Quo setup
Numbers, roles and menus configured before calls start.
- Numbers and shared numbers
- Workspace and number roles
- Phone menus
- Business hours
OpenPhone setup & management
setup · admin · automation
OpenPhone Phone System Management
We set up Quo (formerly OpenPhone) with numbers, roles and routing for your team, and manage it month to month.
- Quo setup — Numbers, roles and menus configured before calls start.
- Call routing and follow-up — Every call reaches someone or gets followed up.
- AI agent (Sona) — The AI agent set up with clear limits.
- Ongoing management — Monthly admin for members, numbers and integrations.
From $100 a month Month to month, no minimum term
Works with 
OpenPhone is now called QuoRoles: Owner, Admin, MemberOnly Owners and Admins remove membersMembers see their own activity by defaultWritten scope and price before you start
What we do on OpenPhone
OpenPhone setup, management and automation
Pick one of them or all of them.
Call routing and follow-up
Every call reaches someone or gets followed up.
- After-hours routing
- Missed-call follow-up
- Voicemail handling
- Tested with test calls
AI agent (Sona)
The AI agent set up with clear limits.
- What Sona may tell callers
- Handover to a person
- Intake questions
- Weekly review at first
Ongoing management
Monthly admin for members, numbers and integrations.
- Member and role changes
- Number changes
- CRM integrations
- Monthly review
Onboarding
How we start on OpenPhone
Including how access is granted in OpenPhone.
-
Tell us what you need
Setup, routing, the AI agent or ongoing management.
-
Admin in the workspace
An Owner adds us as an Admin, so numbers and roles can be managed without owning the account.
-
Build and test
Menus, routing and the AI agent checked with test calls first.
-
Handover or monthly management
With ongoing management, requests are handled every week.
Real situations
When teams bring us in on OpenPhone
Missed calls never get a call back
Calls come in after hours or while everyone is busy, and nobody follows up.
What we doWe set up after-hours routing and missed-call follow-up.
Nobody knows who replied to whom
The whole team shares one number and conversations get crossed.
What we doWe set up shared numbers with clear roles and ownership.
The AI agent says too much
Sona answers questions it should pass to a person.
What we doWe set clear limits on what the agent can say and when it hands over.
From OpenPhone’s own documentation
- Now called Quo OpenPhone renamed itself Quo in September 2025 and added an AI voice agent, Sona, that can answer calls, handle intake and send follow-up texts. Source ↗
Cost
Priced for a single site, and it stays small
One monthly fee for OpenPhone, with no minimum term.
From
$100/month
The starting price, for a single site with simple routing. Scales with sites, users and complexity.
Not included — so there are no surprises
- Your OpenPhone licences and call charges — billed to you directly
- Desk phones and headsets
- Porting numbers from your old provider — quoted separately
- A new CRM connection — quoted as a one-off project
Your price in writing within 2 working days.
OpenPhone limits
The OpenPhone limits that decide how it should be run
From OpenPhone’s own documentation, with sources.
Checked September 2026. Plans change.
Free download
Why your calls go to spam: a 10-point check
Find out why answer rates are falling, and what to fix first, in about 20 minutes.
CRMs that integrate with OpenPhone
Integrate OpenPhone with your CRM
Still typing call outcomes into your CRM? We connect OpenPhone to any of these 25 CRMs and sales tools once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Dialers
Aircall vs JustCall vs Kixie: choosing a dialer for a small team
How the three dial, who can do what, and how much each helps keep your numbers answerable, from each vendor's own documentation.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
OpenPhone management — common questions
Is OpenPhone the same as Quo?
Yes. OpenPhone renamed itself Quo in September 2025.
What roles does Quo (OpenPhone) have?
Three workspace roles — Owner, Admin and Member — plus number roles that decide who can use specific phone numbers. Everyone can invite people, but only Owners and Admins can remove members or change roles.
Why can a Member not see other people’s calls in Quo?
By default Members only see their own activity. Seeing others’ calls requires access to shared inboxes or specific phone numbers.
What is Sona in Quo?
Quo’s AI voice agent, introduced with the rebrand, which can answer calls, handle intake and send follow-up texts.
How much does OpenPhone management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
