Preview Dialer — the right context before every conversation
For complex, high-value sales the first ten seconds matter. The preview dialer puts the lead's profile, previous remarks and call history in front of the agent before the number is dialed — then dials with one click.
- Full lead context before dialing
- Lead distribution & redistribution
- Last-remark & call history on CRM
- Auto-refreshing work queue
Blind dialing burns high-value leads
When an agent dials a property buyer, a loan applicant or a returning customer without knowing what was said last time, the call starts on the back foot — and you may only get one chance.
Spreadsheets and manual dialing give context but no control: leads get double-called, cherry-picked or forgotten. Preview dialing keeps the context and adds distribution, tracking and accountability.
How It Works
Preview, dial, disposition
Leads distributed
Admins or team leaders upload lists and distribute them across agents; leads can be redistributed later without losing their history.
Agent previews
The agent's queue shows the next lead with custom fields, last remark and previous call outcomes.
One-click dial
The agent dials from the CRM screen through the web softphone or desk phone; the call is recorded automatically.
Features
Everything an agent needs on one screen
Lead preview panel
Lead details, campaign-specific custom fields and history are visible before the call is placed.
Distribution & redistribution
Distribute uploaded leads to agents evenly or by assignment, and redistribute when agents change — original assignment is preserved for reporting.
Last remark & call history
Per-campaign toggles control whether agents see the last remark and the full call-history tab.
Callback assistant
Scheduled callbacks surface with reminders at the right time, so promised follow-ups actually happen.
Multi-level dispositions
Structured dispositions and sub-dispositions keep outcomes reportable instead of free-text notes.
Team-leader workflows
Team leaders can upload and manage lists for their own team, scoped to the agents they supervise.
Compliance & Security
Controlled access to customer data
FAQ
Common questions
When should we use preview instead of progressive or predictive?+
Can agents skip a lead?+
Can we hide customer numbers from agents?+
Does it work with a WebRTC softphone?+
Can we host it on our own servers?+
Get Started
Give your agents context on every call
We'll walk you through preview dialing, lead distribution and callbacks with your own campaign fields.