A phone gets lost, broken or replaced. A caller resigns. In a business that runs on calls, those days used to mean losing months of customer history kept in one person’s call log and WhatsApp.
With Dialmio, calls, leads and notes are saved to your account and synced across the caller’s phone and the owner’s web CRM.
What does backup and sync cover?
| Situation | What happens |
|---|---|
| Caller changes phone | Log in on the new phone; leads and history are there |
| Phone lost or broken | Data is safe in the account |
| Caller leaves | Owner moves their leads to another caller |
| Owner wants to check | Same data on the web CRM |
Why it matters for a small business
Customer history is the business’s asset, not one employee’s. When it lives in a shared account, a resignation is an inconvenience, not a loss of customers.
Security basics
- Access through your Dialmio account only.
- Per-employee permissions decide who sees what.
- Owners can move or remove a caller’s access when they leave.