UpStackCRM
All features

Calls and power dialer

Make calls from the same place as everything else

Call from your browser with your own phone numbers. Calls are logged on the contact. A power dialer takes you through a list one person at a time.

Replaces dialer app, call tracking spreadsheet.

The call log with notes and outcomes

Calls logged automatically

Length, outcome and notes saved on the contact.

  • Power dialer

    Work down a list and the next person loads when you finish.

  • Voicemail drops

    Leave a recorded message with one click.

  • Call summaries

    With an AI key connected, call recordings get a short summary.

  • Your own numbers

    Connect your phone account and pay it directly.

  • Phone menus

    Route inbound callers with a simple menu.

Setting it up

  1. 1

    Connect your phone account

    Add your numbers in settings.

  2. 2

    Build a call list

    Use a smart list or tag.

  3. 3

    Start dialing

    Notes and outcomes save as you go.

Questions

Works with shared inbox, sales pipelines and contacts and crm.

Which phone provider does it use?

You connect your own Twilio account.

Can I leave a voicemail without calling twice?

Yes. A voicemail drop plays a recorded message for you.

Click around a real account

The demo opens a sample coaching business with contacts, deals, a course, bookings and invoices. No sign-up, and it erases itself when you leave.