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CallTools Preview Dialer

Preview Dialing Simplified.

Simplify and Organize the Way You Contact Your Customers.

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  • No Learning Curve
    No Learning Curve
    Live Monitoring
    Live Monitoring
    Sales with 1-Click
    Sales with 1-Click
    In-Depth ReportsIn-Depth Reports
  • Track Performance
    Track Performance
    CRM Included
    CRM Included
    List Management
    List Management
    Target Dialing
    Target Dialing

Preview Contacts Before Calling

The Dialing Solution for Every Industry

  • CheckDentist Offices
  • CheckPolitical Campaigns
  • CheckCall Centers
  • CheckLaw Offices
  • CheckAccounting Firms
  • CheckSmall Businesses
  • CheckIndividual Operations
  • CheckReal Estate Agents

Dialing software isn’t just for call centers anymore. CallTools.com’s Preview Dialer solution combines your office phone with your Customer Relationship Manager. Whether you’re scheduling appointments, sending client reminders, or calling prospective customers, the Preview Dialer simplifies the process. Organizing information from your office calls has never been easier. Call your customers from the easy-to-navigate dialing interface. Automatically export customer and call data to your third-party CRM with the click of a button, saving only the information you need.

CallTools.com’s Preview Dialer keeps things simple. Focus on the calls you need to make, not fighting with the software. The distraction-free dashboard includes only the features you need to succeed. With third-party integrations, it’s easy to export client data to your existing CRM. The in-app CRM also manages customer relationships, including call logs and notes for each customer.

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What is a Preview Dialer?

A preview dialer is as easy as dialing gets. Using a preview dialer eliminates the need to dial numbers by hand. Instead, upload your list of customers or clients into the system. Search for a specific contact, or scroll through each one, then click to call them one-by-one. With a cloud-based preview dialer, there is no need for intensive hardware setup; all you need is a headset and a computer. We’ll handle the software updates, you handle your calls.

Preview dialers are great for small businesses seeking a way to manage their phone interactions. If you’re calling students’ parents, reminding clients of appointments, or updating customers’ information, preview dialing is perfect for your business.

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Start Dialing in 3 Easy Steps

Upload Your Contacts
Upload Your Contacts
Login to Agent Dashboard
Login to Your Agent Dashboard
Start Dialing
Start Dialing

Smart Contact View

One-Click Dialing

See only the information necessary for making successful calls. Cycle through each contact or search for a specific name. Access notes for each contact and edit or update any contact details. View appointments and receive reminders in real-time. All accessible directly from the dashboard.

Preview Dialer Screenshot
Target Dialing

Target Dialing — The Latest in Preview Dialing

Take control of your communication by combining your dialing and CRM into one. Leave traditional phone calls behind in favor of a solution that meets your needs. You can simplify your dialing while maximizing your productivity. Stay on top of customer relationships with accessible data every time you call.

With the newly-improved preview dialer, you can create lists as specific as your needs. Limit dialing to those you need to call, based on:

  • Triangle Business Hours
  • Triangle Time Zones
  • Triangle State
  • Triangle Area Code
  • Triangle And More!
Preview for Call Centers

Preview Dialing for Call Centers

If you run a smaller call center, CallTools.com’s preview dialer may be enough to meet your needs. If the fully-equipped predictive dialer is too powerful for your center, the preview dialer can supplement. Remain active and engaged with your customers while you dial, with their information available at your fingertips.

You can use the preview dialer to qualify leads in an effective manner. Though using a preview dialer takes more time than a predictive dialer, an agent can navigate IVRs and correctly identify voicemail boxes every time. Predictive dialers handle large lists faster but eliminate your control. Preview dialers bring precision and control back into your hands.