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Build a target list of your outreach priorities and business requirements.
Target listOutreach prioritiesBusiness requirements
AI-Powered Sales Calling & Automation
AI Dialer Built for Smarter Sales Conversations
Automate outbound dialing, manage incoming calls, and easily capture notes directly to your CRM, all from one connected calling platform.
- Automated outbound dialing
- Incoming call management
- Notes captured to your CRM
Everything You Need to Automate Business Calling
DialTri combines automation, customer context, and AI-assisted documentation together in a single workflow.
Auto Dialer
Keep your calling campaign moving with intelligent queues, retry rules, and scheduled dialing.
Intelligent queuesRetry rulesScheduled dialing
Preview Dialer
Review customer details, previous conversations, notes, and talking points even before starting a call.
Customer detailsPrevious conversationsTalking points
Inbound Calling
Easily route incoming calls to the right agent, match callers with existing CRM records, and flag missed calls for timely follow-ups.
Call routingCRM caller matchMissed-call follow-ups
AI Call Summaries
Help teams document key points, decisions, and next steps by capturing conversations with speech-to-text and generating AI-powered summaries.
Key points and next stepsSpeech-to-textAI-powered summaries
Call Management
Efficiently manage hold, mute, call transfer, conferencing, IVR keypad functions, and call recording from a connected calling interface.
Hold and muteTransfer and conferencingCall recording
In use today
Trusted by sales, support and BPO teams making thousands of calls a day
NorthbeamAlturaBrightlineGreenfield CXHalcyonMeridianParcellyKestrel BPO
Placeholder logos. Swap in client logos before launch.
The problem
Turn Disconnected Calling into a Streamlined Workflow
Traditional calling workflows leave sales representatives spending valuable time on repetitive administrative tasks instead of actually engaging with customers.
0 of 4 solvedAll solved. See how it works
01 / 04
Too Much Time Spent Dialing
Manually initiating every call slows down prospecting campaigns and creates unnecessary gaps between conversations.
How it works
Streamline Every Step of Your Calling Process
DialTri combines sales call automation software capabilities with CRM-connected calling to enable teams to organize outreach, manage conversations, and record outcomes.
Step 1 of 5
Flexible Outbound Calling
Scale Outbound Calling Without Losing the Human Touch
Different sales campaigns generally require different approaches. DialTri supports automated dialing for efficiency and preview dialing for personalized conversations.
Preview DialerFor personalized conversations
Personalized outreach- Call starts
- After the agent reviews the contact
- Agent sees
- Customer details, previous conversations, notes and talking points
- Best for
- Personalized, context-aware customer interactions
- Pace
- Agent-controlled
- Pick it for
- Preparing each conversation before the call
Auto DialerFor efficiency
High-volume campaigns- Call starts
- Automatically, from intelligent queues
- Agent sees
- The next contact on the assigned list
- Best for
- Eligible high-volume outbound campaigns
- Pace
- Fastest
- Pick it for
- Prospecting campaigns with scheduled calling and retry rules
Choose the dialer per campaign. Both keep call outcomes connected to your CRM records.
See both in a demo
Who We Are
Making Business Communication More Intelligent
DialTri is an AI-powered calling solution developed to simplify the way businesses manage customer conversations. We recognize that sales and support teams often spend too much time switching between different applications, dialing numbers manually, documenting calls, and organizing follow-ups.
DialTri brings sales calling software, CRM-connected workflows, and AI-assisted documentation together, enabling businesses to manage calls more efficiently. By connecting customer information with calling activity, DialTri helps teams maintain conversation context, reduce repetitive work, and create more organized customer interactions.
CRM-linkedCustomer information linked to calling activity
AI-assistedCall summaries and speech-to-text notes
Fewer appsLess switching and repetitive work
What We Do
Intelligent Calling Solutions for Modern Businesses
DialTri enables businesses to simplify their communication workflows through four core capabilities.
What We Offer
Everything Your Business Needs for Connected Calling
DialTri combines various essential calling capabilities with automation and CRM connectivity to help teams manage conversations from a single connected workflow.
DIALTRI · 1
Sales Dialer Software
Organize outbound sales activities with auto dialing, preview dialing, campaign rules, target lists, and call queues.
Keys 1–9, 0, * and # map to features
Sales Dialer Software
Organize outbound sales activities with auto dialing, preview dialing, campaign rules, target lists, and call queues.
Click-to-Call Software
Initiate calls directly from supported CRM records and reduce the time spent switching between applications.
Outbound Calling Software
Manage prospecting campaigns with scheduled calling, configurable dialing rules, agent assignments, and eligible retry workflows.
Business Calling Software
Support inbound and outbound calling, call transfers, hold, mute, IVR keypad functions, conferencing, and call history.
Sales Call Automation Software
Reduce repetitive calling tasks with automated dialing, call logging, queue management, and configurable campaign workflows.
AI Calling Software
Generate AI-assisted call summaries and speech-to-text notes to help teams capture important conversation information.
Call Analytics Software
Review call activity, duration, status, timestamps, and outcomes to support better operational visibility.
CRM-Native Click-to-Call Software
Give agents a simpler way to contact leads and customers without constantly switching between applications.
Auto Dialer Software
Streamline high-volume outbound calling with automated dialing workflows and configurable retry rules.
Preview Dialer for Personalized Outreach
Let agents review contact information before placing a call, helping teams prepare conversations and deliver more context-aware customer interactions.
Inbound Call Routing
Route incoming calls according to configured users, roles, or queues, helping agents access relevant customer records and conversation history.
AI-Powered Call Summaries
Reduce post-call documentation with AI-assisted summaries that help capture key conversation details and keep relevant information accessible within the CRM.
Why Choose DialTri
Less Administration. More Meaningful Conversations.
DialTri brings calling, CRM workflows, and AI-assisted documentation together to enable sales, support, and BPO teams to manage conversations with less manual effort.
01
Calling That Lives Inside Your CRM
Offer agents access to customer records and calling functionality without constantly switching between different applications.
02
Less Manual Work After Every Call
Reduce repetitive documentation with CRM-linked call logs, notes, and AI-assisted summaries.
03
Flexible Dialing for Different Workflows
Use click-to-call for individual interactions, preview dialing when agents need context before a conversation, and auto-dialing.
04
AI-Assisted Call Documentation
AI-powered summaries and supported speech-to-text capabilities can help capture key details and make call information easier to review.
05
Connected Inbound and Outbound Calling
Configurable routing and call management features help teams organize conversations around their operational needs.
At a glance
One connected calling platform
Calling, CRM workflows and AI-assisted documentation in a single workflow, for sales, support and BPO teams.
3dialing modes: click-to-call, preview and auto-dialing
4core capabilities, from outbound to business workflows
5business teams it is built for, from sales to BPO
12connected calling capabilities in one workflow
Interactive value estimator
Calculate your team's monthly hours reclaimed
See the time and payroll you get back when reps stop typing notes and clicking phone numbers by hand.
5 reps50 reps100 reps
1.0 hr2.5 hrs4.0 hrs
$20$70$120
Assumes 20 business days per month. Adjust the rate to match your own payroll. Results are an estimate, not a guarantee.
Monthly rep hours saved
750 hrs
Returned to live conversations
Annual value unlocked
$450,000
Direct operational payroll reclaimed
Who Benefits from DialTri?
The Right Calling Platform for Your Business Team
DialTri enables teams that depend on customer conversations to organize calling activities and reduce repetitive administrative work.
Sales Teams
Reach prospects, manage outbound campaigns, and connect calling outcomes with customer records.
- Auto Dialer
- Preview Dialer
- Click-to-Call
BPOs and Call Centers
Organize high-volume calling, agent assignments, queues, retry rules, and call activity.
- Auto Dialer
- Call Queues
- Retry Rules
Customer Support Teams
Manage incoming calls, access customer history, and document service interactions.
- Inbound Calling
- Call Routing
- AI Call Summaries
Account Managers
Review previous conversations, prepare customer calls, and maintain continuity across interactions.
- Preview Dialer
- Call History
- AI Call Summaries
Business Development Teams
Coordinate prospecting workflows, organize outreach, and track calling outcomes.
- Outbound Calling
- Scheduled Calling
- Call Analytics
Testimonials
Less Time Managing Calls. More Time Building Relationships.
See how a more connected calling workflow can help teams simplify daily operations, keep CRM records organized, and focus on meaningful customer conversations.
Sample quotes · replace before launch
I used to switch between records, update notes later and restart conversations when a prospect called back. Now I call in one click and the summary is already on the record when I hang up.
RM
Ryan MillerSales team lead, Northbeam Freight
The retry queue alone changed our mornings. Busy numbers get two more tries without anyone chasing a spreadsheet, and the completed panel tells me exactly where each agent is.
AO
Adaeze OkaforOperations manager, Kestrel BPO
Inbound calls open the contact before we answer. Our support team stopped asking "can you remind me what this is about?" and customers noticed.
LP
Lena ParkHead of support, Greenfield CX
Preview dialing with talking points is how we handle enterprise renewals now. The warm transfer carrying notes to a solutions engineer is the detail that sold me.
DR
Daniel ReyesAccount director, Altura
Share your feedback
Using DialTri already? Tell us what works and what doesn't.
Thanks. Your feedback is on its way to the DialTri team.
Questions
Everything You Need to Know About DialTri
What is AI-powered dialer software?
AI-powered dialer software combines calling automation with AI capabilities that can help capture, summarize, and organize conversation information.
How does sales dialer software help sales teams?
Sales dialer software can reduce manual dialing and help teams organize outbound outreach.
Does DialTri support click-to-call functionality?
Yes. DialTri's documented functionality includes initiating calls from supported CRM ListView and DetailView records.
Does DialTri provide AI-generated call summaries?
Yes. AI-generated call summaries and speech-to-text notes are included in the supplied product specification.
Give Your Sales Team a Smarter Way to Connect
Automate repetitive tasks, keep customer information organized, and help your team focus on the conversations that matter.
