Octone Phone · separate sign-up

A phone system that knows who's calling and which job it's about.

Octone gives your company its own numbers, IVR or direct routing, SMS, and Ainsley on the line when you want her. Phone service is provisioned and billed on its own account, linked to your InstaCRM company, so numbers can be added, ported or cancelled without touching your CRM plan.

Start Octone sign-up

What phone service costs.

A flat base for the system, a small charge per number, and usage at cost. Your first month's usage is estimated from what you tell us below and trued up on the invoice.

Base

The system itself: routing, IVR, call logging into the job file, admin console.

$79/mo

Unlimited extensions
Desktop, mobile and forward-to-cell
Call notes logged to the CRM job
Business-hours and after-hours rules

Numbers

Local DIDs in your area code. Port existing numbers in for free.

$5/number/mo

Local numbers $5
Toll-free numbers $15
Porting included
SMS-capable

Usage

Minutes and texts at cost, billed monthly in arrears.

At cost

Minutes 1.5¢
Texts 2¢ per segment
Ainsley call handling included with the Ainsley bolt-on
No overage tiers

Base and number fees are per company per month. Usage is billed monthly in arrears. Number porting is free; carriers typically take 5–10 business days. Toll-free numbers and international calling are available on request.

Set up your phone account.

Four short steps. Nothing is provisioned until you confirm on the last one, and you can come back to change routing any time from Octone settings in your CRM.

1 Link your company

InstaCRM company addressDon't have one yet? Buy InstaCRM first, then come back with your address.Super Admin emailOctone links to the company this person administers.

2 Numbers

New local numbers

We'll pick from your area code.Preferred area code

Numbers to port in (one per line, optional)Keep your existing numbers live with your current carrier until porting completes.

Add a toll-free number +$15/moEnable SMS on my numbers usage

3Routing & Ainsley

Direct-inEach number rings a person or a ring group. Simple.IVR menu"Press 1 for sales, 2 for a job in progress." Routes into the CRM by job.Ainsley answersShe greets, looks up the caller's jobs, logs the call, and transfers or takes a message.

Business hoursAfter-hours

4Emergency address & usage

Required by law for any number that can dial 911. Use the physical location where phones will be used.

Street addressCityState / ZIP

Estimated minutes per monthEstimated texts per month

I confirm the emergency address is accurate and I'm authorized to port the numbers listed.

Phone questions.

Does my staff need new phones?

No. Octone rings the desktop CRM, the mobile app, or forwards to any mobile number. Desk phones are optional.

Can employees see every call?

No. Phone admin surfaces are for admins. Employees see calls and messages on the jobs they're assigned to.

What does Ainsley do on a call?

Greets, identifies the caller against your clients, pulls up their open jobs, logs the call and a summary to the job, and transfers or takes a message. She never quotes prices or moves money.

Can I cancel phone without cancelling the CRM?

Yes. They're separate accounts. Cancel Octone and your numbers release after 30 days, or port them out first.