header pattern speak with us pattern

VoIP CallLink

Automatically identify, route, and log every call with VoIP-to-AppFolio integration.

CallLink AppFolio Integration

Most VOIP systems have no idea who’s calling. CallLink fixes that. CallLink sits between your VOIP provider and AppFolio, matches the caller to the right contact record, routes the call to the correct queue, and logs every interaction automatically.

No more searching for records. No more missed details. Everything is synced to AppFolio.

Key Capabilities:

  • Instant caller recognition
  • Contact + property matching
  • Skill-based routing (leasing, maintenance, accounting)
  • Automatic logging of calls, texts, voicemails
  • Transcriptions saved in AppFolio
  • Unified voice + messaging
  • Reporting tied to units, properties, and portfolios

Balanced Asset Solutions

slogan

  • Instant Caller Recognition – Tenant, owner, or prospect details appear before you answer
  • Automatic Activity Logging – Every call, voicemail, and text is tied to the correct property or contact in AppFolio
  • Smart Routing – Calls go to the correct queue such as leasing, maintenance, or accounting
  • Priority Handling – Emergency lines move to the front of the queue

  • Inbound Call or Message
  • Instant Caller Match from AppFolio
  • Smart Routing to the correct department or agent
  • Automatic Logging in AppFolio
  • Follow-Up and Reporting in one platform

  • Departmental DIDs for leasing, maintenance, owners, and accounting
  • Skill-based call queues and customizable IVR menus
  • Multi-channel messaging including SMS, MMS, live chat, and social apps
  • Video conferencing with no downloads required
  • Detailed call and message reporting linked to AppFolio records

Save time and reduce errors with AppFolio’s automation capabilities.

1. CallLink (Use Your Existing VoIP)

For teams using Zoom Phone, RingCentral, GoTo, or 3CX.

What this gives you:

  • Keep your current VOIP provider
  • Add AppFolio-ready caller matching + routing
  • Automatic call logging, transcripts, and queue handling
  • No changes to your phone hardware or carrier contract

Requirements:

  • AppFolio Database API
    • MAX tier, or
    • PLUS + Database API, or
    • CORE upgraded to include Database API (we coordinate with AppFolio for concessions)

2. CallLink + VoIP (Zoom Phone)

For teams that want a VOIP provider as well.

We implement Zoom Phone alongside CallLink to give you a unified telephony stack designed for property management.

What this gives you:

  • Zoom Phone as your VOIP carrier
  • CallLink as your AppFolio integration layer
  • Clean, reliable inbound/outbound calling
  • AppFolio-ready logging, routing, and transcripts
  • One implementation team (BAS) handling everything

Important:
Zoom Phone licensing is contracted directly with Zoom.

OUR PROCESS

Our streamlined process will ensure a smooth transition for you.

submit form

Submit a Form

Fill out a quick form on our website to get started.

discovery call

Discovery Call

We’ll schedule a call to learn about your current operations and goals.

questionaire

Questionnaire

Complete our questionnaire to help us understand the full scope of your needs.

proposal

Customized Proposal

We calculate the required hours and scope, then provide a flat-fee proposal—no hourly surprises.

kickoff call

Kickoff Call

Once the proposal is signed, we’ll have a kickoff call to review the plan and begin the project or service.