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Podium Phones

by Podium

Last updated Mar 29, 2026 · 1 revision

AI CSR integrates phone + SMS + customer inbox; real-world case (Mountaineer Heating) shows 2 additional sales leads/week.

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About This Product

Base pricing $399-599/month (higher than traditional VoIP). Designed specifically for home services. Includes call/text/voicemail consolidation, AI follow-up, technician mobile app. AI CSR responds to missed calls via text 24/7. Documented ROI: Mountaineer Heating saw 200+ hours saved/year and 10x Google review increase.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
Yes
Free tier
No
Public API
Yes
Deployment
Cloud

AI Approach

AI-Enhanced

AI supplements traditional workflows. AI augments specific tasks within an otherwise traditional product. Useful, but not the primary reason to buy.

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Trains AI models on your data

"We may also create inferred or derived data, such as a summary of information included in content processed by our artificial intelligence features."
Confidence: high Source

Shares data with third parties

"Podium does not “sell” personal information in the traditional sense. We do, however, provide personal information collected on and activity from the marketing pages of our Website to third parties for the purpose of displaying advertisements for Podium to you on other platforms (otherwise known as “targeted advertising” or “cross-context behavioral advertising”)."
Confidence: high Source

Data export available on request

"If you are a Client or Authorized User, you may access, change, or correct certain Podium account information at any time by logging into your account."
Confidence: medium Source

Data deletion honored on request

"Clients wishing to delete or exercise other choices about the Customer data Podium processes on their behalf in a service provider/processor capacity may do so by submitting a request"
Confidence: medium Source

Primary policy document: https://podium.com/privacy

FSH Score Breakdown

Ease of Use
7.0
Features
9.0
Support
5.0
Value
4.5
Integrations
8.0
AI Capabilities
5.0

Customer Reviews

Features

110 features confirmed across 11categories· Showing confirmed capabilities only

Customer Communication34features

Call RecordingCustomizable Call Recording AnnouncementCall RoutingAutomated call routing to other locationsNotificationsBrowser Notifications for Incoming CallsVoIP Phone SystemText and Call from Business NumbersAI ReceptionistAI Voice agentEmail IntegrationShared Team InboxMissed Call Text BackAuto-reply for missed callsSMS MessagingSwitch-to-text prompt
Show 26 more
Call Flip To TextCall Flow AutomationOmni-Channel InboxAssign Messages to Team MembersAutomatic STIR/SHAKEN VerificationAvailability Status (BLF)Call ParkingCall Participant Addition on MobileCall Search and FilteringCarrier Calling For Mobile SoftphoneCascade RingContact Card AutomationCustomer Communication ToolsCustomizable Desk Phone ButtonsDual Path Audio ControlExplicit Opt-In For Marketing TextsIndividual Voicemail InboxesInstant Text Message Responses To LeadsMissed Calls And Voicemails Email NotificationsTeam MessagingUnified Messaging InboxAI Chat ReceptionistAI Agent (Phone and Text)Customer SupportWeb chatAI ConciergeWeb chat widgetDesk Phone Assignment with Personalized VoicemailIntelligent Notifications

AI & Automation27features

AI Review ResponsesReview ManagementAI SupportVoice AIAI TranscriptionPrompt-to-textAutomation RulesAutomation AlertingAutomatic AI RepliesAI Agent Custom InstructionsAI Agents for Engagement, Qualification, and ConversionAI Automation Summary
Show 19 more
AI Employee Escalation RoutingAI Employee for Automated Lead Response and Appointment SettingAI Employee Mobile Monitoring ViewAI Employee SourcesAI Feedback AnalysisAI Follow-Up TasksAI Generated Call NotesAI Generated Response DraftsAI Note Taker ModeCall SummarizationDynamic AI Escalation AssignmentExplainable AISource citation for AI-generated messagesSentiment AnalysisCall Sentiment SummaryAI Automation for SchedulingAI + Human HandoffAI EmployeeAI Enhanced PlaybooksAI Generated Call TranscriptsCustomizable Tone

CRM & Sales17features

CRMUnified inboxLead ManagementAI-powered lead managementMarketing ToolsWebsite ChatAI Lead ScreeningAI SalespersonInteraction HistoryAdvanced Audience SegmentationAI Assisted MarketingAutomated Customer Touchpoints And Sequences
Show 9 more
Call PopCase ManagementHot Leads ListInactive Contact CleanupInstant Web Lead Parsing And Follow UpIntelligent Review RoutingAutomated Review RequestsCustom review invitesAutomated Customer TouchpointsAutomated Instagram DMs, Comments, and Leads

Platform & Customization14features

Multi-LocationMulti-Location ManagementCustom FieldsBasic Customization OptionsAI Text Rewriting And TranslationBulk Record Update And DeleteCustom Email AddressDesktop AppField Data IntegrationThird-Party IntegrationServiceTitan, Housecall Pro, and ServiceFusion Field Sync
Show 6 more
Data ExportContact export to CSVDocument ManagementInternal note deletionBrowser ExtensionsPodium Pass Chrome extensionRole-Based Access ControlMenu Option VisibilityCustom BrandingAdvanced Branding and CustomizationShared Team Account

Reporting & Analytics7features

AnalyticsReporting & AnalyticsReportingReporting & AnalyticsBreadcrumb TrackingWebsite Click-Path HistoryCall InsightsCaller ID with contextConversion and Response Time MetricsCall TrackingBulk Messages Real-time Audience BreakdownsNet Promoter Score (NPS) TrackingText-based surveys

Technician Management4features

Bulk Applicant MessagingInternal Employee CommunicationTeam MentionsAgent ScorecardsVoice AI Feedback MechanismCall Monitoring & CoachingCall recording

Scheduling & Dispatch2features

SchedulingAI SchedulerEmail & Calendar SyncCRM field synchronization on mobile app

Equipment & Asset Management2features

AlertsMissed call/voicemail alerts without assigned ownerRemote MonitoringSoftphone status monitoring

Invoicing & Payments1feature

Payment ProcessingPayments

Mobile & Field Tools1feature

Link Notes And Photos To Customers, Sites, Work Orders, Or Equipment

Compliance & Safety1feature

HIPAA ComplianceHealthcare Privacy Mode

Integrations 33 across 9 categories

CRM 8
HubSpot Native
Insightly API
Microsoft Dynamics 365 API
Pipedrive API
Reynolds and Reynolds Focus
Salesforce Native
VinSolutions
Zoho CRM API
Field Service 7
CompanyCam Native
FieldEdge Native
Housecall Pro Native
JobNimbus Native
Jobber Native
Service Fusion
ServiceTitan Native
Marketing 7
ActiveCampaign Native
Angi Native
Facebook Native
Google Business Profile Native
Instagram Native
Mailchimp Native
Thumbtack Native
Payment Processing 2
PayPal Native
Stripe Native
Communication 2
Gmail

Gmail

Outlook

Outlook

Productivity 2
Google Calendar Native
Google Sheets Native
eCommerce 2
BigCommerce Native
Shopify Native
Data & Automation 2
Make Zapier
Zapier Zapier
Accounting 1
QuickBooks Online Native

Pricing

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