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Phone Systems for AI Automation Agencies
The phone system you can plug into your own workflows: every call as a webhook, every client on the right line, your team on any device
You automate other people's businesses. Your phone should fit yours
AI and automation agencies sell speed and joined-up systems, but their own phone is often a founder's personal mobile with no record of who called. Discovery calls go unlogged, support calls interrupt build work, and missed calls are only noticed when someone scrolls back through their recent calls.
SwitchboardFREE gives your agency a business number with the data and hooks you would expect: free webhooks for every call, CRM logging out of the box, and routing that keeps prospects and clients apart.
What an automation agency gets
- Free webhooks: call events sent to any system you choose, as they happen
- CRM logging: HubSpot, Pipedrive, Salesforce, Capsule, Google Sheets and Microsoft To-Do
- Discovery and support lines: departments on the Standard and Unlimited plans
- Work from anywhere: the mobile app and softphone, showing the agency's number
- No contract: add and remove users as projects come and go
From £5 per user/month + VAT
Set up your agency's phone system
Ideas for wiring calls into your stack
With webhooks and CRM logging in place, your phone becomes another input to the systems you already run:
- Missed call to follow-up task: create a task for the account owner when a known client's call is missed
- New caller to lead: add unknown numbers that ring your sales line to your CRM as new leads
- Voicemail to triage: pass the voicemail transcript to your own tools to sort support requests from sales enquiries
- Call volume to dashboard: count calls per campaign number and report it alongside your ad spend
The details each webhook sends are set out in the webhooks documentation.
Talk to us about your agency
Tell us how your team works and which tools you want calls to feed into. We will suggest the numbers, routing and webhook setup.
Call us nowGrowing the team
Add developers and account managers to your account in minutes with no new phone lines, and remove them when a contract ends. If you already have a number clients know, transfer it to SwitchboardFREE for free.
Feature by feature: why SwitchboardFREE works for AI automation agencies
Every SwitchboardFREE account comes with over 40 features. These are the ones that make the biggest difference to AI automation agencies, and why.
- Webhooks
- Every call can send its details, such as the caller's number, the number dialled, the time and the outcome, to any URL you choose. Point webhooks at your own automation stack and a missed call can create a follow-up task, update a lead or post to your team chat, built the same way you build for clients. Read the webhooks documentation.
- CRM integrations
- Log every call automatically in HubSpot, Pipedrive, Salesforce, Capsule, Google Sheets or Microsoft To-Do, with no glue code. Your pipeline shows every discovery call without anyone typing it up.
- DepartmentsStandard & Unlimited plans
- Prospects booking discovery calls and clients reporting a broken workflow need different people. "Press 1 to talk about a new project, press 2 for client support" routes each to the right person, each with its own voicemail and hours.
- Divert calls to your mobile
- Agency teams work remotely, in co-working spaces and at client offices. The business number rings the SwitchboardFREE app or a softphone on your laptop, and calls you make show the agency's number rather than a personal mobile.
- Voicemail to email
- Voicemails arrive in your inbox as audio with a written transcript. That text is ready to feed into your own summarising or triage workflows, or simply to read between calls.
- Missed call alerts
- The caller's number is emailed the moment a call is missed. Pair it with a webhook and your follow-up can start automatically.
- Call recordingPaid add-on
- Discovery calls are where the scope is set. Recording them gives you an accurate record of the client's processes, pain points and what you agreed to build, which you can download and review. Tell callers when calls are recorded.
- Ring groups
- Ring the founders and account managers at once so whoever is free answers, or ring the account lead first and the wider team after. Small teams look and sound like a bigger agency.
- Music on holdStandard & Unlimited plans
- When you put a client on hold to check a workflow's logs or bring in a developer, they hear music and know they are still connected.
- Local and national numbers
- Use a London or local number for a professional presence wherever your team actually lives, or a national 03 number for clients across the UK. Several numbers can sit on one account, for example one per service you sell.
- Call logs
- Every call is in your call logs with the time, duration, number dialled and outcome, so you can see how many enquiries each campaign brings in before you automate the follow-up.
Questions automation agencies ask us
Yes. Webhooks are free on every account and send call details to any URL you choose as calls happen. The webhooks documentation sets out what each event contains.
SwitchboardFREE can log calls in HubSpot, Pipedrive, Salesforce, Capsule, Google Sheets and Microsoft To-Do, and webhooks cover any other system.
Yes. On the Standard and Unlimited plans, a short menu sends prospects and existing clients to different people, each with its own voicemail.
Yes. Calls can ring the SwitchboardFREE app and softphone for everyone at once or in order, and calls made from the app show the agency's number.
No. Plans are rolling monthly with no setup fee, from £5 per user per month plus VAT. Teams making a lot of outbound calls usually choose Unlimited, from £16 per user per month plus VAT.
Related industries
What our customers say
Real reviews from UK business owners who use SwitchboardFREE every day.
“It makes a huge difference to work with partners and suppliers who understand the needs of a small business, and in this regard SwitchboardFREE is a great example so I’m happy to recommend their services whenever I can.”
“I've been using SwitchboardFree for many years now and have found the service to be invaluable for my small business. The ability to have a dedicated telephone number that has a switchboard with office hours set to it, helps to keep my work and private life separate.”
“Excellent service and prices. Very pleasant and was able to answer all my questions. Highly recommended 5*”
Rated 4.2 out of 5 from 489 Trustpilot reviews. See more customer reviews or browse our case studies.
Built for automation agencies
Every call becomes data your workflows can use
From £5 per user/month + VAT
No contracts. No setup fees. Free webhooks on every account.
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