AI tools & software integrations
Phone system integrations: every call logged and routed.
We connect your phone system to your customer records, set up routing, hours and after-hours handling, and turn missed calls into follow-up tasks or texts. Your team sees who called and what happens next.
What is included.
- Review of providers, numbers, users, and call flows.
- Customer-record and call-history connections.
- Routing, queues, business hours, and missed-call notifications.
- Voicemail, after-hours, and optional messaging workflows.
- Recording only under the agreed notice, consent, and handling requirements.
- End-to-end testing, documentation, and staff training.
What to expect
From first call to steady improvement.
Six steps, in this order, every time.
- 01
Define your target audience
We start with who actually buys from you — location, age, income, interests, intent and past customers — and build audiences that match, so budget isn't spent on people who will never convert.
- 02
Build messaging and creative
We write the offer and headlines and produce the images and video for each platform, with several versions ready so we can learn which angle wins.
- 03
Set up conversion tracking
Before a dollar is spent we install and test tracking for calls, forms, bookings and sales, so every result can be traced to the ad, keyword and audience that produced it.
- 04
Launch your campaigns
Campaigns go live on the channels agreed in your plan, with budgets, schedules and locations set. The first weeks are a learning phase while the platforms gather data.
- 05
Optimize and refine based on data
We cut audiences, keywords and placements that waste money and move budget toward what brings in leads and sales, based on real tracked results — not guesses.
- 06
Keep testing creative and following trends
Ads wear out. We keep testing new creative, offers and formats, watch platform changes and seasonal trends, and report what we changed and why.
Software integrations and automation
The tools you already use, connected once.
One data layer
Every record, once.
- Website
- Phone system
- CRM
- Ad platforms
- Email and SMS
- Booking
- Invoicing
- A form lands in the CRM with its source.
- A missed call becomes a text in 60 seconds.
- A closed job flows back to the ad platform.
Every engagement starts with a 30-minute discovery call, then a First Look audit of your accounts, site and tracking.
See your first 90 daysQuestions
Questions about business phone integrations
Do we need to change providers?
Not always. We first check whether the current provider and subscription support the required features and integrations.
Can you set up after-hours handling?
Yes. Options can include voicemail, routing to an answering service, or a carefully scoped automated assistant.
Can calls be recorded?
Recording depends on the applicable requirements and business process. It can remain disabled while other tracking and routing functions operate.
Platforms and tools
Platforms we run every day.
Advertising, analytics, commerce, CRM, web, streaming and AI tools across all of Position One's work.
Google Ads
Meta Business
YouTube
Microsoft Advertising
Amazon Ads
X Ads
Reddit Ads
Snapchat Ads
Facebook
Instagram
Google Display & Video 360
Google Marketing Platform
Google Search Console
Google Maps
Google Business Profile
Apple Maps
Semrush
Ahrefs
Google Analytics 4
Google Tag Manager
Looker Studio
Hotjar
Shopify
HubSpot
Salesforce
Webflow
WordPress
Netflix
Hulu
YouTube TV
Prime Video
HBO
Max
Paramount+
Peacock
Apple TV+
Disney+
Roku
Tubi
Fubo
Samsung TV Plus
Plex
OpenAI
Claude
Anthropic
Grok
xAI
Adobe
Adobe Photoshop
Microsoft PowerPoint
Canva
Microsoft
Apple
Platform inclusion does not imply partnership or certification.
Talk with Position One
Schedule a discovery call.
Thirty minutes, on video or in person. Tell us about your business or campaign, what you need and when you need it. You leave with a clear next step, a scoped proposal, or a straight answer that we are not the right fit.
- Your goal, and where you are starting from.
- Which of our services fit, and which do not.
- The next step, and what we need from you to scope it.
