Contractor CRM

A contractor call desk with do-not-call rules built in

Reps work saved queues and log a call in one line. The CRM keeps count: five attempts in 30 days blocks the lead, one do-not-call tick takes it out of every call queue, and tags run automations. Every record below is invented.

IllustrationThe CRM's rules, running live in your browser. The real interface is in the screenshots on the tool page.

Rep desk and operator tools · interactive illustration

Rule log

Try it

Work a queue. Open Beatrix Aldous, who sits at four attempts. Press Log Call, type no answer and press Enter. The fifth attempt in 30 days blocks the lead.
Say you reached someone. Open Marlene Voss, set Result to Reached the owner and log a call. The line reads Reached and Conversations goes up.
A contractor says stop. Open Tomas Marchetti in Golden and tick Do Not Call. The lead leaves every call queue, Hot included.
One line, every location. That number is on two locations. Add it to the Do-not-call file and run the import: the Arvada location is blocked too.
Let tags do the work. In Automations press Dry run, then Apply. The tags reps applied fire and set the Ops Flags.
Hand a list to the phone. In Dialer push press Run for a dry run, then tick --apply and Run again. Blocked numbers are skipped every time.