How a calling session works
1
Pick a list
Open Dialer and choose a contact list from your CRM or a CSV you uploaded. The header shows
how many contacts are Ready to dial.
2
Start dialing
Click Start dialing, run the quick Audio Check for your microphone and speaker, and the
session starts.
3
Talk to whoever answers
Salesfinity rings several contacts at once. When a person answers, you are connected, and the
other lines hang up.
4
Log the call and keep going
Pick a disposition, add a note, and click Log call and continue. Calls that nobody answered
are logged for you.
What you can do
Run a parallel session
Dial up to five lines at once and let SmartFlow pick how many.
Drop voicemails and log calls
Leave a recorded voicemail for you and log every outcome in seconds.
Skip numbers that won't answer
Boss Mode grades every mobile number and dials the best one first.
Choose your caller ID
Buy numbers, bring your own, and rotate them with SmartRotate.
Get past call screeners
Play your intro when a phone’s call screener asks who is calling. Beta.
Set your preferences
Recording, work hours, beeps, and the rules admins can lock.
Call from any link
Open the dialer on one person from your CRM, a sheet, or Slack.
What each plan includes
Every plan can dial. Parallel dialing and the smart features start on Gold. Admins see the plan for each seat in Settings › People.
See Plans for everything else each plan includes.
Next steps
Run your first parallel session
Go from a list to your first live conversation in a few minutes.
Connect your CRM
Pull call lists from your CRM and log every call back to it.
Find missing numbers
Add mobile numbers to contacts who don’t have one yet.
Dial together on the Salesfloor
Call side by side with your team on a virtual floor.