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Preview Dialer

Efficiency meets personalization – Preview dialers

The preview dialer empowers your agents with control and information before making a call. With a outbound preview dialer, agents can review customer details, purchase history, and past interactions, allowing them to personalize every call. This is ideally suited for B2B interactions. Elevate your customer engagement and sales efforts to new heights with our platform.

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Empower your agents with preview dialing

The human touch in customer engagement.


Personalize your conversations based on customer’s history, preferences, needs, and past interactions.


Make informed decisions and prioritize high-value leads, leading to increased conversion rates and sales.


Carefully review and select the appropriate call script and compliance guidelines before each call.

Why ClearTouch’s Outbound Preview Dialing?

Our platform helps enhance customer engagement, ensuring compliance and optimizing the efficiency of outbound calling operations with preview dialing. Agents can review customer information and call context before making the call. You can personalize the conversations, making the interactions effective.

It is ideally suited for industries with strict regulatory requirements. With our preview dialing, you can ensure that all legal and ethical standards are met. This helps reduce the risk of regulatory violations and associated penalties, protecting the business’s reputation.

Overall, our preview dialers empower agents to make informed decisions about which calls to prioritize, which maximizes agent efficiency and improves conversion rates and sales outcomes. Its integration with CRM systems and automated list management ensures that agents have relevant customer information before they place the call.

Our Credibility

We have implemented our solutions to more than 1500 businesses worldwide across verticals. Listen to this – we haven’t had a customer churn from us in our last six years of operations in India.

We have industry-specific expertise and can help you with good practices across domains like BFSI, BPOs, Collections, Healthcare, Retail, Automotive, Manufacturing, eCommerce, and Fintech.

With unparalleled features and integrated infrastructure, you don’t have to look beyond ClearTouch’s preview dialing.

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Our Preview Dialing Software Advantage

Check out all the benefits for your business.

Personalized interactions

Our platform enables agents to review customer information and call history before initiating a call. This allows agents to personalize their conversations, addressing customers by name and referencing previous interactions or purchases. It builds rapport and trust, leading to more successful sales and positive customer experiences.

Improved call quality

Agents get the opportunity to prepare for each call, ensuring they have the necessary information and resources at their disposal. This leads to higher call quality, reduced errors, and more effective communication with customers. Supervisors can also monitor calls for quality control purposes.

Regulatory compliance

Our platform complies with TRAI, DOT, TCPA, and FDCPA standards and regulations. It ensures the phone numbers are validated, and agents only call those individuals who have consented to be contacted. Agents can review compliance scripts and guidelines before each call, reducing the risk of regulatory violations, fines, and reputation damage.

Efficient lead selection

Agents can skip irrelevant or low-potential leads and focus on high-value prospects. This selective approach maximizes agent productivity, as they spend more time engaging with promising leads and less time on unproductive calls.

Per-minute pricing

You don’t have to worry about licensing, scaling up and down your needs, configurations, customizations, and roll-out infrastructure. It is a pure cloud-based infrastructure where you truly pay as you go.

How does our contact center platform improve the bottom line?

Watch this video on how our cloud-based modern contact center platform can help your customer experience function.

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Frequently Asked Questions

What is a outbound preview dialer?

A outbound preview dialer is a type of auto dialer used in outbound calling operations. It allows agents to preview customer information and call context before making a call.

How does a outbound preview dialer work?

A outbound preview dialer presents agents with customer details, including name, history, and relevant notes, and prompts them to initiate the call. Agents can accept or skip the call based on the information provided.

What types of businesses can benefit from outbound preview dialers?

Preview dialers are beneficial in industries where personalized customer interactions, compliance, and quality are paramount. This includes financial services, healthcare, and B2B sales.

Can preview dialers integrate with other software?

Our preview dialers can be integrated with CRM, ticketing solutions, helpdesk software, and other best-of-breed IT solutions. This would provide your agents with relevant customer information before calls, improving personalization.

Are outbound preview dialers suitable for compliance-heavy industries?

Yes, preview dialers are well suited for industries with strict compliance requirements as they allow agents to review and follow compliance scripts and guidelines.

Are there any risks associated with using preview dialers?

While preview dialers offer numerous benefits, there is a risk of lower call volume compared to other auto dialers like predictive dialers.

Is preview dialing suitable for high-touch sales or personalized interactions?

Preview dialing is best suited for scenarios requiring personalized, high-touch interactions.

What kind of reporting and analytics are available with preview dialers?

Our preview dialers offer comprehensive reporting on call metrics, agent performance, campaign results, and more, providing data-driven insights for decision-making.

What are some best practices for maximizing the benefits of preview-dialing software?

Best practices include thorough training, effective lead management, compliance adherence, and continuous monitoring of agent performance.

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