Your agents are the integration.
They shouldn't be.
DialSplice splices your CRM, your system of record, and your phone system into one agent screen. Every lead is owned, every callback is kept, every action is audited. Your stack stays exactly where it is.
Bring your own telephony · CRM · EHR or system of record · data platform
None of your tools can see the whole contact.
Your CRM knows the lead. Your EHR knows the appointment. Your phone system knows the call. The only place all three meet is an agent with four tabs open — and that's where leads slip.
The callback that never happened.
A lead asked to be called at 4 p.m. local. It's in a note, in a CRM, in someone's head. Nobody owns it, so nobody makes it.
The booking that broke sync.
The agent booked in the EHR and forgot the CRM, or the reverse. Two systems now disagree about the same person.
The audit you can't produce.
Who called whom, when, under what consent? The answer is spread across three vendors' logs, none of which you control.
Splice in. Run the queue. Prove it.
Splice in.
During onboarding our team builds the pipelines into your stack — telephony, CRM, system of record, and your data platform — and maps your clinics, locations, roles, and consent rules. You don't write a mapping doc.
Run the queue.
Agents work one prioritized queue. Contactability is checked before every touch. Calls open in your existing phone app; bookings land in your existing system of record.
Prove it.
Managers see queue health, coverage, and callback outcomes. Every action is written to a hash-chained audit ledger your compliance team can read.
One screen. Every contact. Nothing slips.
Claim it, check it, call it.
An agent claims a work item and holds a single-winner lease on it; nobody else can take it until it is released. Before any touch, a contactability preflight checks consent, local time, attempt caps, and channel blocks. Click-to-call opens the number in the agent's own phone app (RingCentral today). The outcome is recorded as a structured disposition, with versioned script guidance beside it the whole time.
Learn more about the agent workspaceA callback is a promise. Keep it.
A callback is owned by one agent and scheduled in the location's local time. It stays ineligible until its not-before time, then surfaces in the queue. If it drifts toward its SLA, the deferral is routed to a manager for approval instead of quietly slipping. Retries follow a set cadence with an attempt cap, so nobody calls a contact five times in an afternoon.
Learn more about callbacksCoverage you can see, not guess.
The manager desk shows queue health for every view, who is present, and how long each agent has held a status. Overnight work is assigned in location-scoped batches that managers review before release, with fairness evidence attached to every automatic assignment. The call log lists each call with its outcome and sync state, and exports to CSV without message content.
Learn more about the manager viewOne contact. One history.
Search is permissioned by role and location, so an agent only finds contacts they are allowed to see. The record shows who owns the contact, their language, their location and state, every inquiry they have made, and the appointments visible from your system of record. Beneath it sits the full communication history: calls, SMS, and email in one timeline, read from the systems that hold them.
Learn more about the recordMeasure the work. Show the impact.
Every call, callback, and booking is a row in the ledger, so the numbers come from what happened, not what was reported. Speed to lead, connection rate, call duration, schedule rate, and show rate are tracked per agent, per location, and per queue view. Managers coach from the same figures agents see, and downstream impact — appointments kept — sits next to the calls that produced it.
Learn more about analyticsFail closed. Log everything. Return nothing you don't need.
Tenant and location scope on every request.
An unknown or ambiguous location never inherits another's credentials, caller ID, or data. It fails closed.
Credentials never reach the browser.
Provider tokens live server-side. Click-to-call hands a number to the agent's own authenticated phone app; DialSplice never originates the call.
Content-minimal by design.
Notifications carry no identity. The audit ledger stores events and hashes, not message bodies or recordings.
Hash-chained, append-only audit.
Every event links to the previous by SHA-256. Changed, missing, or reordered history is detectable.
Medical first. Financial next.
Multi-location medical groups
Weight-loss, hormone, aesthetics, dental, and specialty clinics with a central call team and an EHR that owns the appointment.
Regulated financial teams
Lending, insurance, and advisory teams that need consent-aware outreach, call attribution, and an audit trail a compliance officer will sign.
We build the splice. You keep your stack.
Pipelines into your telephony, CRM, and system of record — and, when you want the facts in your own warehouse, your data platform on AWS, Microsoft, or Google Cloud. Location, role, consent, and disposition configuration — versioned, approvable, and rollback-able.
Your phone system, your CRM, your EHR, your numbers, your recordings. DialSplice adds a layer; it doesn't take one away.
API access to each system, a location list, your consent and quiet-hours rules, and one operations owner.
You are not on your own after go-live. Ongoing billing covers modifications, updates, troubleshooting, and broken connections; a major connector change or a completely new integration is quoted separately, in writing.
See the pricing modelDiscovery
We inventory your systems, locations, roles, and consent rules, and confirm which connectors exist today and which we would build.
A written inventory and a connector plan.
API access and one operations owner.
Quote
Scope and price in writing: the platform fee, the onboarding engagement, and any additional connectors.
A fixed quote before any work starts.
A yes, a no, or questions.
Custom build
Pipelines into your telephony, CRM, and system of record; location, role, consent, and disposition configuration, versioned from the first revision.
Your splice, running in a synthetic sandbox.
A review at each configuration revision.
Beta testing
Your team works the sandbox with synthetic contacts; we fix what they find before any live data is touched.
Readiness checks passed, configuration approved.
A few agents and a manager for the beta.
Live rollout & training
Location by location. Agents learn the queue, managers learn the desk, and your compliance lead sees the ledger.
Live locations, trained teams, rollback ready.
Time for training sessions.
Continued support & maintenance
Modifications, updates, troubleshooting, and repaired connections are covered by the platform fee. A major connector change or a completely new integration is quoted separately, in writing, before work starts.
A layer that keeps working as your stack changes.
Tell us what changed.
The questions buyers ask first.
See your stack, spliced.
Twenty minutes. Bring the names of your phone system, CRM, and system of record; we'll show you the workspace your agents would use.