Dialpad Partner: CRM Integration, Setup & Support

WHY MO AGENCY

Africa’s No. 1 Dialpad Partner

We don’t just set up Dialpad — we connect it to your CRM, configure it for your sales and support workflows, and train your team to get the most from it. Cloud telephony, AI transcription, and call analytics, all wired into how your business actually operates.

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CAPABILITIES

What We Deliver with Dialpad

From initial setup to AI-powered analytics, we implement Dialpad across your sales and support teams with CRM integration built in from day one.

Cloud Voice & Video

Enterprise-grade calling and video conferencing — no hardware required. Set up in days, not months.

CRM Integration

Direct integration with HubSpot, Salesforce, and Zoho. Calls, recordings, transcripts, and outcomes logged automatically.

AI Transcription & Summaries

Real-time transcription, AI-generated call summaries, keyword spotting, and sentiment analysis on every conversation.

Contact Centre Setup

Call routing, IVR systems, agent queues, real-time coaching, and workload balancing for sales and support teams.

Analytics & Reporting

Custom dashboards tied to your KPIs. Agent performance, call metrics, sentiment trends, and compliance monitoring.

Number Porting & Setup

Full number porting, user provisioning, permissions, voicemail trees, and routing rules configured to your business logic.

CRM-Driven Communication

Every call, every transcript, every outcome — logged directly to your CRM. We configure Dialpad’s native integrations with HubSpot, Salesforce, and Zoho so your sales and support teams have full context without switching screens or manual data entry. Pipeline visibility, contact history, and activity tracking — all in one place.

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AI-Powered Insights from Every Conversation

Dialpad’s AI capabilities go beyond transcription. We configure keyword spotting, sentiment analysis, compliance monitoring, and automated call summaries — giving managers real-time coaching tools and leadership the data they need to make decisions. Every conversation becomes a data point that improves your operation.

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OUR PROCESS

How we deliver Dialpad projects

A focused, agile implementation covering technical configuration, CRM integration, call routing, AI enablement, and team training.

Discovery & Planning

We assess your communication needs, CRM stack, agent setup, and call volumes to build a tailored rollout plan.

Setup & Integration

Number porting, user onboarding, routing rules, permissions, and CRM integration — configured and tested end to end.

Team Enablement

Live training sessions, recorded walkthroughs, and enablement guides so your agents are confident from day one.

Go-Live & Support

Launch oversight, QA testing, troubleshooting, and ongoing local support. Minimal downtime, smooth adoption.

TESTIMONIALS

Client Testimonials

Great onboarding process by Emma and Caleb. Such a pleasure to deal with, and highly recommend their services.

Exceptional service from the very beginning. Consistently shown a positive attitude and genuine willingness to share knowledge and go above and beyond.

Pleasure to work with MO Agency. Excellent and seamless onboarding process that fostered significant value. The team is personable and professional!

Really enjoyed working with the MO Onboarding team. Extremely knowledgeable and efficient team.

Reviews from the HubSpot Partner Directory. View them all.

Is Dialpad right for my business?

If you need scalable, cloud-based voice, video, and messaging that integrates with your CRM — yes. Dialpad works well for sales teams, support teams, and contact centres from 10 to 250+ seats. We’ll help you assess fit during discovery.

Can you help with Dialpad licensing and planning?

Absolutely. We assess your team structure, call volumes, and feature requirements to recommend the right Dialpad plan and configuration — whether you’re a small team or scaling to 1,000+ users.

How does the CRM integration work?

We configure Dialpad’s native integrations to automatically log call data, transcripts, recordings, and outcomes into HubSpot, Salesforce, or Zoho. Your team gets full context on every contact without any manual effort.

Can you set up call routing and reporting?

Yes. We configure routing logic, IVR menus, agent groups, queues, and live performance dashboards. Everything is tailored to your team structure and business rules.

What’s your typical client size?

Mid-sized to enterprise — typically 10 to 250+ seats, often running CRM-integrated communications across multiple teams or locations. We work with sales teams, support teams, and full contact centre operations.

Is Dialpad suitable for contact centres?

Absolutely. Dialpad offers call routing, IVRs, agent queues, real-time coaching, and sentiment tracking. It’s cloud-based, scalable across multiple locations, and we configure it specifically for contact centre operations.

Dialpad Setup & Support

Expert advice, seamless setup, deep CRM integration, and responsive local support for Dialpad — South Africa’s leading AI-powered business communications platform.

Africa’s No. 1 Dialpad Partner