Built-In Softphone

Your Insurance Phone System Is Already in Your CRM

Click-to-call from any contact, dedicated local numbers, automatic call recording, AI transcription, and one-click voicemail drop — all built directly into SalesPulse. No hardware. No extra apps. No monthly VoIP bill.

Start Making Calls Free →See Live Call Transfers →
< 5 min
Setup Time
Zero
Hardware Required
~45 sec
VM Drop Time Saved
Twilio
Carrier Network

From Lead to Logged Call in Under 10 Seconds

The SalesPulse softphone is woven into every contact record, every lead card, and every task — so calling is never more than one click away.

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Step 01

Get Your Dedicated Number

Pick a local area code for your territory or a toll-free number for your brand. Your number is assigned instantly through Twilio's carrier network — no porting delays or SIP configuration required. Agencies can provision numbers for their entire team from one admin dashboard.

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Step 02

Click to Call from Any Contact

Every phone number in SalesPulse — whether from a purchased lead, a contact import, or a manual entry — is a one-click call button. The softphone opens in a panel within the CRM, so you never lose context of the contact record while you're on the call.

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Step 03

Log Dispositions in Real Time

While on the call, tag the disposition (answered, left VM, not interested, booked appointment, etc.), take notes, and schedule a callback — all without hanging up. Your activity log updates live so your pipeline stays current without after-call cleanup.

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Step 04

Review Recordings & AI Transcripts

Every recorded call is saved to the contact timeline. AI transcription surfaces key phrases, objections, and next steps automatically. Managers can listen to calls for coaching, and agents can review their own calls to improve closes — all searchable by keyword or date.

Voicemail Drop Lets You Work 2× the Contacts

The average agent wastes 45–60 seconds every time a call goes to voicemail — waiting for the beep, recording a message, hanging up. With voicemail drop, you pre-record a polished, vertical-specific message and drop it instantly the moment a call rolls to VM. You're already dialing the next contact before the prospect's voicemail even starts playing.

Agents who use voicemail drop consistently report reaching 80–100 contacts per session instead of 40–50 — doubling their pipeline exposure without adding a single hour to their workday.

Without VM Drop
40–50 contacts/session
With VM Drop
80–100 contacts/session
Time saved per voicemail
~45 seconds
Annual time saved (100 VMs/week)
~75 hours

Everything Your Phone System Should Do — Already Done

Stop paying for a separate VoIP provider, a separate dialer, and a separate CRM. SalesPulse combines all three into one subscription.

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100% Browser-Based

No downloads, no plugins, no VoIP adapters. Works in Chrome, Firefox, Safari, and Edge. Call from any laptop, desktop, or mobile device.

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Dedicated Local Numbers

Prospects are 4× more likely to answer a local number than a toll-free one. Every agent gets their own dedicated caller ID that builds recognition over time.

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Automatic AI Transcription

Every recorded call is transcribed by AI. Search for objections, product mentions, or competitor names across your entire call history.

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One-Click Voicemail Drop

Pre-record a professional message and drop it instantly when a call goes to VM. Skip 45-second recording waits and dial 2× more contacts per hour.

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Unified Contact Timeline

Every call, SMS, email, and appointment appears on one contact timeline. No switching between dialers, email clients, and calendar apps — it's all in one place.

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Agency Subaccounts

Each agency in your network gets a clean Twilio subaccount. Numbers, recordings, and billing are fully separated — no data bleed between your downline agencies.

SalesPulse vs. Separate VoIP + CRM Stacks

Most agents juggle RingCentral or Twilio + HubSpot or Salesforce + a spreadsheet dialer. SalesPulse replaces all of it.

FeatureSalesPulseVoIP + CRM StackSeparate Dialer
Setup time✅ < 5 minutes⚠️ Days of configuration⚠️ Hours
Hardware required✅ None⚠️ Sometimes⚠️ None
Contact timeline✅ Calls + SMS + email + notes⚠️ Calls only⚠️ Calls only
AI transcription✅ Auto, every call⚠️ Add-on extra cost❌ No
Voicemail drop✅ Built-in, one click❌ Rarely⚠️ Sometimes
Lead CRM integration✅ Native (same app)❌ Manual import/webhook❌ No CRM
Agency subaccounts✅ Twilio subaccount per agency⚠️ Extra setup❌ No
Monthly cost✅ One subscription⚠️ 2–3 separate bills⚠️ Extra bill

Frequently Asked Questions

Do I need to buy any hardware to use the SalesPulse softphone?+
No hardware required. The softphone runs entirely in your web browser (Chrome, Firefox, Edge, Safari) and on iOS/Android via the SalesPulse mobile app. All you need is a microphone — either your computer's built-in mic, a headset, or AirPods. No desk phones, SIP adapters, or PBX hardware needed.
Does each agent get their own dedicated phone number?+
Yes. Every agent is assigned a dedicated local or toll-free number through Twilio's carrier-grade network. Your number shows on caller ID when you call prospects, improving answer rates. Agencies using subaccounts get a separate Twilio subaccount so all call charges and numbers are cleanly separated per agency.
Are calls recorded and transcribed automatically?+
Yes. All inbound and outbound calls can be recorded automatically (configurable per agent or agency). AI transcription runs after the call ends and the transcript is attached to the contact record. You can search transcripts, review coaching notes, and use transcript content to trigger follow-up tasks.
How does click-to-call work with my contacts?+
Every phone number in SalesPulse is a clickable link. Click a contact's number to initiate a call directly from the CRM — no copy-pasting or manual dialing. The call automatically logs against the contact record with timestamp, duration, disposition, and any notes you add during or after the call.
Can I use the softphone on my mobile phone?+
Yes. The SalesPulse mobile-responsive web app works on iOS and Android browsers. You can make and receive calls, log dispositions, leave voicemail drops, and view contact records — all from your phone while driving between appointments. Dedicated app support for native iOS and Android is also on the roadmap.
What is voicemail drop and how does it work?+
Voicemail drop lets you pre-record a professional voicemail message and drop it into a prospect's voicemail with one click — without waiting through the entire ringing cycle. When the call rolls to voicemail, click 'Drop VM' and you immediately move on to the next dial. This saves 30–60 seconds per no-answer and lets you cover 2× more contacts per hour.

Your Phone System Should Be Inside Your CRM

Get your dedicated number, start click-to-calling, and automatically log every call to your contacts — in under 5 minutes, no hardware needed.

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