Agencies, IT services and consultants
A proposal sent in March and never chased is a quarter of revenue lost.
Dialmio gives every open proposal a dated next call, rings retainer and AMC renewals weeks ahead, and keeps years of client conversation on one thread.
Three days free, nothing locked, no card.
An agency or an IT services firm uses Dialmio differently from a high-volume calling floor, because here the number of calls is small, the value of each one is large, and deals are lost to silence rather than to price. A proposal sent and never followed up is the characteristic failure, so every open proposal carries a next call date that rings, and the pipeline shows what is genuinely live rather than what somebody hopes is live. Client threads run for years and across several people at the client end, and keeping the calls, notes and messages on one record means a renewal conversation does not depend on whoever happened to run the account. Annual maintenance contracts and retainers behave like renewals: a date that rings weeks ahead turns an awkward, late conversation into a planned one, which is usually the difference between renewing and being reviewed.
In short
Sound familiar?
None of this is about lazy staff. It is what happens when the only record is in someone memory.
A quote sent on a Friday and never chased is not a lost pitch, it is an unfinished one. In a business of few, large deals that single habit costs more than any pricing decision.
An annual contract that comes up in three weeks with no prior conversation becomes a procurement review. The same contract discussed two months early is usually just renewed.
A client relationship built over two years by one person is a liability the day that person leaves, unless the conversations were recorded somewhere the company owns.
Without stages and dates, a pipeline is a list of deals nobody has ruled out. Forecasting from it is guessing, and hiring decisions get made on that guess.
The pipeline
A starting pipeline for this kind of business. Rename them, reorder them or add your own; the lists, filters and reports follow whatever you set.
How it runs
| Moment | What happens with Dialmio |
|---|---|
| Qualify before quoting | The discovery call records scope, budget range, decision makers and timeline on the lead, which is what stops a week of proposal writing for somebody who was never going to buy. |
| Send the proposal with a date attached | Moving to Proposal sent sets a follow-up that rings, so the chase happens on the day intended rather than whenever somebody remembers the deal exists. |
| Keep the thread through the cycle | Calls with different people at the client, revised scopes and pricing conversations all land on the same record, so anybody picking it up can see the full shape of the negotiation. |
| Manage renewals as relationships | A retainer or AMC date rings well ahead, prompting a value conversation before the renewal question is asked, which is where service businesses either keep clients or lose them quietly. |
Copy and use
Fill in the [brackets], save each as a template, and let it go out by itself when a call ends or a stage changes.
After the discovery call
Good speaking with you, [client name]. To summarise: you are looking at [scope] with a target of [timeline], and the key priority is [priority]. I will send a proposal by [day]. If anything above is wrong, correct me before I write it.
Proposal sent
Proposal for [project name] attached, [client name]. Headline: [scope] over [duration] at [value]. I have marked the two assumptions we should confirm on page [number]. Shall we speak on [day] to go through it?
Chasing an open proposal
Following up on the [project name] proposal sent on [date], [client name]. No pressure on timing, but it would help to know whether this is still on for [quarter] or has moved. Happy to revise the scope if the budget has shifted.
Renewal, six weeks out
Your [AMC or retainer] with [company name] renews on [date]. Over the last [period] we handled [summary of work]. Before renewal I would like to review [priority] for the coming year. Are you free on [day] for twenty minutes?
From teams using Dialmio
A caller resigned in July. Her three hundred conversations stayed in the account with every note attached, and the person who took over did not have to start from a blank list.
The lost-leads list was uncomfortable the first time I opened it. We called forty of them back over a fortnight and two became customers.
The column that changed my mornings is the gap between a lead being assigned and the first ring. It used to be hours. It is minutes now, because everyone can see it.
These are the words of customers who agreed to be quoted this way, sent over WhatsApp or said on a call, shortened only where they ran long. No star total or review count is published, because there is no public rating page to point at yet. Last checked September 2026.
Questions
An agency or an IT services firm uses Dialmio differently from a high-volume calling floor, because here the number of calls is small, the value of each one is large, and deals are lost to silence rather than to price. A proposal sent and never followed up is the characteristic failure, so every open proposal carries a next call date that rings, and the pipeline shows what is genuinely live rather than what somebody hopes is live. Client threads run for years and across several people at the client end, and keeping the calls, notes and messages on one record means a renewal conversation does not depend on whoever happened to run the account. Annual maintenance contracts and retainers behave like renewals: a date that rings weeks ahead turns an awkward, late conversation into a planned one, which is usually the difference between renewing and being reviewed.
Yes, and for a different reason than a calling floor. Low-volume, high-value businesses do not need dialing speed; they need nothing to be forgotten. Dated follow-ups on open proposals and renewals are what this does for you.
The record is built on the number, so each person you speak to has their own thread, and tagging them with the client name keeps the account together while preserving who actually said what.
It handles the conversations, not the delivery. Keep tasks and timelines in your project tool; what belongs here is the calls, the proposal follow-ups and the renewal dates that determine whether there is a project at all.
Yes, because every deal has a stage and a next date. A deal with no scheduled next call is visibly stalled, and the honest pipeline is usually smaller and more useful than the hopeful one.
Probably not day to day. It earns its place when you work a list: calling every past client before a new service launch, or every lapsed enquiry from last year, which is a campaign rather than a routine.
The thread stays with the company. Reassigning the client transfers every call, note and message with it, so the person taking over reads the relationship rather than being introduced to it cold.
Yes, in your own words, and rename or reorder them whenever you like. The stages you set shape the lists, the filters and the reports, so a business selling site visits and one selling policies each see a pipeline that looks like their own.
Connect Dialmio to wherever enquiries already land, a Google Sheet or a web address, and it keeps checking that source. New entries are imported every few minutes, labelled with the source, dealt out in turn among the callers you picked, and announced on the phone of whoever received them.
A call management CRM connects the phone to the customer record. The record opens as a call starts, with the previous note visible; a sheet collects the result and the next step as the call ends; unanswered calls line up for a callback; and the owner gets call counts, talk minutes and outcomes per person with no report to chase. Dialmio does all four from a single Android app.
Usually, once WhatsApp and reporting are added up. Published Indian prices for this kind of tool sit anywhere from about 100 to 800 rupees per user per month, and a few charge WhatsApp separately or reserve reports for a dearer plan. The fair comparison is the yearly figure for your actual caller count, with everything you plan to use included.
Other industries
An unconfirmed cash order is a parcel that travels twice and sells once.
A homeowner who saw three rooftop solar ads fills three forms the same evening.
A recruiter can screen forty candidates a day, but only if the next number is ready.
10 business types, each with its own page.
Updated 6 July 2026
Book the follow-up in the same breath as sending it. The silence after a proposal is where agency deals die, and the vendor who rings is usually the only one still in the conversation a fortnight later.
Put them in the same pipeline as everything else. A referral is the best lead an agency gets and the most likely to be lost to informality, because everybody assumes somebody else is looking after it.
Set a revisit date when a project closes. A client who liked the work is the cheapest new project available, and the moment to arrange that call is while the goodwill is fresh rather than a year later.
On stages rather than amounts: enquiry, scoping call, proposal sent, negotiating, won, lost with a reason. The value of a stage here is that it implies what happens next, which matters more when every deal is a different size.
More than twice, which is where most agencies stop. Give each call something to carry, a question the proposal raised or a date that is approaching, so it reads as attention rather than pressure.
The calling side can, provided the stages are separate. Delivery lives in whatever you run projects in. What you want in one place is every conversation with a person, so nobody rings a client about new work the day a delivery is late.
The budget range if they gave one, who signs, what they have tried before, and the date they want to start. The signature question is the one most often skipped and the one that explains a stalled proposal.
Three days free, nothing locked, no card.
₹162 per user per month on yearly billing. Every feature in one plan. Prices are per user, exclusive of taxes.