Product

Everything a phone-based agency runs on, in one system

Elevate was built for floors where the day is dials. Every screen below exists because a producer or a manager was losing time to a tool that did not know what the other tools were doing.

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.

  1. The dialer moves down your list on its own, by what actually happened on the call. No answer or busy moves on; a live answer pauses so the rep can talk, then it keeps going. A "pause after connect" switch gives a rep a breath between conversations.

  2. Every call goes out from a number that matches the lead's area, picked automatically from the numbers you own. Each number carries its own daily dial cap, and a number nearing it is flagged before the next dial rather than pulled mid-shift.

  3. After each connected call a small card asks for the disposition and stays until it's picked, so no call is left unlabelled. A lead dialed on three different days with no pickup is tagged "Likely dead" and the dialer skips it.

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.

  1. Every number you buy is registered with the carriers as a verified business caller, automatically, and rechecked every day. Your calls carry the carriers' top trust rating instead of arriving as an unknown caller.

  2. Calls go out from a local number in the lead's area, rotated across the numbers you own, and each number has its own daily dial cap. At the cap the rep chooses to keep going or rest that number for the day. Leads that never pick up are tagged "Likely dead" and skipped, so nobody keeps hammering a dead line.

  3. If a number does get labelled, flag it and it comes out of every dialer at once. Replace swaps it for a fresh number in the same area code and moves its leads, routing and cap across. No one can promise a number is never labelled; this is everything in our control.

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.

  1. An inbound call matches on the caller's number and rings the lead's owner first. Their screen has the record open before they say hello.

  2. If they're away or on break, the call moves to whoever owns the number, then to voicemail. A missed call lands in the Missed Calls list and on the lead, so nobody has to go looking for it.

  3. Everything inbound is written to the same call history as everything outbound: one timeline per lead, not two systems to reconcile.

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.

  1. Every conversation is threaded by lead, so a rep picking up a callback sees the last text and the last call side by side. Email goes out from the same record, sent from the rep's own email address.

  2. Text campaigns send to a filtered list, from your own registered numbers. A text from a number you don't know shows up in its own thread, and one click turns it into a lead.

  3. STOP, HELP and opt-outs are honored automatically on every send. A lead who opts out can't be texted again from anywhere in the product.

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.

  1. Two-party calls run as a direct bridge. A teammate joining turns that same call into a group call instead of restarting it, so nothing drops and nobody has to call back.

  2. The rep picks who to page. The teammate gets a one-click Join and comes in as a whisper coach: the rep hears them, the client doesn't. A rep can also hand the whole call to a teammate and step away without hanging up on the client.

  3. Recordings attach to the lead's call history automatically, so a call worth reviewing is findable weeks later without anyone having saved it on purpose.

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.

  1. Leads arrive from your lead vendors, ad lead forms, a spreadsheet import or your own web form, and land in the same vault with their source intact. Saved searches bring a rep's working list back in one click.

  2. Dispositions are yours to define, in the order you want them. Each one can fire automated actions and workflows, and they're what makes reporting reflect how your agency actually sells.

  3. Do-not-call and text opt-outs are enforced on every dial and every send. There is no path through the product that skips the check.

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.

  1. Set a callback or an appointment from the call itself. After a call with an open callback, a prompt offers Complete, +15 minutes, +1 hour, +1 day or a custom time, so rescheduling is one click.

  2. Overdue items turn red everywhere they appear: on the lead list, on the lead, on the dashboard. A missed callback is obvious, not buried in a calendar nobody opens.

  3. Connect your calendar account and every appointment shows on the rep's own calendar too.

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.

  1. The scorecards read the same call and disposition data the dialer writes, so the numbers on them are the numbers, not a separate report that drifts. A best-time-to-reach heatmap shows when your leads actually pick up.

  2. Commissions, book of business and recruiting live in the same system, so a producer's activity and their production sit side by side instead of in three tools. Roles and per-feature permissions decide who sees what, and an owner can view the app as any role to check it.

  3. Every screen updates live. A sale, a disposition or a new lead shows up for the whole floor without anyone refreshing. Shared agency docs and two-factor sign-in are built in.

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.

  1. Producers level up from the work they're already doing. No one logs anything extra to earn it.

  2. Throwdowns pit reps or teams against each other for a day or a week, and the leaderboard shows who's winning as it happens.

  3. Every sale lands in the floor's feed and in Team Chat, where reps can react, comment and see who's online.

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.

  1. Your agency admin sets the login up with a username and a temporary password. No seat fee and no email address needed. The assistant sees your leads and only yours.

  2. Calls and texts go out as the assistant and show as their own row in your reports, so you can see exactly what they did. Appointments they book land on your calendar, marked with who booked them.

  3. They never see your book of business, commissions, dashboard or the leaderboard, and they earn no XP. Their usage comes out of a balance you fund from yours, and you can move it back at any time.

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.

  1. Install from the browser in two taps. It opens full screen with its own icon, remembers two-factor sign-in for 30 days, and pulls down to refresh.

  2. Missed calls, new texts and the rest of the notification bell arrive as a push whenever the rep isn't at an awake computer. An incoming call is a push too: tap it and the call answers in the app.

  3. On a call the screen stays awake, and a dropped connection shows a reconnecting notice instead of silently ending the call.

Coming soon

Built, not switched on yet

Each of these is in the product or in progress. None is live for agencies today, and every one ships at the same price when it is.

Blind and private client data

Your clients stay yours. Their details are locked with your own password, so the agency owner, and anyone with database access, sees a lead number and starred-out data. The code that does the locking is the one part of Elevate every agent can read, and no setting, admin right or database edit turns it off.

Ads and lead generation, built in

Create your ads and run your lead generation from inside Elevate, as part of the same platform. Ad spend passes through at exactly what it costs, with no markup, and every lead lands in your vault the moment it comes in.

Multi-line power dialer

Several lines dialing at once, with the live answer handed to the rep.

AI on the call

Objections caught live with a rebuttal script on screen, a suggested disposition at hang-up, transcripts, and a written review of each call.

Silent listen-in

A manager drops into a live call to listen without the rep or the client hearing a thing.

Shared lead vaults

Agents pool leads into vaults at a standing rate and pass them to teammates, so a lead nobody is working finds someone who will.

Cross-agency rankings and clan wars

Leaderboards and team challenges against the other agencies on Elevate.

Get started

See it against your own numbers

Elevate is invite-only, now and after launch. If someone has given you an invitation code, sign up with it and your agency is set up individually: your numbers, your dispositions, your comp structure. Without a valid code, sign-up does not go through.