Quo (OpenPhone) Phone System & Follow Up Boss CRM Integration Specialist

Job Details

Description

Summary We are a luxury residential real estate team seeking an experienced **Quo (formerly OpenPhone) consultant** to redesign and implement our business phone system. This is a **two-phase project**. ### Phase 1 — Immediate: Quo Reconfiguration We currently use Quo with one primary business number shared by a three-person real estate team. We want Quo professionally reconfigured to provide a polished, highly responsive caller experience. The project includes: * Designing and implementing our Quo Call Flow * Simple caller menu/IVR for reaching individual team members * Ring groups and intelligent fallback routing * Approximately 15-second initial ring time when a caller requests a specific team member * Option for the caller to leave that person a voicemail or speak with another team member * Personal and general voicemail configuration * Voicemail transcription and notifications * Incoming and outgoing SMS configuration * Missed-call handling * Business-hours and after-hours routing * Desktop and mobile calling configuration * Caller ID configuration * Call recording/transcription configuration where appropriate * Testing the complete system from external telephone numbers * Basic administrator documentation and team training Our priority is **live answer whenever possible**. We do not want callers trapped in a complicated automated phone tree. ### Phase 2 — Approximately 30 Days Later: Follow Up Boss Integration We expect to transition our CRM to **Follow Up Boss (FUB)** approximately 30 days after Phase 1. We then want Quo integrated with Follow Up Boss so that, to the extent technically practical and reliable: * Incoming and outgoing calls are logged to the correct FUB contact * New callers can create appropriate contacts/leads * Existing contacts are matched without creating duplicates * Voicemails and voicemail transcriptions are associated with the contact * SMS activity is associated with the contact * Call recordings/transcripts are accessible when appropriate * AI-generated call summaries can be placed in the contact history * Existing client/lead ownership is preserved * New leads are routed appropriately * Follow-up activities can be triggered when appropriate We are open to the appropriate use of **native integrations, Zapier, Make, APIs or webhooks**, but reliability and maintainability are more important than simply creating a large number of automations. ### Experience We Are Looking For **Direct experience with Quo/OpenPhone is essential.** Strong preference will be given to candidates who also have experience with: * Follow Up Boss * Real estate teams * CRM implementation * Zapier and/or Make * APIs and webhooks * Call-flow/IVR design * Business process automation We have already prepared a **detailed GM&A Quo Phone System Implementation RFP** describing the desired call flow, Phase 1 and Phase 2 requirements, testing standards and deliverables. It will be provided to qualified candidates. ### When Responding Please tell us: 1. Your specific experience implementing **Quo/OpenPhone** systems. 2. Whether you have personally integrated **Quo/OpenPhone with Follow Up Boss**. 3. Your experience with Follow Up Boss generally. 4. An example of a similar phone/CRM implementation you have completed. 5. Whether you can handle **both phases** of this project. 6. Your availability to begin Phase 1. 7. Whether you recommend a fixed-price or hourly engagement and why. Please begin your response with the words **“QUO EXPERIENCE”** so we know you have read the project description. We are looking for someone who can do more than simply configure a telephone number. We want a consultant who understands the business workflow, can recommend improvements when appropriate, and can build a reliable system that will continue to work as our team grows.

Skills

Notification History

User Actions