CRM with dialer built in, on Android and iPhone

What is a CRM with dialer?

A CRM with dialer is a customer database that places calls itself and saves each call to the matching contact record, with nothing typed twice. AutoDial CRM is a CRM with dialer built in for Android and iPhone, where the auto dialer, call log and lead pipeline are one app on the salesperson’s phone.

AutoDial CRM starts from the opposite end to most office CRMs. Instead of bolting a calling tool onto a desktop database, the dialer is the phone app itself: on Android it can replace the default dialer, so every call, inbound or outbound, passes through the CRM. Calls leave from the salesperson’s own SIM, or through WhatsApp when a lead prefers it. While the phone rings, you see who it is, where the lead stands and the latest remark; once the call is over, the after-call sheet captures how it went and when to follow up. The auto dialer can start from any saved filter, an imported list, call-log numbers or the follow-ups due today. Teams that would rather keep their usual phone app can switch on CRM team mode, which runs beside it and still opens the after-call sheet. As of October 2026 the same account can also be driven from a computer, through a Chrome extension that makes the phone dial a clicked number.

CRM with dialer benefits

• No copying between tools

  Status, remark and follow-up land on the lead the moment the call ends.

• One app, one plan

  Dialer, pipeline and reminders sit in a single per-user subscription.

• A real mobile number

  Leads see the salesperson's own SIM, not an unfamiliar line.

• Dial what you filtered

  Any lead filter on screen becomes a calling session in one step.

• Inbound calls matched

  Callers are named from your own leads before you answer.

• Nothing to sync

  No connector between two systems that can fail or lag.

CRM with auto dialer: dial from any filter

The strongest reason to want a CRM with auto dialer is that the list you call is the list you just built. In AutoDial CRM one shared lead filter combines status, tag, source, product, imported list, custom field values, due today and whose lead it is, and tags and products can be set to match any or match all. Whatever that filter shows can be dialed straight away, as can an imported list, call-log numbers, the leads a colleague owns, or follow-ups that fall due today.

Once the session starts, it shows progress and offers skip, pause and stop from any screen. You set the gap between calls and a ring limit for unanswered numbers. Numbers that do not pick up get between 1 and 3 more attempts, while a network cut before any ringing triggers up to two redials before the lead counts as not reached. A lead only counts as done once a call passes the minimum length you set, so a two-second hang-up leaves it open. The same engine powers the standalone auto dialer app, and it can also call through WhatsApp or WhatsApp Business, within a daily limit you control.

CRM with built in dialer: what each call leaves behind

With a CRM with built in dialer, the call and the record are one event, so the trail builds itself:

• Before: caller ID names the person by checking your own leads, clients and contacts before anything else, and flags spam reported by other users.
• During: the call screen carries the status and latest remark, on the lock screen too, and you can open the full lead record without hanging up. You can add a second call and merge them into a conference.
• Right after: two taps on the after-call sheet set the status, remark and follow-up, and the right auto WhatsApp message after the call can go out by itself.
• Later: the phone’s own call recording is imported to the call, the remark shows on the next call, and the follow-up rings like an alarm.

All of it sits on one customer screen with tabs for calls, WhatsApp, remarks, reminders and lead details. With a CRM and a separate dialer, each of those steps depends on the two tools staying in sync.

CRM dialer on the phone and from a computer

A CRM dialer only helps if it is where people work. On Android, AutoDial CRM can be the default phone app, with dual SIM choice per call and the correct SIM name on every logged call. At a desk, the Chrome extension lets someone click a number in the browser and have their phone dial it, with the SIM, auto-call and speaker settings they prefer. On iPhone the app has every feature except the phone’s call log. If you already run a different CRM, AutoDial CRM can forward call and CRM data to its API, and teams that live mostly in calls can manage the whole pipeline in the telecalling CRM itself.

CRM with dialer vs CRM plus a separate dialer

CRM with dialer setup

1. Put AutoDial CRM on every salesperson’s phone. On Android, make it the phone app, or turn on CRM team mode to keep the usual dialer.
2. Bring your leads in from Excel, CSV or JSON, or connect a Google Sheet or REST API that is checked on a schedule.
3. If an older CRM must keep receiving records, connect its API so call and CRM data are pushed to it.
4. Build the filter you want to call, start the auto dialer and log each outcome on the after-call sheet.
5. Add the Chrome extension on office computers for anyone who works from a desk.

CRM with dialer limits

If your company runs a large desktop CRM that must stay the single record for everyone, a dialer integrated into that CRM may suit you better; AutoDial CRM can push data to it, but your team would then use two apps. It is not a cloud call center: there are no virtual numbers, no phone menus, and each phone dials one call at a time, so it will not replace a predictive dialer running many lines. It imports the recordings your phone makes rather than recording calls itself. On iPhone the phone’s call log is off limits to the app, and WhatsApp calling has a daily limit. Rules on sales calls and do-not-call lists differ between the UK, India, the US and other countries, so check the rules where you call (general information, not legal advice).

CRM with dialer example

An illustration, not a named customer. A replacement windows company in Manchester has 3 sales advisers. They used to keep leads in a spreadsheet, call from a separate dialer, and retype each outcome at the end of the day. The website quote form already fills a Google Sheet, so the office manager connects that sheet as a lead source: around 120 new requests a week arrive as leads, 40 for each adviser. Each morning an adviser filters New and Website, starts the auto dialer and calls from their own mobile. Every call closes with a status such as Survey booked, Quote sent or Not now, and a follow-up for the next week. Nothing is retyped, Thursday’s survey calls ring as alarms, and the manager reads every adviser’s calls in the team log instead of waiting for a spreadsheet.