Dialpad Connect vs. SalesCaptain

I like that it allows for a seamless transition of calls between our 2 offices. I don't have to forward or un-forward phones at the beginning and end of my day. Our offices are on a specific schedule which opens the phone lines at a certain time, transfers them to another office at another time, and then sends them to an after hours number when we close. I also like how easy it is to change settings within our different departments and contact centers. It's a very well-rounded program that is easy to use on your computer or phone.

When several technicians are out in the field and the office is unable to respond to every call, SalesCaptain is particularly well suited for appliance service companies that manage a significant volume of calls and messages. We make extensive use of it for texting missed calls, gathering brief intake information, and keeping clients warm until we can set up a time. It’s also ideal for automated appointment confirmations/reminders, tech on the way updates, and post-service review requests, which reduces down on status-check calls and encourages repeat business. It is less suitable for really complicated diagnostic cases that necessitate a back-and-forth discussion with a senior technician, as well as edge cases where availability or pricing rely on on-site inspection, which are better managed by a human once the first data is obtained.

• Ease of signing on and calling in
• Clear audio/sound, no static or poor connections
• Can choose to be on video or not
• The organizer and participants can see all who are on the call
• Meetings can be auto-recorded and sent to organizer at end of call
• Hold music can be played for initial caller
• Meeting is auto-transcribed
• Action items are automatically listed for the organizer
• Summary list shows all who were in attendance
• Summary shows duration of callers on the meeting
• Can load images of attendees when setting of the meeting

• Catches and converts missed calls (biggest revenue saver for us)
• Faster scheduling and better prep for technicians
• Clear customer updates that reduce inbound status check calls
• Review requests that actually match the moment
• Consistent follow-up on estimates/parts is equal to fewer lost jobs

• The only example I can list for improvement is that occasionally the message has some mistranslation(s). But I can usually figure out the missing words. The 'southern USA' dialect may be partly to blame....
• The functionality is really great. It is the best app I have used for messages in all of my customer service jobs.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• More appliance-specific templates out of the box
• Deeper job lifecycle automation in one view
• Smarter reporting tied to service outcomes
• Better customer data enrichment and duplicate handling

Dialpad Talk is easy to use and no one has had a problem using it. Even when we have had questions/problems we have been able to fix it ourselves without having to go to Dialpad to ask for help, which saves everyone time. We don't have any reason to cancel our use of this product and we are very happy with how it performs for our team.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Overall, it is quite user-friendly and quick to set up, even for beginner levels. It is also easy to onboard new hires and get them to take calls quickly. The main complaint is that the analytics are difficult to find, gather, and interpret.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

Because the daily workflow is simple, I would give usability an 8 out of 10. The shared inbox is easy to manage, chats are arranged by client, and once you understand the builder, setting up typical automations like missed-call texts, appointment reminders, and review requests is quick. The platform facilitates communication between techs and administrators and saves our office team a great deal of manual follow-up. I would prefer additional appliance-service templates and better contact/duplicate management to speed up onboarding and scalability. The primary reason it isn't a 10 is that certain sophisticated configuration more intricate routing, deeper reporting, and fine-tuning automations can require some understanding.

There have not been any outages that I am aware of and we have had consistently good coverage since the start. There can be a slight lag from the office to the mobile app, but it is not terribly noticeable and it has not resulted in any calls being prematurely hung up

The emails of voice transcription come very quickly after a call has been completed and except for a few fairly difficult names are pretty accurate. The ability to quickly listen to the voicemail from email without having to open the app is also a bonus. I have not noticed or heard of any slowdowns

The original date for roll-out, was unable to happen because there was an issue finding our existing phone lines to port them... The only reason I gave a 9 is [that] the original person we have been working with, Rolled out phones. Pro without telling anyone and then went on vacation, I only say this to explain that there is a gentleman that took over to help us named Brett and he was FANTASTIC! He allowed a ton of calls and answered all of them, walked us [through] settings, profile set up, and even emailed screen shares so we could help other members of our team! Thanks so much, Brett you ROCK~

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Welcoming and easy to follow the instruction

Simple and easy to follow, we had our branches around the country to be trained and the feedback was great. Only take if there was a desk phone training that would be great. The team provided us with video for the desk phone training

I didn't participate in the implementation. But obviously it went flawlessly, as all users are set up in-house, and on the app.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Panterra is dependable and has good support. Dialpad Connect has more features and an easier interface. AT&T has a lot of features, but Dialpad Connect's interface is easier. AT&T does not do call transcription that I know of. Comcast BVE and 8x8 services are lower quality and service is not great.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We primarily assessed Podium and Birdeye for customer messaging and reputation management. Both are good at creating reviews and handling simple conversations, but we needed more end-to-end follow-up in our appliance service workflow. Specifically, we needed to convert missed calls into scheduled jobs, automatically gather service-intake information appliance type/brand, symptoms, address, preferred time, and run regular appointment reminders and post-job follow-ups from a single shared inbox. SalesCaptain is a better fit since it supports review requests and reputation procedures while being more adaptable for creating those appliance-specific automations and keeping the complete lead-to-job dialog in one location.

Overall program is of average cost. SInce I use it simply for its phone/text capabilities. I would hazard that company that needed more options, might see it differently

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

So far, Dialpad has been a great improvement for our organization. It allows everyone to be on the same service and the integration with the mobile app means everyone is still using the "office" numbers even when on the go which makes it easier not having to balance multiple phone numbers from people

• Saves me time with a downloadable transcript for call documentation.
• All calls are automatically recorded, which provides proof of what was said.
• Translation availability using IVR and AI language allows us to communicate with all families without needing to find a translator.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• More booked jobs from missed calls
• Lower admin load and faster response times
• Reputation and repeat business impact
• Fewer no shows and last minute cancellations
• Better conversion on estimates and parts delays