In today’s digital world, your phone is still one of the most powerful tools for closing deals—and with Agent CRM, you can make calls, take notes, and update your pipeline all from one place.

No more switching tabs, copy-pasting phone numbers, or losing track of conversations. With the Agent CRM Dialer, you can stay organized, efficient, and focused on what matters most—talking to people.

☎️ Why the Agent CRM Dialer Matters

Making calls directly inside your CRM helps you:

• Save time by skipping third-party apps

• Keep every conversation tied to the contact record

• Log calls, notes, and outcomes automatically

• Follow up faster and more personally

• Improve team collaboration with built-in call transfer

📲 What You Can Do with the Agent CRM Dialer

1️⃣ Use the Dialer Icon

Click the phone icon in the top-right corner of your CRM dashboard.
From here, you can:

• Choose the number to call from

• Search your contacts

• Dial with one click

2️⃣ Call from Any Contact Record

Go to any contact profile and click the call icon to connect instantly.
While on the call, you can:

• Leave notes

• Send a follow-up text

• Transfer the call to a teammate

• Update the contact record without breaking the conversation

3️⃣ Try a Warm Transfer

Need to bring someone else into the conversation?

• Put your call on hold

• Dial another number

• Merge the calls into a three-way connection
  Perfect for bringing in a manager or specialist—seamlessly.

4️⃣ View Call History

Every call is automatically recorded in the Communication History section of the contact profile.
If call recording is enabled, you can even:

• Replay the call

• Track outcomes

• Review conversations for training or compliance

5️⃣ Use Call Scripts (New!)

Open your pre-built call scripts directly inside the dialer.
Scripts can include:

• The client’s first name

• Policy details

• Even dynamic fields like birthday or hobby!

🧠 You’ll always know what to say—while sounding natural and personal.

6️⃣ Call from Pipelines or Smart Lists

See the phone icon next to a contact in your Pipeline or Smart List?
Click it to call right away—then drag their card to update their stage based on how the call went.

Example: No Contact → Appointment Set → Sale Made

🎥 Want to See the Dialer in Action?

Head to your Activator tab > Phase 2, and watch:
👉 “Making Phone Calls”
This training video gives you a full walkthrough of dialing workflows, transfers, and smart follow-ups.

✨ Pro Tip:

Use Smart Lists to organize calling sessions by status:

• “No Contact”

• “New Leads”

• “Appointment Booked”

Work through each list consistently to boost efficiency and close more deals.

Ready to Dial Smarter, Not Harder?

The Agent CRM Dialer turns phone calls into a fully automated, trackable part of your sales system.
👉 Start your 14-day free trial and start making calls directly from your CRM today.