Many clients, many lists
Each client has its own leads to call.
Client and campaign follow-ups
Agencies use Dialsyx to call leads for clients, follow up on proposals and keep every account organised.
The challenge
What gets in the way for marketing agencies.
Proposals to chase
Proposals go quiet without a follow-up.
Proving the work
Clients want to see results.
How Dialsyx helps
Real screens from the Dialsyx dialer.
One campaign per client
Keep each client's leads separate.
- Import lead lists from CSV or Excel
- Preview each lead before you dial
- Auto-dial to the next lead (add-on)
Show your results
Calls, answer rate and outcomes per agent.
- Calls, answer rate and talk time at a glance
- Outcomes and a disposition breakdown
- Simple tips on where to improve
Chase every proposal
Schedule callbacks for each one.
- Schedule callbacks by date, time and reason
- A queue that shows who to call next
- Add one from a contact or a call
A typical day
- Create a campaignOne per client or project.
- Call the leadsPreview and dial.
- Tag the outcomesInterested, callback or not interested.
- Report the resultsUse the dashboard and call log.
Call outcomes you can track
After every call, tag how it went with one tap. Outcomes keep your pipeline and reports accurate.
- Interested
- Not Interested
- Callback Requested
- Converted
- and more
What it costs
An example, based on how teams like yours usually set up.
Suggested setup
4 users with Recording and Campaigns and auto-dial
USA and Canada team pricing applies from 3 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
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 run campaigns for several clients?
Yes. Create a separate campaign for each client, each with its own leads and script.
Can I share results with clients?
The dashboard and call log show calls and outcomes, which you can export as CSV.
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.
What 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 read
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