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Make the call and carry the context

Calls puts a dialer on every lead in Otto. Work a list with the reason to call beside each name, dial from your own Otto number in the browser, and let Otto write the call up for you.

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A Call step in any sequence

Put a Call step after an email and set it to fire when they open it. The person drops into your To call list with the talking points for that call, while the email is still on their mind.

  • Branch on the call: connected or not, and on the outcome you pick.
  • Meeting booked stops the sequence, so nothing else goes out to them.
  • Calls sit beside email, LinkedIn, WhatsApp and Instagram steps on one canvas.

Your numbers, in Otto

Buy a number inside Otto: pick the country and the area, choose one, and give it to a rep. Each rep calls from their own number, and you can add a shared team line. Or connect the number you already have.

  • One number per rep, or a team line everyone shares.
  • Calls run in the browser, nothing to install.

Every call writes itself up

Each call is recorded and transcribed. Otto writes the summary, the key points and the next steps onto the lead, so the next person to open it knows what was said. Turn on CRM push and the write-up lands on the contact in HubSpot, Salesforce or Attio as a note.

  • Recording and transcript on the lead, both sides of the call.
  • Summary, key points, objections and next steps, written for you.

Calls feed qualification

Otto reads each call against your qualification framework and files the evidence under the criteria it meets. Budget heard on the call is marked met, with the call as its evidence, and the deal’s fit moves with it.

  • Evidence, not guesses: each criterion quotes the call or your notes, and the gaps say what to ask next.
  • Nothing to copy across. The note and the outcome do the work.

Your team’s numbers

The Insights tab counts every dial: how many people picked up, how many meetings came of it and how long your team spent talking, for each rep over the last 7, 30 or 90 days.

We’ve done the math. Your next move will be your best one.

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data + prospecting + enrichment + intent signals + outreach + intelligence = Otto + You

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