Your Shop Desk
Business Phone and VoIP · Custom Shop Desk CRM

A Custom CRM for Business Phone and VoIP Providers

Selling the phone system is the easy part. Porting the numbers and getting through cutover day without dropping the customer's calls is where the job is won or lost. Here is what your desk would track.

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A Shop Desk set up the way a business phone and voip business would run it
A Shop Desk set up the way a business phone and voip business would run it

Shown: Tallpine IT, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Business Phone and VoIP Words

Every phone system cutover moves down the same line. We name each stop the way your crew already does.

  1. 01Lead
  2. 02Site Survey
  3. 03Quote
  4. 04Signed
  5. 05Port Scheduled
  6. 06Cutover
  7. 07Live Billing

A phone system cutover on your desk hangs off the business and its numbers.

So the card asks for what you actually need, and nothing a business phone and voip business would never fill in.

  • Seats and handsets
  • Numbers to port
  • Port date
  • Call flow notes
  • Internet check
  • Contract term
Where it leaks

Where Business Phone and VoIP Businesses Lose Work

Port Dates That Slip Without Warning

The carrier pushes the port and nobody tells the customer. Their main line goes dead on a Monday morning.

Handsets Shipped but Not Installed

Boxes sit in a back room while the old system stays on. Billing cannot start until the install is done.

Renewals Nobody Sees Coming

The contract ends and a competitor shows up with a lower seat price. You never got a chance to talk to them.

What we would build

Fitted to How You Already Work

  • Port Tracking on Every Number

    Each number shows submitted, confirmed or rejected, with the date. The customer gets a heads up the moment the date moves.

  • A Cutover Day Checklist

    Handsets, call flows, voicemail boxes and the main greeting each get checked off by the tech. The customer page shows what is done.

  • Call Flow Notes With the Customer

    Who rings first, after hours routing and the auto attendant script live on the account. The next tech does not have to guess.

  • A Renewal List Before Term Ends

    Contracts coming due show up well ahead. Your reps call about adding seats or upgrading before anyone else does.

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Questions

What Business Phone and VoIP Owners Ask

Can it handle multi site customers?
Yes. One customer can have several locations, each with its own numbers, handsets and port dates. Billing can roll up to the main account.
Can support tickets live here too?
Yes. Service requests hang off the customer, so your team sees the whole history when someone calls about a dropped call or a new hire.
Can the customer see their port status?
Yes. They get a page showing each number's status and the cutover date. It cuts down on the where are we calls.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Business Phone and VoIP Business Runs

We will tell you honestly what a desk fitted to it would take.

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