CallTools setup
Campaigns, lists and users configured before the first dial.
- Campaigns and lists
- Predictive or preview dialing per campaign
- Dispositions
- Manager and agent permissions
CallTools setup & management
setup · admin · automation
CallTools Dialer Management
We set up CallTools campaigns with predictive or preview dialing that fits your compliance margin, and manage them week to week.
- CallTools setup — Campaigns, lists and users configured before the first dial.
- Pacing and compliance — Dialing set to stay inside the rules you work to.
- Ongoing management — Weekly running of lists, campaigns and users.
- Integrations — CallTools connected to your CRM and lead sources.
From $100 a month Month to month, no minimum term
Works with 
Predictive mode slows at your abandon targetPreview dialing for tight marginsManager and Agent rolesOver 100 assignable permissionsWritten scope and price before you start
What we do on CallTools
CallTools setup, management and automation
Pick one of them or all of them.
Pacing and compliance
Dialing set to stay inside the rules you work to.
- Abandon target set below 3%
- 30-day campaign figure tracked
- Calling windows and DNC settings
- Preview dialing for tight margins
Ongoing management
Weekly running of lists, campaigns and users.
- List loads and campaign changes
- Permission changes
- Connect and abandon reporting
- Weekly review
Integrations
CallTools connected to your CRM and lead sources.
- Calls and dispositions into your CRM
- Lead source imports
- Webhooks
- Integration monitoring
Onboarding
How we start on CallTools
Including how access is granted in CallTools.
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Tell us what you need
Setup, compliance settings, ongoing management or integrations.
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A manager user with the right permissions
A user with only the permissions for the campaigns, imports and reports in scope.
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Build and test
Campaigns checked on a small test list before full dialing.
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Handover or weekly management
With ongoing management, campaigns are reviewed weekly.
Real situations
When teams bring us in on CallTools
Pacing was set once and forgotten
Predictive mode was configured at launch and nobody has checked the abandonment rate since.
What we doWe set the target below the limit and review the 30-day campaign figure every week.
Every list dials the same way
Leads that need a careful approach go through the same predictive campaign as everything else.
What we doWe use preview dialing for the lists that need it and predictive where it is safe.
Outcomes never reach the CRM
Agents pick dispositions, but the CRM never hears about them.
What we doWe map dispositions to CRM fields and test the connection end to end.
From CallTools’s own documentation
The setting that decides everything
Every pacing setting trades idle agents against abandoned calls
Dial more lines per agent and people wait less between calls — but more answered calls find nobody free. Federal rules cap abandoned calls at 3% of calls answered by a person, measured per campaign over 30 days. A campaign can look fine this week and be over by the end of the month. Drag the ratio and watch both numbers move.
CallTools campaign — pacing
2.8%abandon rate
Close to the limit
Agents idle7%
Abandon rate2.8%
Same campaign — rolling 30-day abandon rate
Nothing broke on day 19. The ratio was raised on day 6 to clear a backlog and never set back. We watch the rolling number, not today’s.
Illustrative model — real pacing depends on list quality, answer rate and how many agents are logged in.
Cost
Priced for the compliance workload, not seat count alone
One monthly fee for CallTools, with no minimum term.
From
$100/month
The starting price, for a small floor. Seat count, campaign volume and regulated verticals are scoped on top.
Not included — so there are no surprises
- Your CallTools licence, seats and call charges — billed to you directly
- Building the connection into your CRM — a separate one-off project
- Buying or sourcing lead lists
- Supplying agents
Your price in writing within 2 working days.
CallTools limits
The CallTools limits that decide how it should be run
From CallTools’s own documentation, with sources.
CallTools — documented limits
| Limit | Value | Applies to |
|---|---|---|
| Predictive mode | Adjusts speed from agent availability and your abandon target | Slows down when the target is exceeded source ↗ |
| Federal abandon limit | 3% of live-answered calls | Per campaign, per 30 days source ↗ |
| Roles and permissions | Managers and Agents, 100+ permissions | Assigned per user source ↗ |
Checked September 2026. Plans change.
Free download
Why your calls go to spam: a 10-point check
Find out why answer rates are falling, and what to fix first, in about 20 minutes.
CRMs that integrate with CallTools
Integrate CallTools with your CRM
Still typing call outcomes into your CRM? We connect CallTools to any of these 25 CRMs and sales tools once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Dialers
Aircall vs JustCall vs Kixie: choosing a dialer for a small team
How the three dial, who can do what, and how much each helps keep your numbers answerable, from each vendor's own documentation.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
CallTools management — common questions
How does CallTools predictive mode control abandoned calls?
You set an abandonment rate and Predictive mode adjusts dialing speed from agent availability and that rate, slowing down when it is exceeded until it normalises.
Should our CallTools abandonment setting be 3%?
Setting it at the limit leaves no margin. The federal rule measures abandoned calls per campaign over 30 days, so the live setting is best kept below 3% with the 30-day figure watched separately.
What is the difference between a manager and an agent in CallTools?
Managers handle campaign setup, data imports and exports, reporting and integrations. Agents make the calls. CallTools has more than 100 permissions that can be assigned to users.
When should we use preview dialing in CallTools?
When each call deserves a look at the record first, or when a campaign’s compliance margin is too thin for predictive pacing.
How much does CallTools management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
