IVR FLOWS
Build IVR phone flows inside your CRM
Design what happens when someone calls your number — greeting, menu, routing, voicemail — without a separate telephony platform.
A visual flow, not a config file
Lay out the call journey step by step: play a greeting, offer a menu, route on the keypress, fall through to voicemail after hours. Change it when your team changes, without a telephony consultant and without redeploying anything.
Route to the person who should answer
Send callers to the right rep, team, or queue based on the option they choose. Inbound calls stop landing on whoever happens to pick up and start landing on whoever owns the account.
Inbound calls become CRM records
A call that comes through the flow is matched to its contact and logged on the record with the path the caller took. Inbound stops being invisible in your history the way it is when the phone system is a separate product.
One less vendor
IVR usually means buying a phone platform beside the CRM and integrating the two. Here it's part of the same product as the record the call belongs to — one bill, one place to configure, nothing to sync.
WORKS WITH
Calling
Click to call from any record, with the call logged and recorded automatically — on your own Twilio number, at your own carrier rates.
Teams & permissions
Invite the team, assign ownership, and decide who can see and change what — without a certification to configure it.
Automations
When this happens, check that, then do these things — built visually, and not metered by the month.
Questions about ivr flows
What is an IVR?
Interactive Voice Response — the automated menu a caller hears when they ring your number: a greeting, options to press, and rules for where the call goes. It's how a small team makes inbound calls reach the right person instead of ringing one shared handset.
Do I need a separate phone system?
No. Flows run on the Twilio number you've already connected for calling, so the same telephony account serves both outbound click-to-call and inbound routing.
Which plan includes the IVR builder?
IVR flow building is an Enterprise feature — the badge on this page is computed from the live plan data, so it's accurate as of right now. Click-to-call and call logging are on every plan.
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