Fondaro includes a built-in calling system with a power dialer, call recording, and AI-powered transcription and analysis. Before you can make calls, your admin needs to complete Calling Setup.

Power Dialer

The power dialer automatically calls through a list of leads in sequence, saving you from manually dialing each one.

Starting a Power Dial Session

Navigate to any pipeline stage (e.g., New leads).
Click the Power Dial button in the toolbar. The button shows the number of dialable leads (leads with phone numbers).
The dialer begins navigating to each lead and initiating calls automatically.

During a Session

When a power dial session is active, the system:

Navigates to each lead's detail page automatically
Initiates the call after a brief delay
Shows the lead's name while connecting (e.g., "Ringing David Nelson...")
After a call ends, waits a few seconds to check whether the call was answered
If the call wasn't answered, starts a 5-second countdown before advancing to the next lead
If the call was answered, pauses the countdown so you can review and take notes

Controls

While the power dialer is running, you have these controls:

Skip — Skip the current lead and move to the next one immediately
Pause — Pause the dialer to stay on the current lead without auto-advancing
Resume — Continue the dialing session from where you paused
Stop — End the power dial session entirely

The session ends automatically when you've cycled through all leads in the queue.

Making Individual Calls

You can also call a single lead from their detail page or from the dashboard chat. If calling is enabled and the lead has a phone number, use the call controls on the lead detail page or ask the AI agent to place the call for you.

While a call is connecting, you'll see the lead's name in the call bar (e.g., "Connecting to David Nelson...") so you always know who you're about to speak with.

Automatic Post-Call Analysis

After any call ends — whether it was made through the power dialer, an action plan, or a standalone call from the dashboard — the AI agent automatically kicks in. Within a few seconds of hanging up, the agent retrieves the call transcript and provides a full analysis with suggested next steps. You don't need to click anything; the analysis appears in the chat automatically.

The agent will suggest actions based on the conversation, such as changing the lead's status, adding notes, or scheduling a follow-up task.

Manual Transcription

If you want to revisit a past call's transcript, you can generate it manually at any time:

Open the lead's detail page and find the call in the timeline.
Click the Transcribe button.
The transcription will appear shortly (it typically takes a few seconds).

What the Analysis Includes

Every call analysis — whether automatic or manual — covers:

Summary — A brief overview of the conversation
Sentiment — Whether the call was positive, neutral, or negative
Lead interest level — High, medium, low, or none
Key topics — Main subjects discussed
Objections — Any concerns the lead raised
Next steps — Recommended follow-up actions
Coaching tips — Suggestions for improving your approach
Suggested follow-up date — When to reach out next

Call Recordings

Calls are automatically recorded. You can play back recordings directly from the lead's timeline using the built-in audio player.

Phone Number Pricing

When purchasing a phone number during Calling Setup, pricing is shown in your organization's billing currency. If a country requires additional regulatory steps before pricing is available, you'll see "TBD" instead of a price — the number can still be purchased once those steps are completed.

Lead Assignment Routing

To route incoming leads to specific team members automatically, see Unassigned Leads.

Calling