Lead finder
Google Maps by trade and town, rating and website filters, closed businesses and duplicates skipped.
UK cold-calling CRM
Find them. Call them legally. Get it signed today.
Patchline finds local businesses that need what you sell, helps your reps call them within UK rules, and lets them send a signed proposal the same day.
Made for UK calling rules. Set up for you, not left for you to configure.
Calling · 09:42 their timeBrightside Dental, ChelmsfordAsk for: J. Patel (director, Companies House)
00:47
CTPS · clearIn calling hoursScore A · 86Call back due 14:00
Opener B: "Hi, is that J? It's Sam from Harbour Web. I noticed Brightside has 4.8 stars from 212 reviews but the website takes 9 seconds to load on a phone..."
Hang upBookedCall laterNot interestedDo not call
38/50dials today
27%answered
0.0%abandoned, 24h
A
Harlow Fitness Studio
Gym · Harlow · Ltd · 2 directors
One tab, not three
Most teams glue three tools together. Patchline replaces all of them.
A spreadsheet of leads, a phone system that only dials, and a separate tool for quotes and signatures. Every hand-off is where leads get lost.
Patchline
- Leads found, scored and ready to call
- Dialer with scripts and UK calling checks
- Quote → proposal → signed → Won, on the lead
How it works
Find → Call → Close
01
Find
Search by trade and town. Leads arrive with ratings, reviews, website checks and Companies House directors, scored A, B or C so the best get rung first.
02
Call
Reps dial from the browser with the script on screen. TPS/CTPS, calling hours and opt-outs are checked before the phone rings. Auto-dial keeps the pace up within Ofcom's rules.
03
Close
Book the meeting in the calendar, build the quote from your price list and send a branded proposal by text or email. You see when it's opened, and when it's signed.
Same-day proposals
The quote they agreed on the phone, signed before they forget.
Turn a saved quote into a proposal web page with your logo, items, totals and terms. They read it on their phone and sign by typing their name.
- Send by email, text or a link you paste into WhatsApp
- See when it's opened and signed; the deal moves to Won
- Monthly services become a contract they sign the same way
- Sending a newer proposal stops the old link, so nobody signs old prices
Proposal for Harlow Fitness Studio
From your company · valid 30 days
| Website rebuild | £1,800.00 |
| Local SEO · monthly | £350.00 |
| Total today | £2,150.00 |
Signed by typing their name
Dana Okafor
- Sent 11:05
- Opened 11:31
- Signed 15:12 · pipeline → Won
Features
Everything a UK outbound team uses in a day
Companies House
Director names on limited-company leads, and a company search by industry and area (matched to a phone number before it's called).
Lead scoring
A, B or C grades from reviews, rating and website signals, with a plain-English "why this score".
Browser dialer + auto-dial
Click to call or let the next lead ring by itself. Daily goal, live KPIs, call recording.
Scripts & objections
On screen during the call, with placeholders like [Business] and [Town], and A/B comparison.
Texts & email
One inbox for both, sent from your own number and mailbox, with templates.
Calendar & call backs
Click-to-book slots, phone calendar invites, and a call-back queue that rings at the right time.
Quotes, proposals, contracts
Quote from your price list, send a branded proposal, see when it's opened and signed.
AI call notes
Flip on Take notes (with their OK) and the call becomes notes and a transcript on the lead. (Growth and up.)
Manager tools
Leaderboard, per-rep analytics, call listen-back, lead assignment and rep commission.
UK compliance tools
TPS/CTPS screening, calling hours, consent records, do-not-call list, Ofcom guard rails, audit log.
Done-for-you setup
We load your scripts, lead lists, templates and branding, then train your team.
Some features depend on your plan (for example auto-dial, lead scoring, texts, AI notes and campaigns for several clients are on Growth and White-label; teams with postcode territories are on White-label). Industry packs set the scoring and searches for your sector. See pricing.
UK compliance tools
Built around UK calling rules, not bolted on.
Checks run before the phone rings, and leave a record you can point to later.
- TPS/CTPS screening. Numbers on the registers, or not screened in the last 28 days, are blocked (in Block mode) unless you've recorded that they agreed to be called.
- Calling hours. Set the hours and days, in the lead's local time. Outside them, nothing rings.
- Consent and opt-out records. The basis for contacting each business, with dates and history. Opted-out numbers can't be called or texted.
- Ofcom auto-dial guard rails. An information message instead of silence, a pause above 3% abandoned, no redial within 72 hours, at least 15 seconds of ringing.
- Audit log. Who did what and when: logins, exports, setting changes.
These are tools, not a guarantee. You stay responsible for how your team calls. What the software does, and what's on you →
Done-for-you setup
You get a working sales floor, not a login and a help centre.
We set Patchline up for you: your branding, your numbers, your scripts and your first lead lists, then we train the team.
1. Your brand and numbers
Logo, colours, web address, UK phone numbers and user logins for every rep and manager.
2. Scripts written for your offer
Openers and objection answers for what you actually sell, from an industry pack we adapt, plus text, email and quote templates.
3. First lead lists built
2-3 lists by trade and area, screened and scored, ready on day one.
4. Training and support
Team and manager training, then 30 days' priority support (Done-For-You).
Who it's for
Made for teams that win business by phone
Growth · White-label to resell
Marketing & web agencies
Find local businesses with weak websites, ring the owner by name, send the proposal before lunch.
See how it fits →Starter → GrowthCleaning & B2B services
Cleaners, waste, EPOS, energy, telecoms, signage and IT firms selling to the high street.
See how it fits →GrowthAppointment setters
Teams dialling all day for clients, with managers who need to see and hear everything.
See how it fits →Starter or GrowthRecruiters
Keep business development going with local employer lists and the director's name.
See how it fits →White-labelFranchise networks
One branded, consistent calling system, with leads for each franchisee's own patch.
See how it fits →Something else?
If your team calls UK businesses to sell a service, it will probably fit. Ask us.
Talk to us →Pricing
Per seat, per month. No VAT added.
Minimum 3 seats. Your first manager seat is free. Pay annually and get 2 months free.
Starter
£59 /rep
£79 per manager seat
- CRM, dialer, scripts, calendar
- Minutes pay as you go at 4p
- 200 lead lookups a month
Recommended
Growth
£79 /rep
£99 per manager seat
- Auto-dial and lead scoring
- 1,000 UK minutes per rep included
- Texts, quotes, proposals, AI call notes
White-label
£119 /rep
£139 per manager seat
- Your own name, domain and email domain
- 2,000 UK minutes per rep included
- Unlimited lookups (fair use)
Pilot partners
We're taking a small number of pilot partners.
Done-For-You setup for £995 instead of £1,995, in return for honest feedback. Same seat prices as everyone else, because that's what we're testing.
- Plan
- Growth at list price
- Setup
- Done-For-You for £995 (normally £1,995)
- Support
- 90 days' priority support and a weekly check-in
- Term
- 3-month minimum, then monthly
- You give
- Two feedback calls, and bug reports
Is this a phone system or a CRM?
Both, in one browser tab. Patchline has a browser dialer (no handsets to buy), a lead CRM with scoring, a lead finder, scripts, texts and email, a calendar, a pipeline and proposals that clients sign online. You don't need a separate dialler, CRM and proposal tool.
Does it make our calling legal?
No software can do that on its own, and we won't claim it. It gives you the tools: TPS/CTPS screening, calling-hours limits, consent and opt-out records, a do-not-call list and Ofcom guard rails on auto-dial. How you call, who you call and what you say is still your responsibility. Read the compliance page for the full split.
Where do the leads come from?
The lead finder searches Google Maps by trade and town (for example "dentists in Chelmsford") with filters for rating and website, skips closed businesses and duplicates, and adds Companies House director names for limited companies. You can also upload your own lists from CSV or Excel.
Is auto-dial a predictive dialler?
No. It rings one lead at a time from your rep's own browser phone, only while they're at the screen with a working microphone, and connects the business the moment they answer. It pauses itself if abandoned calls go over 3% in 24 hours and won't redial an abandoned number for 72 hours.
What does setup involve?
We set it up for you. Launch (£995) gets your branding, numbers, users, one lead list, one script and a 60-minute training session. Done-For-You (£1,995) adds scripts and objection answers written for your offer, 2-3 lead lists, text, email and quote templates, calendar setup, manager training and 30 days' priority support.
How many people do we need?
The minimum is 3 seats (reps plus managers), and your first manager seat is free. Most teams start with 3-5 reps.
Do you charge VAT?
No. We aren't VAT registered, so no VAT is added to any price on this site.
Can we try it first?
Yes. Book a demo and we'll walk you through it with practice data. We're also taking a small number of pilot partners at a reduced setup price, in exchange for honest feedback.
Who sets it up and supports it?
We do, from the UK. We load your numbers, scripts, TPS screening and first lead lists, train your callers and managers, then support you by email and phone.