One workspace for all your communications.
CRM, inbox, business phone, video, proposals, invoices, scheduling, and a customer help center — under one login, one bill, one source of truth.
Six tools. Six bills.
Six places your customer story lives.
Every service business runs on the same stack of disconnected apps. Context lives in tabs. Money leaks between them.
OVirtual
One app. One bill. Every customer touchpoint in one timeline.
Everything an operator needs to run the front office.
Twelve tightly-integrated products. Built for service businesses, not for everyone.
Email, SMS, chat, and voicemail in one thread.
Stop switching tabs. Every conversation with a customer — across every channel — sits on a single timeline, auto-tagged and routed to the right teammate.
- Round-robin and skill-based routing
- AI reply suggestions with your brand voice
- Saved replies, snippets, and macros
Hey — wanted to check on the quote for the deck rebuild…
Can we move tomorrow to 3pm?
Attached the signed contract. Looking forward…
Real numbers. Real voicemail. Transcribed.
Local and toll-free numbers in every country we cover. Voicemail is transcribed and searchable. Calls drop into the customer timeline automatically.
- Auto-attendant, IVR, and business hours
- Voicemail transcription with AI summary
- Call recording with consent prompts
“…wanted to check on the quote for the deck rebuild. We're hoping to start before April.”
Quote, sign, invoice, get paid.
Build proposals from templates. Customers e-sign. The invoice generates itself. Payment lands in your bank — synced to QuickBooks or Xero.
- Reusable line-item library
- ACH, card, and Apple Pay
- Auto-reminders for overdue invoices
The contact record you wish HubSpot had.
Every email, call, text, meeting, proposal, and payment — on one timeline. Lead scoring runs in the background. Pipeline updates itself.
- Auto-enrichment from email signatures
- Predictive lead scoring
- Custom fields, pipelines, automations
- Call · 4:21Today, 10:42
- Email replyYesterday
- Proposal signedMon
- Payment $8,600Mon
Meetings that book and join themselves.
Share a link. Customers pick a time. The meeting appears on your calendar, on a video room, and in the customer's timeline — with notes and recording when you need them.
- Round-robin team scheduling
- HD video with screen share
- Auto-recordings and AI meeting notes
A real knowledge base on your own domain.
Publish help articles in minutes. AI matches customer questions to existing articles and drafts new ones from your inbox replies.
- Custom domain with SSL
- AI article suggestions from past tickets
- Self-serve search powered by your data
Inspections can be scheduled directly from your customer portal. Pick a time, confirm your address…
Turn visitors into conversations.
Four ways to turn a visitor into a conversation.
- Chat widget
- Forms
- Bots
Send it, sign it, prove it.
Upload a document, mark where people sign, send it.
- You see who opened it and who signed.
- There's an audit trail if it's ever questioned.
The work after the sale, tracked.
Tasks, milestones and time tracking, with a client portal.
- Tasks, milestones and time tracking.
- Client portal
AI that drafts. You press send.
The AI drafts; you still press send. It doesn't message customers on its own.
- Writing assistant
- AI Attendant
- Call transcription
What came in, and how fast you answered.
What came in, how fast you answered, and how it felt to the customer.
- Conversation volume and response times.
- Per-channel and per-agent breakdowns.
- Call analytics.
Who is on the team, and what they can reach.
Who's on the team, what they can reach, and whose logo is on it.
- Team members with roles — owner, admin, agent, viewer.
- Two-factor authentication.
- Audit log
Built by operators, for operators.
One bill instead of six.
Stop paying for five tools that don't talk to each other. OVirtual replaces the stack with one bill.
Context, not chaos.
Every call, text, email, and payment lands on the same timeline. New hires onboard in a day.
AI that earns its keep.
Voicemail summaries, reply drafts, lead scoring, article matching. Quietly running in the background — never in your face.
Per seat. No surprise add-ons.
Cancel anytime.
Starter
For solo operators getting off spreadsheets.
7-day free trial included
Start free trial- Video calls included
- Inbox, Contacts, Leads
- Canned Responses
- 2FA Authentication
- AI Writing Assistant
Pro
For growing teams running the whole front office.
- Everything in Starter
- AI Writing Assistant
- Lead scoring and automation
- Includes Calendar, Billing and Contracts
Business
For larger teams that need control and scale.
- Everything in Pro
- All modules included
- Remove platform branding
- Priority support
- Includes Calendar, Billing, Contracts, Projects and Analytics
Add-on Modules
Modules are paid add-ons on any plan. Where a plan already includes one at no extra cost, the card says so.
Fax
$15/moSend & receive faxes. Flat monthly fee includes a page allowance.
Included on BusinessCampaigns
$15/moEmail campaigns, templates, open/click tracking
Included on BusinessCalendar
$15/moScheduling, appointments, job management
Included on Pro & BusinessBilling
$15/moInvoices, proposals, recurring, payments
Included on Pro & BusinessContracts
$10/moDocument signing, recipients, audit log
Included on Pro & BusinessProjects
$15/moTasks, time tracking, milestones, client portal
Included on BusinessHelp Center
$10/moKnowledge base, custom domain, widget search
Included on Pro & BusinessAnalytics
$10/moAdvanced dashboards, channel stats, reports
Included on BusinessPhone System
$39/moA business number with IVR, ring groups, extensions and voicemail.
Included on BusinessAI Attendant
$79/moAI receptionist answers calls. Flat monthly fee includes a minute allowance.
Included on BusinessWhat comes with each plan
Modules are listed separately above — Pro and Business include some of them.
| Feature | Starter | Pro | Business |
|---|---|---|---|
| Inbox and contacts | |||
| Email + text messaging | |||
| Video meetings | |||
| Forms, chat widget, saved replies | |||
| Two-factor auth | |||
| Leads pipeline + scoring | — | ||
| Shared inboxes, teams | — | ||
| Invoices, proposals, payment links | — | ||
| Reports, CSAT, Help Center | — | ||
| Bots, sequences, segments | — | ||
| Projects + time tracking | — | — | |
| Contract signing | — | ||
| Remove OVirtual branding | — | — | |
| Audit log | — | — |
Every module above can be added to any plan. Pro includes Calendar, Billing, Contracts and Help Center; Business includes every module.
What operators say after switching.
We dropped HubSpot, RingCentral, and Calendly the week we switched. Same work, $940 less every month, and my team actually knows what's happening with each customer.
The inbox alone replaced three tools for our marketing partner workflow. AI reply drafts hit the right tone 80% of the time.
Voicemail transcription, auto-tagged threads, signed proposals — all on one contact card. New brokers ramp up in days, not weeks.
We bill 30% faster now. Proposal signed in the morning, deposit invoice paid by lunch, work scheduled before I leave the office. The whole revenue cycle lives in one tab.
I run a 14-person plumbing crew. Dispatch used to be a whiteboard and three group texts. Now jobs, calls, and invoices are all on one screen — and I can see who's running late before the customer does.
We were burning 12 hours a week reconciling QuickBooks with our CRM. OVirtual just keeps them in sync. That's a hire we didn't have to make.
As a law firm, intake is everything. Missed calls used to mean missed clients. Now every voicemail is transcribed, summarized, and routed to the right attorney within minutes.
Our reply time dropped from 4 hours to 12 minutes. The AI drafts aren't perfect, but they're 90% there — and that last 10% is faster than starting from a blank screen.
I onboarded a new account manager in two days. Two days. The full customer history — every call, every email, every invoice — sits on one timeline. She was billable by Wednesday.
The help center alone paid for the year. Self-serve deflection on common questions cut our ticket volume by 38%, and the AI keeps drafting new articles from our inbox replies.
I've been doing this 22 years. I've seen every CRM, every phone system, every billing tool. This is the first one that feels like it was built by someone who's actually run a service business.
Plays nicely with the tools you keep.
Questions, answered.
How long does it take to switch from our current tools?+
Most teams are fully migrated in under a week. We import contacts from HubSpot/Salesforce, port phone numbers in 7–10 days, and forward email automatically. Our migration team handles the heavy lifting on Pro and Business plans.
Do I have to give up my existing phone number?+
No. We port your existing local or toll-free number into OVirtual at no cost. Calls and texts continue working through the transition.
How does AI handle our customer data?+
We never train models on your data. Inputs are processed transiently and excluded from provider training. You can disable AI features per workspace. See our Security and Privacy Policy.
What happens after the free trial?+
Your workspace stays — read-only — until you pick a plan. We never auto-charge you. No credit card is required to start the trial.
Do you offer SSO and audit logs?+
SAML SSO, SCIM provisioning, and full audit logs are included on Business plans. Custom IdPs are supported.
Where is my data stored?+
By default, in our US/Canada regions. Business plans can request EU-only data residency. All data is encrypted at rest (AES-256) and in transit (TLS 1.2+).
Can I cancel anytime?+
Yes. Cancel from Settings → Billing. You keep access until the end of your current cycle. Export your data at any time.
Run your business from one screen.
Free for 7 days. No credit card. Be live before lunch.