Most dialers bolt a contact list onto a call queue and call it a CRM. This is an actual system of record — pipelines, deals, custom fields, a full timeline — that happens to have a predictive dialer inside it.
Deals move through stages you define, each with its own odds and colour. Stages are typed open, won, or lost, so revenue reporting reflects what actually closed.
Every call, text, email, meeting, note, task, and voicemail against a contact, in order. Open a record and see the whole relationship without opening a second tool.
Eleven field types with real validation. They're queryable, and they merge into your texts and emails by name.
The workaday things. Tasks can be created straight off a call disposition, so the follow-up exists before the rep has hung up.
In a bolted-together stack, dispositioning a call updates the dialer and nothing else. Here it moves your actual data.
| Disposition | What it does to your CRM |
|---|---|
| Sale! | Opens the deal form and creates the deal on your pipeline |
| Call Back Later | Schedules the callback task |
| Need to Talk to Spouse | Schedules the callback task |
| Follow-Up Task | Creates the task, assigned to the rep |
| Take Off List | Suppresses the contact across dialer, SMS, drips, and flows |
| Got VM / Left VM | Logs the attempt and lets the campaign cadence carry on |
Rename them, add your own, retire the ones you don't use, or reset to the defaults. Each one carries a behavior, so a disposition you invent can open a deal or schedule a callback exactly like a built-in.
The reason CRMs rot is that importing twice creates two of everyone. This one checks properly.
Email, phone, or your own lead ID. And phone means five fields — main, mobile, home, work, and other — each normalized to a standard format before comparing, so the same person in two formats is still the same person.
Choose to fill in the blanks on the record you already have rather than discard the new row. The duplicate becomes an update.
Map your columns, set a lead vendor and type for the batch, and optionally drop the whole import straight into a dialer campaign — so a fresh list goes from spreadsheet to ringing in one pass.
Per-rep performance, so coaching is a conversation about evidence.
Where contacts fall out, stage by stage, and how long they sat there before they did.
Which vendors and sources produce deals, not just leads. The report that changes where your money goes.
The floor right now, and the week in review. Dialer metrics, SMS metrics, and pipeline in one place.
Reps see their own; managers see their team. The same scoping runs through search, timelines, and reports — so an agency can share a knowledge base and a script library without sharing a book of business.
A real one — pipelines with typed stages and won/lost revenue accounting, deals, accounts, custom fields with validation, a full activity timeline, stage history with time-in-stage, tasks, notes, tags, and an audit log. The dialer is a feature of the CRM rather than the other way round.
It matches on email, on your own lead ID, and on five phone fields — main, mobile, home, work, and other — each normalized to a standard format first. It catches duplicates inside the same file as well as against your existing data, and you choose whether a match is skipped or used to fill in gaps on the record you already have.
Not a custom report builder, no. What ships is a fixed set covering the dashboard, dialer and SMS metrics, pipeline, contact funnel, team performance, per-agent scorecards, lead-source ROI, a manager dashboard, and live floor metrics.
Calendars, yes — Google, Outlook, and Apple, two-way. Billing runs on Stripe, and CSV import handles bulk data. There's no Zapier app or outbound webhook delivery today, so if a Zap is central to how you work, that's worth knowing before you switch.
Only if you want them to. Visibility is scoped by role throughout — a rep's searches, timelines, and reports show their own book, while managers see the team. In the agency model each rep runs an independent business while the agency shares scripts and knowledge.
Start free today — bring your contacts, fire up the dialer, and let the AI coach do the rest.