβor hiring an in-house staff.
For many business owners, it would be a dream not to stress about the phones. The cloud-based providers I looked at offered nearly 100% uptime, and some offer financially-backed SLAs.
Like Gregg told my team, βYouβre not so worried about the end at the main office being up at all times because your employees are connecting directly to the cloud-based server.β
The simplicity here is even more important if people are telecommuting or working out of the office a few days a week. Itβs much harder to secure communications between external users and an on-premises system.
Iβll say more about that in the security section, but modern employees need access to company services at all hours. As such, cloud-based is becoming a lot more popular.
Greg told us flat out, βIf youβre SMB in the ten phones rangeβgive or takeβitβs not worth it to do on-prem anymore.β
Larger companies will have more to think about, but VoIP providers like Nextiva, RingCentral, and Ooma can help you get set up regardless of what kind of deployment you need. With these vendors, you can really get the best of both worlds or make the transition to cloud at your own pace.
What Kind of Internet Speed Do I Need for Clear Calls?
Calls have to be clear. You canβt compromise on that, or youβll wish you had your landline whatever the price.
So how do you make sure your setup handles VoIP?
Hereβs the nuts and bolts of what I found: VoIP is not going to work on DSL. Cable might be okay for a small office, but it wonβt be the greatest.
Fiber is what you want. It has the bandwidth you need and the upload/download speeds are the same, unlike cable.
Everyone we talked to about VoIP told us that running low on bandwidth is going to start causing issuesβdropped calls, echoing on the line, and terrible conversations.
Hereβs the thing, VoIP doesnβt need a blazing fast connection.
Gregg said that 100 kbps is good. 140 kbps is βlike the most ideal, pristine phone call.β
So, if youβre on a 1 mbps line, you could potentially make ten phone calls. βGranted, you always wanna overcompensate for fall offs and whatnot, but thatβs all you need speed wise,β he added.
Nextiva and RingCentral have VoIP plans aimed at smaller companies that donβt have commercial office infrastructure. They will let you test your connection right on their website. Youβll get all the information you need to figure out if youβre ready for VoIP, or you need to upgrade your internet first.
Weβre not talking about a massive pipe here, the problems you run into are the stability of the connection. If youβre downloading a song, who cares if it takes two or three extra seconds? You wouldnβt notice. But when youβre having a conversation, even a slight delay is going to be a huge pain.
Any delay over 150 ms (thatβs milliseconds) and your meaningful conversation is now impossible. For reference, a call over a landline has a delay of about 45 ms, so 150 is definitely the upper limit of what you want.
Any higher than that, youβre talking over someone or they missed what you said.
Making cold calls, helping an irate customerβitβs hard enough already. No one wants to repeat what theyβve said. And itβs not going to be good if someone mishears a credit card number.
βWhere it becomes an issue,β said Gregg, βis if you have a cable modem that only has 5 mbps on your upstream, and everybody in the office is uploading stuff to Dropbox, OneDrive, and things like that, eating up that bandwidth.β
Remember the dark days where someone couldnβt be on the internet and the phone at the same time? Donβt go back. Make sure youβve got the bandwidth to accommodate all of your users with all of their tasks.
Network and Hardware Considerations
Now you can have all the bandwidth in the world and still get bad VoIP quality if your network isnβt configured properly.
Small businesses donβt have to worry so much about this. According to Gregg, βIf you only have five phones, maybe even as high as 10 phones, sure you could just dump them in on a network.β
He advised running a separate VLAN for anything beyond 10 phones in a single location in order to avoid quality issues. Separate the phones from the computers and prioritize voice traffic in the routers. This way, whatever your employees are doing wonβt affect the quality of your calls.
Even with the so-called βplug and playβ systems, youβre going to want to put some thought into network configuration if you are putting in more than 10 phones. βI mean you can just plug them in,β said Gregg, βbut I wouldnβt be too hopeful about the quality.β
But itβs not just phones to think about. βThe fax machines in the conference rooms really threw me for a loop,β Jason explained. βIβm like: Iβm just buying a phone system!β
You have to be methodical. Where do the phone lines need to go? Are they connected to the security system? If you have PoE, you can just plug the ethernet cable into the phones, but if not, youβll have to make sure thereβs power running everywhere you want a station.
With a cloud-based service, youβre going to have to let the vendor behind your firewall.
Jason had an issue where one of his guys missed a key thing about the firewall requirements, and it delayed his VoIP deployment by about six months. βI was not too happy,β was all he said about that.
If you have a lot of traditional phones and fax machines that you want to keep using, Iβd recommend Nextiva, RingCentral, or Ooma. They offer analog telephone adapters (ATAs) that allow you to VoIP-enable landline devices.
This allows you to phase out your old system gradually, instead of trying to Hercules your company through a massive (and much more expensive) transformation. Itβs going to be painful to switch no matter what, but how long can you justify investing more money in an old PBX thatβs twice as hard to use for half the functionality?
One last thing about using old phones. Itβs great if you can use what you have or get a deal somewhere rather than going through the vendor.
Yet Gregg has encountered problems with aging phones. Hackers will try and log into the phones to start making spam calls. βWe were seeing upwards of 100,000 attempts a day on a single phone system,β he recalled. The processors on the older phones werenβt powerful enough to withstand all the incoming requests, and the attack crashed the system.
So, definitely be on the lookout for deals and try to make the most with the equipment you already own. But just be cautious about buying a phone that has an older processor, because it might be a vulnerability.
Plus, when you buy a phone directly from your VoIP vendor, itβs pre-provisioned. Itβs got a secure connection out of the box. When you start piecemealing things, you may lose that desirable plug-and-play functionality.
Make Sure Remote Workers Are Up to Speed
Cloud-based VoIP gives you complete freedom to go remote with ease. Connecting external users to an on-premises system has a lot more hurdles in terms of cost and security.
But even if you go cloud, which I highly recommend, there are a few things to be thinking about.
Remote workers need a solid internet connection for VoIP. When Jason hires someone working from home, the job post says they have to have a locked and secure WiFi.
He also has them take a speed test to make sure that their connections are robust enough to be able to take phone calls. He requires a minimum of 20 mbps download and 10 mbps upload.
Itβs just a generic speedtest, nothing fancy. He sends them the link, they send back screenshots to verify. Jason said most people βblow those upload/download times out of the water,β but you need to be sure.
With telecommuting employees, you also have to think about training and management at a distance. I know Iβve said that the premium VoIP plans from vendors like RingCentral and Nextiva are aimed at the call center crowd. Well itβs also true that those features become really important for collaboration when there is no office.
Sharing documents within the platform, like phone scripts, or the ability for a manager to listen in on a new hireβs first live callsβyou can provide more support to develop your employees, even when people are working from home.
For a small team, OpenPhone can work really well. People can share an inbox, tag calls, leave comments, and ensure that no opportunities are missed.
People love to be able to work on the go, even if theyβre not fully remote. One thing that surprised Jason was how important the mobile app was to the executives. They wanted everything forwarded to their cell.
Mobile apps are great, but theyβre not without their downsides. Gregg said VoIP on mobile was great for saving money, but he wasnβt so keen on it as a full-time stand-in for using a computer or desk phone. βItβs nice in a pinch,β he said, βbut if you wanna watch a cell phone battery drain out before your eyes, thatβs a great way to go.β
Integration with CRM
My team asked Jason what the biggest thing you can do to help reps and agents is, and he said integration with your CRM.
This was a tune we heard from everyone, and it dovetails with my own experience. CRM software is a total game changer when it comes to growing your business and providing service to customers.
Look for a VoIP phone service that has integration with your CRM. If you donβt have one, Nextiva and PhoneBurner have one built in that you can start using immediately.
The technologyβs not new by any means, butΒ CRM software has gotten really goodΒ in the last couple of years, and a lot less expensive. When you combine a CRMβs ability to track customer information with quality voice communication, the resulting experience for your employees is amazing.
A customer calls and their account information pulls right up on screen. Thereβs no digging for a file or asking for a customer to provide their name, ID, order number, etc.
Sarkar talked with us about how it increased his sales repsβ efficiency. βYou get to have more conversations by cutting out the extra time you spend figuring out whoβs calling.β
Really, every interaction is streamlined, which makes your reps and agents way more productive. If a customer has an order, the rep can see where it is. There are no extra steps to verify whoβs calling, or ask them to dig up a purchase order number.
Saving seconds on every repetitive task adds up quickly. Employees can click-to-dial numbers within the CRM. Account information is centralized and agents can leave notes about calls. Everything is stored in a way that makes sense.
Makan put it well when he said, βCompared to a traditional phone system, voice over IP integrated with the CRM is hands down like: before iPhone [versus] after iPhone.β
The ability to record calls within the CRM was a huge factor for a lot of the people we spoke with. βIn the past,β Jason said, βthe systems that Iβve had for recording were kind of separate from the CRM, so I had to go chase that down. If somebody called in, Iβd have to be like who do you talk to? When did you call? And that would be kind of a nightmare.β
When Jason moved to a new VoIP provider, integration with their CRM was the deciding factor. His company communicated on so many channels, all of which are recorded. The integration makes the process of listening back much easier.
βIf you complain about a rep or something like that,β Jason said, βI can take your phone number, plug it in, and find every single call youβve ever made over the last year, every chat, every email, every contact. Itβs super simple. [It] saves me on time tracking down calls.β
For Makan, call recording was essential for assessing employee performance. βTraditionally, you give someone a dummy phone,β he said. βYou donβt know how many calls they made, who they talked to, or what the level of conversation was.β
With VoIP, you can do quality control much easier. Listening back to the calls is easy. What went right? What could be improved? Identify who needs training and whoβs not a good fit.
Makan explained how it really helps managers conserve their time and energy for quality candidates. They know who to invest in and who to send on their way. βI mean, you can tell in like 60-90 days. Any excuse they give, you can just listen to the quality of the calls.β
Be on the lookout for VoIP providers that showcase direct integrations with your CRM (and other software, for that matter). You absolutely have to demo it to see how that integration drives and works on a day-to-day level. If you want that βsuper simpleβ experience Jason was talking about for recording calls, the integration has to be tight.
Also be aware that the initial setup of your CRM and VoIP is going to take some time, especially if you are tying in multiple channels like talk, text, and chat. You need to customize it to fit your industry and use-case because the software is fairly general purpose out of the box.
βYou can really geek out on it,β said Makan, βand thatβs the challenge.β
Sarkar was a big fan of sales engagement platforms because they have the CRM built-in and they are already tuned for the job. Obviously you donβt want to use them for customer service, but something like PhoneBurner is going to supercharge a sales team with a lot less configuration required.
Convenient Compliance Tools Employees Can Use Without Thinking
There are a lot of regulations protecting consumers from getting robo-calls or having their credit card information stolen. So if you are making a lot of calls or taking financial information over the phone, thereβs going to be telemarketing and privacy laws you donβt want to mess with.
Iβm glad those regulations are there, but new hires (or just plain carelessness) can break a law by accident and get your company a heavy fine. I found that a single call to someone on the national Do-Not-Call registry could result in a five-figure penalty.
AΒ single slip upΒ could cost anywhere from $11,000 to $43,000. And thatβsΒ per call, as in you could get multiple fines if one of your employees screws up. If it happens multiple times, I doubt the governmentβs going to hit you with a smaller fine.
Or think about HIPAA compliance for healthcare providers. Accidentally exposing a patientβs protected health information can result in jail time. This is true even if the company didnβt know a violation had occurred.
And yet companies make calls and share private information all the time without going bankrupt or winding up in the slammer. This is because they use good VoIP providers that make compliance convenient for employees. Your agents get the proper tools so that they can focus on the customer instead of how to stay in the clear of arcane compliance laws.
Regardless of how big a business you are, if you are making a lot of outbound calls (especially if youβre using auto dialer software), you need to update your DNC list and use it to scrub those numbers from your call lists.
RingCentral, Nextiva and include easy-to-use features to make sure your DNC list is up to date. PhoneBurner has integrations with DNC.com in order to keep people safe.
Makan, whose agents made thousands of calls a week, said that Zoho CRM in conjunction with RingCentral was the cheapest possible way to set your employees up for success. You just have to keep up on your DNC list grooming, βbecause thatβs something youβre gonna run into a lot, and they need to scrub the numbers that they call up.β
Recording calls is another area where compliance is important. These laws vary state to state.Β In New York, you donβt have to tell people the call is being recorded. In New Jersey, you do.
Products like RingCentral let you automatically notify people that the call is being recorded, so youβre covered. This allows your teams to think less about how to make legal calls.
Jason told us about one of the features that sold him on going with their VoIP provider. Itβs illegal to record credit card numbers, so employees need to remember to pause the recording while they take that information.
βAnd as you can imagine,β he said, βif you take 1,000 or 1,500 calls a month, youβre bound to forget that a couple of times, or miss it, or forget to pause, or forget to unpause, which is a big no-no in our area.β
The VoIP service he chose automated this process within their CRM so employees didnβt have to think about it. As soon as their cursor was in the payment info box, the call stopped recording.
βSo my reps donβt have to remember to turn that off, and thatβs just super easy,β Jason said. βI donβt have to worry about PCI (Payment Card Industry) compliance. I donβt have to worry about, βHey, if you forget, tell me so I can go delete the call out of the system.β What if we delete the wrong call?β
Take every opportunity you can to automate compliance. The potential liabilities from a single oversight are enough to justify the cost of spending a little more each month on your VoIP, CRM, and training.
Security
No one wants to pay for $20,000 worth of phone calls they didnβt make. Thatβs what happened to a client of Greggβs before they properly secured their VoIP. Someone hacked it and used it to start blasting out scam calls.
Security is a major concern for any internet-based service, and VoIP is no exception.
Itβs pretty straightforward for on-premises systems if all your phones are in one location. Set rules in your router so that no one can connect to the phone system except the phone service provider.
Gregg said, βAs long as thatβs configured youβre solid, and you canβt get hacked because the traffic canβt get there from anybody else.β
Securing an on-premises system gets a lot harder if you have people working from home, which is why a lot of companies are opting to go the cloud-based VoIP route. Residential addresses donβt have static IP addresses, so you canβt set rules in your router.
βThe only appropriate way to do it is using aΒ VPN service,β explained Gregg. βIf you leave the ports open so that anyone can connect, youβll see that the phone system will get hammered constantly.β
With cloud-based VoIP, the provider is ensuring that the right people are calling into their system. You still have to maintain good security hygiene at your companyβlong passwords, principle of least privilege, and de-provisioning old accounts.
These last two points are really important. You need to make sure that employees only have access to the data that they absolutely need. If possible, they should have read-only access. And when employees leave, you have to de-provision them.
For one thing, you donβt want to pay for old accounts that arenβt in use. If you have high turnover, be careful to re-use old numbers youβre already paying for, rather than buying extra ones. You donβt want to be shocked by a bill that has dozens of lines youβre not using.
βPeople need to be aware of sabotage,β said Makan. βIf you get a disgruntled employee, they can wipe out the database, if you donβt back it up. Or they copy it. Or they just start corrupting the numbers and changing things in there.β
If you adhere to the principle of least privilege and are on top of booting old users out of the system completely, the risk of sabotage is near zero. If not, youβre putting your data integrity in jeopardy.
VoIP phone services like RingCentral, Nextiva, and Ooma make it easy for administrators to keep track of who has what privileges. You wonβt need an infosec credential to keep all the accounts locked down.
Conclusion
My top recommendations areΒ Nextiva,Β Ringcentral, andΒ Ooma. They are affordable, reliable, and easy to set up.
If you need a full-fledged VoIP platform on the cheap, considerΒ Phone.com.
GrasshopperΒ is great if youβre more worried about having enough different extensions instead of unique, dedicated phone lines.
Need something thatβs more suited to support your sales teamsβ efforts. Look atΒ PhoneBurnerΒ for a sales engagement platform that includes an auto dialer.
If youβre a solo operator or just someone who is sick of having to use your personal number for running your business,Β OpenPhoneΒ gives you an easy and cheap way to get a professional number and VoIP service.
So, to recap all my top picks:
- NextivaΒ β Best overall
- Ooma OfficeΒ β Best for adding VoIP to Existing SMB Phone Systems
- RingCentralΒ β Best for high-volume outbound calling
- Phone.comΒ β Most affordable professional-grade VoIP
- GrasshopperΒ β Best if you need more extensions than phone lines
- PhoneBurnerΒ β Best off-the-shelf VoIP for sales teams
- OpenPhoneΒ β Best way to run your business from a mobile phone
Regardless of the route you go, donβt forget to consider your requirements, budget, and the criteria we talked about as you go through the process of choosing the best VoIP phone service for your business.
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