What's in Beta V1

Live in Beta V1

1. Outbound

   A power dialer that keeps producers talking

   Work a filtered list one lead after another, from a local number with its own daily cap, so your numbers stay answered instead of burning out.

   How it works

2. Elevated Caller ID

   Elevated Caller ID: your calls show up as you, not "Scam Likely"

   A number labelled spam stops getting answered. Elevated Caller ID is everything Elevate does to keep every number you own trusted by the carriers, working on its own in the background.

   How it works

3. Inbound

   Inbound routing that gets the call to the right rep

   Calls ring the agent who owns the lead, with the record already open. If that agent can't answer, the call goes to the number's owner, then to voicemail, and every miss is logged.

   How it works

4. Texting

   Two-way texting with every lead, in one inbox

   Text from the lead's record or the shared inbox, and see every reply in the same thread as the calls and notes.

   How it works

5. Coaching

   Recording, whisper coaching and warm transfers on the same call

   A rep on a tough call pages a teammate from the call bar. The teammate joins as a coach only the rep can hear, or takes the call over without the client ever being put on hold.

   How it works

6. Pipeline

   A lead vault with dispositions that mean something

   Every lead, every source, every touch, with a disposition set your agency defines, not a fixed list you have to work around.

   How it works

7. Follow-ups

   Follow-ups that don't slip through the cracks

   Callbacks and appointments land in one list sorted into overdue, today and this week, and sync to your calendar.

   How it works

8. Management

   Agent scorecards you can run a floor from

   Dials, attempts, contact rate, conversion, agent time and production, per agent and per day, without anyone building a spreadsheet on Friday afternoon.

   How it works

9. Competition

   Ranks, badges and throwdowns that keep the floor dialing

   Every dial and every sale earns XP toward 999 levels and 100 ranks, with team challenges and a live sale feed the whole floor can see.

   How it works

10. Assistants

    A free login for your virtual assistant

    Give your assistant their own login, tied to you and free of charge. They work your leads, dial and text as themselves, and book straight onto your calendar.

    How it works

11. Phone app

    The same Elevate on the rep's phone

    Add Elevate to the home screen and it runs as a full-screen app: calls, texts, leads and follow-ups, with a push for whatever needs the rep's attention.

    How it works