Skip to content

Product

From form fill to booked call, without leaving the dialer.

DialBrio owns the calling work: queues, dials, outcomes, follow-up and compliance. Your CRM stays the system of record, and every result lands back in it.

Book a demo

14-day free trial · 500 free minutes · no credit card

How a lead moves

Six steps, one screen for the rep

  1. 01

    Lead arrives

    A form fill, ad lead or CRM stage change lands in DialBrio within seconds, deduplicated by phone and CRM id.

  2. 02

    Prioritized

    Queue rules place it by lifecycle, source and speed-to-lead window. The reason is shown to the rep.

  3. 03

    Dialed

    Checked against DNC, consent and calling hours, then dialed on a healthy local number, one line or up to four.

  4. 04

    Conversation

    Script, notes and the lead's history sit next to the call. SMS and email live on the same record.

  5. 05

    Outcome

    One keystroke records the outcome. Callbacks, retries and follow-up cadences are scheduled automatically.

  6. 06

    Synced

    Outcome, 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.

Lead lifecycle4 states
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.

CRM sync

Native sync. No Zapier tax.

Outcomes, notes and bookings land in your CRM seconds after the call.

Sync log · Summit SolarGoHighLevel
  1. 14:02:09form.submittedRachel Donovanqueued
  2. 14:02:15call.answered+1 303 555 0101bridged
  3. 14:06:41outcomeappointment · Sat 11:00→ GHL 1.8s
  4. 14:06:42calendarConsults — Denver→ GHL 0.9s
  5. 14:06:42tagbooked-consult→ GHL 0.7s
  • GoHighLevel · native
  • HubSpot · native
  • Salesforce · native
  • Zapier
  • Webhooks + REST API
  • ServiceTitan
  • Housecall Pro
  • Meta Lead Ads
  • Google Sheets
  • Slack

Compliance

Checked before every single dial.

DNC lists, consent source and state calling hours are enforced by the system, not a training doc. Included on every plan, with an audit trail ready when your lawyer asks.

Pre-dial · (512) 555-013638 ms
  • DNC · federalclear
  • DNC · state (TX)clear
  • DNC · internal listclear
  • Consent sourceweb form · 14:02
  • Calling hours · America/Chicago10:07 · open
  • Caller ID reputationhealthy

Cleared to dial

  • DNC and consent

    Checked before every dial.

  • Calling hours

    Per state, per time zone.

  • Audit trail

    Ready to export when your lawyer asks.

Questions

What problem does DialBrio solve?

It shortens the path from a new lead to a live conversation and a logged outcome—without reps switching tools or retyping outcomes into the CRM.

What happens after a rep records an outcome?

DialBrio schedules callbacks or follow-ups when rules require them, then writes the outcome, notes, and tags back to GoHighLevel with sync status visible on the contact.

Put every client on one queue.

Book a 20-minute demo. Bring your GoHighLevel setup and we will show you how it maps to DialBrio.

Book a demo