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.
The whole first run, in order — create your workspace, sign in, get a number, and place a live call. Read this one before any other.
Read the guide →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 →One screen decides how every call you make behaves — what the lead hears, who gets texted, whether anything is recorded, and what your pipeline is called. Here is every field on it and what happens when you change it.
Read the guide →Once you are set up: the two screens you will spend your day on.
The Dialer, from loading a list to logging the last call: direct dial or press-1, manual or auto-dial, what every status message means, and what happens when a lead calls you back.
Read the guide →Getting people into DialRidge — typed, imported from a CSV, or fetched from your CRM by tag — then finding them, moving them through your stages, and turning a filter into a list the Dialer can call.
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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