Tell us a bit about your company so we can set up your CVT account correctly.
π Step 2 of 7
Your Current Phone Setup
Understanding your current system helps us plan a smooth migration with zero downtime.
π‘ Tip: Even if you're still under contract, we can help you plan a seamless transition so you're ready to go live the moment your contract ends β and we'll alert you to any savings opportunities in the meantime.
π’ Step 3 of 7
Your Phone Numbers
We'll transfer your existing numbers to CVT at no charge. List all numbers below so we can start the porting process.
Include the purpose of each line if known. Toll-free numbers (800, 888, etc.) are also portable at no charge.
π‘ Important: Do NOT cancel your current service. Your existing numbers stay fully active until porting is complete (typically 5β10 business days). You will never miss a call during the transition.
βοΈ Step 4 of 7
Features & Call Flow
Select all the features you need. This helps us configure your system correctly from day one.
π± Mobile app (iOS & Android)
π§ Voicemail to email transcription
ποΈ Call recording
π₯ Ring groups (multiple phones ring at once)
π Virtual fax
π Call forwarding to mobile
β° After-hours call routing
π΅ Custom hold music / messages
π Call analytics & reporting
π€ CRM integration (Salesforce, Zoho, HubSpot)
π§ Step 5 of 7
Extensions & Departments
Tell us about your team structure so we can set up extensions and call routing correctly.
π» Step 6 of 7
Technical Setup
A few quick questions to make sure your network is ready for crystal-clear VoIP calls.
π» Desktop softphone (computer app)
π± Mobile app on smartphones
βοΈ Physical IP desk phones
π§ Headsets with softphone
π‘ Tip: CVT works with most existing IP phones. Our team will confirm compatibility during setup. If you need new equipment, we can advise on cost-effective options.
β Step 7 of 7
Review & Submit
Almost done! Review your information below, add any final notes, then submit. Our team will contact you within 1 business day.
π Your Onboarding Summary
π
Onboarding Request Received!
Thank you for completing your Hosted VoIP onboarding form. Our team at Cloud Vision Technologies will review your information and contact you within 1 business day to confirm your setup plan and timeline.
In the meantime, if you have any urgent questions: