Enable your team to sell from a single workspace

Simplify your tech stack and improve CRM adoption. Automate manual tasks and field updates to maintain process adherence across your team. Streamline your sales process and enable reps to focus on selling.

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Technology to Drive a More
Efficient Sales Process

  • Block non-compliant calls before they happen.
  • Automate activity logging and field updates to simplify daily workflows.
  • Capture call recordings and call metrics automatically in CRM.
  • Enable your team to have more conversations in less time.
  • Increase visibility across your sales organization.
  • Track calls by creating a new record or link calls to an existing record.

Automate workflows, improve productivity, and unlock call insights.

Custom Dispositions

Standardize call outcomes to improve reporting capabilities. Drive custom workflow automation through a simplified interface. Display different dispositions based on the user role, department, or stage of engagement. Develop dispositions that can trigger with or without placing a call.

Dynamic Call Campaigns

Take the guesswork out of your agents’ day. Prescribe who, why, and when to call across any number of campaigns. Assign specific campaigns to each agent group and dial using a local presence with our Regional ID feature.

Works with Existing Dial Tone

Maintain your current dial tone provider and avoid the upheaval of changing business phone systems. We work with both landline and VoIP providers. We will partner with your current solution to provide you the best call quality possible. If your system can get a phone call, we can work with it. No, IT support required.

Limitless Integrations

Integrate your automation with any 3rd party application that connects into your CRM. Automate the sending of emails, advance cadences, enroll leads into nurture campaigns, or trigger the sending of a quote. The possibilities are limitless.

Campaign Builder

Empower managers and administrators to develop dynamic call campaigns directly from native CRM reporting functionality. Assign campaigns based on time zones, agent groups, specific business units, or any other reportable data point. Schedule campaigns and link them to build sophisticated playbooks for your agents.

Native Reports

Your CRM is the system of record, so we keep your data there. All reports are native to the CRM, so call analytics, post-call dispositions, and agent performance are all available in the reporting tools you already know. And because all the data is in the CRM, you can build your reports, mixing and matching call data with all your other data.

“These guys really care about their customers as much as they do their product. The DialSource team has definitely gone above and beyond my expectations!”

Oscar Martinez

Sales Operations – Reporting Specialist


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Ready to simplify your tech stack?

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Feeling Disconnected?

View our Resources to help WFH sales, service and support teams.