Calls live on a separate phone
Conversations happen away from the record, so what was said never reaches the lead's timeline.
Convert & Nurture
Make and take calls without leaving your CRM
Take calls with IVR menus and video rooms, run an outbound dialer, and see every dial attempt grouped by campaign.
LiveConvert & Nurture
- IVR menus, video rooms and an outbound dialer.
- Manage phone numbers in-product, drawing monthly phone credits.
- Every dial attempt tracked, with callers grouped by campaign.
The problem
What usually gets in the way.
Dial attempts disappear
Nobody remembers who was called, how many times, or what happened on the last try.
Callers hit a dead end
Without a menu, callers wait, hang up, and never reach the right person.
How it works
From start to done.
- 1
Get your numbers
Manage phone numbers inside the product; numbers draw monthly phone credits, which are a third-party cost.
- 2
Set up an IVR menu
Route callers with IVR menus and open video rooms for the calls that need them.
- 3
Dial out
Work prospects through an outbound dialer so outreach stays steady.
- 4
Track every attempt
Each dial attempt is logged, and callers are grouped for campaigns so you can see what has been tried.
What is inside
Capabilities on this page.
Each capability carries the status it has today — nothing here is rounded up.
LiveCalling, IVR & dialerRef COM-10
LivePhone numbers & creditsRef COM-11
LiveDial-attempt trackingRef CRM-09
LiveVoice botRef BET-07
Connects to
Where this fits in the journey.
Questions
Asked about this feature.
Yes. Manage numbers in-product; numbers draw monthly phone credits, a third-party cost you control.
Next step
See the CRM built for coaching businesses.
Book a short demo. We walk through the AI Assessment, pipeline, follow-up and client portal around your own workflow.