Built-in softphone
A dialpad in your dashboard — call any number through your Twilio line without picking up a phone.
Powered by Twilio, send SMS, place calls and route inbound callers with a full IVR, without leaving ProjEvo. Build a phone tree per department and give every employee their own extension.
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Route inbound calls with a complete IVR and a phone tree for each department, down to the right person.
Incoming call · (407) 555-0192
Playing IVR menu…
Press a number
Sales
Alex Rivera · ext 101
Support
Sam Lee · ext 102
Billing
Mia Cole · ext 103
Record calls, get them transcribed, and let AI summarize the conversation and trigger follow-up actions.
Jordan Blake
Calling… via Twilio
AI call summary
Jordan wants a new Shopify store for ~30 candle products and asked for a quote and timeline. Prefers a mid-July launch.
Hold real SMS conversations with clients right inside the communicator.
(407) 555-0192
Jordan Blake · Bright Mug Co.
A dialpad in your dashboard — call any number through your Twilio line without picking up a phone.
Give every team member their own extension so calls reach the right person.
Send appointment, invoice and project updates, and automatic reminders, by text.
Use your own Twilio numbers so calls and texts come from your brand.
Tasks, deliverables, milestones, sprints, approvals, time tracking with a built-in timer, a per-project Brand Kit and switch-on integrations — the whole delivery workflow in one workspace.
Branded contracts and proposals, invoices, recurring subscriptions and a client wallet that pays you automatically — Stripe and PayPal built in.
A full ticket desk with SLAs, live chat backed by custom AI agents, and a knowledge base — all white-labeled inside your client portal.