Ryan’s team calls freight shippers all day. Before DialTri, a callback meant a scramble: find the record, find the notes, hope they were written.
Before
Switching between records and a separate dialer. Notes typed up later, some never. Conversations restarted from zero when a prospect called back.
After
Calls start from the record in one click. In-call notes and AI summaries save while they talk. Inbound calls open the matched Contact before anyone answers. Unknown numbers are saved automatically.
“The summary is already on the record when I hang up. I stopped carrying a notebook.”
Results
- 31% more conversations per rep per day
- Zero untracked inbound leads in the first month
- Faster deal closure on renewals run through the preview dialer