Set up the session
Choose your caller ID, ring duration, script, voicemail and callback recordings. Set a session limit and exclusions for the list you are working.
Conversations
A focused workspace for your calling block.
Call directly from a record or open a lead list for a single-line calling session. Your script, lead details and notes stay close while you work through the list.
Calling
Built into your everyday work.
Keep your place
See eligible leads and session progress, pause when you need a break, and return to the same calling workspace. Each attempt retains its original list attribution.
Capture the useful details
Take notes while you talk. After a conversation, save an outcome and next step or skip the review. Follow-up results can create tasks without automatically creating a Contact or deal.
Manage your numbers
Verify an existing caller ID or buy a US local number. Set defaults for leads and Contacts, with separate list and Contact overrides.
A closer look
What you can do.
- Direct calls to individual leads and Contacts
- Single-line list sessions, with triple-line calling as a per-user add-on
- Personal scripts and shared agency scripts
- Uploaded voicemail and callback messages
- Call history, outcomes, notes and session statistics
- Admin activation and individual monthly spending limits
Calling and SMS are billed by usage, separately from your subscription. Live conversations are not recorded. Your agency remains responsible for calling eligibility, consent and applicable do-not-call obligations.