Contacts, Tasks & Lead Status
Contacts, callbacks and lead status, right next to the dialer
Every contact has its full history in one place: calls, recordings, texts, tags, lead status and owner. Schedule callbacks so promised follow-ups actually happen.
Why it matters
What contacts, tasks & lead status does for your team
- 01
One view per contact
Details, every call with recordings, texts and quick Call / Text buttons.
- 02
Callbacks and tasks
Create callbacks and to-dos with due dates; they surface when they come due.
- 03
Do-not-disturb per channel
Pause calls or texts separately, synced both ways with GoHighLevel. A STOP reply stays its own opt-out.
How it works
- 1
Organize
Use your own tags and lead statuses.
- 2
Assign
Give each lead an owner.
- 3
Follow up
Tasks come due and can trigger workflows.
Spec sheet
- Custom tags and lead statuses
- Owner assignment
- Tasks with a "came due" trigger
- Call and SMS DND, two-way GoHighLevel sync
- GoHighLevel custom fields and notes shown on calls
FAQ
Contacts, Tasks & Lead Status questions
Does this replace my CRM?
It doesn't have to. Dialer keeps what reps need while calling and syncs with GoHighLevel, HubSpot and Salesforce.
Try contacts, tasks & lead status today
Connect your Twilio account, import a list and start a parallel session in minutes. No desk phones, no downloads.