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Officially verified details dialnote

dialnote is the AI business phone system priced for your whole team: shared numbers, call routing, branded AI voice agents that answer, qualify, and book, and automatic CRM sync, all included, with no per-user cost.

dialnote

dialnote Reviews and Details

This page is designed to help you find out whether dialnote is good and if it is the right choice for you.

Screenshots and images

  • Create your own AI agent //
    2026-04-26
  • Call Flow builder //
    2026-04-26
  • Analyse detailed reports //
    2026-04-26
  • Set-up your own dashboard //
    2026-04-26

Features & Specs

  1. AI Voice Agent

    AI receptionist that answers inbound calls 24/7, asks your qualifying questions and logs the answers, books meetings on Calendly or Cal.com, texts callers and transfers to a teammate. Set it up from a plain-English description or a template. Included from the Team plan

  2. Cloud VoIP Calling

    Web and mobile calling with local and toll-free business numbers, calling to 90+ countries, and no PBX hardware to install

  3. Visual Call Flow Builder

    Visual editor to design inbound call routing with IVR menus, business hours, ring groups and after-hours voicemail, without IT support

  4. Call Recording & Transcription

    Calls are recorded, transcribed and summarized so every conversation is searchable. Automatic recording on Team and above, manual recording on Solo

  5. CRM Integrations

    HubSpot on Team and above, Salesforce and Pipedrive on Business and Pro. Call details, transcripts and AI summaries sync to the contact record after each call

  6. Call Analytics

    Dashboard tracking total calls, missed calls, answer rate, time on calls, voicemails and AI voice agent performance, with CSV export

  7. Number Porting

    Bring your existing business phone number to dialnote. Porting is free in the US and Canada

  8. Knowledge Base for AI Agents

    Train your AI voice agent on company FAQs, policies and product info so it can answer caller questions. 1 knowledge base on Team and Business, 2 on Pro

  9. Mobile & Web Apps

    iOS and Android apps plus a web app, so teams can take business calls anywhere without exposing personal numbers

  10. IVR & Smart Routing

    Phone menus (press 1 for sales, 2 for support) that route callers by menu choice, business hours or team. Ring order (sequential or round robin) on Business and Pro

  11. Business SMS

    Two-way SMS and MMS from your business number, with auto-replies, scheduled texts and a shared team inbox. Monthly texts included on Team and above

  12. AI Call Tags

    On the Pro plan, calls are tagged automatically so managers can filter them by topic and outcome, alongside AI call evaluation and disposition codes

  13. Voicemail-to-Text

    Voicemails are transcribed automatically so your team can read them in the app instead of listening. Included on Team and above

  14. Unlimited Users

    Team, Business and Pro include unlimited users at a flat monthly price, so adding teammates never raises the bill

  15. Multi-Language AI Agents

    On the Business and Pro plans, AI voice agents handle calls in 14 languages

  16. After-Hours Coverage

    Outside business hours, the AI voice agent answers, captures caller details and qualifies leads instead of sending every call to voicemail

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Questions & Answers

As answered by people managing dialnote.
  1. How would you describe the primary audience of dialnote?

    Small and growing businesses with a steady flow of inbound calls, typically 2 to 100 people, that can't afford to miss calls and don't want per-user phone pricing. Strongest fit in service businesses like HVAC, plumbing, roofing, electrical, landscaping, real estate, legal, automotive, salons, accounting and e-commerce, plus inbound sales teams, customer support desks and agencies that want calling, AI call notes and CRM sync in one place. Common buyers are founders, operations managers, office managers and revenue leaders.

  2. What's the story behind dialnote?

    dialnote is built by the team behind SmartReach.io, a multichannel sales engagement platform trusted by 5,000+ small businesses and agencies worldwide for cold email, LinkedIn outreach, and sales calling. After years of building SmartReach's calling stack, power dialer, call sentiment analysis, real-time call coaching with listen/whisper/barge-in, and global calling numbers, the team noticed a recurring pattern. SMB customers were piecing together separate tools for outbound sales calling and inbound business phone needs, often paying for legacy VoIP systems like RingCentral and Dialpad that weren't built for AI-first workflows. dialnote was created to solve that gap. Instead of bolting AI onto a 20-year-old PBX architecture, the team built an AI-native phone system from the ground up, one that combines cloud VoIP, AI voice agents, automatic call notes, and visual call routing in a single product designed for the way modern SMBs actually operate. The same engineering team that powers SmartReach's calling infrastructure for thousands of sales teams now powers dialnote's business phone system for SMBs across home services, real estate, legal, and more.

  3. Why should a person choose dialnote over its competitors?

    There are three reasons. (1) Pricing model. Plans are flat per month, with the Team plan at $49/month for unlimited users, while most business phone systems charge for every user, so the bill grows with each hire. (2) AI included, not bolted on. The AI voice agent is part of the Team plan and above rather than a separate add-on, and every call is transcribed and summarized. (3) Built for small teams, not enterprise IT. A visual call flow builder, plain-English AI agent setup and quick onboarding mean you don't need a dedicated admin or telecom expertise. Best fit for service businesses, sales teams and growing SMBs replacing a legacy phone system or a basic VoIP tool that doesn't handle AI calling.

  4. What makes dialnote unique?

    dialnote combines a full cloud VoIP phone system with a built-in AI voice agent in one product, where most competitors offer one or the other. Where RingCentral and Dialpad layer AI on top of an enterprise UCaaS suite, dialnote includes the AI voice agent from the Team plan up. It answers calls 24/7, asks your qualifying questions, books meetings on Calendly or Cal.com and transfers to a teammate, and every call is transcribed and summarized. A visual call flow builder handles IVR menus, business hours and ring groups. Pricing is flat per plan, with the Team plan at $49/month for unlimited users, so adding teammates never raises the bill.

Videos

The Business Phone System That Doesn't Charge Per User | dialnote

Reviews

  1. User avatar
    Lance
    · Customer Success Head at SmartReach ·
     
    we can manage team better and reduced our cost

    dialnote has made call insights much more actionable for our team... its unlimited seats plan has helped us reduce our cost by 10X.... simple to use and genuinely useful for inbound support calls

    Pros:    No per-seat plan|Ai on all plans|Lower cost due to unlimited seats|Great audio quality|Detailed mobile app features
    Cons:    Cannot turn off call recording|Newer platform|Limited calling numbers

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