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dialnote

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Description

CallBack HVAC is a follow-up tool for HVAC shops that miss calls while technicians and office staff are busy. With a compatible phone route and an approved texting number, a caller who reaches a supported unanswered-call outcome hears a consent prompt. If they press 1, the system can send one service text. The owner reviews any reply and makes the callback; the software does not answer every call or book jobs for you. The core plan includes caller records, a callback queue, message templates, lead status, basic reporting and CSV export. One dashboard reply is allowed after an incoming customer text. Staff must continue to handle booking and ongoing customer contact. AI CSR call handling is a separate pilot subject to review and activation, not part of the base trial. Core software costs $149/month after a 14-day trial that starts when the email address is confirmed. No card is required to start the software trial. Setup and carrier review use trial time. Provider number rental, registration, voice calls, messages and carrier fees are additional, including during the trial. Twilio is the standard setup; Telnyx and Plivo need availability confirmation before selection. A successful call-and-text test is required before customer use.

Description

dialnote is the AI business phone system priced for your whole team: shared numbers, call routing, branded AI voice agents that answer, qualify, and book, and automatic CRM sync, all included, with no per-user cost. Most business phone systems charge per user, so the bill grows every time you hire. dialnote charges per plan. Team ($49/mo), Business ($99/mo) and Pro ($199/mo) include unlimited users, and the AI voice agent is included from Team up, not sold as an add-on. Solo ($19/mo) is a single-user calling plan. What the AI voice agent does It picks up when nobody can, answers common questions from your knowledge base, asks the qualifying questions you choose and logs the answers, books meetings on Calendly or Cal.com, sends a follow-up text, and transfers the call to a teammate when a person is needed. On Business and Pro it speaks 14 languages. What the phone system includes Local and toll-free numbers, calling to 90+ countries, free porting in the US and Canada, IVR menus, ring groups, business-hours routing, voicemail transcripts, call recording, business texting, and iOS and Android apps plus a web app. Calls are transcribed and summarized, then synced to HubSpot, Salesforce or Pipedrive after the call. Pro adds AI call tags, AI call evaluation, call queueing and a dedicated customer success manager. Start with a 10-day free trial, no credit card required. dialnote is built by the team behind SmartReach.io.

API Access

Has API No

API Access

Has API Yes

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Integrations

Cal.com No

Calendly No

HubSpot CRM No

Make No

Pipedrive No

Salesforce No

Twilio Yes

Zapier No

n8n No

Explore All 1 Integration

Integrations

Cal.com Yes

Calendly Yes

HubSpot CRM Yes

Make Yes

Pipedrive Yes

Salesforce Yes

Twilio No

Zapier Yes

n8n Yes

Explore All 8 Integrations

Pricing Details

$149/month

Core software: $149/month after a 14-day no-card trial starting after email confirmation. The trial runs during provider setup and carrier review. Customer use requires a paid provider account, approved texting number, registration, compatible routing, consent and a successful call-and-text test. Provider number, registration/campaign, call, text and carrier fees are separate, including during the software trial. Twilio is standard; confirm Telnyx or Plivo availability before choosing either. AI CSR pilots are separate.

Free Trial Yes

Free Version No

Pricing Details

$49/month for unlimited users

dialnote has four flat monthly plans in USD. Team, Business and Pro include unlimited users, so the price stays the same as your team grows. Save 20% with annual billing. 10-day free trial, no credit card required.

Solo, $19/mo ($15/mo billed annually). One user, 1 phone number, 250 US and Canada calling minutes a month, a $2.50 monthly credit, manual call recording, and AI transcripts and summaries. Solo numbers receive texts but can't send them, and Solo doesn't include AI voice agents.

Team, $49/mo ($39/mo billed annually). Unlimited users, 2 phone numbers, 700 minutes and 750 texts a month, a $5 monthly credit, 1 AI voice agent with a knowledge base, automatic call recording, IVR menus, business-hours routing, voicemail transcripts, call transfers, hold and group calling. Integrates with HubSpot, Calendly and Zapier.

Business, $99/mo ($79/mo billed annually). Everything in Team plus 3 phone numbers, 1,400 minutes and 1,500 texts a month, a $12 monthly credit, 5 AI voice agents that speak 14 languages, advanced call forwarding and ring order, API access and webhooks, Salesforce and Pipedrive, Make and n8n via webhooks, and live chat support.

Pro, $199/mo ($159/mo billed annually). Everything in Business plus 5 phone numbers, 2,800 minutes and 2,500 texts a month, a $25 monthly credit, 10 AI voice agents with 2 knowledge bases, a custom branded AI voice, AI call tags and AI call evaluation, disposition codes, call queueing, contact sharing permissions, and priority support with a dedicated customer success manager.

The monthly credit pays for AI voice agent minutes ($0.89/min), international calls, and usage past your included minutes and texts. Extra phone numbers are $5/mo each. Porting is free in the US and Canada. Included minutes and texts apply to the US and Canada. UK plans are priced in GBP.

Free Trial Yes

Free Version No