Everyone in one list
Search, filter and sort your contacts.
Keep every contact organised
Import up to 5,000 contacts from CSV or Excel, add notes and tags, and see the whole history in one place.
Why it matters
Notes that stay
Formatted notes sit with each contact.
Full history
Every call, note and follow-up on one timeline.
How it works
Real screens from the Dialsyx dialer.
The contact page
Details, status and recent activity together.
- Phone, company and deal value
- Status and tags
- Quick actions
Call history
See every conversation with the person.
- Calls and outcomes
- Notes
- Follow-ups
Import your list
Bring your contacts in quickly.
- CSV or Excel
- Up to 5,000 contacts
- Add tags on import
How to use it
- Import or addBring your contacts in.
- Tag and noteAdd context.
- CallFrom the contact page.
- Follow upSchedule a callback.
Good to know
- Unknown numbers can be saved as contacts from a call.
- Mark a contact Do Not Call if they ask not to be called.
Learn more
Step-by-step instructions with screenshots.
Questions
How many contacts can I import?
Up to 5,000 from a CSV or Excel file.
Can I add notes?
Yes. Notes are formatted text on each contact.
Can I try it first?
Yes. After approval you can take a trial of a couple of hours or a demo meeting, case by case.
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From the Dialsyx blog
Guides that go with this page.
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