Every call, connected.
LeadCallient runs your whole calling floor: dial workspace, live dashboard, attendance, QA, compliance and client reports. Calls go through the phone system you already pay for, and Zoom meetings are built in.
Works with the dialer you already have
All the tools a calling floor needs, working together
From the first dial to the client's monthly report, without switching between five different apps.
Dial workspace
One screen per call: lead details, script, objection handling, dispositions and callbacks. Keyboard shortcuts keep agents moving.
Bring-your-own dialer
Calls run through the phone system you already pay for. A built-in softphone with mute, hold, record and transfer.
Zoom meetings
Book a Zoom consultation from any lead, start it in one click, and get the recording and AI summary back.
Live floor
Who's available, on a call or on break, plus today's calls, connects and conversions, as it happens.
Performance
Campaign funnels and per-agent scorecards: calls, connects, conversions and talk time.
Attendance & shifts
Clock in/out, break and status tracking, shift rosters, lateness and leave requests with approvals.
QA scorecards
Review calls against weighted criteria with fatal-error rules, coaching notes and agent acknowledgement.
Compliance built in
TPS/CTPS and US DNC screening, a global suppression list, calling windows and an offshore-disclosure prompt.
Data sourcing
Import vendor CSV/XLSX, pull from public registers, and track every batch from source to dial.
Email templates
Approved templates only, with merge fields, unsubscribe handling and a send log per lead.
Client portal
A read-only login for each client: funnel, outcomes, agent activity and downloadable PDF reports.
Security & audit
Role-based access, credential events, active sessions and a full audit trail of every change.
People & teams
Create users, assign teams and campaigns, set targets and deactivate leavers in seconds.
Follow-up tray
Callbacks and booked meetings pop up when they're due, with snooze limits so nothing slips.
Fast to use
Ctrl+K to jump anywhere, an animated live dashboard, and a layout that works on a phone.
Keep your phone system. Upgrade everything around it.
Pick the provider your team already uses. The softphone, the Call button and the call log stay the same, so agents never notice when you switch.
Click-to-call launches the Zoom Phone client via the zoomphonecall:// link (or Smart Embed). Call logs and recordings come back through the Zoom Phone API and phone.* webhooks.
Press call to try it
Everything an agent needs, on one screen
The queue hands agents the next lead, so there's no cherry-picking. Script and objections sit alongside, dispositions are one keystroke away, and a callback or Zoom meeting takes seconds to book.
- Due-now and fresh lead queues
- Scripts with the opening disclosure agents must read
- Keyboard shortcuts: D for outcome, N for notes, Ctrl+Enter to save
- Wrap-up timer and a celebration when a deal lands
Turn a good call into a booked meeting
When a prospect wants to see more, the agent books a Zoom meeting without leaving the call. It's linked to the lead, reminds the agent when it's due, and brings the recording and AI summary back afterwards.
- Schedule or start an instant meeting from any lead
- Invite link, passcode and calendar file in one click
- Upcoming, live and past meetings on one board with a countdown
- Cloud recording and AI Companion summary saved to the meeting
Prospect confirmed budget and wants the survey before month end. Surveyor visit booked for Tuesday 10:00.
See the whole floor at a glance
Managers see who's available, on a call or on break right now, how many calls and conversions the day has produced, and how every campaign and agent is tracking.
- Live status counts from agents' clock-in and break states
- Campaign funnel from loaded to converted
- Agent scorecards: calls, connects, conversions and talk time
- Attendance, lateness, shifts and leave approvals
Safe to dial, easy to prove
Leads only reach the queue once they're screened. A do-not-call request is suppressed everywhere in the same step as the call is logged. And every client gets a portal with their own results.
- TPS/CTPS and US National DNC screening with evidence
- Global suppression list and do-not-call handling
- Calling windows, attempt limits and cooling-off periods
- Client portal with funnel, outcomes and PDF reports
Up and dialling in three steps
Connect your tools
Link the dialer you subscribe to and your Zoom account from the Integrations page.
Load and screen your data
Import lead lists or pull from public registers. Everything is screened before it's dialled.
Start calling
Agents clock in and dial. Managers watch the live floor, and clients see their own results.
Six roles, each with their own view
Try any of them in the demo: pick a role on the sign-in page and switch whenever you like.
Frequently asked
Do we have to switch phone systems?+
No. LeadCallient connects to the dialer you already subscribe to: Zoom Phone, Dialpad, Google Voice, Aircall, RingCentral, Twilio or Vonage. Agents use one softphone and one Call button whichever you pick, and you can switch provider from the Integrations page.
How does the Zoom integration work?+
Agents book a Zoom meeting from the lead they're talking to. It's linked to the lead and campaign, added to their follow-up tray, and after the meeting the recording and AI summary are saved against it.
What does compliance cover?+
Leads are screened (TPS/CTPS in the UK, National DNC in the US) before they reach the queue. Do-not-call requests go on a global suppression list in the same step as the call is logged, and calling windows, attempt limits and disclosures are enforced per campaign.
Can our clients see their results?+
Yes. Each client gets its own read-only login showing their funnel, call outcomes and agent activity, with downloadable PDF reports. Agents can be shown by name or anonymised.
How much does it cost to start?+
Every workspace starts free with 3 agents, and admins, managers, team leads and QA are always free. When you need more agents, your admin adds seats from Plan & billing. Call minutes are billed by your own dialer provider, not by LeadCallient.
Is the demo using real data?+
No. The demo runs entirely on generated sample data: fictional clients, leads and agents. Nothing you do in it is stored permanently, and you can reset it at any time.