Straight setup guides written for solo agents, not for IT departments. Start at the top and work down — three steps and you are making calls that land in your CRM.
Phone — 2 minutes. Or phone and desktop.
Agile CRM, or use the built-in one.
Everything you need between signing up and your first logged conversation.
Three questions in one breath lets them dodge the one you needed. Ask one, stop, and let the quiet do the work.
Read the post →The whole first run, in order — create your workspace, sign in, get a number, and place a live call in about fifteen minutes. Read this one before any other.
Read the guide →The call and the record are the same screen. Set the outcome, move the stage, type the note and add the callback while you are still talking — and you still do the clicking.
Read the post →The first sentence of a call has one job. Most openers spend it asking for a favour before the other person knows who is calling. Here is what a better one does.
Read the post →Ten minutes, no app store, no download. Here is exactly what to tap on iPhone, Android, Windows and Mac — and the one permission that decides whether the dialer works at all.
Read the guide →Two minutes, no app store, no download. The exact taps for iPhone and Android — plus the microphone permission that decides whether your calls work.
Read the guide →On a DialRidge-provided number you never open Twilio. Here is what we run on your behalf, what it costs, and where to find the call logs you would have gone to Twilio for.
Read the guide →Already have Twilio, or want the numbers in your own name? Six credentials, one test button. This walks the whole path — API keys, TwiML app, Messaging Service, and the 10DLC registration most people forget.
Read the guide →Three fields and your calls, texts and notes start landing on the right Agile contact automatically. Plus the daily API ceiling on Agile's free plan that catches dialer users out.
Read the guide →No contract, cancel anytime. Be one of the first 50 to lock in $39/mo for a year.
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