Prove which campaign made the phone ring, client by client.
Dialerportal gives agencies a tracking number for every client campaign, routing that lands each caller with the account manager who owns the relationship, recordings that settle lead-quality disputes, and per-number analytics you can drop straight into the monthly client report.
Everything an agency needs to run phones for a book of clients
One Cloud PBX, many client identities: a number per campaign, a branded greeting per account, routing to the strategist who knows the brief, and call data that holds up in a retainer review.
A number per client, per campaign
Its own greeting for every account
Straight to the account manager who owns it
Reporting a client will read to the end
Recordings that end the lead-quality fight
Sync into GoHighLevel, HubSpot and the rest
Outbound lead gen run on their behalf
From new logo to live numbers the same day
Port the numbers your clients already advertise, add fresh ones for the campaigns launching next week, and report on real call volume in your first billing cycle.
Map numbers to clients and campaigns
Port the numbers your clients already have printed on vans, ads and websites, then add new DIDs for the channels you're about to launch. Group them per client so reporting and billing stay clean.
Build routing per account
Set each client's greeting, business hours and ring group around the AM and strategist who own the brief, with overflow to voicemail-to-email so an unanswered call still becomes a lead record.
Connect the CRM and go live
Link GoHighLevel, HubSpot or whichever CRM that account runs on, then put your team on the browser softphone or their mobile. Setup takes hours, not weeks, and there's nothing to rack.
Report on what the phones did
Take call volume by number into the monthly review, and keep recordings on hand for the moment a client questions whether the leads were any good.
The new-business call nobody was free to answer
Agency phones ring hardest at the worst moments: mid-pitch, mid-shoot, the evening a client's campaign goes live. A Dialerportal AI voice agent answers those in natural conversation around the clock, works out who is calling and why, and either books the discovery call or hands the caller to the account manager who should have it.
Qualifies the inbound new-business call
It asks the questions your new-business lead would ask: which service the caller is after, whether they have run paid media or SEO before, rough monthly budget, and when they want to be live. Callers who fit book a discovery call; the rest get a polite answer and a message in the log. Nothing gets scored or promised, it just captures what the caller said.
Screens the pitches and job inquiries out
Agency numbers attract offshore SEO resellers, white-label dev shops, backlink sellers and students asking about internships. The agent recognizes those from the conversation, declines without wasting anyone's morning, and sends careers questions to the recruiting inbox instead of your AM's extension. Your strategists stop answering the phone expecting a lead and getting a link-building pitch.
Books the discovery call in the right diary
Once a caller qualifies, the agent offers open slots and books the discovery call directly, then reschedules if the prospect calls back to move it. It can steer a performance media inquiry to a different calendar than a brand or web build, so the strategist who joins the call has actually read that kind of brief before.
Gets existing clients to their account manager
A client calling about live spend or a launch going out tomorrow does not want a menu. The agent recognizes an existing account, and warm transfers to that account manager when they are reachable, or takes a detailed message with the client name and campaign when they are not. It never quotes budget, scope or contract terms, that goes to a human.
The tools behind your marketing agencies phone system
Marketing Agencies run on the same Dialerportal platform that powers cloud PBX, VoIP and call centers for businesses worldwide.
Phone systems for other industries
Agency phone system, your questions
What agency owners ask before they move client call volume onto a new system.
It's a Cloud PBX built for agencies that have to answer as more than one brand. You get a local or toll-free tracking number for every client and campaign, a separate auto-attendant and ring group per account, call recording, per-number analytics you can put into a client report, and CRM sync with HubSpot, GoHighLevel and others. Seats start at $19 per month, month to month, and most agencies are live in hours rather than weeks.
Yes, and most agencies run several per client. Add a local DID in the client's own area code for their paid search ad, another for a print or radio buy, and a toll-free number for the landing page, all grouped under that account. Numbers are available in 70+ countries, so a client campaigning in Toronto or London still gets something that reads as local. Adding one takes minutes rather than a support ticket.
Every call is logged against the number that received it, so when a number appears in exactly one ad, one landing page or one flyer, the source is not in question. Analytics group volume, answer rate, missed calls and talk time by number, and the same calls flow into the client's CRM through the integration. For the monthly review, export the figures and pair them with recordings of the best conversations.
Yes. Ring groups tie a client's numbers to the AM and strategist who own that account, with a backup extension so a call never rings out while someone is in a pitch. Business-hours rules send evening and weekend calls to voicemail-to-email, and a priority caller such as the client's marketing director can be pushed straight to the agency owner's mobile through the softphone app.
Yes. Dialerportal syncs calls, recordings and contacts with HubSpot, Salesforce, Pipedrive, Zoho and GoHighLevel, which covers most of what agencies run for themselves and for the accounts they manage. An inbound call on a tracking number attaches to the right contact automatically, and click-to-call lets a media buyer or AM dial from the record. Your client report and the client's CRM then tell the same story.
Yes. Preview and predictive dialing work prospect lists on a client's behalf, and each campaign can dial from that client's caller ID so their brand appears on the handset, not your agency's. Two-way SMS over registered A2P 10DLC handles follow-up, and AI voice agents can take first-touch qualification on high-volume lists. Billing is month to month, so seat count can track the retainers you have actually signed.
It answers the calls your team misses while they are in a pitch, on a shoot or heads down before a launch. On the agency line it asks what the caller wants built, roughly what they can spend and when they need it live, then books a discovery call with the right strategist. It sends backlink pitches and job inquiries to a message instead of an AM, and puts existing clients through to the person who owns their account. Every call and outcome lands in your CRM.
Show clients the calls their budget actually bought
Cloud PBX starts at $19 per seat per month with no contract. Call 1-888-488-8138 and a US-based human picks up in about 30 seconds.