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Keep every contact organised

Import up to 5,000 contacts from CSV or Excel, add notes and tags, and see the whole history in one place.

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Contacts and notes in the Dialsyx dialer

Why it matters

Everyone in one list

Search, filter and sort your contacts.

Notes that stay

Formatted notes sit with each contact.

Full history

Every call, note and follow-up on one timeline.

How it works

Real screens from the Dialsyx dialer.

The contact page

Details, status and recent activity together.

  • Phone, company and deal value
  • Status and tags
  • Quick actions
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The contact page

Call history

See every conversation with the person.

  • Calls and outcomes
  • Notes
  • Follow-ups
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Call history

Import your list

Bring your contacts in quickly.

  • CSV or Excel
  • Up to 5,000 contacts
  • Add tags on import
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Import your list

How to use it

  1. Import or addBring your contacts in.
  2. Tag and noteAdd context.
  3. CallFrom the contact page.
  4. Follow upSchedule a callback.

Good to know

  • Unknown numbers can be saved as contacts from a call.
  • Mark a contact Do Not Call if they ask not to be called.

Learn more

Step-by-step instructions with screenshots.

Read the docs: Contacts

Questions

How many contacts can I import?

Up to 5,000 from a CSV or Excel file.

Can I add notes?

Yes. Notes are formatted text on each contact.

Can I try it first?

Yes. After approval you can take a trial of a couple of hours or a demo meeting, case by case.

Related features

From the Dialsyx blog

Guides that go with this page.

All articles