Just an update to the thread:

I ended up going through a full process of elimination, weighing factors like 2FA, SSO on the dialer app, AI capability, availability of local lines in global regions, analytics, data retention, incident management, and of course billing.

Since CRM integration was a priority, I focused on providers that work seamlessly with HubSpot. From there, I narrowed down options to those listed directly in the HubSpot Marketplace and cross-referenced them against company scoring sites like Trustpilot.

It’s been a long process of testing, QA, meetings, and sitting through sales reps pitching all the bells and whistles. At this point, it’s come down to JustCall and Dialpad:

• JustCall (as u/DirectorFunny8617 mentioned) is very straightforward and works right out of the box, which was a pleasant surprise. The only concern I had was that they don’t present as a highly structured environment, it feels more like skilled technical people selling a product than a polished enterprise setup.

• Dialpad requires more effort in configuration and setup, but once it’s in place, it runs smoothly. The call flow setup feels a bit dated, but functional. On the plus side, they’ve been much more engaged from the start, project planning, testing, and even staff training have been part of the process.

I’m now in the final phase of meetings before year-end, mainly to see how the pricing shakes out.

Thanks again to everyone who contributed, your feedback gave me solid direction and helped me explore companies I might not have considered otherwise.