Calling & Dialer

Browser softphone calling, manual dial pad, contact matching, outcomes, call notes, and reporting.

Communications Hub

Calling & Dialer

Browser softphone calling, manual dial pad, contact matching, outcomes, call notes, and reporting.

Speed to lead

3m 12s

-18% faster

Calls today

34

+9 vs avg

Texts sent

58

+22%

Email opens

41%

+6%

Calling & Dialer

Browser softphone calling for manual numbers, matched contacts, smart queues, call notes, dispositions, follow-up tasks, and future AI/Marketing Hub handoffs. The new caller path uses browser/device calling, not bridge calling.

Calls today

0

Connect rate

33%

Missed calls

0

Voice mode

Mock

Browser Dialer

Softphone

Existing Contact Match

Call Gordon Meyer

idle

Calling

Gordon Meyer

+1(929)-269-5865

Mock browser voiceagent_hasitha

Timer

00:00

Recording

Policy ready

Consent

Policy pending

In-Call Keypad

Ready

Live Controls

ContactOpportunity

Opening

Confirm inquiry, budget, timeline, neighborhoods, financing status, and book the next concrete appointment.

Questions

Use the approved script library for this call type.

Next Step

Use the approved script library for this call type.

Active Contact

New LeadMeta Campaign92

Phone

+1(929)-269-5865

Owner

Kristina Skala

Market

ZIP 11231

Timeline

9/25/2024

Qualify interest and schedule Gowanus Wharf follow-up

Open contact profile

Smart Call Queue

Caller Handoffs

AI Copilot Ready

Generate structured tool context for summaries, transcript retrieval, objections, preferences, and next-best actions.

Marketing Hub

Create structured CMA, presentation, campaign, newsletter, and market-report requests from call context.

Lead Inbox

Mark first-call/SLA workflow progress and keep the source lead visible in the Lead Inbox process.

Reporting

Review call volume, connect rate, source attribution, follow-up creation, and appointment movement.

Marketing Request Contracts

Recent Calls

Steph Kreckler

Queued

outbound - 00:00 - 9/30/2024

Gowanus Wharf lease-up follow-up for 1 Bedroom Apartment interest.

Putri Trisulo

Queued

outbound - 00:00 - 9/30/2024

Gowanus Wharf lease-up follow-up for 3 Bedroom Apartment interest.

Phi

Reached

outbound - 03:10 - 9/30/2024

Gowanus Wharf lease-up follow-up for 2 Bedroom Apartment interest.

Rebecca Brereton

Queued

outbound - 00:00 - 9/30/2024

Gowanus Wharf lease-up follow-up for 1 Bedroom Apartment interest.

Rachel Weiner

Queued

outbound - 00:00 - 9/30/2024

Gowanus Wharf lease-up follow-up for 3 Bedroom Apartment interest.

Mickey Chew

Reached

outbound - 03:10 - 9/30/2024

Gowanus Wharf lease-up follow-up for 2 Bedroom Apartment interest.