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What is DialSource?

DialSource helps customer-facing teams have better conversations. DialSource is an enterprise software company that provides software to businesses to make, receive and manage customer-facing communications. DialSource’s applications for Salesforce and Microsoft Dynamics CRM are designed to automate recurring sales and…

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What is DialSource?

DialSource helps customer-facing teams have better conversations. DialSource is an enterprise software company that provides software to businesses to make, receive and manage customer-facing communications.…

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Product Details

What is DialSource?

DialSource helps customer-facing teams have better conversations. DialSource is an enterprise software company that provides software to businesses to make, receive and manage customer-facing communications. DialSource’s applications for Salesforce and Microsoft Dynamics CRM are designed to automate recurring sales and service tasks, eliminate manual activity logging and streamline CRM management; while improving the capabilities of inbound and outbound communications over the phone.

Simplify work.
Streamline a team’s workflow and accelerate their efficiency within a single workspace. Ensure that every call is logged and tracked in a CRM. Manage user groups, call configurations, and agent performance. Trigger existing CRM automation rules and streamline workflows with a click.

Increase Engagement.
Designed to give customer-facing teams on Salesforce or Microsoft Dynamics a competitive advantage, the native application provides a suite of advanced features designed to automate workflows, increase conversations, and improve productivity.

Unlock Growth.
Learn what is working and what is not across call campaigns and customer interactions. Give managers visibility into every interaction and outcome across the customer journey. Leverage DialSource call recordings and performance dashboards to coach and develop under-performing reps.

DialSource Features

  • Supported: Outbound Calling
  • Supported: Inbound Calling
  • Supported: Workflow Automation
  • Supported: Coaching & Management
  • Supported: Data & Analytics
  • Supported: Reliable Call Quality
  • Supported: CRM Native
  • Supported: Security & Compliance

DialSource Screenshots

Screenshot of Increase your outbound team’s speed to lead from hours to seconds. Use pre-recorded voicemails to gain back days of wasted time and leverage call recording and compliance features to coach your team and promote best practices.Screenshot of Route incoming calls to the right agent every time with Automatic Call Distributor (ACD). Ensure your teams never miss a call or voicemail, no matter where they are.Screenshot of Leverage the full power of Salesforce and Microsoft Dynamics by connecting into your existing automation. Drive custom workflow automation through a simplified interface and display different dispositions based on the user role, team, or stage of engagement.Screenshot of Monitor inbound call flow, routing, and agent availability in real-time. Manage agents and call queues across call centers and inbound teams from a single dashboard. Increase coaching capacity by leveraging call data and stereo recordings with third-party applications to track and analyze performance.Screenshot of Connect calls to outcomes and improve your data. Our custom reports are native to the CRM, so call analytics, and agent performance are all available in the reporting tools you already know. Never miss a sales activity.Screenshot of Our network of tier one carriers ensures that you will have reliable call quality across every agent. Maintain your current dial tone provider and avoid the upheaval of changing business phone systems. Our team of telephony engineers control our carrier network and can optimize call routing to remove latency and reroute calls if any carrier is experiencing an outage. We give your team a CTI solution they can trust.Screenshot of Unlike other products that loosely integrate with CRM and tie up your CRM’s limited field quota, being native means that DialSource Denali can use as little as a single CRM field and still track, link, and report on all your data. As a native product, DialSource Denali also talks to your CRM in real-time and doesn’t use unreliable bi-directional data syncs that can quickly get out of date.Screenshot of Very simply, your data stays in your CRM where it belongs. Data updates in real-time between Denali and your CRM. Collect the required information in the right fields on every call. Comply with Do Not Call regulations and policies effortlessly.

DialSource Integrations

  • Einstein High Velocity Sales
  • Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
  • Salesforce
  • We offer integrations with all applications that integrate with Salesforce or Microsoft Dynamics 365

DialSource Competitors

DialSource Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesNorth America
Supported LanguagesEnglish
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Reviews and Ratings


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(1-4 of 4)
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Andres Pirela Loyo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Thanks to this software we can have a greater and better control of calls in customer service and also with the integration to SalesForce program, allows us to carry out the daily activities of the agents almost automatically, being able to monitor their progress in communications with customers.
  • We can with the software record every inbound and outbound call, in addition to being able to monitor the work of agents on each call.
  • Workflow automation is very easy to set up and configure, so employees are ready to perform their daily work without any inconvenience.
  • It allows call recording to monitor agent performance and to learn about customer requests.
  • I would like to see the inclusion of being able to not only record the call, but the transcript of the call, to have more control.
  • Integrations with social networks and other channels would be very important to not depend on other software.
  • It is not as intuitive and easy to use at first as I would like so that all employees can quickly start using it.
A software that I highly recommend. We all managed to learn how to use it and in a short time we were already increasing the number of daily calls handled. Customers also increased and the performance of the agents increased by 100%, and that is why we did not change our call software.
  • Great call recording, for monitoring conversations between agent and customer.
  • Automation of daily activities and activity flow, making work much more efficient and faster.
  • Call router, to redirect incoming calls to the most qualified agent as appropriate.
  • We feel that this software fulfills all its purposes, which is to get closer to our customers and that our agents can attend each call efficiently, achieving excellent communication with our buyers. This has allowed us to increase staff performance, productivity and above all sales.
Cilia Flores | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We didn't know how to get our customer service agents, who work for us remotely, to learn the ins and outs of how our company works. With DialSource we were able to solve that problem by providing us with a complete training, monitoring and performance program for our remote employees.
  • It is very useful; all the information that throws in detailed reports, management, and performance of the trainee staff, as we can notice their failures and correct them.
  • A very easy to use software, it is very intuitive and dynamic, which makes the learning curve is fast.
  • It also serves to monitor the activities of the staff already working and closely supervise the work of all agents: remote and local.
  • Technical support took too long to answer some of the questions we had.
  • It lacks some permissions that should be granted only to system administrators.
  • If you want to take full advantage of this tool, you need to have time, because it has many functions, sections and tools that can be overwhelming.
A program that all companies with customer service departments deserve, not only to train their new staff, but also to monitor the performance of hired personnel. With this software, we found the easiest and most efficient way to provide quality customer service.
  • Efficient, quality, detailed reports, with enough information to know the progress of the agents.
  • Interaction and feedback with agents, where they can ask questions and raise doubts.
  • Intuitive and easy to use for all agents and program administrators.
  • Thanks to DialSource we have been able to improve the performance of our employees and serve more customers in less time. The staff has learned to efficiently use all channels of communication with customers and provide them with timely responses to their requests.
Mark Coffman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Dialsource is integrated with using Jungo. Jungo is the company that has customized for my industry. I'm a residential mortgage loan officer. I've been lending for 26 years and Dialsource helps me complete the necessary calls required to create new business. We use it for power hours to auto-dial clients and help document client conversations with preset notes. It's a real time saver.
  • Helps with dialing pre-set client lists.
  • Helps create a clear handoff between team members due to automated profile documentation.
  • I don't see any areas of improvement at this time.
Dialsource is great for any application where the business is using It helps with the dialing of the phone, leaving preset voicemails, speeding up the client call back response time and documenting client interaction in I recommend it to my realtor partners, and their teams, as a way to create more business contacts and interactions.

  • The annual cost of the product can be covered in one mortgage transaction per year.
If I have an issue with the interface between and Dialsource, usually the Support team is reaching out to me to let me know the connection between the two programs has been altered or disconnected before I even get a chance to realize it myself.
Rob Morris | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Inside Sales uses it for inbound and outbound calling. It allows us to see the contact details in Salesforce and make and receive calls in the same system.
  • Best telephony of any tool
  • Backend automation pre-call and post-call that save reps a ton of admin time.
  • Inbpound lead matching by phone number inside of Salesforce
  • NeedS email functionality
  • Could use more features around managing reps
  • Needs more analytics and reporting
ISR/BDR/SDR/MDR calling (inbound/outbound) customer service and any area that makes or receives high volumes of calls.
  • Return on investment was almost immediate for us.
  • The time savings along plus the process alignment are home runs
DialSource Telephony is way better than the others: no delay, no static, clear consistent voice quality.
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