27 Must-Have UCaaS Features & Benefits

February 5, 2024 11 min read

Chris Reaburn

Chris Reaburn

Unified Communications as a Service Features (UCaaS)

Unified Communications as a Service (UCaaS) is a rapidly growing industry as more businesses migrate their operations to the cloud 

This is no surprise as startups and large enterprises realized on-premises communications solutions failed them. UCaaS, on the other hand, integrates multiple communication channels to provide a cost-effective communication solution via the internet.

This guide takes you through the top UCaaS features, what they are, and why they matter.

  1. PSTN connectivity
  2. Toll-free numbers
  3. Auto attendant
  4. Direct-dial numbers
  5. Call recording
  6. Call analytics
  7. Mobile application
  8. Desktop application
  9. Cloud PBX
  10. Audio conferencing
  11. Video conferencing
  12. Team presence
  13. Website chat
  14. Web conferencing
  15. Call flows
  16. Interactive voice response
  17. Screen pop
  18. Call queues
  19. Omnichannel support
  20. Queue callbacks
  21. Thin clients
  22. Unified voicemail
  23. Central management
  24. Team messaging
  25. Online faxing
  26. Virtual workspace
  27. Cloud file storage

Business phone service features

These phone system features are essential to any UCaaS platform. These business voice functions connect your team to the outside world and vice versa. Many UCaaS service providers offer these with all-inclusive pricing or à la carte add-ons.

1) PSTN connectivity

Connecting to the Public Switched Telephone Network (PSTN) is a must to reach people outside of the office.

Without it, user’s desk phones can only reach others on the same communications system. Cloud phone systems offer both internal and external voice connectivity through the internet.

You won’t lose any functionality you might enjoy in the classic analog telephone. Business VoIP technology converts data packets into audio signals between the PSTN seamlessly.

2) Toll-free numbers

A toll-free number is a telephone number that lets landlines call you at no charge. More notably, it gives your company a national presence. UCaaS service providers maintain the call routing logic associated with these phone numbers.

These numbers begin with 800, 888, 877, 866, 855, 844, or 833. Callers don’t need to press 1 on their dialpad before the number due to all-number calling.

Small businesses use toll-free numbers to gain trust, track calls from ad campaigns, and route calls to specialized teams.

3) Auto attendant

We consider the auto attendant the underdog of a commercial phone system. Its job is simple — it connects callers to the right department.

If you’ve ever heard “Press 1 to reach sales,” you’ve used an auto attendant. This telephony feature is the first impression of your brand. It directs callers based on the numerical input on their dialpad.

Many UCaaS providers make it intimidating to set up auto attendants. The user experience varies greatly, so be sure you feel comfortable updating it.

4) Direct-dial numbers

A Direct Inward Dial (DID) phone number is a phone number that goes to a phone extension in your company.

Direct-dial numbers let people call users without traversing through an auto attendant. DID numbers provide a more personable, friendly customer experience.

Let’s say you have agents taking calls in a contact center. A unified communications platform distributes calls no matter which DID a caller dialed.

5) Call recording

The need to record calls and store them securely in the cloud continues to increase. Companies crave complete visibility into customer calls so they can review them later.

Today’s UCaaS solutions offer various call recording capabilities to improve customer satisfaction. This feature drives accountability far beyond the call center environment.

6) Call analytics

Access useful call analytics like handle times, speed of answer, abandonment, and more.

This is where the promise of unified communications lives up to its name. Access trends in seconds rather than sifting through call logs and spending all day in Excel.

Improve your results with real-time and historical data. Wallboards, gamification, and sharp-looking dashboards elevate individual and team performance.

7) Mobile application

An integrated mobile app remains a popular Unified Communications as a Service feature. Vendors used to include this capability on higher pricing plans, but it’s now a mainstay of UCaaS.

Employees can place calls and stay connected using their iOS and Android smartphone. Answer calls, attend video meetings, view screens, and send chat messages in a few taps.

These types of mobile apps are also known as softphones. Some of its built-in UCaaS features include call forwarding, call flipping, and visual voicemail.

8) Desktop application

VoIP softphones also work well on laptops and desktops alike. UCaaS providers include a desktop app so users can communicate on their workstations.

A unified desktop app lets users place, receive, and transfer calls, manage contacts, and set their availability. Users can also collaborate with coworkers through chat messaging, voice, and video calls.

9) Cloud PBX

A cloud-hosted PBX allows you to run your company’s entire phone system on an internet connection.

It eliminates the need for leased office space or specialized IP telephony equipment. Cloud telephony makes it easy to add locations and equip remote workers.

A cloud PBX offers unmatched scalability since it’s delivered from several data centers.

Meeting and conferencing features

In the hybrid environment where companies have in-office and remote workers, a meeting platform is essential. The benefit of using these features in a UCaaS solution is that you can lower costs and increase productivity across the team.

10) Audio conferencing

Host remote meetings with HD audio conferencing. Conference calls are easy to join from a mobile device or computer, thanks to the flexibility of VoIP.

Privacy is paramount to today’s businesses. Ensure audio meetings are secure with a conference bridge that requires a passcode. Bundling your audio conferencing with your UCaaS solution lets users join meetings in one click. Guests can also participate by dialing the dedicated phone number associated with it.

Administrators also need useful moderation features like muting, recording, and lecture mode.

11) Video conferencing

Run productive one-on-one and multi-person video calls. They’re easy to set up and provide real-time audio, chat, screen sharing, and live video.

Comprehensive UCaaS providers let you also record video meetings but might be available for an extra cost.

12) Team presence

Deep focus is precious, and team presence makes it possible. Unified messaging platforms display a person’s status, such as if they’re on a call, busy, away, or available.

Team presence saves time, reduces interruptions, and sets the right expectations between colleagues.

13) Website chat

Live website chat helps you help your visitors and customers quickly and efficiently. It’s a powerful, growing channel that improves customer experience and increases the customer satisfaction rate (CSAT).

Create memorable experiences with chat history, availability, and fast solutions for your customers.

14) Web conferencing

Host workshops, live streams, webinars, and online conferences for guests not on your UCaaS platform. There’s no need to download software or use a complicated tech setup.

Get your customers and partners to join so you can present with ease. These secure web conferencing tools typically include screen sharing, chat, and file sharing. After all, web conferencing needs to render a delightful experience for everyone involved.

Contact center capabilities

The need to equip sales and support teams with professional-grade voice and messaging becomes necessary to scale. Hosted contact centers are next-generation call centers that integrate many channels such as voice, email, and social media in one.

15) Call flows

A call flow is a method to design how the UCaaS platform handles incoming calls. As a result, they’re more capable and easier to set up, even for non-technical users. Besides auto attendants, administrators can adjust ring groups, business hours, and call routing all in one screen.

Call flows end the uncertainty around what happens when customers contact your business. Most importantly, it’s simple and streamlines the phone system setup.

16) Interactive voice response

Interactive voice response (IVR) lets customers interact with the phone system using their voice. Many call centers use it to route the inbound calls to the right person or for deflection.

Today’s IVRs can respond with real-time account info and can also perform verification. A majority of organizations use IVRs to route callers to the department that’s best able to help.

Lighten the load on your agents, boost productivity, and improve your credibility.

17) Screen pop

One of the ways to reduce handle time is to display caller information before answering a call. Screen pop pulls data from your CRM so agents can see account value, recent purchases, and satisfaction.

This UCaaS feature helps them tailor answers and delight customers in every interaction. Unified communications solutions offer this functionality using its CRM or third-party integration.

18) Call queues

Missing calls too often? Call queues help your contact center handle a high volume of calls efficiently. For instance, if you receive more calls than agents available, the call queue places them in line to be routed to an agent.

Respond to call spikes without diminishing the customer experience. Call queues are the ideal way to provide announcements and even callback invitations.

19) Omnichannel support

Instead of forcing customers to use a single contact method, support them across several channels. Add email, chat, SMS, and social media to your mix of contact channels.

Omnichannel solutions give you easy access to all customer information and past interactions. This way, customers never have to repeat themselves to different agents. And with this context, your team works asynchronously and delivers a top-notch customer experience.

Few Unified Communications as a Service providers offer customer service tools beyond voice. Nextiva does.

20) Queue callbacks

The reality is that most people don’t want to wait on hold. So how can you provide a better experience for them? The answer is to offer a queue callback option. Depending on the average speed of answer, your phone system can offer an alternative to get a call back from the next available agent.

This is an invaluable tactic for a contact center to consider to handle high call volumes. It’ll reduce the frustration of long hold times and quickly solve the customer’s issue.

21) Thin clients

Call centers often command a hefty IT budget for PBX servers, proprietary telephony hardware, and trunking setups. Those days are almost behind us because of cloud-based business VoIP.

Thin clients are full-featured contact center applications that only need a web browser. These apps offer better UCaaS features than the half-baked middleware that you might have dealt with before.

When considering potential UCaaS providers, be sure to attend a live demo so you can see it firsthand.

Sharing, collaboration, and administration

Lesser-known features of a unified communication solution include its collaboration and administration functions. These vary between business phone systems, so it helps to narrow down which functions are essential.

22) Unified voicemail

Managing voicemails doesn’t have to be a chore. When you can’t answer a call, let callers leave a voicemail — but get the message when and where you want. Voicemail to email remains a favorite among business users.

This feature works hand in hand with IP phones, so messages aren’t lost, either. Users can listen to them on the go, at their desks, or on their computers.

Unified voicemail messaging lets you receive your messages on a different device, in your email, or even transcribed into a text. This feature gives users clarity and flexibility to take action fast.

23) Central management

Manage your phone system functions from a single, easy-to-use portal. Add or manage users, edit features, adjust licenses, manage permissions, build call flows, and more.

The problem with separate communication tools is that you need to manage them separately. This results in costly human errors. A centralized admin portal helps you make changes without uncertainty.

Nextiva’s business phone service doesn’t need technical skills to set up and maintain.

24) Team messaging

Keep your teams connected and efficient using team chat. Instead of separate apps for instant messaging and conferencing, streamline them into one app.

This feature means everyone collaborates, stays organized, and meets in one place. It’s ideal when people work in the office or from home.

25) Online faxing

If you need to send and receive faxes but don’t want an expensive machine in your office, you’ll love online faxing. It’s secure and available anywhere, on any device.

Since UCaaS uses VoIP, it often results in disconnecting your fax machine in favor of online faxing. This UCaaS feature lets users exchange faxed documents just like email.

When receiving faxes, you get digitized documents right in your inbox.

26) Virtual workspace

A virtual workspace is like an office, but it exists online. It’s where all files, meetings, tasks, due dates, and conversations happen. It removes the need for dozens of apps — and the notifications that come with them — and gives employees more focus.

Virtual workspaces can exist around working groups, projects, or business units.

All links, files, and conversations are easy to find, so you never have to waste precious time searching for important information.

27) Cloud file storage

Secure file storage is crucial to maintaining trust while working. Some business communication platforms let users sync files from Dropbox or Google Drive.

Since it’s cloud-based, you won’t need to meddle with network-attached storage or on-premises servers. As a result, this UCaaS feature a good fit for remote workers and employees in the office.

This function makes it simple to share files, which ensures authorized users can access company information.

28) Third-party integrations

As Unified Communications as a Service encompasses numerous workplace apps, API integrations become necessary. Here are types of UCaaS integrations to look for and why they matter.


Integrating your communications platform with your email provider offers nifty benefits.

Depending on the number of users, look for compatibility with Gmail, Microsoft Outlook, and Google Workspace.

This way, users can share presence information, sync calendars, and make calls from their address book. It’ll reduce the friction of switching between apps to get work done efficiently.


Why should a business connect its CRM to the phone system? It might not be obvious; it’ll help salespeople close leads faster. Plus, you’ll get deeper customer insights from every interaction.

The CRM integration bridges the gap between your phone system and your customer data. Integrate your phones with Salesforce, Zoho, HubSpot, Keap, or Pipedrive.

This integration also feeds data into AI-powered contact centers and call center analytics.


Permissions, access, and security can become hard to manage as the number of users grows. Between hiring, exits, and mitigating threats, it’s hard to keep up.

Integrate your phone system with an access management platform like Active Directory or Okta. With single sign-on, you can streamline access across the board.

Top business benefits of UCaaS

The most notable benefits of UCaaS for businesses include:

  • Lower costs
  • Better user experience
  • Increased scalability
  • Robust security

1) Competitive pricing

Nextiva pricing

The truth is that most UCaaS solutions replace several business apps you use and pay for.

This includes business VoIP, team chat, video conferencing, helpdesk, and more. Instead of spending hundreds of dollars per user, less than $50/month gives you everything.

UCaaS also simplifies the hassle of managing a dozen different services. Nextiva offers the best value and features that businesses truly need.

2) Better user experience

An all-in-one communications platform means it becomes a single source of truth.

Instead of working from disjointed apps, everyone acts on the same view of the customer.

With real-time data at everyone’s fingertips, they can deliver a seamless customer experience.

3) Increased scalability

Onboarding new employees is time-consuming. It’s even harder when you do it remotely.

Unified Communications changes the game for companies with an appetite for growth. You need minimal tech resources for employee connectivity. Download a mobile or desktop app, sign in, and they’re ready.

As your headcount rises, you won’t need to add costly telephony infrastructure. This way, your resources focus on revenue, not installing on-site servers. The UCaaS provider takes care of the rest.

4) Robust security

Data security is a legitimate concern, especially when moving to the cloud. UCaaS platforms offer 24/7 monitoring and encryption to keep data safe.

Account admins can manage user settings and view detailed usage logs, so you’re always in complete control.

Check to see that a UCaaS vendor has industry certifications to meet your requirements. Confirm they provide communication tools that comply with HIPAA, PCI, and SOC 2.

The best UCaaS features are within your reach

The bottom line is that companies have many reasons to upgrade to UCaaS.

For some, it’s a way to keep employees and customers on the same page. For others, it’s a way to streamline several communications apps into one. For many, it could be the speed of enterprise-wide deployment.

One thing everyone agrees on is that UCaaS has more functionality than traditional phone systems. Gone are the days of letting technology dictate how you work. Unified Communications as a Service isn’t the future — it’s now.

Stand out from rivals because you can work faster and respond to customer needs quickly.

If you’re ready to level up your communications, check out Nextiva’s cloud phone system. Join 100,000+ teams, SMBs, and fast-growing companies that already made the jump.

Related: How to Create a Unified Customer Experience (CX) at Scale in Four Steps

Chris Reaburn


Chris Reaburn

Chris Reaburn is the Chief of Strategic Execution at Nextiva. Known as "Reaburn" by friends/family, he is responsible for championing Nextiva's brand and products into the market in support of the company's vision to change the way businesses around the world work and serve their customers. With his previous leadership roles in the communications industry…

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