Parallel Dialer: The Complete Guide

This is the master guide to the Salesfinity dialer. Everything a rep, manager, or RevOps admin needs — how the dialing modes work, how to configure them, how Boss Mode and SmartEnrich decide what you dial, how Salesfloor turns solo calling into team calling, what syncs back to your CRM, and what to do when your connect rate drops.

If you only read one page about the platform, read this one. If you came here for one specific answer, use the table of contents and jump.

Quick answer: The Salesfinity dialer is an AI parallel dialer for outbound sales teams. It dials up to five contacts at once, uses AI to filter out bad numbers and voicemails, and connects a rep only when a real human picks up. Everything around the conversation — dialing, note-taking, disposition logging, CRM writeback, follow-up scheduling — is automated, so reps move from one live conversation to the next instead of clicking "next call" all afternoon.

Table of contents

• What the Salesfinity dialer actually does

• The dialing modes: power, parallel, and SmartFlow

• How parallel dialing works, step by step

• Boss Mode: knowing which numbers are worth dialing

• SmartEnrich: waterfall enrichment across 7+ providers

• Number health: SmartGuard, SmartRotate, and caller IDs

• Pre-call context: SmartGenie, Signals, and the CRM Org Chart

• Configuring your dialer preferences

• Lists, filters, and queue management

• Dispositions, call statuses, and what gets logged

• Salesfloor: calling as a team sport

• After the call: summaries, drafts, and Nurture AI

• Coaching: AI call scoring and AI training bots

• Analytics: finding out what actually works

• Integrations: dialing where your data lives

• The open platform: API and MCP

• What's on which plan

• Troubleshooting: how to increase your connect rate

• FAQ

What the Salesfinity dialer actually does

Most descriptions of a parallel dialer stop at the mechanics: it calls several numbers at once. That's true, and it's also the least interesting part. Any system can fire off multiple calls.

The thing that matters is what happens in the gaps. In a typical outbound hour, a rep spends only a small fraction of the time actually talking to a person. The rest goes to ringing, voicemail greetings, disconnected lines, wrong numbers, gatekeepers, note-taking, disposition-picking, and clicking to the next record. That's the real tax on outbound, and it's what the dialer is built to remove.

Salesfinity handles the whole cycle around the conversation:

• Before the dial. Numbers are scored for pickup likelihood, and missing or bad numbers get re-enriched. Reps don't spend attempts on lines that were never going to work.

• During the dial. Multiple numbers ring in parallel. AI listens for a live human answer and bridges the rep only at that moment. Voicemails and dead lines never reach the rep's headset.

• During the conversation. Prospect history, account activity, research, and org context are on the card before the rep says hello.

• After the conversation. The call is recorded, transcribed, summarized, dispositioned, and written back to the CRM or sequencer. Follow-ups get scheduled automatically.

The output is simple: reps have more live conversations per hour, and the system does the admin around them. Everything else in this guide is a detail of how that gets done.

The dialing modes: power, parallel, and SmartFlow

Salesfinity supports three ways to work a list, plus a keypad for one-off calls. Most teams use all of them, on different segments, on the same day.

Power dialing (one at a time)

Power dialing calls contacts one after another. The dialer still automates everything around the call — pulling the next record, logging, note-taking, sequence advancement — but only one line is live at a time.

Use power dialing when:

• The contacts are high value and you can't afford to drop a call that picks up while you're already talking.

• Your best-scoring numbers are so likely to answer that parallel dialing would create collisions.

• You're calling a small, senior list where every attempt matters more than throughput.

• You're a new rep who wants a slower rhythm while learning the script.

Parallel dialing (up to 5 at once)

Parallel dialing calls up to five contacts simultaneously. AI detects which line is answered by a real human, connects you to the first live answer, and drops the rest to avoid overlap. This is the mode that changes the math of a calling block, because dead attempts run concurrently instead of consecutively.

You set the number of parallel dials in the Call Preferences tab on the Dialer page. Higher isn't automatically better — more lines means more throughput but also more dropped calls when several people answer at once.

Recommended starting point: 2–3 parallel dials. That's the balance between volume and control for most teams and most lists.

SmartFlow (let the AI choose)

SmartFlow is the adaptive mode. Instead of you picking a fixed number of lines, SmartFlow decides in real time whether to power dial or parallel dial — and how many lines to open — based on the quality of the contacts in front of you.

It uses the pickup-likelihood tiers from Boss Mode (P1, P2, P3). When the queue is full of high-likelihood numbers, SmartFlow narrows the lines so you don't collide with your own best prospects. When the queue is full of low-likelihood numbers, it opens up. It adjusts continuously as you move through the list.

The practical effect: you get most of the throughput of aggressive parallel dialing without the dropped-call cost, and you stop having to think about the line count at all. If you're not sure what to set, turn SmartFlow on.

Single dialer (keypad)

For one-off calls, the single dialer lets you type a number on the keypad and dial it directly — useful for callbacks, referrals a prospect just gave you, and numbers that aren't in a list.

Multi-number calling

Many contacts have more than one number on record — a mobile, a direct line, an HQ line. Multi-number calling lets Salesfinity work through more than one number for the same contact rather than burning the record after a single failed attempt on a bad line.

How parallel dialing works, step by step

Here's the actual sequence, from clicking Start to hanging up.

1. The queue loads. Contacts come from a CRM list or view, a sequencer's due call tasks, or a CSV you imported. Filters and sorting decide the order.

2. Numbers are checked. With Boss Mode on, each number carries a score. Low-likelihood numbers are held back rather than dialed.

3. Lines open. Salesfinity places calls on up to five numbers at once — or however many SmartFlow decides is right for the current contact quality.

4. AI listens. Every ringing line is monitored. Voicemail systems, automated greetings, disconnected tones, and dead lines are identified and handled without ever reaching your headset. Voicemail drop can leave a pre-recorded message automatically when you want one left.

5. A human picks up. The moment a real person answers, you're bridged into that call. With the 1-way beep setting on, you get a soft audio cue the instant you go live — so you're ready before you hear "hello," instead of realizing two seconds late.

6. The other lines drop. If two people answer simultaneously, you're connected to the first, and the remaining calls are dropped automatically so there's no overlap.

7. Context appears. The dialer card shows who you're talking to, prior activity, account history, research, and — where configured — email thread history and the account's org chart.

8. You talk. This is the only part of the loop that's yours.

9. The call closes out. Pick a disposition (or let AI suggest one), and the recording, transcript, AI summary, disposition, purpose, and sentiment are logged. Everything writes back to the connected CRM or sequencer. If the outcome warrants a follow-up, a task or nurture sequence is created.

10. Next. The queue advances and the lines reopen. Reps stay in a conversation rhythm rather than an admin rhythm.

Median connection speed on a live pickup is around 400ms, which is what keeps the front of the call from sounding like a robocall. That handoff delay is the single most audible difference between dialers, and it's where prospects decide whether they're talking to a person or a machine.

Boss Mode: knowing which numbers are worth dialing

Boss Mode is number scoring. It looks at your list before you dial and grades every phone number so you know which ones are worth an attempt.

What Boss Mode scores on

Each number gets evaluated on:

• Validation — is this a live, reachable line at all?

• Carrier information — who actually operates the number today.

• Phone type — mobile, direct, HQ, or other line type.

• Pickup likelihood — the probability someone answers.

Every contact is then bucketed into a tier:

The logic behind that table is worth spelling out, because it's counterintuitive at first. If you parallel dial five P1s and all five pick up, you can only talk to one of them. You just hung up on four people who were willing to have a conversation with you — and they're now less likely to answer next time. High-quality numbers deserve fewer lines, not more.

The inverse holds for P3s. If almost nobody is going to answer, opening five lines costs you nothing and occasionally surfaces a conversation you'd never have had.

Boss Mode and P3 numbers

By default, Salesfinity holds P3 numbers back rather than dialing them, because low-propensity numbers drag your connect rate down and put unnecessary wear on your caller IDs.

If dialing your full list matters to you — some teams have a compliance reason, some have a coverage reason — the standard approach is to work the tiers in order: power dial or lightly parallel dial the P1s, then the P2s, then turn Boss Mode off and open up to 4–5 lines on what's left. At that point you can logically assume the remainder is P3, and you're treating it accordingly.

Boss Mode credits

Boss Mode number scoring runs on monthly credits: 500/month on Gold and 1,000/month on Enterprise. You can check your balance and top up on the Billing page.

Getting the most out of Boss Mode

• Score a list before you build the day's calling block, not while you're in it.

• Sort your queue by tier so you're never mixing P1s and P3s at the same line count.

• Pair it with SmartEnrich (below). Boss Mode tells you a number is bad; SmartEnrich finds you a better one.

• Watch the pattern over time. If a whole list comes back mostly P3, the problem is the list source, not the reps.

SmartEnrich: waterfall enrichment across 7+ providers

Boss Mode identifies bad numbers. SmartEnrich replaces them.

SmartEnrich is waterfall phone enrichment. Instead of querying one data provider and accepting whatever comes back, it works through a sequence of 7+ providers until it finds a valid number. Any single provider has gaps; a waterfall across many of them has far fewer.

How it works

1. Import your contacts from a CRM or sales engagement tool — HubSpot, Salesforce, Outreach, Salesloft, Apollo, Amplemarket, or a CSV.

2. SmartEnrich auto-detects contacts with missing numbers or numbers that failed validation.

3. Hit Enrich. The waterfall runs and returns alternative phone numbers for those contacts.

4. Dial the enriched list. In many cases the corrected number gets scored by Boss Mode too, so you go straight from "bad data" to "known-good number, prioritized."

The provider lineup isn't static. Providers are continuously evaluated against enrichment accuracy benchmarks and rotated in and out of the waterfall based on how they actually perform — so the sequence you're running today reflects current accuracy, not a vendor contract signed two years ago.

How SmartEnrich credits work

• Each successful number enrichment uses 1 credit.

• Credits are only consumed when a new valid number is returned. A lookup that finds nothing costs you nothing.

• Enriching emails or other non-phone fields, where supported, may use additional credits.

• Credit packs are priced at $0.30 per valid phone number. You're charged for finds, not for attempts.

• Enterprise Plus includes 200 credits per user per month. Gold and Enterprise buy credit packs as needed.

Running low mid-block? Visit the Billing page to purchase more credits, or contact your CSM.

Boss Mode + SmartEnrich together

This is the combination that moves connect rates, and it's worth setting up as a standing workflow rather than an occasional cleanup:

1. Import the list.

2. Run Boss Mode scoring.

3. Send everything that came back invalid or unscoreable through SmartEnrich.

4. Re-score the enriched numbers.

5. Dial P1s first at low line counts, then P2s, then decide what to do with the remainder.

Teams that do this consistently see the difference in their own analytics — the Connect Rate page breaks out performance for SmartEnrich-sourced data versus uploaded BYO data, so you can measure it on your own numbers rather than take it on faith.

Number health: SmartGuard, SmartRotate, and caller IDs

None of the above matters if your numbers stop ringing. Once a caller ID gets flagged, calls from it don't get screened or sent to voicemail — they simply don't ring. You lose the connection without ever seeing a failure.

Salesfinity manages number health in three layers.

SmartGuard

SmartGuard handles carrier-level registration and reputation. Numbers are auto-registered with the major carriers, spam flags are remediated when they appear, and numbers carry proper verification attestation so they present as legitimate business calls rather than unknown traffic.

SmartRotate

SmartRotate automatically rotates your caller IDs so no single line carries too much of your call volume. Volume gets distributed evenly across your pool, which is the main thing that keeps a number from tripping carrier spam heuristics in the first place.

Caller ID pool sizes: 10 rotating caller IDs on Gold and Enterprise, 20 on Enterprise Plus.

Local presence and international calling

Salesfinity provides local numbers across 120+ countries, so a rep in one region can present a local number to a prospect in another. Local presence measurably affects pickup — people answer numbers that look like they belong to their area.

International dialing (outside the US and Canada) is included on Enterprise Plus, which reflects the real telco cost of global termination.

What you should do

• Don't fight the rotation. If you pin yourself to one number to "build reputation," you'll flag it.

• Report bad numbers. Marking a number wrong feeds the wrong-number list and, on some integrations, pushes that signal back to the data source for review.

• Watch the Connect Rate analytics by phone type. If mobile connects are healthy and HQ lines are dead, that's a targeting insight, not a number-health problem.

Pre-call context: SmartGenie, Signals, and the CRM Org Chart

Conversations go better when the rep knows something. Salesfinity puts the context on the card before the call connects, so nobody is reading a LinkedIn profile out loud while the prospect waits.

SmartGenie

SmartGenie is AI research on demand, surfaced in the dialer. It gives you instant, relevant context for the person and company you're about to speak to. On Enterprise plans you can define a custom SmartGenie prompt — for example, "summarize this company's most recent earnings report" or "what does this company sell and to whom" — so the research it returns matches how your team actually opens calls.

Signals

Signals surfaces instant company information, recent news, and open roles for deeper personalization. Buying signals — hiring, funding, growth — are surfaced automatically so reps aren't calling cold accounts when there's a live reason to call a different one.

CRM Org Chart

The Org Chart auto-builds an organizational map from your HubSpot or Salesforce contacts while you dial. It's designed for strategic dialing, multi-threading an account, and personalizing calls with what's already happened.

It shows:

• Level filters — VP, Director, Manager

• Status filters — In Progress, Not Now, Connected

• Last touch and by whom, plus record owner and total touch count

• Actions per contact — call, email, or sequence, directly from the chart

To turn it on: edit your custom card (the Custom button), add CRM Org Chart for HubSpot or Salesforce, and pick which fields you want displayed.

The practical use is simple. Gatekeeper blocks you at the VP? The chart shows you three directors in the same org, who last touched them, and whether anyone on your team is already in a conversation there. You multi-thread in the same session instead of putting the account back in a queue.

InSync and account history

InSync automatically opens the prospect's LinkedIn profile as you connect, so you stay in one place instead of tab-hopping. Prospect history and account history show previous activity on the person and the account respectively — including, where Gmail or Gong are connected, prior email threads and prior recorded conversations.

Configuring your dialer preferences

The Dialer Preferences panel controls how you dial. Here's what each setting does and how to think about it.

Parallel dialing. Turn on AI-powered simultaneous dialing and choose how many contacts to dial at once, up to 5. When someone answers, AI detects the human and connects you immediately. If two answer at once, you get the first and the rest are dropped automatically. Recommended: start at 2–3.

SmartFlow. Let AI decide between power dialing and parallel dialing based on contact quality (P1/P2/P3), adapting in real time to optimize connects and reduce dropped calls. Recommended: on, unless you have a specific reason to fix your line count.

1-way beep. A soft audio beep when you reach a live human, so you know you're live before the prospect speaks. Recommended: on. It removes the half-second of dead air at the top of the call.

Call recording. Records calls for playback, scoring, and coaching. Required if you want AI call scoring and training bots built from real calls.

Voicemail drop. Leaves a pre-recorded voicemail automatically instead of you re-recording the same message forty times a day.

Call script. Bring your own script into the dialer so it's on-screen during the call.

Auto-open CRM. Opens the CRM record on a live connect, for reps who want to work in the CRM UI while talking.

InSync. Automatically opens the LinkedIn profile of whoever you connect with.

Multi-number calling. Dial more than one number per contact rather than retiring the record after one bad line.

Call forwarding. Forward inbound calls to your cell so callbacks reach you when you're away from the dialer.

Recent list switch. Switch between lists and resume from your last spot, so a mid-block pivot doesn't lose your place.

A reasonable default configuration for a new rep: SmartFlow on, 1-way beep on, call recording on, InSync on, multi-number calling on, voicemail drop configured with one short message.

Lists, filters, and queue management

What you dial matters more than how fast you dial it. Salesfinity's filtering is built so a rep can shape a calling block in about thirty seconds.

List sources. CRM lists and views (HubSpot lists, Salesforce List Views and Reports), sequencer call tasks (Outreach, Salesloft, Apollo, Amplemarket, Lemlist, Pipedrive activities, ActiveCampaign deals), and CSV imports.

Filters available:

• Timezone filter — call the East Coast at 8am your time, not at 5am theirs

• Country filter — segment domestic and international blocks

• Phone type filter — mobile vs HQ vs other

• Sequence filter and sequence step filter — dial only step 3 of one cadence

• Call count filter — how many times a contact has already been dialed

• Search contact — find any contact directly

Queue tools:

• Custom lists built from your call history

• Snooze — hold a contact out of the dialing queue until a date that makes sense

• Wrong number list — mark and quarantine bad numbers

• Do Not Call list — add contacts to DNC

• Recent list switch — resume where you left off

A good habit: build the block by timezone and phone type first, then by sequence step, then let Boss Mode order what's left. That sequence produces a queue where the line count you choose is right for the whole block rather than only the first ten records.

Dispositions, call statuses, and what gets logged

Clean data out of the dialer is what makes everything downstream — analytics, coaching, forecasting, CRM hygiene — actually work.

Dispositions. Salesfinity ships default call outcomes and lets you create and customize your own, then map them to the dispositions your CRM or sequencer already uses. Reps pick from your team's real vocabulary instead of a generic list.

Call purpose and call sentiment. Beyond the outcome, you can log why the call was made and how it went. Salesloft's integration in particular carries both disposition and sentiment back into the cadence.

Call statuses. The dialer distinguishes what actually happened on each attempt — connected, voicemail, no answer, bad number, and so on — which is what makes connect-rate math trustworthy rather than a rough guess.

What writes back automatically:

• The call itself, logged as an activity or task on the record

• Disposition, purpose, and sentiment, mapped to your CRM's fields

• AI call summary and notes

• Recording and transcript

• Phone number corrections

• Sequence and cadence state — keep or remove a contact in sequence, complete a task, advance a step

• Follow-up tasks created from the outcome

Custom field mapping pulls your CRM's custom fields into the dialer, so reps see the fields your business actually runs on, not a fixed schema.

The rule of thumb: if a rep has to remember to do it, it won't happen consistently at 3pm on a Thursday. Everything above happens without rep input.

Salesfloor: calling as a team sport

Salesfloor is Salesfinity's virtual sales floor — a live, shared environment where reps dial together instead of alone. It's built into the dialer. No second app, no context switching.

Cold calling alone is the hardest version of the job. The rejection is the same, but there's nobody to hear it with you, nobody to overhear a great call from, and nobody to ask a question mid-block. Salesfloor puts that back.

How it works

Named rooms. Managers create floors for specific teams, regions, campaigns, or moments — "NYC SDRs," "Enterprise Blitz," "New Hire Pod." Reps join a floor, start dialing, and immediately see and hear teammates working alongside them.

Auto-mute on live connect. The moment a rep gets a live answer, they're moved into a private Phone Booth. All other audio mutes so the conversation is clean — no crosstalk, no background floor noise on the prospect's end.

Live listen-in. Managers can click into any active call and hear it in real time. Not a recording reviewed on Friday — the actual call, including the tone, the objection, and the moment it could go either way.

Private in-call messaging. While a rep is live, a manager can send a private on-screen message: "ask about their timeline," "mention the case study," "stop talking and let them finish." The rep adjusts mid-conversation. That's coaching that changes an outcome instead of describing one.

Observer mode. Enablement leads, RevOps, and new hires who aren't dialing yet can join a floor and listen without interfering.

Leaderboard. Live standings on dials, connects, and meetings booked — so a call blitz has a scoreboard.

Why it works

Four things happen on a floor that don't happen in isolation:

1. Shared momentum. Reps who join a room where people are already dialing start dialing. It's the single most reliable activity driver there is, and it costs nothing to set up.

2. Normalized rejection. Hearing teammates get rejected — and immediately dial the next number — takes the weight off. Isolation is what makes rejection expensive.

3. Learning by proximity. New reps absorb pacing, tone, objection handling, and how a good rep recovers from a bad call. None of that transfers well in a training deck. All of it transfers by listening.

4. Presence without surveillance. Managers who are on the floor listening and celebrating wins read as invested. Managers who only appear in scheduled review meetings read as auditors.

Practical plays

• Morning standup on the floor, then dial straight from it. Removes the gap between "ready" and "calling."

• Afternoon power hour on the floor with the leaderboard up.

• New hire pods — day-one observer mode, then dial alongside a strong rep for the first two weeks.

• Blitz on one segment. Everyone on the same list type at the same hour, so the debrief is comparable.

One warning worth taking seriously: the fastest way to kill a floor is to make it feel like a monitoring tool. If reps believe the floor exists so managers can watch them, energy collapses. Use it to coach and celebrate, not to catch.

Salesfloor is available on Enterprise plans.

After the call: summaries, drafts, and Nurture AI

The end of a call is where most outbound leaks. The rep hangs up, means to write it up, gets pulled into the next conversation, and a "call me in Q1" evaporates.

AI call summaries. Every call is transcribed and summarized into notes automatically, then synced to the CRM. Nobody types a recap.

AI Drafts. Personalized follow-up emails drafted from what was actually said on the call, ready to review and send. Available on Enterprise plans.

Nurture AI. This is the compounding piece. Nurture AI categorizes outcomes — especially the "good fit, not now" responses that make up most of a rep's day — and schedules the right follow-up automatically. It tracks buying signals in the background and re-engages when the timing changes, so a warm conversation from March doesn't disappear because nobody set a task.

Follow-up tasks. Call outcomes generate follow-up tasks, which are also readable through the API if you want to route them elsewhere.

Slack AI notes. Calls contain more than sales information. Salesfinity can extract and post to Slack:

• Sales notes — coaching-relevant moments

• Product notes — feature requests and gaps prospects raised

• Marketing notes — messaging and positioning signal straight from the market

That last one is underrated. Your SDR team is running the largest, cheapest market research operation in your company every single day. Most companies throw the transcript away.

Slack call notifications. Post call notifications into channels, and read channel history, threads, and members from Salesfinity.

Coaching: AI call scoring and AI training bots

AI call scoring. Every recorded call is transcribed, scored, and categorized automatically. Scoring is per-facet — objection handling, call control, talk-to-listen ratio, closing technique — with timestamped evidence and a specific fix, not a vibe rating. Scored calls and their coaching recommendations are also available through the API.

Managers get the thing that's genuinely hard to get otherwise: an evidence-based view across every call, not just the four they had time to listen to.

AI Coaching. Objection training, team pitch performance breakdowns, and battlecards. Available on Enterprise.

AI Training bots. Practice bots built from your team's real calls. Reps rehearse against personas drawn from the objections your prospects actually raise — gatekeepers, skeptical VPs, "we already have a vendor" — with adjustable difficulty, before they burn a real conversation learning it. Available on Enterprise Plus.

AI Reporting and SDR 360 profiles. A full profile per rep: activity, connect performance, scored-call trends, benchmarking against the team, and scorecards. This is what turns a 1:1 from "how's it going" into "here are three calls where the same thing happened, here's the fix."

The loop is deliberate: real calls produce scores, scores produce coaching, coaching produces training personas, training personas produce better real calls.

Analytics: finding out what actually works

Salesfinity's reporting is built to answer one question — what should we change? — rather than to display activity.

Connect Rate page

Found under Analytics > Connect Rate. It breaks connect rate down by:

• Time of day — when your prospects actually answer, by time block, so you can concentrate dialing in high-performing windows and stop burning low-yield hours

• Phone type — mobile vs HQ vs other, so you prioritize the numbers that connect

• Data source — SmartEnrich-enriched data vs BYO uploaded lists, side by side

• Dial mode and configuration — power dialer vs parallel dialer, and connect rate by number of active lines

Best-performing configurations are highlighted. That last breakdown is the one to act on first: it tells you empirically whether your team should be at 2 lines or 4, instead of guessing.

Other reports

• Activity reporting — calls, connects, meetings

• List breakdown — which lists perform, which don't

• Sales rep breakdown — stats by rep

• Conversion funnel — where rep performance drops off

• Call history with filtering, search, playback, and shareable call links

The reason this matters: the fastest connect-rate gains usually come from configuration and targeting, not from dialing more. Calling smarter beats calling harder, and this is where you find out which lever you're actually pulling.

Integrations: dialing where your data lives

Salesfinity connects to CRMs, sequencers, data providers, and the rest of your stack — 90+ integrations across categories. The dialer is designed to sit on top of the system your team already works in, not to replace it.

CRM

Salesforce — two-way sync. Dial List Views, Reports, and call Tasks; every call writes back as a Task with mapped dispositions.

HubSpot — pull lists, call tasks, notes, and emails into the parallel dialer; write calls, task completions, and phone corrections back.

Pipedrive — pull due call activities into the parallel dialer, log each call back as a call log with its outcome.

ActiveCampaign — dial deals by pipeline and stage with deal notes on the dialer card; log calls back as notes with task outcomes.

Attio — import lists and people records, log every call as a completed task on the record, export contacts back.

Also available: Affinity, Close, Microsoft Dynamics 365, and Odoo at AI Companion assistant level (lookup and approved updates, not record-level sync).

Multi-CRM sync lets you connect more than one CRM at a time — useful for teams mid-migration or running separate books.

Sales engagement

Outreach — dial due call tasks in parallel, log calls with the right disposition and purpose, control sequence state from the dialer.

Salesloft — dial due phone actions in parallel, log with both disposition and sentiment, manage cadence membership from the dialer.

Apollo — dial call tasks in parallel and log back; also usable as a data source for people search and enrichment in List Builder.

Amplemarket — dial call tasks in parallel, log dispositions, flag wrong numbers (which get submitted back to Amplemarket for review), and use Amplemarket search and enrichment for list building.

Lemlist — dial campaign tasks in parallel, sync call activity back to the lead, mark leads interested or not interested from the dialer.

Plus HeyReach, Instantly, La Growth Machine, Loops, Mailchimp, Mixmax, Sendspark, and Smartlead.

Conversation intelligence

Gong — push Salesfinity call recordings and metadata into Gong, and surface a contact's prior Gong conversations on the dialer card before you dial.

Data and enrichment

Bring your own keys and use your existing data contracts as layers in the platform: People Data Labs, LeadIQ, Lusha, RocketReach, Wiza, Prospeo, Forager, FullEnrich, BetterContact, Findymail, NeverBounce, Mails.so, Clay, Ocean.io, OpenFunnel, OpenMart, Sumble, Apify, Firecrawl, ZenRows, SerpApi, Perplexity, and Google's Maps and Address Validation APIs. Exa is the always-on default search provider powering List Builder search and AI column research — no key, no setup.

Email, calendar, and productivity

Gmail — show a contact's email thread history on the dialer card before the call connects, and send email from Salesfinity. Outlook — sending only, currently. Google Calendar — read calendars and create, update, or delete meetings, so a call that books a meeting gets scheduled on the spot. Calendly and Cal.com — check availability and send booking links mid-call.

Plus AI Companion access to Slack, Notion, Google Docs/Sheets/Drive, Airtable, ClickUp, Jira, Linear, GitHub, Intercom, Figma, Canva, Make, and more — so the agent can do the work around a call in the tools your team already uses.

The open platform: API and MCP

Everything in the dialer is available programmatically. Full reference at docs.salesfinity.ai.

REST API

• Base URL: https://client-api.salesfinity.co

• Auth: an x-api-key request header. No OAuth, no bearer tokens, no unauthenticated endpoints. Keys are long-lived until revoked.

• Get a key: Dashboard → Settings → Connections & API → generate a key.

• Media type: application/json on requests and responses.

• OpenAPI description: /api-reference/openapi.json (OpenAPI 3.0.1)

Every key is scoped to exactly one team, and every response is filtered to that team. A missing, malformed, revoked, or wrong-team key returns 403, not 401 — worth encoding in client code, because the usual "retry auth on 401" branch will never fire here. Requesting a resource owned by another team returns 404, so the API never confirms that records outside your team exist.

35 operations across 12 groups:

Pagination uses page (1-based) and limit. Defaults aren't uniform — 10 on most list endpoints, 50 for contacts inside a list, 100 for sequences — so read the parameter schema on the operation you're calling. Max is 100 where one applies. Filtering uses bracketed params like filters[start_date], filters[user_ids], filters[disposition_ids]. Sorting takes a field name, - prefixed for descending: sort=-createdAt.

Errors always use the same envelope — message, error, statusCode — on every endpoint and status code. Branch on error, not on message. Note the 402: Payment Required means the team is out of enrichment credits.

MCP server

Salesfinity runs a hosted MCP server at https://mcp.salesfinity.ai/mcp, so you can connect the platform to Claude and other MCP clients and work with your dialer data in natural language — pull call logs, analyze connect rates, build and manage lists, check scored calls.

For agents and crawlers, the docs index is available at /llms.txt and /llms-full.txt.

API and MCP access are included on every plan, including Gold.

What's on which plan

Gold is $299/user/month, self-serve, monthly, cancel anytime — credit card, no sales call. Gold seats are individual workspaces; team admin and user invites live in Enterprise. Enterprise and Enterprise Plus are annual agreements.

Add-ons: the AI Companion (the agent that handles research, list building, follow-ups, and actions across your connected apps) is available on every plan, priced per team. AE seats give closers full platform access at a reduced low-usage rate on Enterprise plans, so your whole revenue team lives in one system without paying SDR prices for light callers.

*Unlimited dials and parallel lines are subject to fair-usage terms.

Troubleshooting: how to increase your connect rate

If connects are down, work through this in order. It's roughly ordered by impact per minute spent.

1. Check your data before you blame the dialer. Run Boss Mode on the list. If most of it comes back P3 or invalid, no dialing configuration will save it. Send it through SmartEnrich and re-score.

2. Check your line count against your contact quality. Five lines on a P1 list means hanging up on people who answered. Open the Connect Rate page, look at connect rate by number of active lines, and set your default to whatever your own data says. Or just turn SmartFlow on and let it adapt.

3. Check your calling window. Connect Rate by Time of Day shows when your prospects answer. Most teams are dialing at least one block a day in a window their own data says is dead.

4. Check your phone types. If HQ lines never connect for your ICP, filter them out of the block and dial mobiles.

5. Check number health. If connects fell off a cliff rather than drifting, suspect a spam flag. SmartGuard remediation and SmartRotate handle most of this automatically, but a sudden drop is worth raising with support.

6. Check timezone filtering. Dialing a list without a timezone filter means a chunk of your attempts land at 6am or 7pm local.

7. Use multi-number calling. One bad line shouldn't retire a contact who has two other numbers on record.

8. Report wrong numbers. It takes a second and it improves the pool for everyone — and on some integrations it pushes the correction back to the source.

9. Check your credits. If Boss Mode or SmartEnrich has silently stopped running because you're out of credits, you're dialing raw data without knowing it. Check the Billing page.

If you've worked through all nine and it's still off, contact support with a date range and a list ID — that's enough to pull the call logs and see what's actually happening.

FAQ

What is the Salesfinity dialer?

Salesfinity is an AI parallel dialer for outbound sales teams. It dials up to five contacts simultaneously, uses AI to filter out voicemails and dead lines, and connects reps only when a real human answers — then automates the note-taking, disposition logging, CRM writeback, and follow-up scheduling around the conversation.

What's the difference between parallel dialing and power dialing?

Power dialing calls contacts one at a time. Parallel dialing calls up to five at once and connects you to the first live human answer, dropping the rest. Power dialing is better for high-likelihood contacts where a dropped call is expensive; parallel dialing is better for lower-likelihood lists where most attempts won't connect anyway. SmartFlow chooses between them for you, in real time, based on contact quality.

How many parallel dials can Salesfinity make?

Up to five simultaneously. You set the number in the Call Preferences tab on the Dialer page. Start at 2–3 for a balance of volume and control, or enable SmartFlow to let AI adjust it automatically.

What happens if two prospects answer at the same time?

You're automatically connected to the first person who picked up, and the other calls are dropped to avoid overlap. This is exactly why line count should scale inversely with contact quality — the higher the pickup likelihood, the fewer lines you should open.

What is Boss Mode?

Boss Mode scores every phone number in your list before you dial, based on validation, carrier information, phone type, and pickup likelihood. It sorts contacts into P1 (likely to answer), P2 (moderate), and P3 (unlikely), so you know who to call and who to skip. Gold includes 500 credits per month; Enterprise includes 1,000.

Why won't Salesfinity dial my P3 numbers?

By design. P3 numbers have low pickup propensity, and dialing them drags down your connect rate and wears on your caller ID reputation. If you need full list coverage, the recommended approach is to power dial P1s, then P2s, then turn Boss Mode off and parallel dial the remainder at 4–5 lines.

What is SmartFlow?

SmartFlow is adaptive dialing. Instead of a fixed line count, it decides in real time whether to power dial or parallel dial — and how many lines to open — based on the Boss Mode tier of the contacts in your queue. It narrows on high-quality contacts and opens up on low-quality ones, adjusting continuously.

What is SmartEnrich and how do credits work?

SmartEnrich is waterfall phone enrichment across 7+ data providers. It auto-detects missing or bad numbers in your imported contacts and finds valid alternatives. Each successful enrichment uses one credit, and credits are only consumed when a new valid number is returned — you're never charged for a lookup that finds nothing. Credit packs are $0.30 per valid phone number. Enterprise Plus includes 200 credits per user per month.

How do I stop my numbers being flagged as spam?

SmartGuard auto-registers your numbers with major carriers, remediates spam flags when they appear, and maintains proper call verification. SmartRotate automatically rotates your caller IDs so no single number carries too much volume. Gold and Enterprise include 10 rotating caller IDs; Enterprise Plus includes 20. Don't try to pin yourself to a single "trusted" number — that's the fastest way to get one flagged.

Can I call internationally?

Yes. Local numbers are available across 120+ countries. International dialing outside the US and Canada is included on Enterprise Plus.

What is Salesfloor?

Salesfloor is Salesfinity's virtual sales floor — shared rooms where reps dial together in real time. It includes live listen-in for managers, private in-call coaching messages, auto-mute into a private Phone Booth on live connects, observer mode for new hires and enablement, and live leaderboards. It's built into the dialer and available on Enterprise plans.

Can managers listen to live calls?

Yes. On Salesfloor, managers can click into any active call and monitor it in real time, and send private on-screen messages to the rep mid-conversation without the prospect hearing. That's live coaching that changes the outcome of the call, rather than recording review days later.

Does Salesfinity work with my CRM?

Salesfinity has native two-way integrations with Salesforce and HubSpot, dials due call tasks from Outreach, Salesloft, Apollo, Amplemarket, Lemlist, Pipedrive, and ActiveCampaign, and supports 90+ integrations in total across CRM, sales engagement, conversation intelligence, data, calendar, and productivity tools. Multi-CRM sync lets you connect more than one CRM at once.

What gets logged to my CRM automatically?

The call activity, disposition, call purpose, call sentiment, AI-generated notes and summary, recording and transcript, phone number corrections, sequence or cadence state changes, task completions, and any follow-up task created from the outcome. Reps don't type any of it.

Does Salesfinity record and score calls?

Yes. With call recording enabled, every call is transcribed, scored per facet — objection handling, call control, talk-to-listen ratio, closing technique — with timestamped evidence and a recommended fix. Scored calls are visible in the app and available through the API.

What is Nurture AI?

Nurture AI categorizes call outcomes — especially "good fit, not now" — and automatically schedules the right follow-up, tracking buying signals in the background and re-engaging when the timing changes. It's how a warm conversation from three months ago turns into a meeting instead of disappearing.

How do I improve my connect rate?

In order of impact: enrich and score your data before dialing, match your line count to contact quality (or enable SmartFlow), dial in the time windows your Connect Rate analytics say work, filter by phone type and timezone, keep your caller IDs healthy, and use multi-number calling. Analytics > Connect Rate shows all of this against your own data.

Does Salesfinity have an API?

Yes — a REST API at https://client-api.salesfinity.co with 35 operations across 12 groups, authenticated by an x-api-key header, plus a hosted MCP server at https://mcp.salesfinity.ai/mcp for connecting to Claude and other AI assistants. Both are included on every plan, including Gold. Generate a key under Settings → Connections & API. Full reference at docs.salesfinity.ai.

How long does setup take?

Most teams are dialing the same day. Gold is fully self-serve: sign up, connect your CRM, import a list, and start. Enterprise plans include white-glove onboarding, list migration, and number registration on a guided schedule.

Can I try it without talking to sales?

Yes. Gold is $299/user/month, self-serve, credit card, monthly, cancel anytime. Talk to sales only if you want the Enterprise team layer — Salesfloor, coaching, AI reporting, user management — or guided onboarding.

Still need help?

Search the Help Center for step-by-step articles, check docs.salesfinity.ai for API and MCP reference, or contact support at hello@salesfinity.co.