STEP 01 – START
Smart Insights Ready
Start receiving intelligent call analytics and performance insights instantly. Boost your productivity with data-driven decisions.
Simple. Automatic. Actionable.
How does it work?
DialSummary connects your team's phone activity with one central dashboard. Calls are logged automatically, leads stay organized and managers get the insights they need to improve performance.
- Quick app setup
- Automatic call capture
- Lead follow-up tracking
- Live team reporting
From setup to insights
One clear workflow. 13 simple steps.
Connect your team, capture every call, and keep the next action in view.
STEP 02 – WELCOME
Create your account and invite employees
Login securely with your phone number to access your personal call analytics dashboard. Review the account and privacy settings before using the service.
STEP 03 – PRIVACY
Permissions Setup
Grant necessary permissions securely - review the permissions needed for call and contact access. Your privacy is our priority.
STEP 04 – CALL ACCESS
Call Log Access
Allow access to call history for comprehensive statistics and analysis. Full visibility into your communication.
STEP 05 – CONTACT ACCESS
Contact Access
Allow access to contacts for better call identification and context. Check the privacy policy for information about data use and storage.
STEP 06 – OVERVIEW
Call History
View all your calls at a glance - incoming, outgoing, missed, and today's activity. Filter and search through your complete call log.
STEP 07 – DIALER
Inbuilt Dialer
Users can make national and international calls directly from the inbuilt dialer with ease. Connect with anyone, anywhere, anytime.
STEP 08 – INSIGHTS
Analytics Dashboard
Track call patterns over months with interactive charts for all call types. Identify peak calling hours and response rates.
STEP 09 – INSIGHTS
Call Summary
Visual breakdown of your call types with duration tracking and percentage distribution. Understand your calling patterns.
STEP 10 – FOLLOW-UP
Missed Opportunities
Identify calls not picked by clients to follow up and improve response rates. Never miss a potential lead again.
STEP 11 – ENGAGEMENT
Longest Call Tracking
Monitor your most engaging conversations with detailed duration and contact info. Identify your best conversations.
STEP 12 – CONTACTS
Contacts Integration
Connect contacts to see names instead of numbers - with the contact permissions you allow. Better context for every call.
STEP 13 – COMPLETE
Setup Complete
Check that expected call records have synced, then review the available activity in your workspace.
Watch DialSummary in action
Ready to see the workflow live?
Watch how DialSummary connects calling activity, lead follow-ups and team reporting, then book a personalized demo for your team.
Book your demo