A dialer without a CRM makes calls fast and forgets them faster. The caller remembers “he said call after Diwali” for a day, then it’s gone.
Dialmio is an auto dialer with the CRM built in. Every dialled call lands on a lead record with outcome, note, follow-up date, recording on supported phones, and any WhatsApp sent.
What does “CRM built in” mean?
| Part | What it holds |
|---|---|
| Lead record | Name, number, source, custom fields, stage |
| Timeline | Every incoming, outgoing and missed call, recordings, notes, WhatsApp messages |
| Stages | Your own pipeline: new, interested, quote sent, won, lost |
| Follow-ups | Date and time, with an alarm on the caller’s phone |
| Owner view | Live team dashboard and daily call report |
Dialer + separate CRM vs one app
| Dialer + separate CRM | Dialmio | |
|---|---|---|
| Logging a call | Switch apps, type it in | Two taps after the call |
| Follow-up reminder | In the CRM, if someone opens it | Alarm on the caller’s phone |
| WhatsApp after call | Manual | Automatic on outcome |
| Cost | Two subscriptions | One plan, dialer free |
| What actually gets logged | Some calls | Every call |
See also Excel vs CRM for call records.
How a call flows
- Auto dialer rings the next lead from the caller’s SIM.
- Lead’s history shows on screen during the call.
- Call ends; two-tap sheet: outcome + follow-up.
- WhatsApp goes if the outcome is set to send one.
- Lead moves stage; owner sees it live.