One place for every opportunity.
Save contacts, assign a rep, keep conversation notes, and move leads through your sales pipeline.
Available in pilotTHE PLATFORM
Less chasing.
More connecting.
A practical workspace for the people who turn conversations into customers.
Know what happens next.
Schedule the next call or demo and keep open follow-ups visible so an interested customer stays on your radar.
Available in pilotSee the work behind the win.
Track logged calls, recorded payments, rep activity, and estimated commissions with adjustable rates.
Available in pilotYour business. Your number.
Planned: browser calls, business numbers, two-way texts, picture messages, connected business email, extensions, routing, and voicemail inside Legacy Connect. Keep your personal number private.
Coming next · Provider connection required
BUILT AROUND YOUR PEOPLE
Keep your team connected.
Give sales representatives a consistent place to manage customer details, log conversations, and plan their next follow-up.
Business calling and messaging are planned to bring those conversations into the same workflow. Small teams and larger call centers can discuss a rollout suited to their work.
Explore team packagesA CLEARER DAY AT WORK
From “hello”
to “let’s do it.”
Start with a lead. Keep the details. Make the next step count.
01
Capture
Add an inquiry and the customer’s contact details.
02
Connect
Log the conversation and set the next follow-up.
03
Grow
Record the sale and review your team’s production.
STRAIGHT ANSWERS
Before we connect.
Can we have more than five employees?
Yes—five seats are the allowance in the proposed Business package, not a platform limit. Additional employee seats are proposed at $25/month each and local numbers at $5/month each, with usage quoted separately. Larger teams and call centers can request a custom rollout; capacity is confirmed before activation.
Can I start using this for my business today?
Legacy Connect is being tested internally first. You can request a demo and discuss an early-access rollout. Customer accounts and live calling are not yet generally available.
Will I get a real business phone number?
That is part of the planned phone-service integration. Numbers will be selected from a telecom provider’s available inventory and activated for your business. Availability and costs will be confirmed before setup.
Can I keep a number I already use?
We will check whether the selected phone provider supports transferring your existing number before promising a transfer.
Can I bundle it with a website?
Yes. We can discuss a custom website and a Legacy Connect rollout tailored to your team. Final scope, availability, and pricing are confirmed in your quote.
Is phone service included for free?
No. Phone numbers, calling minutes, and optional phone features have provider costs. Planned bundles include defined monthly calling and messaging allowances. Overages, taxes, registration, and optional services are explained before you commit.
COMMUNICATIONS ROADMAP
Every conversation.
One customer record.
The goal is a complete business communications platform. Features roll out after testing.
Leave your personal number personal.
Planned: number selection and activation, browser calling, inbound and outbound calls, voicemail, extensions, transfers, ring groups, and business hours.
Requires phone-service integrationKeep the conversation going.
Planned: two-way customer texts, picture messages, shared conversation history, rep assignment, and delivery status from your business number.
Requires messaging integration + registrationYour inbox belongs in the workflow.
Planned: connect a supported business mailbox, send and receive customer emails, attach images and files, and link threads to customer records.
Requires mailbox connectionBuild beyond the first call.
Roadmap: team chat, video meetings, call queues, recording, transcription, supervisor tools, and richer reporting. Final availability and pricing will be announced as each feature is tested.
Future roadmap · Not included at launchYOUR NEXT CONNECTION STARTS HERE