Your team
Run your calling team from one screen
Give each caller a list, split new contacts between them in one step, set the day’s target and watch every dial, conversation and meeting as it happens.
Split 214 new contacts
Jordan Reyes72Mei Chen71Priya Shah71
Assign listsHow it works
Split 214 new contacts
Jordan Reyes72Mei Chen71Priya Shah71
Assign lists1
Assign lists to callers
Each caller works their own queue. Split a new import between callers in one step.
harbour
- Priya NatarajanVP Sales · Harbour Metals
Call - Daniel OkaforOwner · Harbour Fitouts
Finding # - Leah BrennanSales Manager · Harbour Freight Co.
Call - Harbour Metals (main line)Imported list · Q4 targetsListCall
2
Set the day’s target
Every caller sees how far along they are.
Call Coach reviewPriya Natarajan · Harbour MetalsCalled by Jordan · 6:40 · Meeting bookedStrong: decision maker and a dated next step
- 0:38Opened with their problem“How do your reps log calls today?”
- 1:52Found the pain“Fridays, from memory. Most of the objections get lost.”
- 3:10Reached the decision maker“I sign off on anything the sales team uses.”
- 4:12Price question left open“Is that per seat?” was not answered.
- 5:05Timeline not confirmedNo date asked for switching tools.
Try next time. When price comes up, give the per-caller figure first, then the pilot, before moving on.
Next move. Demo Tuesday 10:00. Open with: “You asked about price per seat. Here it is.”
3
See it as it happens
Calls, conversations and meetings per caller, today and over the month.
Also included
- Invite your teamPrivate invitation links that expire after 72 hours.
- Managers and callersManagers import, assign and connect the CRM. Callers call.
- Opt-outs that holdA do-not-call number is blocked for the whole team.
Questions
Is there a minimum team size?
Solo is one caller. Team starts at 2, Business at 10.