Conversational AI • Last Updated 7/20/2024

Building a click-to-call dialer into your CRM platform

Enable sales reps to win deals and connect with prospects by integrating a click-to-call dialer into your CRM platform.

Marlo Vernon

By Marlo Vernon

A woman sitting at her laptop building a click-to-call dialer into her CRM

Connections are made and deals are won through conversations. The ability to easily have and record those conversations is critical when building a robust CRM or sales outreach platform. Building a click-to-call dialer into your application is an effective way to enable sales reps to win deals and connect with customers.

In this blog post, we’ll discuss what a click-to-call dialer is, the benefits of using one in your sales process, and how you can build your own customizable automated dialer. Keep reading to learn more.

What is a click-to-call dialer?

A click-to-call dialer is a powerful communication tool that integrates with your CRM or sales outreach platform. It lets users initiate phone calls directly from your interface with just a click. This feature automates the process of dialing phone numbers and connecting calls, streamlining the sales process and enhancing the overall user experience.

You can build click-to-call dialers using a Voice API, which serves as the foundation for call handling, control, and management. Using an API allows developers to seamlessly integrate telephony services into their platforms, enabling features such as call routing, text-to-speech, speech recognition, call recording, and more. As a result, users can effortlessly connect with their prospects, clients, or customers, reducing the time spent on manual tasks and increasing their overall productivity.

Benefits of integrating a click-to-call dialer

Sales professionals rely on prompt and effective communication to do their job. Integrating a dialer can significantly boost a CRM or sales outreach platform’s value proposition and enhance user experience. Here are the key benefits of integrating click-to-call functionality.

Time savings

Click-to-call dialers eliminate the need for manual dialing, which saves time and reduces errors. When sales reps don’t need to complete this repetitive task manually, they have more time to focus on meaningful conversations with leads and customers.

Enhanced customer experience

Instant access to customer data during calls helps sales reps personalize their approach, resulting in improved customer interactions and increased satisfaction.

Call tracking and analytics

Click-to-call dialers offer detailed call tracking and analytics, enabling sales managers to monitor performance, identify trends, and optimize their teams' efforts.

Improved lead management

Integrating a dialer with CRM and sales outreach platforms allows sales teams to easily update lead information and track their progress through the sales funnel, ensuring better lead management and follow-ups.

Building a dialer into your application allows users to make and receive calls, record conversations, and have access to all the tools they need in one place. That way, they can focus on what matters: building relationships and closing deals.

Build your own click-to-call dialer

The more efficiently sales reps can get in touch with leads, the more likely they are to close deals. Without seamless one-click-calling, it becomes increasingly difficult for sales managers to track call activities, monitor performance, and identify areas for improvement. By equipping customers with the tools they need to respond to leads quickly and efficiently, you can help them improve their sales numbers—and stay ahead of the competition.

Telnyx can help you create a customizable, reliable dialer

Telnyx can help you build a click-to-call dialer that saves reps time and fits seamlessly into sales processes. Telnyx handles end-to-end telephony, so all you have to do is integrate the click-to-call functionality into your platform via API. We ensure high-quality and reliable voice calls, customization, and pay-as-you-go pricing to quickly and affordably scale your solution.

Unlike out-of-the-box solutions, Telnyx allows you to build a customized dialer specifically tailored to your business’s needs. Our well-documented API and SDKs make it simple for development teams to integrate our Voice API into your platform, reducing development time.

For example, one Telnyx customer cut their deployment time in half by leveraging Telnyx WebRTC to build a softphone directly into its platform. Upmarket's softphone enables its customers to call prospects directly from the platform. You can read the full customer story here.

Additionally, Telnyx's robust API features—such as call control, text-to-speech, speech recognition, and call recording—enable platforms to create a comprehensive and feature-rich dialer that meets the evolving needs of their users.

Telnyx’s global, private network delivers superior call quality, ensuring communication between sales teams and their prospects remains crystal clear and reliable. We also offer affordable, pay-as-you-go pricing, saving the average user 30% when switching to Telnyx.

Not only does Telnyx offer call quality and cost savings, but getting started with our Voice API can easily be accomplished by following a few simple steps.

How to get started

Click-to-call builds customer trust, improves conversion rates and makes it easy for customers to engage with your business at critical moments. Access our free click-to-call sample code and video to kickstart your project and accelerate the development of your platform.

Access the sample code

Start building a click-to-call dialer using Telnyx's Voice API by following these steps to set up your account, configure your phone numbers, and integrate our API into your CRM or sales outreach platform.

  1. Connect your business phones to Telnyx SIP trunks. Connect desk phones, PBXs, softphones, and even clients like Microsoft Teams or Zoom Phone to our global infrastructure and APIs.
  2. Build calling into your apps and websites. Use our advanced SDKs for iOS, Android, and JavaScript. Build your click-to-call dialer with our ready-to-use sample code.
  3. Build, test, and debug with ease. Leverage in-depth tutorials and videos, developer tools, and support to build the dialer that fits your needs.
  4. Scale click-to-call globally. Scale your click-to-call application to new countries in just a few clicks, thanks to advanced number porting and provisioning.

Getting started is simple. And if you need help along the way, Telnyx’s 24/7 support team and solution engineers are there to help make implementation successful.

Contact our team of experts to start streamlining communication in your platform with a click-to-call dialer.

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