CRM + Dialer + QA System
WHY I BUILT IT
We launched a new product called Foundation. Simple offer. $1,000 site, $100 a month.
To move it, we started building out outbound.
I've never liked sales calls. Don't like getting them. Don't like making them. Most of them are garbage because the person on the phone has no real information. They're just reading generic lines hoping something sticks.
I didn't want that.
At the same time, we were looking at using a call center. I've got clients in that space, so I reached out to one I've worked with the longest. He walked me through the costs, and part of that stack was CRM, dialer, and all the usual tools.
The problem is none of those tools do what I actually needed.
I wanted the person making the call to see, in real time, exactly what that business's website is doing. Real data. Real performance. Something they can actually use in the conversation instead of guessing.
That doesn't exist in third party CRMs.
So instead of forcing it, I built it.
WHAT I BUILT
Started with an internal CRM.
As soon as a lead is added, it automatically scans their website and pulls a full report. Performance, structure, everything.
Now when the outbound agent calls, they're not blind. They're looking at actual data about that business.
On top of that:
The system shows guided talking points tied to the report
Not generic scripts, but contextual prompts based on what's wrong
Then we needed a dialer.
So instead of integrating one, we built it into the system.
Then we added call recording.
Then QA.
Now the full flow looks like this:
Agent makes the call →
Sees real-time website data →
Uses guided prompts tied to that data →
Call is recorded →
Recording goes to AI →
AI analyzes performance, quality, gaps →
Second AI turns that into a clean report for management
So now we're not guessing where calls go wrong. We see it.
WHAT HAPPENED
Agents have real context during calls.
They're not just saying random stuff. They're referencing actual issues with the business they're calling.
Call quality becomes measurable instead of subjective.
Instead of listening to hours of calls manually, the system surfaces what matters.
It turned outbound from something I hate into something that at least makes sense.
WHAT DIDN'T WORK
This was never meant to be clean or simple.
It's layered, complex, and very specific to how we operate.
Not something that drops into another business easily.
Also not something I have any interest in turning into a product.
CURRENT STATE
Internal only.
Used for outbound tied to Foundation.
Still evolving, but fully functional.
No plans to release it. No real reason to.
It does exactly what we needed it to do.