Capantra
SolutionsCapantraDialBeta testing phase

Engagement operations for inbound + outbound — with routing, reporting and governance.

CapantraDial provides native calling infrastructure for revenue teams, built for outbound and inbound operations. Calling activity connects directly to execution, performance and cost data inside the Capantra system.
Regulatory note: capabilities, obligations and workflows vary by jurisdiction and program type. Customers remain responsible for lawful basis, permissions and operational compliance. CapantraDial requires an active CapantraOne licence, includes access to CapantraSales, and includes calls. Minimum purchase is 2 agent licences plus one CapantraOne admin licence. CapantraDial is currently in beta testing. See the Trust Center for procurement artefacts.
Dial console (snapshot)
CapantraDial
Routing
Inbound + outbound flows
Controls
Reporting
Operational visibility
Oversight
Guardrails
Role boundaries + policy
Governance
Controlled engagement

Operational visibility and governance surfaces designed to support procurement review and internal oversight.

Inbound + outboundRoutingReportingAU · UK · US
RoutingVisibilityControls

Native calling infrastructure for revenue operations.

Unlike dialers bolted onto CRMs, CapantraDial is embedded within the Capantra operating layer. It gives teams visibility into activity, outcomes and operational efficiency in one connected workflow.

Routing + workflows

Structured handling paths to reduce ambiguity and support internal review.

Reporting surfaces

Visibility designed to support QA, coaching and operational rhythm (scope-dependent).
Example operating surface
Inbound handling

Queue-based routing and structured handling patterns (deployment-dependent).

Outbound workflows

Program execution with oversight and guardrail-friendly design (scope-dependent).

Operational rhythm

Reporting surfaces intended to support review, coaching and accountability.

Operations

Inbound + outbound under one governance-aware workflow layer.

Run engagement programs with structured routing, defined roles, and visibility designed to support internal review.

  • Inbound and outbound execution in a single operating model.
  • Routing and workflow patterns to reduce operational ambiguity.
  • Reporting intended for QA, coaching and oversight (scope-dependent).
  • Role boundaries and access controls aligned to least privilege.
Operational view
Example layout (conceptual) — actual screens depend on deployment and configuration.
Routing
Flows + queues
Consistent handling paths
Oversight
Reporting
Review-friendly visibility
Controls
Roles + access
Least privilege patterns
Program ops
Attempt strategy
Guardrail-friendly design (scope)
Procurement-friendly posture

Clear scope statements and Trust Center artefacts to support vendor assessment and internal review.

Capabilities

Control, visibility, and repeatable execution.

Use CapantraDial to standardise how engagement is routed, executed, and reviewed — especially across multi-client operating models. Unlike standalone dialers, execution stays connected to the Capantra operating layer for workflows, controls and governance.

Request a briefing/demo

Routing + queues

Queue-based routing patterns with clearer ownership and handling paths (deployment-dependent).

Reporting surfaces

Operational visibility designed to support QA and management rhythm (scope-dependent).

Controls + access

Role-based boundaries and least-privilege patterns to support governance.
Operational outcomes, not just call volume

Standardise operational execution across clients without losing visibility, coaching context, or governance control.

  • Consistent operating patterns for teams and supervisors.
  • Connected data across calling, sales execution and operational review.
  • Clearer program structure for handover and training.
Commercial and procurement clarity

Built to support oversight with transparent buying rules; obligations and compliance requirements vary by jurisdiction and use case.

  • CapantraOne is required as the platform baseline.
  • CapantraDial includes calls and includes access to CapantraSales.
  • Trust Center artefacts for security/privacy review.
  • Region-aware notes (AU/UK/US) for procurement conversations.
Who it’s for

Agencies and operators running engagement at scale.

CapantraDial is designed for multi-client environments where operational clarity and accountability matter.

Sales agencies

Run repeatable client programs with reporting and operational visibility.

BPO teams

Standardise outreach + intake execution while maintaining oversight.
Recommended buying path
Start with CapantraOne (required)
  • CapantraOne is the required platform licence.
  • Configure workflows, forms and governance controls at platform level first.
  • Minimum baseline for Dial is 1 CapantraOne admin licence + 2 agent licences.
Add CapantraDial when
  • You run inbound and outbound engagement operations.
  • You need routing, reporting and governance-aware execution in one layer.
  • CapantraDial includes calls and includes access to CapantraSales.
Procurement-readyVersioned artefactsRegion-aware

Designed to be assessed.

The Trust Center provides security, privacy and governance documentation written in a procurement-friendly format with versioning and scope clarity.

Security posture

Access control patterns, logging posture, and governance summaries for review.

Privacy posture

Data handling notes, minimisation guidance, and region-aware summaries (AU/UK/US).

FAQ

Common questions

Quick answers for operators and procurement teams.

Is this a dialer replacement?
It can be deployed to support outbound + inbound engagement operations depending on scope. The focus is standardised execution with visibility and controls.
Do you guarantee compliance?
No. We provide governance artefacts and design patterns intended to support compliant operations. Compliance depends on jurisdiction, use case, and configuration.
Can we start small?
Yes — start with the smallest scope that gets you operational (e.g., routing + reporting patterns), then expand with clearer governance over time.
How does this relate to CapantraOne?
CapantraOne provides the broader operating layer (workflows, forms, team management) and is required for CapantraDial access. CapantraDial is an add-on solution that includes access to CapantraSales, with calls included. Minimum purchase is 2 agent licences plus one CapantraOne admin licence.
Request a briefing/demo — CapantraDial

Share your context and our sales team will schedule a solution-specific briefing/demo.

Ready to map your engagement workflow?

Tell us your region, program type, and operating model — we’ll suggest the simplest production path.