Call in context
Keep account details, KYC status and the latest note beside the conversation.
Built for your brokerage
VoIP and CRM dialer for brokers.
Call leads and clients from the CRM with a built-in web phone.
- White-label
- Your brand stays visible
- Configured
- For your operating model
- Connected
- To the BrokeraTech stack
Your brokerage, connected
The conversation stays connected to the client record.
Agents call directly from the lead profile in their browser. Calls are tied to the lead so managers see who was contacted and when.
The calling workspace
Every conversation. The full client context.
A focused workspace concept that brings the client profile, browser dialer and follow-up queue together. Explore the calling setup with our team.
Workspace design preview. Final features and layout depend on your implementation.
Control the conversation
A browser dialer concept with the keypad, audio controls and active call kept in one focused panel.
Organise the next call
See a proposed queue view for callbacks and follow-up across your sales and retention teams.
How it fits
Put voip & dialer to work.
- 01Choose
Open the lead or client record that needs attention.
- 02Connect
Call from the browser through your configured VoIP carrier.
- 03Record
Keep the call outcome and activity on the client timeline.
Connected tools
Fits the providers you already use.
BrokeraTech connects this module to selected providers through a controlled implementation led by our team.
Built around your brokerage