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Circle Suite

Phone & SMS

Call, text and follow up from one business number.

Give your team one place to call and text customers, with every message saved to the customer record.

Phone & SMS preview

  • Hi! Is the sofa still in stock?
  • Yes, it is. Want to stop by today?
  • Great, see you at 4pm!

Everything you need, simply connected

Business numbers

Use a local or toll-free number for calls and texts.

Two-way texting

Text customers back and forth from one shared thread.

Missed-call text-back

Automatically send a text when a call is missed.

Web-to-text

Let website visitors start a text conversation.

Call recording

Review supported calls for training and follow-up.

Team access

Keep the whole team on the same customer history.

Availability may vary by plan and configuration.

Business Texting & Phone Setup

Setup and compliance steps that may apply when you use business texting.

Business Texting Registration

If you use a local U.S. business number for SMS/MMS, carrier registration may be required before business texting is enabled. Toll-free numbers use a separate verification process. If you turn on applicable texting, Circle Suite guides you through the required registration or verification. Carrier approval and approval times are not guaranteed. Applicable registration or carrier fees may be charged separately where required.

Bring your number

Get a business number or request to port an eligible existing number into Circle Suite. Do not cancel your existing phone service until your number transfer has been confirmed as complete.

Using Circle Suite to send a message or place a call does not itself establish permission to contact a person. You are responsible for obtaining any legally required consent.

Call recording and transcription laws vary by jurisdiction. You are responsible for obtaining any legally required consent and providing required disclosures before recording or transcribing communications.

Phone and messaging services depend on third-party telecommunications providers, carriers, and registration systems. Delivery, call completion, caller-ID display and number porting are not guaranteed. Number transfers are subject to carrier approval, verification, eligibility, and processing timelines. Usage fees are billed separately.

Your phone numbers and related messaging registrations may be permanently released or deleted after cancellation. If you want to keep an eligible number, begin the transfer or port-out process promptly. Current platform rules provide a limited 14-day post-cancellation period for phone numbers and A2P registrations, subject to applicable carrier and provider requirements. Applicable phone-number charges may continue during this period.

Ready to call and text from one place?

Connect your customer journey with Circle Suite.

Get Started