CallStep, the business phone that picks up every call
Your business number, on your desk, web and iPhone. AI handles the calls you can’t. Your team gets the conversation, the follow-up and the invoice in one place.
Your number. Your team. One place.
A missed call can still become your next job.
Your team rings first. When everyone’s busy, AI takes the details and sends a text. The conversation becomes a follow-up, with someone responsible for the next step.
Main line · Incoming
- Hi, my water heater just went out. Can somebody come out today?
- Oh no, sorry about that. We do same-day service. What’s the address, and is this a good number to reach you?
- 1420 Oak Street. And yeah, this number works.
- Got it. I’m texting you a confirmation now, and someone from the office will call you back shortly to set a time.
- Saved to CRM
- Text sent
- Assigned to Maria
- Desk phone
- Web
- iPhone
Device illustration · Ask us about the Fanvil V67
Desk phone, web & iPhone
Your business line. Wherever you work.
Answer at the front desk, on your laptop or on your iPhone—all on the same business number. Want a desk phone? We configure it and ship it to you. Prefer the apps? Start there.
- Desk phones, set up and shipped by us
- Web app & iPhone app
- One number on every device
Pick your number
- …8888Lucky 8s
- …0000Repeating
- …1234Sequence
- …6868Pattern
Or bring your current number
Numbers & caller ID
Make your number part of your business.
Keep your number or choose a memorable local one. After verifying your business, we register your caller ID name (CNAM) so customers can recognize who’s calling. The name shown depends on their carrier and phone.
- Memorable local numbers
- Keep your current number
- Business-name caller ID (CNAM)
We sure do, Saturdays from 9 AM. Can I grab your address and have the office text you a time?AI answering
When nobody can pick up, the AI does
After hours or out on a job, AI answers using your business knowledge and captures what the caller needs. Customers can speak naturally, interrupt and ask questions in their own language.
- Picks up after hours
- Answers in the caller’s language
- Uses your own knowledge base
- Jordan LeeAI answered · 2m 14s9/10M
- Priya ShahReturning · Voicemail8/10K
- Tom WalshText waiting for reply+
- Ana TorresTeam answered · 5m 02s9/10M
Assigned automatically by line
Smart CRM
Know exactly who to call back today
Open a customer’s profile and see their calls, texts and notes together. Start each day with a clear follow-up list: who needs a reply, what happened and which teammate owns the next step.
- One profile per customer
- Daily follow-up list, auto-assigned
- Statuses, tags & search
Hi, are we still good for Tuesday at 10?
MariaYes! See you Tuesday at 10.
KevinI also just emailed your invoice. Thanks, Jordan!
Got it, thank you!
Team texting
Keep the conversation going as a team.
Everyone replies from your business number, with a shared history beside the customer’s calls. See who sent each message and pick up where a teammate left off. STOP and HELP replies are handled automatically.
- Shared inbox for each number
- See who sent every text
- STOP & HELP handled automatically
- FAQDo you work weekends?From 12 callsApproved
- ServicesSame-day service areaFrom 5 callsIn review
- PolicyCancellations & reschedulingFrom 8 callsApproved
The AI answers calls from approved entries
Knowledge base
Turn experience into shared knowledge.
Useful answers from real calls become entries your team reviews before publishing. The AI and your staff work from the same approved information, with every entry linked to its source.
- Built from real calls
- Reviewed before it goes live
- Shared by the AI and your team
See where every customer stands. Know the next step.
Answers come from your own CRM, calls and knowledge base.
- Where are follow-ups piling up?Overdue items and who owns them
- What are recent calls telling us?Call volume, open items, real service issues
- Which follow-ups have no owner?Unassigned for today, tomorrow and overdue
CallStep Agent
See what needs your attention.
Ask CallStep Agent about overdue follow-ups, unassigned customers or issues coming up in calls. Answers draw on your CRM, conversations and knowledge base, with links back to the records.
- Customer follow-up
- Team overview
- Every answer links to its source
- Water heater replacement
- Labor
- Old unit haul-away
Invoices & checks
From the conversation to the invoice.
Create an invoice from the customer’s profile and share a link or PDF. Print vendor checks on blank check stock, then export a QuickBooks-ready file for your bookkeeper.
- Invoices from the customer profile
- Print checks on blank stock
- QuickBooks-ready export
Built for businesses that live on the phone
If a missed call or a forgotten follow-up costs you business, you’re in the right place.
- 01
Home services
On a roof or under a sink? The AI takes the call and the address. Invoice when the job’s done, and cut checks to your suppliers.
- 02
Law firms
The AI handles intake, so your attorney calls back already knowing the case. Calls, texts and follow-ups stay with the client.
- 03
Real estate & mortgage
Your phone rings while you’re out showing homes, and every lead’s calls, texts and next step live in one place.
- 04
Clinics & med spas
Hours, prices, “can I move my appointment?” The front-desk calls get picked up and written down for your staff.
- 05
Professional offices
Accounting, insurance, agencies: desk phones up front, a shared text inbox and a follow-up list the whole team can see.
Less switching. More following through.
Bring the call, the customer record and the next step together. Here’s how CallStep compares with managing those tasks separately.
| Phone & voicemail | Separate tools | CallStep | |
|---|---|---|---|
| Where it rings | Desk phone | Your cell | Desk phone, web & iPhone |
| Nights & weekends | Voicemail | Voicemail | The AI picks up |
| Caller ID | Carrier-dependent | Separate setup | Your business name (CNAM) |
| Customers & follow-ups | A spreadsheet | Manual handoffs | CRM with a daily follow-up list |
| Team texting | Separate service | Separate inboxes | One shared inbox |
| Invoices & checks | Another app | Another app | Built in |
Got questions?
Here’s what people ask before they switch.
How much does it cost?
It depends on how many numbers and devices you need and how many minutes you use. Tell us about your business and we’ll put together a quote that fits. No pressure.
Do I need a desk phone?
No. The web app and the iPhone app are all you need. If you’d like a desk phone, order it through our support team. We set it up and ship it to you ready to plug in.
Can I keep my current number?
Yes. Port it over: upload the paperwork and track progress in the app, and our team handles the tricky ones. Or pick a new local number, lucky 8s and all.
Will customers see my business name when I call?
Once your business is verified, we register your caller ID name (CNAM) with the carriers. From then on, customers can see your business name instead of an unknown number. What finally shows up depends on their carrier and phone.
What languages does the AI speak?
It answers in the caller’s language. English and Mandarin are the most polished, and other languages work too. The app and dashboard come in English and Chinese.
What do I need to print checks?
Standard US Letter blank check stock, the kind office-supply stores sell, and your own printer. If your bank needs a magnetic MICR line, use MICR toner.
Can I control what each employee sees?
Yes. Set access by number and by action: calls, texts, contacts, billing. And every company’s account is completely walled off from every other one.
Can it send texts?
Yes. Your number needs carrier approval for business texting (A2P 10DLC) first, and we’ll walk you through it during setup.
Let’s talk
Tell us how you handle calls today. We’ll get back to you within one business day with a walkthrough built around your business.
- 1A quick call
We learn your lines, your team and the calls you can’t afford to miss.
- 2A quote that fits
Based on your numbers, devices, call volume and team size.
- 3Setup, done with you
We move your number over, ship your desk phones set up, and load your info.