Everything between hello and closed
Dial8 captures what your team learns, combines it with your playbooks and product knowledge, and gives every rep the right context while they sell.
Dana Whitfield
YouListening… tips appear the moment they’re useful.
Your company’s knowledge, live on the call
A live agent listens with everything Dial8 knows — your product, playbook, pricing, competitors, and this customer’s history — and surfaces the right piece in a heads-up display only you can see.
Try nowShared intelligence
Every call feeds itCompany knowledge
Playbooks, pricing, battlecards, deal history
Live agent
Brings the right piece into the call
Customer conversations
Objections, questions, what actually lands
New knowledge
Captured and shared with the whole team
Your team gets smarter with every call
Your best reps learn something every day — how customers describe the problem, which objections actually matter, what moves deals forward. Dial8 captures it and makes it available to everyone.
Try nowAtlas Pro — Sales Pack
Context packageProduct overview
What Atlas Pro is, who it’s for
Pricing & discounts
List prices, floors, approval rules
Competitor battlecard
BridgeCRM, Northtrail
Objection plays
Price, security, timing
Demo script
15-minute walkthrough
Sales playbook
Discovery, qualification, next steps
Deal history
What we promised, what worked, what stalled
Shared with the whole sales team — everyone pitches from the same pack.
Lead with the migration story — Atlas imports BridgeCRM data in a day.
From: Competitor battlecardYour whole pitch in one shared package
Product knowledge, pricing, objection plays, battlecards, demo scripts, playbooks, deal history — packaged and shared with your team. The live agent doesn’t just listen to the call; it knows what your company knows and brings the right part into the conversation.
Try nowAsk Dial8 anything — @ to mention, / for skills
Every deal’s history, one question away
New rep on the account? Ask what was promised, what’s blocking, and what happens next — drawn from every call and email your team has had.
Try nowLive Agent
Follow-ups queued before you hang up
The live agent pulls account context, checks your playbook, and creates next steps in your workspace while you talk. What the call taught the team goes back into the shared context.
Try nowDana Whitfield
VP Operations · Acme Corp
After your call
No typing requiredCall recorded
Discovery call · 32 min
Notes written
Summary, pricing questions, competitors mentioned
Follow-up created
Send SOC 2 report — assigned to you, due Friday
Deal stage updated
Discovery → Evaluation
Shared with your team
Everyone on the Acme account sees it instantly
A CRM that manages itself
Notes, next steps, and deal stages update themselves the moment you hang up. Your pipeline stays current because your team is already talking to customers.
Try nowYour entire sales organization, on the same intelligence
What one rep learns, every rep knows.
Shared accounts and contacts
Every account, contact, and conversation in one place — no more asking who owns what.
Full history on every deal
Anyone can pick up an account and see every call, promise, and open question in seconds.
One playbook, every call
Your playbook lives in the shared context, so every rep sells with the same knowledge behind them.
Always in sync
Stages, next steps, and what the team learned update as calls happen. Pipeline reviews become about selling, not status.
Nothing joins your customer’s call
The desktop app records from your side of the conversation.
Download for macOSNo meeting bots
Capture customer calls automatically — no bot joins the meeting.
Notifications
Get notified about upcoming calls, with one-click record.
Easy access
Start a recording, check today’s calls, or jot down notes from your desktop.
Every platform you sell on
Works with any call you take on your computer — Zoom, Google Meet, Microsoft Teams, Webex, phone calls, and more.
Works with your stack
Already on HubSpot? Keep it — Dial8 syncs both ways. Ready to consolidate? The CRM is built in.
HubSpot
Two-way sync — contacts, companies, and deals update after every call.
Attio
Keep your Attio workspace current without the data entry.
Affinity
Log interactions and keep relationship intelligence fresh.
Gmail
See the email thread next to the deal, with AI-drafted follow-ups.
Outlook
Connect your Microsoft calendar and email.
Google Calendar
Every scheduled call captured with full context.
Slack
Deal updates and call recaps in your channels.
MCP
Connect AI apps like ChatGPT, Claude, and Cursor to your pipeline.
Frequently asked questions
Try it on your next call.
Free to start.
Rolling it out to a whole sales team? Join the waitlist.