Call routing and handover
Staff presence, call whisper, home extensions and handover so calls reach whoever is available.
The problem it solves
Calls ring out when the right person is busy or away.
How it works
- Set your presence.
- Incoming calls go to available staff, with a whisper before accepting.
- Hand calls over when needed.
What your practice gets
- Fewer missed calls.
- Context before you answer.
- Smooth handovers.
Questions accountants ask
What is a whisper?
A short message before you accept a call.
Can calls follow me home?
A home extension can be set.
Can I hand over a call?
Yes.
Related features
Features that work alongside call routing and handover.
Browser phone with call logging
Make and take calls in the browser, hold and transfer, link the call to a client and save an AI wrap-up of the call.
Call recording retention
Expired call recordings are removed automatically each day, according to your retention period.
SMS to clients
Text clients from Fedix, with a blocked-number list, message logs and opt-in handling.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.