Velocidial
Everything in the box

Built for teams that live on the phone.

A complete sales command center — dialer, lead pipeline, marketing texts, AI coaching, and manager reporting in one app.

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In-App Browser Calling

A full softphone in the browser — no extra apps, no extra tabs.

  • Outbound + inbound calls via Twilio Voice SDK
  • Automatic recordings attached to each lead
  • Live transcription on every call
  • AI call coaching on tone, objections, and next steps
  • Call scripts on-screen while you dial

Call Fallback

Hunt for an available agent, then catch the rest in voicemail.

  • Inbound calls ring the lead's owner first, then any available agent
  • Off-duty managers and busy reps are skipped automatically
  • Unanswered calls drop to voicemail with a recording
  • Searchable voicemail transcripts per lead
  • Voicemail-to-lead linking — know who called without listening
  • Mark voicemails read / unread

Number Health & Compliance

Keep your DIDs clean, local, and answered.

  • Real-time spam-flag and underperformance alerts
  • Wash & recycle burnt numbers — cool down, scrub, rotate
  • Automated carrier dispute filing
  • Buy and provision new local DIDs in-app
  • Local-by-city routing — match the lead's area code automatically
  • Shared number pool across the whole team

AI-Powered Productivity

AI does the busywork so reps just talk.

  • AI Call-out List — daily prioritized queue by close likelihood
  • AI Lead Distributor — auto-assign new leads across the team
  • Follow-up suggestions after every call
  • Field-tracking AI for door-to-door reps
  • Lead OCR — snap a card or form, AI extracts the lead
  • AI Assist that can query data and propose bulk actions

Lead & Pipeline Management

One record per lead — every touch in one timeline.

  • Unified lead record with stage, product interest, and notes
  • Full activity timeline — calls, SMS, emails, notes, appointments
  • Follow-ups & tasks with reminders
  • Custom stages and call dispositions
  • Secondary contact with DOB and relationship
  • Manager-driven lead reassignment between agents

Team & Manager Tools

Run the whole team from a single command center.

  • Team pipeline, calls, and number health at a glance
  • Searchable reports by date range and rep
  • Invites, roles, and per-seat subscription control
  • Deactivate users without losing historical KPI reporting
  • Row-level data isolation per workspace

SMS & Templates

Text leads without ever leaving the app.

  • Send texts directly from the call-out list or lead record
  • Reusable SMS templates with full CRUD
  • Variables: {{first_name}}, {{full_name}}, {{agent_name}}, {{product}}
  • Send-now confirmation to prevent accidental texts
  • Every text logged to the lead's timeline

Marketing Campaigns

Mass-text the right audience at the right time.

  • Manual blast or scheduled send
  • Audience filters by stage, product interest, and source
  • Live recipient preview as you build the audience
  • Template + per-recipient variable substitution
  • Scheduled sends auto-run on a 1-minute cron

Daily Training Picks

Coach reps on a fresh, real call every day.

  • System picks one random recorded call per agent daily
  • Manager-only training page with playback + AI coaching
  • Inline written coaching notes per call
  • Mark calls reviewed to track coaching progress

Appointments, Calendar & Birthdays

Every booking and birthday on one calendar.

  • Monthly + daily calendar of all appointments
  • Book, reschedule, cancel, complete, or no-show
  • Primary + secondary contact birthdays on the calendar
  • Click any birthday to jump to the lead

Platform & Account

Modern stack — secure, mobile-ready, and easy to set up.

  • Mobile PWA — install to Home Screen
  • Email + Google sign-in
  • Subscription billing via Paddle
  • Guided Twilio voice setup (Account SID, Auth Token, API Key, TwiML App)
  • Per-workspace data isolation