Stop missing calls, and stop guessing who’s on the phones.
Make and take calls in the browser on DealStack numbers or your own. Callers are routed by skills, department and team, through a phone menu if you want one, while a live wallboard shows who’s waiting and who’s free. Every call is recorded on the deal with its outcome.
Missed calls, and no idea who’s on the phones.
Customers ring, nobody picks up, and the lead goes to a competitor.
Calls happen on mobiles and nothing gets written down.
You can’t see who’s waiting, who’s free or how fast you answer.
Every call to the right person, and every call on the deal.
Calls routed to the right person in the browser, a live wallboard, and every call and its outcome on the deal.
Calls from the browser
Make and take calls in DealStack with recording you can pause, voicemail and phone tags, on DealStack numbers or your own.
Routing that finds the right person
Phone tags, inbound rules and opening hours decide where a call goes, and the queue can hold it for the customer’s own agent first.
A phone menu
Callers press a key to reach a department, a skill or a routing rule, or to leave a voicemail. Messages in natural British voices or your own recordings.
Skills, departments and pods
Each waiting caller is offered to one free agent at a time, longest idle first, with auto-answer for agents who want it.
A live wallboard
Who’s waiting, who’s free, service level and today’s outcomes, for everyone or one department, pod or team, with alerts when a target slips.
Call tasks and auto-calls
An automation or a person asks for a call. It goes to the assigned agent first, then to everyone who can call that customer, until it’s made or expires.
Outcomes in one tap
After a call the agent taps an outcome, adds notes and, if needed, a callback time or “asked not to be contacted”. It all lands on the deal.
Missed calls never lost
Missed calls and voicemails become tasks, the right person gets an SMS alert, and a new caller can become an application in one step.
Performance you can measure
Calls, answered, abandoned, speed of answer, service level, talk and wait time by day, week or month, per line, department or skill, with CSV export.
Four steps, and most of them happen by themselves.
- RingThe call arrives and is routed by phone tags, your rules, opening hours and the phone menu.
- OfferIt’s offered to the best free agent, or held for the customer’s own agent first.
- TalkThe call is recorded on the deal, and transcribed and scored if you use the AI assistant.
- Wrap upOne tap for the outcome, with notes and a callback if one’s needed.
See it working on your own deals.
A 30-minute walkthrough, set up around how you work.
The details that make the difference.
- Calling is optional and runs on Twilio: DealStack numbers or your own account
- A test mode with preview callers, so the queue and phone menu can be tried before you go live
- Talk time, calls and call scores per person in User activity reports
- Call the customer or the dealer from a document check, and the recording is saved to it
Better together with the rest of the platform.
Safer deals. Stronger compliance. Less risk for you.
DealStack builds checks and controls into every deal, so fraud is caught early, your process is followed every time, and you have the evidence to back every decision.
Stops fraud before it funds
ID and bank checks, vehicle history (finance, write-offs, stolen markers), document verification and a risk score on every deal flag what doesn’t add up before you send it.
Compliant by design
Consumer Duty, commission disclosure signed on the deal, affordability, and complaints run to DISP timelines. The right steps happen because the process asks for them.
Every deal follows your rules
Process templates, payout checklists and final checks mean nothing is funded or paid until what you require is in place. Funded deals are locked.
Evidence that protects you
Who did what and when, field by field, with every document and message on the deal. Ready for a lender audit, a complaint or the FOS.
Everything in one place. Connected to anything else.
DealStack is built to be the only system you need. If there’s a tool you’d rather keep, we’ll connect it: any provider with an API, webhooks or an export.
- All in one by default, so most teams need nothing else
- Keep the systems you already use, with their data on the deal
- We set up and support the connection with you
DealstackAll in one- AutoConvert
- iVendi
- Codeweavers
- DealTrack
- HubSpot
- Zapier
- Your website forms
- Your dialler
- Your accounting software
- Your dealer management system
- Any API or webhook
See calls & call centre with your own deals.
A 30-minute walkthrough with your own process in mind: your lenders, your dealers, your documents.