We publish outcome figures only with the customer's written approval, so this slot stays empty until one is signed off. In the meantime the mechanism above is the honest version.
For the sales leader
Every lead answered while it's still warm
Inbound enquiries answered in seconds on WhatsApp or voice, qualified against your criteria, scored with an explainable rule engine, and written to your CRM without duplicates.
- Start with one module
- No rip-and-replace
- Hosted in the region you choose
Illustrative interface. Names, scores and timings are sample data, not a performance claim. The screen shows an OptiML Agent Desk on an outbound sales call: the lead answered within a minute of a portal enquiry, an explainable BANT qualification score broken into budget, authority, need and timing, a compliance panel showing the do-not-call check, the calling window and the consent record, and CRM write-back with duplicate matching.
Reach, trigger, write-back
Speed to lead is three separate problems: being on the channel the enquiry arrived on, firing the moment it lands, and getting the outcome into the CRM without a rep retyping it.
8
channels on one conversation model — WhatsApp, voice, web, SMS, email and social
50+
trigger types, so a form, a portal lead or a missed call starts the response immediately
100+
connectors and custom actions, with 68 CRM workflow nodes across Salesforce, HubSpot, Zoho and Pipedrive
What you're measured on
Six numbers sit on the board, and each has a mechanism behind it. Compliance is on the list because it is the thing that stops campaigns, not because it is a feature.
| Metric | What OptiML changes |
|---|---|
| Speed to lead | Automated response within seconds of a form, portal lead or missed call |
| Qualified pipeline | BANT, CHAMP and MEDDIC scoring with an explainable rule engine, 0–100 |
| Connect rate | Predictive dialing with best-time-to-call from your own answer data |
| Conversion | Multi-touch nurture journeys with send-time optimisation across channels |
| Compliance exposure | DNC lists, consent capture and calling windows enforced before the dial |
| Rep productivity | Copilot suggestions, drafted dispositions, and automatic CRM logging |
What changes in your week
- Reps stop calling leads that were never going to buy, because scoring filtered them and explained why.
- Follow-up sequences go out whether or not anyone remembers to send them.
- Your compliance officer stops being the reason outbound campaigns get delayed.
What the revenue team actually runs on
The dialer, the desk and the journey engine are one platform reading one customer record, so a lead that came in on WhatsApp is the same lead the rep dials.
Outbound & dialer
Predictive, power and progressive dialing with DNC and consent enforcement. OutboundAutomation & workflows
100+ nodes, 50+ triggers, 35+ templates — API calls, branching, approvals. AutomationChat & omnichannel
Eight channels, one universal inbox, shared routing, memory and analytics. OmnichannelAgent Desk
Live copilot, customer 360, call controls and AI wrap-up in one workspace. Agent DeskVoice AI agents
Real-time voice with barge-in, provider failover and mid-call language switching. Voice AIAnalytics & reporting
76 reports, custom dashboards, topic mining and full-text conversation search. AnalyticsFast, and inside the rules
Outbound is the part of a contact centre where a mistake is a regulatory event rather than a bad review. These four are what keep speed and compliance from trading against each other.
The gate blocks the dial
DNC lists, consent capture and per-jurisdiction calling windows are enforced before the call is placed, not logged after it.
Scores that explain themselves
BANT, CHAMP and MEDDIC presets on an explainable rule engine scoring 0–100, so a rep can see why a lead was filtered.
In their language
20+ languages including 22 Indian languages through Bhashini, with mid-call language switching.
Your CRM stays the record
Two-way sync with Salesforce, HubSpot, Zoho and Pipedrive over 68 CRM workflow nodes, and duplicate matching on write-back.
Objections you'll hear, answered
One comes from the floor and one comes from legal. Both are reasonable, and the answer to each sits in how the dialer is built, not in how it is used.
“Our reps won't use another tool.”
The desk is where they already work: the dial, the script, the customer context, the notes and the CRM write-back are one workspace, and the wrap-up is drafted for them.
“AI calling has compliance risk.”
That is precisely why the DNC, consent and calling-window gate blocks the call instead of logging a warning after it. Two-party-consent announcements are generated where jurisdiction requires them, and every call carries a consent record.
Where this goes next
The dialer page has the pacing and compliance detail, and the real-estate page is the industry where speed to lead is the whole game. The customer story will sit here once a named customer has approved it in writing.
Customer quotes and outcome numbers need written approval from the named customer, so this slot stays visibly empty until one exists. An invented one would be worse than the gap.
Outbound & Dialer
Outbound that dials fast and stays compliant: predictive, power and progressive. OutboundReal Estate solution
Portal enquiries answered in seconds, site visits booked, the rest nurtured. Real EstateAutomation & Workflows
Journeys, triggers and CRM write-back around every conversation. AutomationThe platform underneath
Everything on this page is the OptiML CX Platform configured for Sales Leader, not a separate product. These are the modules it leans on.
Book a working session
See it handle one of your real conversations
Bring a call recording, a policy document or a WhatsApp thread from your own operation. We ground an agent in it and run it live on the call. What you hear is your own material, not a canned demo.
- 30 minutes
- A working agent grounded in your content
- No slide deck unless you want one
Book a demo
30 minutes, on your own content. No slide deck unless you want one.
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