Telephony
Connect a voice provider, call CRM contacts, manage business numbers, and keep a shared call history in LeenOps Workspace.
LeenOps telephony connects phone conversations to the customer records your team already uses. A call can start from CRM, continue through the browser or a connected phone system, and finish as a workspace call record with its status, duration, related contact, notes, and any provider-supported media.
LeenOps is the CRM and call-history layer. Your connected provider supplies the phone service, numbers, routes, balance, and carrier billing.
What You Can Do
- connect a supported bring-your-own-account voice provider;
- choose the default provider used for CRM click-to-call;
- call a contact, company, or deal without retyping its phone number;
- keep inbound and outbound provider events in one call history;
- filter calls by all, missed, today, or mine;
- search by contact name or phone number;
- add an outcome and notes during or after a call;
- schedule a callback and receive an inbox reminder when it is due;
- open a call to review linked CRM records, recording, transcript, and notes when the selected provider supplies them;
- synchronize, buy, assign, and release Telnyx numbers from Workspace.
The Main Surfaces
| Surface | Use it for |
|---|---|
| Settings > Telephony & Messaging > Providers | Connect, verify, edit, make default, or disconnect a provider |
| Settings > Telephony & Messaging > Phone Numbers | Synchronize and manage Telnyx number inventory |
| CRM records | Start a call from a saved phone number |
| Voice Dock | Dial, mute, transfer when supported, choose an outcome, add notes, and hang up |
| Communications > Calls | Search call history and review missed, recent, or personal calls |
| Communications > Callbacks | Create, reschedule, complete, or dismiss callback reminders |
Choose the Right Call Model
LeenOps supports more than one way to place a call. The experience is determined by the default connected provider.
| Model | What happens | Current documented provider |
|---|---|---|
| Browser calling | The call audio uses your browser microphone and speakers. The Voice Dock stays active while you talk. | Telnyx |
| PBX callback | The provider rings your configured extension, SIP login, scenario, or phone first, then connects the customer. | Zadarma |
See Choose a Voice Provider for the full comparison, including numbers, recordings, transfer, SMS, and inbound behavior.
Setup Order
- Decide whether your team needs browser calling or PBX callback calling.
- Review roles, permissions, and compliance.
- Prepare the account values listed in the provider guide.
- Connect and test the provider under Settings > Telephony & Messaging.
- Configure the connection-specific signed webhook URL with the carrier.
- For Telnyx, synchronize or buy numbers and assign one to each caller.
- Place one approved test call in international format.
- Confirm the call appears under Communications > Calls with the expected status and linked CRM record.
Provider availability can depend on your Workspace release and account configuration. If a provider card described here is not visible, ask your Workspace administrator or LeenOps support before changing carrier settings.