How a lead moves
Six steps, one screen for the rep
- 01
Lead arrives
A form fill, ad lead or CRM stage change lands in DialBrio within seconds, deduplicated by phone and CRM id.
- 02
Prioritized
Queue rules place it by lifecycle, source and speed-to-lead window. The reason is shown to the rep.
- 03
Dialed
Checked against DNC, consent and calling hours, then dialed on a healthy local number, one line or up to four.
- 04
Conversation
Script, notes and the lead's history sit next to the call. SMS and email live on the same record.
- 05
Outcome
One keystroke records the disposition. Callbacks, retries and follow-up sequences are scheduled automatically.
- 06
Synced
Disposition, notes, tags and appointments write back to the CRM, with the sync state visible on every contact.
Lead lifecycle
Fresh, Warm, Aged, Zombie
Lifecycle is a first-class state in DialBrio, not a CRM tag somebody forgot to update. Queues select leads by state, and every change is recorded with a reason.
- Fresh
- New in the last 24h with fewer than 3 attempts.
- Warm
- Connected or replied in the last 14 days.
- Aged
- 1–30 days old, not yet connected, attempts remaining.
- Zombie
- 30+ days without connection or attempts exhausted.
03 · CRM & workflow
Native sync, no Zapier tax
Contacts, dispositions, recordings and appointments write back to your CRM in real time, both directions, with no middleware to babysit.
- Two-way CRM sync
- Stage changes in the CRM update the dial queue; dispositions in DialBrio update the CRM.<5s sync latency
- Built-in SMS & email
- Text and email from the same screen as the dialer, with templates and the full conversation on the contact.unified conversation view
- Calendar booking
- Book onto rep calendars mid-call with round-robin routing, buffers and reminder sequences that cut no-shows.round-robin + reminders
- 14:02:09form.submittedRachel Donovanqueued · fresh
- 14:02:15call.answeredL1 · (303) 555-0101bridged
- 14:06:41dispositionappointment · Sat 11:00→ GHL 1.8s
- 14:06:42calendarConsults — Denver→ GHL 0.9s
- 14:06:42tagbooked-consult→ GHL 0.7s
Connects to
- GoHighLevel · native
- HubSpot · native
- Salesforce · native
- Zapier
- Webhooks + REST API
- ServiceTitan
- Housecall Pro
- Meta Lead Ads
- Google Sheets
- Slack
GoHighLevel ships first. HubSpot and Salesforce adapters are next on the roadmap.
04 · Compliance
Enforced by the system, not the honor system
Included on every plan, because a TCPA suit costs more than any dialer subscription.
DNC & consent
Federal, state and internal do-not-call lists are checked before every dial. Contacts without valid consent can't be queued.
blocked at dial timeCalling-hours guardrails
Time-zone-aware windows apply federal and stricter state rules, so reps never have to remember which state stops at 8 p.m.
per-state rulesAudit trail & retention
Immutable logs of consent source, dial attempts, recordings and opt-outs. Exportable when your lawyer asks.
export-ready logs- DNC · federalclear
- DNC · state (TX)clear
- DNC · internal listclear
- Consent sourceweb form · 14:02
- Calling hours · America/Chicago10:07 · open
- Caller ID reputationhealthy · A attestation
Cleared to dial
See it dial your own list.
14-day free trial · 500 free minutes · no credit card · white-glove migration on Agency plans.