Your stages
Add, rename, recolour and reorder stages to match how you sell.
Track every lead on your own board
See your whole pipeline on one board and move leads forward with a drag. Included on every line.
Why it matters
Know your pipeline value
The total value shows at the top.
Full history
Every call and note sits on each contact.
How it works
Real screens from the Dialsyx dialer.
The CRM board
Contacts appear as cards in columns.
- Drag between stages
- Deal values on cards
- Search the board
Contact pages
Open a card to see everything about the person.
- Details and tags
- Calls and notes
- Follow-ups
Manage your stages
Make the board fit your process.
- Add and rename
- Recolour
- Reorder
How to use it
- Add contactsImport or add them.
- Set a stageChoose where each lead starts.
- Work the boardDrag leads forward.
- Track the valueWatch the pipeline total.
Good to know
- The CRM board is included on every line at no extra charge.
- Choose stages that match your sales process.
Learn more
Step-by-step instructions with screenshots.
Questions
Can I change the stages?
Yes. Use Manage Stages to add, rename, recolour and reorder them.
Is the CRM an extra cost?
No. The CRM board is included on every line.
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
ProductContacts and notesImport up to 5,000 contacts from CSV or Excel, add notes and tags, and see the whole...
ProductFollow-upsA callback queue ordered by time, so you always know who to call next. Schedule a follow-up...
ProductCustom fieldsAdd your own fields to every contact: text, numbers, dates or dropdowns. Track whatever...
From the Dialsyx blog
Guides that go with this page.
A simple lead follow-up system: 7 steps to stop losing customersMost leads are lost to slow or forgotten follow-ups. This seven-step system shows how to capture, call, track and follow up every lead with a simple CRM.3 min read
Real estate agents in Islamabad and Rawalpindi: how to follow up leads fasterProperty leads go cold fast. Here is how Islamabad and Rawalpindi real estate teams can call back sooner, track every enquiry and book more viewings.2 min read
Order confirmation calls for online sellers in Pakistan: reduce failed deliveriesConfirming cash on delivery orders by phone can reduce failed deliveries and returns. Learn a simple routine, a script and what to track for your online store.2 min read