Sales Dialer

Documentation

What it does

Sales Dialer connects your sales team's Android phones to EspoCRM. Every work call (incoming, outgoing or missed) is logged automatically as a Call on the matching Lead, Contact or Account, with its duration, result and recording. Reps get a companion app with their day plan, follow-ups and customers.

Main features

• Automatic call logging from the phone's call log, matched to Leads, Contacts and Accounts by phone number.
• Call recordings uploaded from the phone (optional, Wi-Fi only option) and playable from the Call record and the Call Recordings page.
• "How did the call go?" screen after each call: result, note and next step (call, meeting or task). Results can move the Lead status automatically.
• Numbers that are not in the CRM go to Numbers Pending Approval; a manager approves them (they become Leads) or rejects them.
• Missed calls create a call-back follow-up; first-contact alert when a new Lead is not called in time.
• Team reports: Call Reports page and a Sales Dialer Stats dashlet (calls, talk time, answer rate, results per rep), daily target per rep, idle-rep alert.
• Click-to-call from the CRM to the rep's phone, contact sync, reminders and optional instant push notifications (Firebase).
• App branding from the CRM: name, colors, logo, language, tabs and a forced-update APK.

How to use

• Install the extension, then open Administration → Sales Dialer → Sales Dialer Settings and set your country code, work hours, results and lead statuses.
• Open Administration → Sales Dialer → Connect Device and scan the QR code with the Sales Dialer app (or type the CRM address).
• Each rep signs in with their own CRM user. The phone appears in Sales Devices, where you can see its status and turn it off.
• Calls appear on the customer's record and in the Calls list; recordings play from the Call detail view.
• Managers review new numbers in Numbers Pending Approval and follow the team in Call Reports.

Settings & permissions

• All options are in Sales Dialer Settings (unknown number action, entities to match, outcome required, recording retention, status rules, call script, push settings, app branding).
• Access to recordings, reports and pending numbers follows EspoCRM roles (scopes: Call Recordings, Call Reports, Numbers Pending Approval).

Notes

• Requires the Sales Dialer Android app (Android 8+). The CRM must be reachable over HTTPS.
• Recording depends on the phone's own call recorder.
• The license covers the number of CRM users set on your key.