Sales dialer from $29 a seat

Prepare your list before the first dial

Most bad dialing days start with a messy list. Import one CSV per campaign, with one row per person. Rows without a parsable phone number are skipped on import, so remove duplicate phone numbers before you upload. After the import, compare the number of leads in DialBreeze with the row count in your source file, and fix any gap before the first session.

• Use one named list per campaign. Lists are what you assign to users.
• Check do-not-call status before the first dial. Flagged leads and suppressed numbers are excluded from selection.
• Expect quiet hours. Calls follow the lead's local time, with a default calling window of 8am to 8pm in the called number's local time. Area codes that cannot be mapped to a US time zone are skipped, not dialed.
• Use a smart queue such as due today, zero attempts or needs retry when you want a focused session.

The ten outcomes

The agent's outcome panel offers exactly ten choices: interested, appointment set, callback, not interested, voicemail, no answer, wrong number, busy, nurture and do-not-call. The set is fixed, so every rep saves outcomes the same way. The system also records a few automatic outcomes when calls race, but reps choose from the ten. Agree on what each one means before the first session:

• Interested means the prospect wants a follow-up but has not set a time.
• Callback means a time was agreed. Put the time in the note or set the next-call time.
• Nurture means no sale now, but the prospect should hear from you later.
• Do-not-call means stop. The lead is flagged and suppressed.

Callbacks and tasks

A callback that is due moves to the front of the queue, so it is not lost behind fresh leads. Tasks are separate records with a type (call, text, email or other), a priority and a status. Use the due-today view of tasks to see what is open for the day.

Reporting

• Pick a fixed window, such as seven days, and keep it the same each week.
• The team funnel shows dials, connected calls, talk time, voicemails, interested, appointments and do-not-call marks by agent, day and list over a 1 to 90 day window. It needs an admin.
• Connected means a connected call status or a human answer result.

Getting started checklist

1. Export each active list from your current tool and keep the file. Notes stay in that export; they do not import into DialBreeze, so copy anything you still need into your CRM first.
2. Export your do-not-call or suppression list from the old tool and keep the original.
3. Before the first dial, mark every old do-not-call number as do-not-call in DialBreeze, per lead or in bulk. Do not delete the old suppression records. Reconcile them before the first dial, and keep the list paused if you cannot confirm every suppressed number is marked do-not-call.
4. Pilot one list in one tool. Remove that list from the old tool before its first dial, so two tools never call the same people.

DialBreeze has no native CRM connector and no two-way sync, so your CRM stays the system of record. Where enabled on your plan, DialBreeze can send signed outcome events one way to your endpoint. Check the integrations page for CSV import and webhook details, and see pricing for current seat prices. Multi-line options are on the multi-line page.