A real person on every call.
No autodialer. Your agent works the list one click at a time, and every call and note lands on the record.
The real app, with sample data
Know who to call right now.
Open Calling and see who's ready and which callbacks are due, across every call list.
- Callbacks that are due come first.
- Set how many attempts to make and how long to wait between them.
- Each list shows how many are ready and how many calls are logged.
Work the list without losing your place.
Your phone rings once at the start of a session. After that, each person joins the same line when you click Dial, and hanging up on one doesn't end your session.
- A reminder to identify yourself, your company and the reason for the call.
- Drag the list into the order you want.
- Reach someone's voicemail? Leave your own recorded message in one click and move on.
Checked again the moment you dial.
A call list can go stale. So the checks run again at the click, not just when the list was built. If a call can't go through, you see why, and there's no override.
- Do-not-call flags and suppressed numbers.
- Federal and state calling hours. If the state is unknown, no call is placed.
- State limits on repeat calls.
- US numbers only, and one call at a time.
Every call leaves a record.
Pick the outcome with a click or a number key, and add a note. The list moves on, and the person's record shows what happened. Calls themselves aren't recorded.
- Interested moves them to Leads.
- Callback adds a follow-up to your calendar.
- Do Not Call blocks future calls to that person.
Creative CRM is software, not legal advice. You remain responsible for how you contact people, including your own National Do Not Call Registry obligations.
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Creative CRM isn't open to the public yet, but it will be soon. Join the list, and we'll reach out when we're ready to launch.