Struggling to scale your outreach?
Your agents get tangled in clunky transfers while leads drop off. This inefficiency directly hits your bottom line and frustrates your team.
The real issue is your current system can’t keep up with your growth. Every misdirected call hurts agent morale and campaign ROI.
In fact, Global Tech Stack reports that 61% of businesses are open to abandoning old phone systems due to these inefficiencies. This shows you’re not alone in facing these communication bottlenecks.
The right call transfer software solves this by streamlining your call routing, making every agent more effective and every interaction smoother.
In this guide, I’ll break down the best call transfer software for 2025. I’ll help you find a tool that boosts productivity and supports your growth.
You’ll learn how to choose a solution that integrates with your CRM and measurably improves your call campaign effectiveness.
Let’s get started.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | Zendesk → | SaaS companies scaling support | |
| 2 | Dialpad → | Enterprise IT and operations | |
| 3 | Grasshopper → | Growing SaaS businesses | |
| 4 | AVOXI → | IT directors and managers | |
| 5 | Ringover → | IT directors and managers |
1. Zendesk
Struggling with call management and agent productivity?
Zendesk is your complete AI-powered solution, designed to resolve customer and employee conversations across any channel.
It enhances workflows by offering AI agents, Copilot, and automation capabilities, helping your team achieve or exceed customer expectations in handling urgent issues.
Simplify your call operations today.
Zendesk’s AI agents and Copilot are built for true resolutions, whether AI handles an issue instantly or assists a human agent. This means your team can achieve seamless resolutions across all contact center interactions.
The voice feature delivers advanced call routing, intelligent IVR, and automation, ensuring every call is resolved faster and better. You gain control over call segmentation and patch-through calling, crucial for high-volume campaigns. Zendesk also integrates seamlessly with your existing systems, making it a powerful, flexible platform that empowers your agents.
Additionally, the platform includes workforce management and quality assurance tools, enabling you to deliver AI-powered service efficiently across every department. You can resolve common requests instantly, automate workflows, and keep every employee productive, ultimately improving agent productivity metrics.
Maximize your call campaign effectiveness.
Key features:
- AI agents and Copilot: Automate and assist in resolving customer and employee conversations across any channel, including voice, reducing manual outreach time and improving efficiency.
- Voice and Call Routing: Provides seamless resolutions with advanced call routing and intelligent IVR, accelerating call resolution and improving the overall customer experience.
- Integrations and Workforce Management: Offers a powerful, flexible platform with deep integration capabilities to enhance existing workflows and manage your team efficiently.
Learn more about Zendesk features, pricing, & alternatives →
Verdict: Zendesk is a strong contender for the best call transfer software due to its AI-powered features like AI agents and Copilot, combined with advanced voice and call routing capabilities. With a reported 286% ROI over three years, it helps SaaS companies boost agent productivity and scale efficiently.
2. Dialpad
Struggling to manage complex call transfers efficiently?
Dialpad offers an AI-powered customer communications platform, featuring instant AI summaries and action items for calls, messages, and meetings. This means you can gain real-time insights to enhance and streamline every interaction, reducing manual outreach time. You get unmatched accuracy and predictable costs.
Here’s how Dialpad helps.
Dialpad solves integration woes by connecting with apps like Salesforce, Zendesk, and Microsoft Teams. This helps your business run smoothly, eliminating concerns about choosing tools that fail to integrate. Plus, it’s built on a dual-cloud architecture designed for best-in-class resiliency and reliability. Additionally, its proprietary AI accelerates work by delivering real-time insights and unmatched accuracy at scale, saving your teams valuable hours. This comprehensive platform supports over 70 countries and has handled billions of AI-enabled call minutes, proving its global enterprise readiness.
The result is sharper insights and remarkable outcomes for your team.
While we’re discussing sharper insights, understanding user behavior insights is equally important for SaaS growth.
Key features:
- AI-Powered Customer Communications: Provides real-time AI insights, summaries, and action items for calls, messages, and meetings, streamlining agent workflows.
- Robust Integrations: Connects seamlessly with essential business applications like Salesforce, Zendesk, and Google Workspace to unify your tech stack.
- Scalable Dual-Cloud Architecture: Ensures unparalleled reliability and resilience, supporting high-volume communication needs and future business growth.
Learn more about Dialpad features, pricing, & alternatives →
Verdict: Dialpad is engineered for enterprise communication, offering a reliable, resilient, and scalable platform perfect for IT directors and operations managers seeking the best call transfer software to boost agent productivity and scale their SaaS operations.
3. Grasshopper
Struggling with call management and agent productivity?
Grasshopper offers a robust virtual phone system with features like call forwarding and extensions, directly addressing your operational scalability concerns.
This means you can efficiently manage high-volume campaigns without overwhelming your technical teams, ensuring seamless communication for your growing SaaS.
Here’s how to boost your team’s effectiveness.
Grasshopper helps solve these challenges by providing crucial capabilities like simultaneous call handling, ensuring no one ever hears a busy signal, which improves agent efficiency.
You can also leverage its call transfer feature, allowing your agents to place callers on hold and transfer them to another number when needed, optimizing workflows and reducing manual outreach time.
Additionally, features like business texting for quick replies, voicemail transcription for easy message reading, and virtual fax for PDF delivery directly to your email inbox streamline communication further. Plus, the instant response feature automatically texts new callers if a call is missed, enhancing client engagement.
The result is improved call campaign effectiveness.
Key features:
- Call Forwarding and Extensions: Route calls to personal phones or team members, and assign extensions with custom forwarding rules to manage diverse call flows efficiently.
- Simultaneous Call Handling: Take multiple calls at once, eliminating busy signals and improving agent availability, leading to higher pickup rates and enhanced customer satisfaction.
- Call Transfers and Reporting: Seamlessly transfer callers to appropriate numbers and track detailed call reports to monitor performance, optimize campaigns, and ensure scalability.
Learn more about Grasshopper features, pricing, & alternatives →
Verdict: Grasshopper offers essential features like call transfers, simultaneous call handling, and detailed reporting, making it a strong contender as the best call transfer software. Its focus on virtual phone system capabilities directly addresses your concerns for operational scalability and improving agent productivity, crucial for growing SaaS companies.
4. AVOXI
Struggling with complex call transfer software options?
AVOXI offers a comprehensive cloud voice platform with intelligent call routing and multiple number types to simplify your operations.
This means you can efficiently manage high-volume call campaigns without overwhelming your technical teams or struggling with integrations.
It’s time to streamline your voice ecosystem.
AVOXI helps you connect with customers globally by offering TrueLocal™ Caller ID and coverage in over 150 countries. This enhances pickup rates and ensures your calls sound like they’re coming from next door.
The platform provides intelligent call routing, Automatic Call Distribution (ACD), and skills-based routing (SBR), ensuring calls reach the right destination efficiently. You can also proactively test number availability and monitor call quality to maintain stability.
Additionally, AVOXI integrates with 40+ CCaaS, UCaaS, and CPaaS solutions, allowing you to merge voice data with CRM and service apps. This reduces manual outreach time, improves agent productivity, and provides valuable call insights for campaign effectiveness.
The result is scalable solutions that support your growth.
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Key features:
- Global Voice Coverage: Offers international numbers, TrueLocal™ Caller ID, and extensive inventory in 150+ countries to increase answer rates and streamline operations.
- Intelligent SaaS Platform: Automates call management, provides call insights, and allows proactive testing to monitor call quality and direct traffic efficiently.
- Contact Center Integrations: Integrates with 40+ contact center and communication apps, including SIP Trunking and Microsoft Teams Direct Routing, to merge voice data and workflows.
Learn more about AVOXI features, pricing, & alternatives →
Verdict: AVOXI delivers a powerful cloud communication platform ideal for IT directors and operations managers seeking the best call transfer software. Its global coverage, intelligent routing, and extensive integrations address scalability and productivity concerns, helping you enhance call campaign effectiveness and achieve seamless CRM integration for your SaaS business.
5. Ringover
Struggling with call transfer complexities?
Ringover offers Cloud Telephony and Multichannel Communications, integrating calls, instant messaging, emails, and social media, streamlining your communication channels. This means your agents can handle all interactions efficiently from a single platform, improving response times.
Additionally, Ringover’s Conversational AI provides transcription and summaries, automatic subject identification, and mood analysis. This reduces administrative burden, freeing your team to focus on core tasks rather than manual logging.
Here’s how to boost your team’s efficiency.
Ringover solves operational scalability concerns by providing robust features like advanced reporting and seamless CRM/ATS integrations. This allows for efficient management of high-volume campaigns without overwhelming your technical teams.
You can gain instant, actionable insights from every conversation, linked directly to your ATS, enhancing visibility into recruiter performance and candidate progress. The platform also offers an App Marketplace to connect business tools with a few clicks, like Salesforce, Bullhorn, and HubSpot. This integration capability ensures your existing systems work together, providing a unified view of your customer interactions, which is crucial for managing diverse campaign needs and improving agent productivity.
The result is optimized processes and significant time savings.
Speaking of insights, for a broader perspective on business performance, my article on best marketing analytics tools offers valuable information.
Key features:
- Cloud Telephony & Multichannel Communications: Unifies calls, instant messaging, emails, and social media, creating a single communication hub for streamlined operations and agent efficiency.
- Conversational AI: Offers automatic call transcription, summaries, subject identification, and mood analysis, significantly reducing manual administrative tasks and providing deep insights.
- Extensive CRM/ATS Integrations: Connects seamlessly with popular systems like Salesforce, Bullhorn, and HubSpot, ensuring data synchronization and enhanced productivity without complex overhauls.
Learn more about Ringover features, pricing, & alternatives →
Verdict: Ringover stands out with its powerful AI and extensive CRM integrations, allowing IT directors and operations managers to streamline communication. Its advanced reporting and unified platform capabilities make it a strong contender for best call transfer software, addressing pain points like scalability and integration while boosting agent productivity.
6. RingCentral
Struggling with complex call routing and agent productivity?
RingCentral offers an AI Receptionist for 24/7 support, accurately routing callers and even sending texts. This ensures your high-volume call campaigns are efficiently managed, freeing your technical teams from overwhelming burdens. This means you can handle more inquiries.
RingCentral truly solves the problem.
Their platform streamlines communication, offering AI-powered calls, messages, and meetings across devices. You can manage agents, coach performance, and improve customer satisfaction with features like automated recordings and instant summaries. Additionally, their open platform allows you to connect over 300 pre-built integrations or build custom ones simplifying workflows and enhancing call campaign effectiveness through advanced targeting. This results in measurable improvements in pickup rates and agent efficiency.
Your business can scale with ease.
While we’re discussing business systems, understanding specialized solutions like a laboratory information management system can be helpful for various industries.
Key features:
- AI Receptionist and Call Routing: Provides 24/7 support, accurately routes calls, and sends text follow-ups, reducing missed calls and freeing up your team.
- Conversation Intelligence (RingSense): Unlocks value from customer interactions with automated recordings, customer insights, instant summaries, and AI-powered coaching.
- Extensive Integrations and Open Platform: Connects with over 300 pre-built integrations and offers open APIs for custom solutions, simplifying workflows and enhancing CRM integration.
Learn more about RingCentral features, pricing, & alternatives →
Verdict: RingCentral’s robust AI-powered features, including the AI Receptionist and Conversation Intelligence, along with its extensive integration capabilities, make it the best call transfer software for SaaS companies looking to boost agent productivity and scale operations efficiently.
7. Talkdesk
Struggling to scale your customer experience with ease?
Talkdesk offers Customer Experience Automation (CXA) and AI-powered omnichannel contact center solutions. This means you can automate every interaction and serve every channel.
You can proactively resolve issues before they become problems, transforming how you connect with and delight customers. This automates every step of your CX lifecycle.
Here’s how to scale.
Talkdesk CX Cloud + CXA helps you deliver seamless, AI-powered omnichannel service at scale. You can automate self-service experiences with Autopilot and ensure proactive outreach through Agentic Outbound.
Leverage Multi-agent Orchestration for efficient agent management. Navigator enhances omnichannel engagement, while Copilot assists your agents with AI, boosting productivity. Additionally, you gain insights from Business Intelligence and Interaction Analytics to optimize operations.
Plus, you can embed Talkdesk capabilities, integrate with existing systems, and use AppConnect for extended functionality. For smaller businesses, Talkdesk Express provides an AI-powered solution built for your needs.
The result is transforming customer connections.
Key features:
- Customer Experience Automation (CXA) automates every step of the customer experience lifecycle, enabling proactive issue resolution and seamless omnichannel service with AI agents.
- AI-powered Omnichannel Engagement includes Autopilot for self-service, Navigator for comprehensive channel management, and Copilot to assist agents, enhancing productivity and proactive outreach.
- Scalable Contact Center Solutions like CX Cloud + CXA, Multi-agent Orchestration, and Talkdesk Express ensure you can handle high call volumes and manage agents efficiently as you grow.
Learn more about Talkdesk features, pricing, & alternatives →
Verdict: Talkdesk provides AI-first solutions to automate customer interactions and scale your contact center operations. Its robust CXA and omnichannel engagement tools make it an excellent choice for the best call transfer software, ensuring high agent productivity and seamless customer journeys.
8. CallHippo
Struggling with inconsistent call transfers and agent productivity?
CallHippo provides a reliable cloud-based phone system with features like Smart DID Routing and AI Global Connect. This means your team benefits from enhanced communication and automated sales/support processes.
Here’s how CallHippo solves these challenges.
CallHippo introduces an AI Phone Agent capable of handling [inbound queries, outbound calls], and lead qualification around the clock, freeing your team to focus on complex interactions. It features AI Voice Agents, personalized pitches, and AI Auto-Voicemail Drop for increased efficiency. You can also leverage AI Copilot for sentiment analysis and call performance ratings, which helps in smarter agent training. Additionally, the Parallel Dialer aims to multiply sales calls by four times, ensuring your agents connect directly to live calls, boosting overall productivity and improving your agent efficiency.
The result is smarter communication designed for growth.
If you’re also looking into expanding your SaaS globally, my article on [best localization software] covers key strategies.
Key features:
- AI Phone Agent & Parallel Dialer: Automates inbound/outbound calls and maximizes agent connection with live leads, significantly boosting productivity and sales call volume.
- Smart DID Routing & AI Global Connect: Ensures calls are directed efficiently and globally, improving call connect rates and managing high call volumes without overwhelming your team.
- Comprehensive Integrations & Analytics: Integrates with 100+ platforms like Salesforce and Zendesk, offering robust call analytics and performance insights for informed decision-making.
Learn more about CallHippo features, pricing, & alternatives →
Verdict: CallHippo’s AI-driven solutions and robust features like Parallel Dialer and Smart DID Routing make it a strong contender for the best call transfer software, ensuring high productivity, efficient call handling, and integration with essential CRM systems for growing SaaS companies.
9. OpenPhone
Struggling with complex call transfer software options?
OpenPhone brings your calls, texts, and contacts together in one AI-powered shared space. This simplifies communication, making your team faster and more efficient.
The platform directly addresses challenges like distinguishing true value from marketing fluff, as it clearly details features that enhance call campaign effectiveness and agent productivity.
Here’s how you can solve those problems.
OpenPhone helps you connect with customers effortlessly by providing a robust phone system with advanced features. This means your team can support customers with ease.
You can set up new local and toll-free North American phone numbers in minutes or port your existing ones, organizing communications by assigning numbers to specific business needs. Additionally, OpenPhone’s AI agent, Sona, answers calls 24/7, capturing key information for seamless team handoff, providing tailored answers, and allowing you to effortlessly oversee when and how it answers calls. Plus, the platform offers automatic call summaries, transcripts, and suggested contacts.
The result is increased collaboration through shared numbers, internal threads, group calling, and warm transfers, ensuring smooth hand-offs by sharing context while transferring calls.
As you evaluate software for your growing business, considering the financial backbone is vital. My article on best SaaS billing software offers a comprehensive look.
Key features:
- AI-powered shared space: Consolidates calls, texts, and contacts, leveraging an AI agent to ensure 24/7 availability and never missing a customer opportunity.
- Warm transfer capability: Facilitates smooth call hand-offs by allowing your team to share critical context during transfers, ensuring a seamless customer experience.
- Unified communication view: Provides a consolidated view of customer texts, call logs, recordings, and voicemails, maintaining full context of customer relationships.
Learn more about OpenPhone features, pricing, & alternatives →
Verdict: OpenPhone’s integrated AI features, robust call management, and warm transfer capabilities make it an excellent choice for scaling SaaS companies. With over 60,000 businesses trusting it and high customer satisfaction ratings, it stands out as the best call transfer software for boosting productivity and ensuring no missed customer opportunities.
Conclusion
Scaling your SaaS shouldn’t feel this hard.
Choosing the right call transfer tool from countless options is overwhelming. You need a system that boosts productivity without bogging down your team.
The right AI tools are a game-changer. A report from Convin shows AI enables sub-1-second call latency. This speed transforms your entire workflow, boosting both efficiency and customer satisfaction.
Here’s what I recommend for your startup.
From my review, Zendesk is the clear winner. Its AI-powered platform is built to directly tackle your most pressing agent productivity and scalability challenges.
If you’re also looking into other specialized business tools, my guide on best insurance claims management software provides valuable insights.
What I love is how its AI agents and Copilot ensure seamless resolutions and empower growth. Choosing the best call transfer software like Zendesk truly future-proofs your operations.
I highly recommend you start a free trial of Zendesk to see the immediate boost in your team’s efficiency.
Your team’s performance will soar.
