Skip to main content

Patchline

Home / Who it's for / Appointment setters

Your reps dial more. Your managers see everything.

For outsourced appointment-setting and telemarketing teams that dial all day for their clients, and carry the compliance risk when it goes wrong.

Sound familiar?

What gets in the way today

  • Several reps dialling all day, often across clients, and managers who can't hear or see enough.
  • TPS/CTPS, silent and abandoned calls, and caller ID are your risk, not your client's.
  • Dialler, CRM, scripts and reporting are four separate subscriptions.

How it fits

The features you'll actually use

Dial

Auto-dial rings the next lead by itself, with a pause between calls, ring timeout and maximum call length. Scripts and objection answers on screen.

Stay within the rules

Auto-dial only runs with a rep at the screen; an information message plays instead of silence; it pauses above 3% abandoned and won't redial an abandoned number for 72 hours. Daily abandoned-rate records are kept.

Screen

TPS/CTPS screening, calling hours in the lead's local time, consent and opt-out records.

Manage

Per-rep logins and roles, leaderboard, per-rep analytics, call listen-back, lead assignment, audit log and two-factor login.

Campaigns for each client

One install for all your end-clients. Each campaign has the client's name (in the script, the Ofcom information message and the ring-back message), its own caller-ID numbers, script, reps and calling hours, a pause switch, and a report that prints with only the client's name. Auto-dial also watches each campaign's own abandoned-call rate. (Growth and White-label.)

Book

Calendar with click-to-book slots and phone calendar invites; script A/B comparison in Analytics.

Our recommendation

How we'd set you up

Plan

Growth

Auto-dial and manager tools are the reason to buy. Heavy diallers should watch minutes: 1,000 per rep are included, then 4p a minute.

Setup

Done-For-You (£1,995)

We set up a campaign for each of your clients: their name, numbers, script, reps and hours. Opt-outs and the do-not-call list are shared across every campaign, so someone who opts out isn't rung again for any client.

Industry pack

Appointment setting

Loaded during setup: neutral scoring you tune per campaign, openers and objection answers for booking meetings on a client's behalf, plus confirmation and reminder templates.

Example price. 8 reps + 2 managers on Growth: 8 × £79 + 1 × £99 = £731 a month (first manager free), 8,000 UK minutes included. No VAT is charged. Work out your own →

See it with your own trade and town.

In a 20-minute demo we search for your kind of prospect, ring one in practice mode and send a proposal.