What is a sales CRM?
A sales CRM is where a team keeps its leads and everything said to them: calls, texts, emails, notes, and where each deal stands. TalaLevel is a sales CRM with the phone and the texting built in, so the record is written as the work happens.
What is the best CRM for a small team that sells by phone?
One where calling is part of the CRM and not an add-on billed by the minute. TalaLevel is built for that: a power dialer, unlimited US calling and the CRM in one seat price, from $47 a month, with no seat minimum.
Is there a CRM with a built-in dialer?
Yes. TalaLevel's power dialer is part of the CRM on every plan. Every call is recorded, transcribed and summarised on the lead, with no separate phone system to connect.
Do I still need a separate dialer or texting tool?
No. Calling is on every plan, and texting from your own numbers, email from your Gmail and Tala, the AI assistant, start on Pro.
Does the CRM update itself?
Mostly, yes. A lead who says yes, not now or no on a call, in a text or in an email is moved to the matching status. Calls are summarised onto the lead, a promised callback is put on Home for the time they asked for, and leads who stop answering are marked.
Can I import my leads from a spreadsheet?
Yes. Import a spreadsheet and TalaLevel matches the columns. Statuses, owners and phone numbers come across.
Can I move from another CRM, such as Close?
Yes. Export your leads from the other CRM as a file and import it. From Close, that is the Leads list, then More, then Export. Workflows do not import, but we rebuild the ones you depend on with you.
Can I change the pipeline stages and statuses?
Yes. The statuses are yours to name and order in Settings. When you set up, Tala suggests names from how you describe your business, and you take or leave them.
Does TalaLevel have workflow automation?
There is no drag-and-drop workflow builder. Following up, answering new leads and keeping statuses current are done by Tala, and a process of your own is built with you in your workspace.
What does TalaLevel integrate with?
Gmail, Google Calendar and Google Meet, and AI apps such as Claude and ChatGPT through its connector. It does not connect Microsoft 365 email.
Does it send email?
Yes, on Pro and Scale, from each rep's own Gmail, with follow-ups.
What reports does it have?
Dials, connects, conversations and calls booked, by rep and by day, against the month before. The hours your leads pick up, from your own calls. And where leads drop off between the first call and the deal.
How does it handle callbacks?
Tell a lead you will call at 2pm their time, and the callback is waiting on Home at 2pm their time, whatever time zone you are in.
Can I assign leads to reps?
Yes. Every lead has an owner, lists can be worked by more than one rep, and reports break the numbers down by rep.
Who is TalaLevel not for?
Teams that need to build their own automated workflows, custom objects, Microsoft 365 email, calling outside the US or a long list of integrations are better served by a larger CRM such as Close.
How much does the CRM cost?
Dialer is $47 a seat a month, Pro is $97 and Scale is $247. The CRM is in every plan. Pay yearly and two months are free.
Is there a contract or a seat minimum?
No. You pay monthly, can cancel anytime and can start with one seat.
Do I need a demo call to try it?
No. You sign up on this site and start a seven-day trial with a card on file. Cancel before it ends and you pay nothing.
Can AI do my CRM data entry?
In TalaLevel it does. Calls are transcribed and summarised onto the lead, what a lead tells you is kept for whoever speaks to them next, and statuses follow the conversation.
Is TalaLevel a CRM for cold calling?
Yes. It was built on an outbound floor that cold calls business owners: lists, a dialer that rings up to ten lines, voicemail left for you, and reports on which hours your leads pick up.