Your stages
Add, rename, recolour and reorder stages to match how you sell.
Track every lead on your own board
See your whole pipeline on one board and move leads forward with a drag. Included on every user.
Why it matters
Know your pipeline value
The total value shows at the top.
Full history
Every call and note sits on each contact.
How it works
Real screens from the Dialsyx dialer.
The CRM board
Contacts appear as cards in columns.
- Drag between stages
- Deal values on cards
- Search the board
Contact pages
Open a card to see everything about the person.
- Details and tags
- Calls and notes
- Follow-ups
Manage your stages
Make the board fit your process.
- Add and rename
- Recolour
- Reorder
How to use it
- Add contactsImport or add them.
- Set a stageChoose where each lead starts.
- Work the boardDrag leads forward.
- Track the valueWatch the pipeline total.
Good to know
- The CRM board is included on every user at no extra charge.
- Choose stages that match your sales process.
Learn more
Step-by-step instructions with screenshots.
Questions
Can I change the stages?
Yes. Use Manage Stages to add, rename, recolour and reorder them.
Is the CRM an extra cost?
No. The CRM board is included on every user.
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.
A simple lead follow-up system in seven stepsMost leads are lost between the first call and the second. Use this seven-step system to follow up on time and keep every lead moving.2 min read
Call scripts that work: five templates you can adaptA good call script is an outline, not a speech. Use these five templates for sales, follow-up, support and appointments, then make them your own.2 min read
Cold calling tips for sales teams that respect the customerCold calling still works when it is relevant and respectful. Use these practical steps to get more conversations and fewer hang-ups.2 min read