There is no download and no install disc — DialRidge runs in your browser and places calls through it. That means the setup is short, but the order matters: a couple of the steps depend on the one before. Follow it top to bottom and you will be talking to a lead before this coffee is cold.
Most agents set up on the laptop they call from all day, then add the phone later for calls on the move. Either works. If you only have five minutes, start on the desktop — the keyboard makes the sign-up faster.
1. Create your workspace
Go to app.dialridge.app and click Create a workspace. A workspace is your private account — your leads, your call history, your phone number, nobody else's.
- Open the sign-up screen
The Get started button anywhere on this site drops you straight onto it. Or open
app.dialridge.appand click Create a workspace under the sign-in button. - Name the workspace (optional)
Your business name is a good choice — it shows in the header so you always know which account you are in. You can leave it blank and add it later in Settings.
- Enter your email and a password
Use an email you check — login links and password resets go there. The password needs eight characters or more. Prefer Google? Click Continue with Google instead and skip the password entirely.
- Click Create workspace
You are in. There is no email confirmation step.
Pick one sign-in method — password or Google — and use it every time. Signing up with email one day and Google the next creates two separate workspaces, and your leads will look like they vanished. They are just in the other account.
2. Sign in — and stay signed in
After that first sign-up you are already logged in. Next time you come back, the app remembers you, so most days you will land straight on your Contacts. If it does ask, it is the same screen: email and password, or the Google button.
Two ways in if the password slips your mind:
| Option | What it does |
|---|---|
| Email me a login link | Sends a one-tap magic link to your email. No password needed — handy on the phone. |
| Forgot password? | Emails a reset link so you can set a new password on the spot. |
Your session lives in the browser's local storage. A private window throws it away the moment you close it, so you will be signed out mid-session — and on some phones the microphone permission resets with it, which kills the dialer. Use a normal window.
3. Put it on your home screen
Optional, but every agent who dials daily does it. Adding DialRidge to your home screen (phone) or dock (desktop) gives you a real app icon and a full-screen window with no address bar — which matters when the keypad and the outcome buttons both need to be reachable with a thumb.
The two-minute version: on iPhone, open the site in Safari, tap Share › Add to Home Screen. On Android, Chrome's ⋮ menu › Install app. On desktop Chrome or Edge, the install icon at the right end of the address bar. The full walkthrough, browser by browser, is in Set up DialRidge on your phone and your desktop.
4. Get a phone number
You cannot place a call until a number is attached to your account. This is the one step people skip and then wonder why the dialer loads but nothing happens. Go to Settings › Telephony and pick one of two paths.
- Managed — the fast path
Choose Managed (DialRidge numbers), type your area code, and click Get my number. We provision a real local number for you in under a minute and wire it up behind the scenes. You never open Twilio. Details in Managed numbers: Twilio, handled for you.
- Your own Twilio — numbers in your name
Already on Twilio, or want the numbers billed to you? Choose Bring your own and paste six credentials. Walk it with Connect your own Twilio account.
Calling works the moment your number is live. Sending texts needs a one-time carrier registration (10DLC) that can take a day or two to clear — on a managed number we file it for you from the same Settings screen. Your first call does not wait on it.
5. Turn on your microphone
Because calls go through the browser, the browser has to be allowed to use your microphone — and it only asks once. Get this right and you never think about it again.
- Open the Dialer tab and click Connect softphone
The browser pops a microphone permission prompt.
- Choose Allow — not "Allow this time"
On Chrome and Edge, pick the option that remembers. "Allow this time" re-prompts next session, and a prompt that lands mid-dial drops the call.
- Wait for the status to read Ready
That means the softphone has registered and the line is live. If you plugged in a headset after opening the browser, reload once so it picks up the right mic.
Blocked it by accident? Chrome/Edge: click the icon to the left of the address bar › Site settings › set Microphone to Allow, reload. iPhone: Settings › Safari › Microphone. Mac also has System Settings › Privacy & Security › Microphone — your browser has to be switched on there too.
6. Make your first call
Call your own mobile first. It is the fastest way to prove the whole chain works — number, softphone, microphone, audio — before you spend a real lead on it.
- On the Dialer, add one contact
Paste your own mobile into the quick-add box at the bottom as
+1YOURNUMBER, Testand load it, or use the Quick Dial tab and type the number straight onto the keypad. - Press Call
Your phone should ring, showing your DialRidge number as the caller ID. You will hear it ring in your headset first — that ringback means audio is flowing both ways.
- Answer and talk
Hear yourself on both ends. That is the entire calling path confirmed.
- Hang up and log the outcome
Tap an outcome button — the call lands in your Calls log with the time, duration, and the disposition you chose.
Nine times out of ten it is one of two things: no number is attached yet (back to step 4), or the microphone is blocked so the softphone never reached Ready (step 5). The status text on the Dialer tells you which.
7. Load your leads
With calling proven, bring in the people you actually need to reach. Open the Contacts tab and either add them by hand or import a CSV. Then save any filter — "New leads", "Callbacks this week", a tag — as a list you can load into the Dialer in one click and work straight down.
The Dialer's Auto mode then walks the list for you: it dials, you talk, you log, and it advances to the next after a short countdown. No answer? One tap fires off a follow-up text.
8. Connect your CRM
Optional, and you can do it later — DialRidge has a built-in contact database, so nothing is blocking you. But if you live in a CRM, connecting it means every call, text and note lands on the right contact automatically, with no copy-paste. Go to Settings › Connections. The connector available today is Agile CRM — the step-by-step is Link Agile CRM to DialRidge. HubSpot, Zoho and GoHighLevel are in progress.
9. First-run checklist
If all five of these are true, you are fully set up:
| Done? | Step |
|---|---|
| ✓ | Workspace created, and you can sign back in |
| ✓ | App icon on your home screen or dock |
| ✓ | A phone number shows under Settings › Telephony |
| ✓ | Softphone reads Ready and the mic is set to Allow |
| ✓ | A test call to your own mobile connected both ways |
That is the whole first run. From here it is just dialing — load a list, hit Auto, and go.
The full home-screen walkthrough, browser by browser.
NumberThe one-click path to a working number. No Twilio account.
AlternativeNumbers in your own name, six credentials, one test button.
ThenCalls, texts and notes on the right contact, automatically.
Ready when you are.
No contract, cancel anytime. The first 50 agents lock in $39/mo for a year.
Create your workspace