Dialer
Call and text from your CRM. Every call logged.
Call or text any lead in one click. K3X logs the call, writes the notes and updates the deal, so you can go straight to the next one.
1 click
to call or text any lead from their record
Auto
call notes, next steps and deal updates
Calls + SMS
in one timeline on every contact
Calling
Everything you need to work the phones, built into K3X.
Click to call
People
Phone
Company
Deal
Last call
Click to call
Call any lead in one click from their record or a Smartview.
Call queue
Smartview
Leads
Order
Next
Done
Call queues
Turn any list into a queue and go call to call without searching.
Call notes
Calls
Summary
Next step
Sentiment
Owner
AI call notes
K3X writes the summary and next steps, and logs them on the record.
SMS
Messages
To
Thread
Template
Reply
Two-way SMS
Text leads from K3X and keep every reply on the record.
Outcomes
Calls
Connected
Voicemail
No answer
Booked
Call outcomes
Log outcomes in one click and let K3X move the deal.
Follow-up agent
Agents
Missed call
Text
Retry
Stop
Missed-call follow-up
An agent texts anyone you couldn’t reach and tries again later.
How it works
Call more. Type less.
STEP 1
Pick who to call
Open a record or a call queue built from any Smartview.
STEP 2
Talk, K3X takes notes
Calls are logged with a summary, next steps and outcome, right on the record.
STEP 3
Follow up automatically
Texts and follow-ups go out from K3X, and the deal moves on its own.
Calls
Dale Shulmistra
Dale Shulmistra
Live · 00:26
Invenio IT · Calling from K3X
Owner
MC
Maya Chen
Company
Invenio IT
Deal
Discovery · $18,000
Last call
Yesterday, 4 minutes
Next step
Send pricing, follow up Friday
Logged
Summary, outcome, next step
Claude · K3X connected
Summarize my last call with Dale and text him the pricing link.
Dale wants pricing for 12 seats and a demo for his ops lead. I texted him the link and set a follow-up for Friday.
1 text sent
Deal updated
Why calls
The phone still closes deals. Your CRM should keep up.
Mykyta Samusiev
Co-founder and CEO, K3X
0 notes
to type after a call
Integrations
Calls and texts that connect to the rest of your stack.
All integrations
Dialer questions
Do I need a separate phone system?
Are calls logged automatically?
Can I text leads too?
Can agents follow up after calls?