Everything your agent needs.Before they say hello.
Dial Amp puts the right Zoho CRM details in front of your agents before the call connects. Your Zoho CRM call screen can show contact information, deal details, notes, previous activity, and the fields your team needs for the conversation.
Know who you're calling before they answer.
Give agents the CRM context your team has chosen, without leaving the Dial Amp call screen or bouncing between Zoho records. Try the preview below to review a Lead or Contact, read notes, and choose an outcome. Demo controls do not affect a real call or capture audio.
Mara Ellis
Zoho ContactArbor Lane Studio
Zoho Actions
Add follow-up task details for Mara Ellis.
Notes
Previous conversation
Asked for a follow-up after reviewing the proposal.
Proposal review
Shared an overview of the proposed rollout.
Initial outreach
Introduced the team and confirmed the best time to call.
Deals
Optional · Contacts onlyRelated Zoho Deals linked to this Contact.
| Deal name | Stage | Amount | Closing date | Owner |
|---|---|---|---|---|
| Proposal/Price Quote | $18,750 | Oct 15, 2026 | Alex Rivera | |
| Negotiation/Review | $8,420 | Nov 3, 2026 | Sam Chen | |
| Qualification | $6,300 | Dec 10, 2026 | Alex Rivera |
Require notes before completing selected outcomes
Choose which disposition buttons require the agent to enter notes for the current call. Dial Amp saves entered notes before completing the selected action, helping agents capture important details before moving on. Other buttons can remain optional.
A note already saved for the current call counts, even if the input has cleared. Previous notes on the Zoho record and a button’s automatic Zoho note do not satisfy this requirement.
See how disposition requirements workMute without ending the call
Mute your microphone while the contact stays connected, then choose Unmute when you’re ready to speak again. Muting does not pause recording—use the separate recording control for that.
Pause and resume the same recording
When recording is active, choose Pause Recording to pause audio capture without disconnecting the conversation. Resume Recording continues the same recording, with silence preserved during the paused interval rather than creating separate clips.
Recording controls depend on your recording settings and the contact’s consent. If the contact declines recording, it stays off for that contact. Pause/resume is not a substitute for consent or your organization’s recording and sensitive-information policies.
Decide what the team sees before the first ring.
Admins choose which Zoho CRM fields agents see for Leads and Contacts. Choose a setup once, then use it across your team's calling sessions.
Choose the module
Set up a Lead view and a Contact view around their respective Zoho fields.
Choose and arrange fields
Put the details agents ask about most where they can find them quickly.
Share a named configuration
Give the team a recognizable layout instead of relying on individual tab habits.
Outbound conversation
Shared with team
Module views
Field order
Example layout only. Available fields follow your Zoho Lead and Contact setup.
A call has a natural order. The screen follows it.
Start with the record.
The current Zoho Lead or Contact is already in view, with configured fields in a predictable order. No guessing which tab holds the detail you need.
Keep the history close.
Review existing Zoho notes and add a note while the conversation is fresh. Edit configured fields only where that Zoho field is supported and writable.
Finish with an outcome.
Choose a disposition to complete the call wrap-up. In the live dialer, supported field edits can be saved alongside it.
Contacts only
See the deals connected to the person you're calling.
When you open the dialer from a Contact and an admin has enabled related Deals, Dial Amp shows those Zoho Deals at the bottom of the call screen. See the stage, amount, closing date, and owner without leaving the call, so the relevant opportunity context is right there when you need it. Deal names link to the corresponding Zoho records.
Deals
Related Deals linked to this Contact
How the call screen works.
Understand which fields your Zoho CRM call screen can show, how notes work, and when related Deals are available.
Can I bring any Zoho CRM field into the call screen?
Admins choose from available fields returned by Zoho CRM for Leads and Contacts, arrange their order, and configure supported fields for editing. This does not include every Zoho module or make every field editable.
Can agents see and add Zoho notes during a call?
Yes. The active call screen can show the record's existing Zoho notes and lets agents add a note. Dial Amp reports when a note is saved locally but cannot be delivered to Zoho CRM.
Can I require agents to add call notes before completing an outcome?
Yes. Enable Require call notes before completing this disposition on selected buttons. Dial Amp saves entered notes before completing the action, and a note already saved for the current call also counts. Blank notes, previous record notes, and a button’s automatic Zoho note do not satisfy the requirement. Buttons remain optional unless you enable it.
Can I see related Deals or Applications while calling?
Admins can enable related Deals on the Contact call screen. The section uses the module name configured in Zoho, such as Applications, and links each record back to Zoho. It is not shown for Leads.
Will changing a call-screen layout interrupt an active session?
No. Agents use a selected, shared call-screen configuration when starting a session; changes to that configuration apply to future sessions.
Can I mute a call without ending it?
Yes. Mute silences your microphone while the contact stays connected. Choose Unmute when you are ready to speak again. Muting does not pause call recording.
Can I pause and resume call recordings?
Yes. When recording is active, Pause Recording pauses audio capture without ending the call, and Resume Recording continues the same recording. Paused time remains as silence rather than separate clips. Controls depend on recording settings and consent; if the contact declines recording, it cannot be resumed for that contact.
Dial Amp for Zoho CRM
Give every call a clearer starting point.
Bring the Lead or Contact details your team relies on into the conversation, and leave the record better than you found it.