Using Your Existing Phone Number for Voice Calls

What Is Calling With Your Existing Phone Number?

You can now place outbound voice calls directly from your CRM using a phone number you already own. This feature eliminates the need to purchase a dedicated CRM phone number before testing voice calling capabilities. It’s ideal for new users, agencies, or locations that want to explore outbound calling with minimal setup and lower upfront commitment.

Key Benefits

Using your existing number offers several advantages:

• Reduced Setup Time: Start making calls without first buying a CRM number.
• Faster Testing: New locations or users can begin calling leads immediately using a trusted number.
• Easier Adoption: Agencies can demonstrate voice calling to clients without requiring a number purchase upfront.
• Flexible Evaluation: Test outbound calling before deciding to port, purchase, or configure a full phone system within CRM.
• Broader Access: Locations without a CRM number can still use voice calling features.

When to Use This Option

This method is best suited for:

• Trying voice calling before purchasing a CRM number.
• Locations that don’t yet have a phone number set up in CRM.
• Businesses that want to use an existing trusted number for outbound calls.
• Testing calling workflows with leads or customers quickly.
• Agencies helping clients evaluate CRM’s voice calling features.

Note: This is not the same as porting your number into CRM. For full phone system functionality (like SMS, call routing, or advanced features), you may still need to purchase or port a number later.

Existing Number vs. CRM Number

Here’s how the options compare:

• Existing Number: Best for quick outbound calling tests. No purchase required.
• CRM Number: Required for full phone system setup, including managed calling, SMS, and routing.
• Ported Number: Useful when moving an existing business number into CRM for direct management.

Limitations and Expectations

Keep these points in mind:

• Purchasing a CRM number is not required to start voice calling.
• You can use a number you already own for outbound calls.
• Usage charges may apply for voice calls—review billing details for current rates.
• This feature does not replace porting or purchasing a CRM number for full functionality.
• Users needing advanced phone features may still need to set up a CRM-managed number.

How to Set Up Calling With Your Existing Number

Follow these steps to configure your existing number for outbound calls:

1. Log in to your CRM account and open the relevant sub-account.
2. Navigate to the Phone System settings where outbound calls are managed.
3. Select the option to use an existing phone number if prompted.
4. Enter or choose the phone number you own.
5. Complete any verification steps provided by CRM. This may include receiving a verification call and entering a code to confirm ownership.
6. Open the CRM dialer.
7. If a “Calling From” or caller ID dropdown appears, select your existing number.
8. Enter the contact’s phone number or choose a contact from your CRM.
9. Place the call.

Billing Considerations

Voice calling may incur usage-based costs. Be sure to review your CRM’s billing details for current voice call pricing and any associated fees.