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Vendor, venue and client calls

Event planners use Dialsyx to coordinate vendors, confirm venues and keep clients informed.

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Event management in the Dialsyx dialer

The challenge

What gets in the way for event management.

Many people to call

Vendors, venues and clients all need updates.

Tight timelines

A missed call can delay an event.

Details everywhere

Notes are scattered across chats and papers.

How Dialsyx helps

Real screens from the Dialsyx dialer.

Keep every contact together

Vendors, venues and clients, each with notes and history.

  • Import up to 5,000 contacts from CSV or Excel
  • Notes, tags and custom fields
  • Do Not Call marking
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Keep every contact together

Never miss a task call

Schedule follow-ups for each task.

  • Schedule callbacks by date, time and reason
  • A queue that shows who to call next
  • Add one from a contact or a call
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Never miss a task call

A record of every call

See what was agreed and when.

  • Every call is logged automatically
  • Filter by call type, date or number
  • Open any call for the full details
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A record of every call

A typical day

  1. Add your contactsImport vendors and clients.
  2. Call and noteRecord decisions on the contact.
  3. Schedule follow-upsSet a date and reason for each task.
  4. Confirm before the eventCall to confirm everything.

Call outcomes you can track

After every call, tag how it went with one tap. Outcomes keep your pipeline and reports accurate.

  • Follow-up Required
  • Callback Requested
  • Converted
  • Other
  • and more

What it costs

An example, based on how teams like yours usually set up.

Suggested setup

2 users

USA and Canada pricing for 1 or 2 users. Example in US dollars; other countries have their own prices. Add or remove users and add-ons any time.

  • Unlimited calling inside your plan’s countries, subject to our Fair Usage Policy
  • Full dialer, CRM, follow-ups and call logs for every user
  • A business number for each agent
$20 per userx 2
Monthly subtotal$40
TaxesIncluded
Total per month$40
Choose this setup

Included for every user

  • Call scripts
  • Dashboard and call logs
  • Contacts import up to 5,000
  • Do Not Call marking
  • Search everything
  • Floating phone
  • Live captions

Questions

Can I tag contacts as vendor or client?

Yes. Contacts have tags and a status you can set.

Can I search for a vendor quickly?

Yes. One search finds contacts, calls, campaigns and scripts.

Do I need to buy any hardware?

No. Use a computer with Chrome or Edge. There are no desk phones, wiring or site visit.

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From the Dialsyx blog

Guides that go with this page.

Cover image: What is a business phone system? A plain guide for small teamsWhat is a business phone system? A plain guide for small teamsA business phone system gives your team shared numbers, call routing and records. Here is how modern cloud systems work and what to look for.2 min readCover image: A simple lead follow-up system in seven stepsA 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 readCover image: Call scripts that work: five templates you can adaptCall 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

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