Guide to Choosing the Best Dialer CRM for Ultimate Sales Success in 2024

Ever feel like you spend more time dialing numbers than connecting with customers? Between endless lead lists, clunky email workflows, and digging through scattered data, traditional sales processes are a productivity nightmare.

Enter power dialer with CRM – your secret weapon for sales success

This dynamic duo combines the efficiency of a power dialer with CRM. With just one click, your team can connect with leads, access crucial customer details, and streamline post-sales activities – all within a unified platform.

But with so many options, how do you choose the right power dialer for your CRM?
This article provides you with expert tips to select the best power dialer with seamless CRM integration for your business.

What is a CRM dialer?

A CRM dialer is a revolutionary combination of a power dialer and CRM. It is designed to streamline and enhance outbound calls within your CRM system.

With dialer CRM, you can make more calls and close more deals in less time. It minimizes your agent’s manual dialing efforts and increases their talk time.

Different types of CRM dialers

Auto Dialer	Predictive Dialer	Dynamic Dialer
Dials one contact at a time automatically from a predefined list.	Dials multiple calls simultaneously.	Dials contacts directly pulled from CRM as and when added.
Shows upcoming contact info and history during the cool-off period.	No cool-off period to view contact info.	Shows upcoming contact info and history during the cool-off period.
Connects agents to voicemails.	Connects agents to human-answered calls only.	Connects to high-priority, time-sensitive leads first.
Single-line dialer	Multi-line dialer	Single-line dialer
Best for connecting to a high-quality, low-volume pool of leads.	Best for connecting to a wider pool of leads and mass pitching a campaign/product.	Best for sales campaigns aiming for high conversions.
Suitable for B2Bs, including healthcare, tech, retail, real estate, etc.	Suitable for banking, insurance, travel, and hospitality industries.	Suitable for B2Cs like ed-tech companies.
Call connect ratio more than 30% – 60%.	Call connect ratio is almost 30%.	Call connect ratio more than 30% – 60%.

Do you know power dialers can increase your pickup rate by as much as 4x? Read JustCall’s power dialer guide to improve the lead stream.

How to choose the best power dialer for your CRM?

Selecting the best CRM with a power dialer can be tricky. Here’s what you can look for in a power dialer CRM:

Make and receive phone calls effortlessly

Traditional phone systems might bog down your workflow with manual dialing, misdials, and call logging details.

But now, you can initiate outbound calls directly from the CRM platform. All you need is a dialer CRM, and your calls are just a click away. Plus, incoming calls are automatically logged and associated with the corresponding client or lead profile.

SCSP Solar, for instance, has seen a significant boost in appointments using the click-to-call button from Pipedrive. They even witnessed reduced call abandonment rates and a surge in response rates.

Centralize actions, notes, and meetings for complete call context

When your team juggles countless client calls daily, keeping track of everything can feel like a hurricane.
The CRM-integrated dialer easily logs every interaction, note, and meeting within your CRM system. No more scrambling to remember details. You can pick up any conversation right where you left off.

Send and receive text messages seamlessly

Reaching out to leads via text messages could mean switching between multiple platforms. You also need to log messages manually, making you lose track of important conversations.

CRM with a power dialer works as your trusted aid. With it, your reps can send preset messages and reminders with a few clicks straight from your CRM platform.

The result? Increased customer engagement. Plus, incoming text messages are automatically logged and linked to the corresponding lead profiles. This way, you can keep track of all your chats without any hassle.

Scott Stewart of EZ-BDC, a Canada-based international consulting firm, saw a ‘quantifiable uptick in leads’ with their dialer’s messaging integration with ActiveCampaign. By having all communication channels within the CRM platform, they could easily manage customer interactions and maintain a high level of service quality.

Automate call follow-ups and save valuable time

Let’s say you closed a great call with a potential client. But the work isn’t done yet. You need to keep track of emails, set up reminders, and plan the next steps.

Power dialer with CRM is your new best friend when it comes to follow-ups. After each call, this dynamic duo automatically triggers personalized follow-up tasks, like sending tailored emails, scheduling future calls, or even setting reminders for you. It’s like having a built-in assistant keeping you on top of everything, ensuring no potential deal slips through the cracks.

Optimize your team’s efficiency with call queues for agents

Without a streamlined system, handling incoming calls can become a logistical nightmare. It leads to missed opportunities and frustrated clients.

A CRM dialer directs incoming calls to a central queue. It then intelligently allocates them among agents based on predefined criteria, such as real-time call volume or agent skills. It ensures that every call is promptly addressed and wait time is reduced.

Gain a unified view of your incoming and outgoing calls

A CRM with a dialer system offers a centralized dashboard, offering an overview of all incoming and outgoing calls. From missed calls to completed conversations, every interaction is neatly logged and categorized.

With real-time insights into call volume, and outcomes, you can identify trends and even pinpoint areas for improvement. Moreover, a clear picture of call traffic and response times allows you to allocate resources more efficiently.

Which sales dialer is best for my CRM?

To keep your sales teams running smoothly on all fronts, you need a dialer that fits into your CRM like the missing jigsaw piece. If your CRM and sales dialer don’t vibe together, you’ll be left juggling multiple tools, missing data, and watching potential deals slip through the cracks.

Sales dialer for HubSpot

HubSpot clinched the top spot as a global leader in marketing automation solutions in 2024, with a market share of 32.3%. You can use HubSpot’s built-in sales dialer, but JustCall slides right into HubSpot, offering a smoother experience.

This power integration allows you to:

• Log calls automatically.
• Track and generate reports based on call type.
• Reply to SMS-es directly from HubSpot.
• Track support requests within existing tickets and auto-switch ticket stages.

Salesforce has a ton of integrations, including some nifty sales dialers. But guess what? JustCall is a standout here, too. You can:

Sales dialer for Salesforce

• Customize call and SMS logging.
• Send/receive texts and make/receive calls with one click from the same platform.
• Track live ongoing calls and callers in queues.
• Get a snapshot of call metrics like call volume, missed calls, call distribution, etc., from the JustCall dashboard within Salesforce.
• Use intelligent call routing to minimize wait times.

Sales dialer for Zoho

Zoho is popular with startups and offers its fair share of integrations. However, JustCall offers many additional features when it comes to dialer integration with CRMs. It offers everything from smart auto dialing to SMS messaging—all seamlessly integrated with Zoho CRM:

• Send bulk text messages for campaigns
• Send automated texts
• Log calls in Zoho CRM

Top 6 Dialers with CRMs

JustCall

JustCall is one of the best CRM dialers available in the market. Why, you may ask? Well, there are several reasons:

• The platform supercharges your CRM into an automated sales machine and contact center with its all-in-one dialer. You can pick between auto dialer (power dialer), dynamic dialer, and predictive dialer per your business requirements. You can even switch between the options to tailor it to your campaign needs.
  
• It boasts over 100 integrations, including top CRM platforms like Hubspot, Salesforce, Pipedrive, ActiveCampaign, SalesLoft, Outreach, and Apollo.
  
• JustCall’s CRM dialer offers features like click-to-call/text, emails, MMS, and even WhatsApp texts. Automated data capture and activity sync ensure all your team members are on the same page; no frantic search for call notes or recordings.
  
• JustCall offers call disposition, IVR, automatic call distribution, call logging, bulk SMS/MMS, call transcriptions, real-time reporting and analytics, voicemail drops, and much more — all from a single interface.

How do you connect live leads to a CRM dialer?

Dialer-CRM integration is the best way to connect your live leads to the dialer. Platforms like JustCall simplify the process even further. You simply need to open the CRM, generate a list of leads, and integrate it with your dialer. Additionally, integrating a sales dialer into a CRM system like Salesforce can optimize team performance by saving time, improving customer interactions, and automating call logging.

Kixie

This cloud-based sales engagement platform offers bidirectional integration with a range of CRMs. This includes HubSpot, Salesforce, Zapier, BigCommerce, and ConvertKit. Its automated calling and texting capabilities are perfect for customer-facing teams.

Pros:

• Kixie’s click-to-call/text functionality simplifies communication initiation.
• Its SMS templates and voicemail drops streamline communication.
• The sales leaderboard fosters healthy competition and engagement.

Cons:

• It lacks dynamic and predictive dialers, causing delays in reaching new leads.
• Kixie offers fewer automation features, which can hinder agent efficiency and productivity compared to more advanced platforms.
• It might not be suitable for large teams due to limitations in lead outreach ability.

PhoneBurner

PhoneBurner is a feature-rich CRM dialer designed to enhance sales outreach and communication. Its offerings include power dialing, personalized messaging, call recording, and reporting.

Pros:

• PhoneBurner has power dialing, voicemail drop, and local caller ID features to improve call efficiency.
• It enables personalized outreach through email and SMS messaging.
• It provides valuable data through call recording, monitoring, and reporting.
• The platform integrates with various popular CRM platforms, including BoomTown, HubSpot, and Magento.

Cons:

• It lacks dynamic and predictive dialers, hindering agility in reaching new leads.
• It may not be ideal for large sales teams handling high call volumes due to restricted outreach capabilities.
• PhoneBurner lacks dynamic dialer functionality, leading to delays in reaching hot leads.

Convoso

Convoso’s versatile CRM dialer solution offers smart dialing, intelligent call routing, integrated CRM capabilities, predictive analytics, multi-channel communication support, and robust compliance and security features. It optimizes sales and customer engagement efforts, streamlines workflows, and ensures regulatory compliance.

Pros:

• Convoso is ideal for businesses prioritizing data security and regulatory adherence.
• It integrates with various CRMs, including Zoho, Zendesk, and Zapier, and offers features like smart dialing for improved efficiency.
• It provides insights to optimize call routing and campaign strategies.

Cons:

• Convoso offers fewer integrations than some competitors.
• It lacks advanced communication features like WhatsApp, MMS, and fax.
• Convoso offers basic SMS features and automated texts. However, it lacks advanced SMS capabilities and channel diversity.

Mojo Dialer

Mojo is an all-in-one prospecting system offering web-based and mobile CRM. Its power dialer is built on copper-based technology and is primarily for the real estate industry. It offers single and triple-line dialers featuring convenient click-to-call functionality and advanced dialing filters for swift lead access.

Pros:

• Mojo’s action plans automate tasks, improving efficiency.
• Its click-to-call and advanced dialing filters simplify communication initiation and lead outreach.

Cons:

• Mojo only offers power dialing and lacks dynamic and predictive options for faster lead outreach.
• It may be unsuitable for highly scalable teams due to its limited dialing capabilities and lead prioritization features.
• It lacks advanced communication channels like text, email, MMS, WhatsApp, and fax compared to other CRM dialers.

Orum

Orum is marketed as an ‘AI-powered live conversation platform.’ It offers power dialing, pre-recorded voicemail drop, call forwarding, click-to-call, parallel dialing, call transcriptions, and more.

Pros:

• Orum leverages AI for functionalities like parallel dialing to increase call efficiency.
• It integrates smoothly with existing tech stacks if your CRM is among the supported platforms.

Cons:

• It lacks automation features for post-sales processes compared to competitors.
• Compared to JustCall, it lacks advanced communication options like bulk SMS/MMS, WhatsApp, and faxing.
• Orum may not be ideal for large-scale deployments due to limited functionality and integrations.

Sell more and better with CRM + auto dialer

The listed CRM with auto dialers offers tangible solutions to common sales pitfalls.

1.Automated call scheduling & prioritization

Automating call schedules transforms the efficiency of sales teams. Instead of manually sorting through leads and deciding whom to call, the system takes over. It evaluates each lead’s urgency, potential, and history, ensuring the most valuable ones get attention first.

The old-school manual methods for scheduling calls and prioritizing leads would inevitably drag your business down, costing time and efficiency.

Remember, it’s not just about managing leads. It’s about creating a win-win situation in which sales remain at an all-time high and customers stay happy.

2.Data-driven sales strategy

When sales strategies are powered by real-time data, guesswork is eliminated. Integrated CRM platforms provide insights into which tactics work best and which need refining.

You can spot and study patterns such as customer responses, segmented audience reactions, and more. Your team can customize the strategy to meet the unique customer needs and ditch the one-size-fits-all approach.

3.Reduced manual entry with auto-population

Say goodbye to tedious post-call tasks. With CRM integrations with a dialer, relevant data is instantly captured and populated into the system once a call concludes. As a result, agents can focus on what truly matters—connecting with customers and closing deals. With auto-population, the workflow becomes smoother, more efficient, and less stressful.

4.Consistent customer interactions with unified CRM

Consistency is king in sales. With a unified CRM view, every rep, no matter who and where they are, has the same data about a customer. This leads to consistent interactions across the board. A seamless integration is the secret to building stronger relationships with your customers.

The CRM with dialer system becomes the reliable ally behind the scenes, ensuring every customer feels heard and understood.

Streamlining sales: The CRM-auto dialer synergy

A CRM integrated with autodialers cuts the chaos, drives efficiency, and boosts sales. If you’re looking for a partner in this journey, look no further than JustCall.

JustCall empowers your communication across voice, SMS, and WhatsApp, with real-time insights – all seamlessly integrated with your CRM.

Join JustCall Today and Boost Your Power Dialer with CRM! Experience Faster Lead Outreach with JustCall’s 14-Day Free Trial.