Call your leads and answer customers from the browser in one place, so your team is not jumping between tools. Forward a live call to a teammate or a mobile when someone steps away, and replay what was said with recordings and history in the same view.
< 200ms
Typical call setup
Both ways
Outbound & inbound
Queue + IVR
Skills-based routing
As per Twilio
Carrier voice rates
No middleman charges
Follow the guided journey revenue teams use to launch outbound and inbound calls without chaos. Every stage stays orchestrated, measurable, and linked back to consistent workflows.
Spin up local and toll-free numbers, tie them to teams, and configure business hours plus fallback routing. Compliance cues and recording consent prompts stay aligned with how you operate.
Numbers · Caller ID · Business hours
Upload lists or sync CRM segments with mapping presets, enrichment, and DNC scrubbing so every dial queue is compliant before the first outbound attempt.
CSV & CRM sync · Compliance scrub
Layer round robin or skills-based routing, throttle retries, and reassign overflow automatically so spikes never leave leads waiting.
SLAs · Retries · Overflow
Reps dial from the browser, log outcomes, and catch inbound calls with screen pops, scripts, and whisper coaching for managers.
Power dial · Screen pops · Coaching
Forward priority calls to mobile, store recordings with transcripts, and trigger follow-up tasks from dispositions.
Forwarding · Recordings · Automations
Skills-based routing, whisper coaching, and escalation ladders keep hot leads with the right experts.
Live cost dashboards, credit guardrails, and carrier monitoring keep budgets predictable worldwide.
Queue SLAs, retry logic, and conditional forwarding keep responses fast during every spike.
We'll show you the parts that matter for your team: setup, pricing, and how this fits what you already use. Usually about 20 minutes.
Equip your team with dialers, routing logic, coaching tools, and analytics, all stitched together so inbound and outbound calls run smoothly from one workspace.
Deep Dive
Choose between click-to-call, power dial, or preview modes. Dynamic pacing respects carrier limits, automatically drops answer-machine voicemails, and logs call outcomes back to Salesforce or HubSpot instantly.
From provisioning numbers to analyzing recordings, ConnectAgent keeps outbound and inbound calling aligned with your process, compliance standards, and revenue goals.
Stage 1
Provision local and toll-free numbers, verify caller IDs, and configure business hours so outbound calls show the right brand identity and inbound routes smoothly.
SetupStage 2
Upload lead sheets or sync CRM lists directly into queues. ConnectAgent auto-scrubs DNC entries, normalizes formats, and keeps lists fresh with scheduled sync jobs.
DataStage 3
Set round robin or skills-based routing, retry logic, and escalation paths. Queue SLAs ensure every lead receives attention within the promised timeframe.
QueueStage 4
Agents power dial from the browser, drop voicemails, and log outcomes automatically. Real-time coaching tools let managers whisper or join calls when needed.
OutboundStage 5
Inbound calls ring the web dialer first, then follow custom forwarding rules to mobile devices or backup teams so no prospect is ever left waiting.
InboundStage 6
Live metrics track connect rates, handle times, and revenue influence. Recordings and transcripts feed QA workflows, coaching, and automated follow-up sequences.
InsightsLive Metrics Snapshot
Review queue performance, drill into recordings, and ensure callbacks happen on time. Call logs, forwarding rules, and agent analytics live together so your team never loses the thread.
Call Initiatives
Renewal · Customer Success
Connect Rate
42.0%
Answered calls / total dials
Avg Handle Time
06:12
Talk + wrap time
Recordings
612
Stored & transcribed
Forwarding
After-hours → +1 (415) 555-8100
Performance Highlights
Snapshot of outcomes from this initiative
Connects
259
Voicemails
188
Transfers
36
Top Calls
Maya Patel
Duration 02:18 · Renewal closed
Jordan Lee
Duration 05:40 · Follow-up scheduled
Luis Romero
Duration 04:12 · Upsell opportunity
Missed or Escalated Calls
Natalie Smith
+1 (917) 430-1122
No answer
Next: Retry in 2 hrs
Mark Chen
+1 (206) 388-7781
Busy
Next: Auto-forward to mobile
Aria Lopez
+1 (510) 745-4431
Voicemail full
Next: Send SMS recap
Renewal · Customer Success
Connect Rate
42.0%
Answered calls / total dials
Avg Handle Time
06:12
Talk + wrap time
Recordings
612
Stored & transcribed
Forwarding
After-hours → +1 (415) 555-8100
Performance Highlights
Snapshot of outcomes from this initiative
Connects
259
Voicemails
188
Transfers
36
Top Calls
Maya Patel
Duration 02:18 · Renewal closed
Jordan Lee
Duration 05:40 · Follow-up scheduled
Luis Romero
Duration 04:12 · Upsell opportunity
Missed or Escalated Calls
Natalie Smith
+1 (917) 430-1122
No answer
Next: Retry in 2 hrs
Mark Chen
+1 (206) 388-7781
Busy
Next: Auto-forward to mobile
Aria Lopez
+1 (510) 745-4431
Voicemail full
Next: Send SMS recap
Let's transform the way work works. Book an intro to see our demo in action.
Learn more about our company's journey in revolutionizing multi-channel communication and campaign management.
