Phone integrations connect your business phone system to Slant, enabling click-to-call functionality, automatic call logging, and call activity tracking on client records.
Why integrate your phone system?
Phone integration provides:
- Click-to-call — Call clients directly from Slant
- Automatic logging — Calls appear on client timelines
- Call tracking — See call history and duration
- Screen pops — See client info when they call you
- Unified communication — Calls alongside emails and meetings
Supported phone providers
Slant integrates with these phone systems:
| Provider | Features |
|---|
| Twilio | Click-to-call, call logging, SMS |
| RingCentral | Click-to-call, call logging, voicemail |
| MyRepChat | SMS/text messaging compliance |
Phone integrations are available on Professional and Enterprise plans. Contact your account manager for details.
How phone integration works
Outbound calls
- Click a phone number in Slant
- Your phone rings first
- When you answer, Slant connects you to the client
- Call is logged automatically when complete
Inbound calls
- Client calls your business number
- Slant looks up the caller ID
- Screen pop shows client information
- Call is logged when complete
Call logging
Logged call data includes:
- Caller and recipient
- Date and time
- Duration
- Direction (inbound/outbound)
- Recording link (if enabled)
Setting up phone integration
General setup process
Choose your provider
Select the phone system you use or want to use.
Create provider account
Sign up with the phone provider if needed.
Connect to Slant
Follow the provider-specific connection guide.
Configure settings
Set up call routing, logging preferences, and team access.
Test the integration
Make a test call to verify everything works.
Provider-specific guides
Click-to-call
Making a call
Find the phone number
On a client record, locate their phone number.
Click the number
Click the phone number or phone icon.
Your phone rings
Answer your phone when it rings.
Connected to client
Slant connects you to the client.
Click-to-call from anywhere
Phone numbers are clickable throughout Slant:
- Client records
- Contact records
- Task details
- Meeting attendee lists
- Search results
Call activity
View call history
Open client record
Navigate to the client.
See activity timeline
Calls appear in the activity feed.
Filter to calls
Click Filter → Calls to show only calls.
Call details
Click a call to see:
- Full duration
- Notes added during/after call
- Recording (if enabled)
- Related tasks or follow-ups
Add call notes
Find the call
Locate the call in the activity timeline.
Click Add note
Click Add note on the call record.
Enter notes
Document what was discussed.
Save
Notes are saved to the call record.
Call recording
Recording availability
Call recording depends on your phone provider and plan:
| Provider | Recording |
|---|
| Twilio | Available with additional setup |
| RingCentral | Included in most plans |
Compliance considerations
Call recording has legal requirements that vary by jurisdiction. Many states require all-party consent. Consult your compliance team before enabling recording.
Accessing recordings
If recording is enabled:
- Open the call record
- Click Play recording
- Listen in the browser or download
Text messaging (SMS)
Some integrations support text messaging:
Send a text
Open client record
Navigate to the client.
Click SMS
Click the SMS icon next to their mobile number.
Compose message
Type your text message.
Send
Click Send to deliver.
SMS compliance
For compliant texting (especially in financial services), see MyRepChat integration.
Troubleshooting
Calls not logging
Check:
- Integration is connected and active
- Phone number format is correct
- Caller ID matched to a person in Slant
Click-to-call not working
Verify:
- Integration is properly configured
- Your extension/number is set in your profile
- Browser permissions allow the call popup
Poor call quality
Ensure:
- Stable internet connection
- Quality headset or phone
- Provider’s service status is normal
Best practices
Keep phone numbers updated
- Verify client phone numbers regularly
- Mark preferred contact numbers
- Update when numbers change
Log important details
After calls, add notes about:
- Key topics discussed
- Decisions made
- Follow-up actions needed
Use call data for insights
Review call patterns:
- How often are you calling clients?
- Which clients haven’t been called recently?
- Call duration trends
Next steps
