Review, manage, and get notified about voicemail

VoIP is the acronym for Voice over Internet Protocol. It is the transmission of voice over the Internet as digital packets using the real-time protocol (RTP) to help ensure the packets are delivered timely.

Advisor CRM that streamlines client tracking, workflows, and day-to-day tasks.

Supported Triggers

Wealthbox Feature

Web browsers are software programs that allow users to view information on Web servers and display graphics. In addition to browsing the internet, some web browsers also come with email clients, newsreaders, and even IP Telephony clients. Popular web browsers include Google Chrome, Internet Explorer, and Firefox.

When connected, HawkSoft automatically opens the matching client record on incoming and outgoing calls, logs call activity, and stores recordings, texts, and emails together. If NOVA AI is enabled, you'll also get a sentiment rating and smart summary for each call.

HawkSoft Feature

HawkSoft Integration

NOVA is Lightspeed Voice's AI-powered assistant that provides call transcription, sentiment analysis, and smart summaries. It automatically logs call details into your CRM and helps agents focus on customer conversations instead of manual data entry.

Lightspeed Voice supports unlimited call duration. There are no artificial time limits imposed on individual calls.

We support Grandstream, Yealink, and Polycom desk phones, plus our Orbit mobile and desktop apps for softphone functionality.

If a user sends or receives a text inside LSV, a note is added in HubSpot with the text details. The integration must be authenticated and text triggers must be enabled.

The Contact page is opened during call pop. Notes can be accessed from both the Contact and Business pages, but the system operates from the Contact record and logs activity there.