Role-based speed dial & transfer lists

Every rep transfers to the right number, the first time.

Role-scoped speed-dial and transfer lists, embedded in your dialer and kept in sync with your CRM and directory. Sales sees sales. Collections sees collections. New hires get the right list on day one.

Built for outbound and blended floors of 200 to 2,000+ seats, run by contact center ops, WFM, and the dialer admins who keep transfer lists current. About one in five calls ends in a transfer, and a misrouted one is a quiet drag on first-call resolution and handle time.

Self-service starts on a $149/mo QuickFlo plan. Done-for-you implementation is scoped to your dialer and source systems.

Works with your stack
Your CCaaSYour CRMYour directoryYour CTI+ any usable API or embed surface
agent-speed-dials
MR
Maria Reyes
Outbound Sales · Region West
Role: sales
Q2 Outbound Campaign
Sales Manager
+1 (415) 555-0142
Deal Desk
+1 (415) 555-0188
Escalation
Sales Floor Lead
ext. 4810
Collections escalation, Support tier-2, and Billing lines are hidden. Maria's role doesn't include them.

The same install, two roles. Two completely different lists.

The right number, every time

Transfers reach the right queue without agents hunting for a number.

Each role sees a current, approved list inside the dialer, so routing changes propagate once and new hires start with the right destinations on day one.

  • Fewer misrouted transfers
  • Lower handle time
  • One source of truth for every role
Pricing

Self-service or done-for-you.

Implementation scope depends on seat count, dialer embed, role model, and the CRM or directory sources that keep the list current.

Self-service

From $149/mo

Install and manage the solution in your QuickFlo workspace

FAQ

A few common questions.

Doesn't our dialer already have speed dial groups?

It usually ships one flat list, owned by a single admin and edited by hand. This is role-scoped, enforced on the server, and synced from your CRM and directory automatically. Sales sees sales, collections sees collections, and nobody waits on a ticket to fix a stale number.

Can agents click-to-call inside our CCaaS?

Where your platform exposes a CTI bridge or embed surface, the list sits in the agent UI with click-to-call. Where it does not, agents get clean, copyable numbers in the same panel. Either way, the list stays scoped to their role.

Isn't this just one more list to keep current?

No. It syncs from the systems you already trust: CRM, HRIS, or your IdP. Adds, removals, and role changes flow through on a schedule or on an event, so the list maintains itself, and every change is written to an audit trail.

This feels niche for a whole platform.

It installs as a package on QuickFlo, the same engine that runs the rest of your automation. You can extend or override any workflow, and it is yours to own, not a single-purpose black box.

What does it cost?

It is priced as a packaged solution, sized to your seats and your sync sources. Book a call for a scoped quote, or start a free account and install it yourself.