How to Replace Your On-Prem PBX with Opentact in 5 Steps


For years, the heart of office communication lived inside a physical box tucked away in server rooms—your on-prem PBX. It got the job done, but it came with baggage: high maintenance costs, complex wiring, limited flexibility, and endless IT headaches.

The way businesses communicate has changed. Teams are no longer tied to desks, customers expect instant connection, and scaling should be as simple as clicking a button. That’s where Opentact steps in—a cloud-based communication platform built to replace the limitations of traditional PBX systems with something smarter, faster, and future-ready.

Here’s a five-step roadmap to move from your old PBX to Opentact without breaking a sweat.

Step 1: Review Your Current Setup

Before making the switch, map out what you’re working with:

  • How many extensions and lines are in play?

  • Do you rely on specific call flows, IVR menus, or routing patterns?

  • Are there integrations with CRMs, helpdesks, or ticketing systems?

This helps ensure nothing slips through the cracks during migration.

Step 2: Select the Right Opentact Plan

Opentact isn’t a one-size-fits-all tool—it scales with you. Whether you’re a startup or an established enterprise, you’ll benefit from:

  • Unlimited agents at no extra cost.

  • Plug-and-play APIs for custom integrations.

  • Call routing, SMS, and WebRTC built right in.

Choosing a plan that matches your growth goals sets the foundation for a smooth transition.

Step 3: Configure Numbers and Call Routing

Now the fun part—bringing your numbers into the cloud. With Opentact you can:

  • Port your existing numbers or instantly buy new ones.

  • Create routing rules that reflect your business hours, departments, or priority customers.

  • Add call queues, IVR menus, and even AI-driven routing to make every call smarter.

Step 4: Transition and Train Your Team

A new system doesn’t have to mean confusion for your employees. Opentact keeps things simple:

  • A clean, browser-based interface means anyone can learn it quickly.

  • Remote and hybrid teams connect just as easily as in-office staff.

  • Managers gain better oversight through analytics, recordings, and real-time monitoring.

It’s not just an upgrade in tech—it’s an upgrade in how your team collaborates.

Step 5: Retire Your Old PBX

Once you’re fully up and running on Opentact, you can finally power down the dusty PBX hardware. That means:

  • No more costly maintenance contracts.

  • No more server room clutter.

  • No more outdated limitations holding you back.

You’re now operating on a platform designed for the future of business communication.

Why the Switch is Worth It

Moving from on-prem PBX to Opentact isn’t just about cost savings (though those are real). It’s about freedom—freedom from hardware failures, outdated infrastructure, and the endless expense of keeping old systems alive.

With Opentact, you gain:

  • Flexibility – scale up or down instantly.

  • Global Reach – connect your teams and customers wherever they are.

  • Security & Compliance – advanced features to protect your communication.

✅ The future of communication is cloud-powered, and Opentact is the key.

👉 Ready to start? Visit www.opentact.org and make the switch today!

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