What's new in TopReach

One opt-out covers every number

• When someone replies STOP, UNSUBSCRIBE, REVOKE, OPT OUT or another opt-out word to any of your numbers, every number in your workspace stops texting them, including scheduled texts and automated follow-ups.
• Every thread with them shows Opted out, and they can opt back in when they text START back.

Notes on every deal

• Write notes right on a deal's page, and each note is filed under the deal's contact too, so the whole story stays in one place.
• In the phone app, a deal opens with its contact at the top and its notes below.

Smaller improvements in November

• Lists, call logs, filters and the calendar show people by name, and tabs show how many items each one holds.
• The dialer asks for your microphone before the first call, keeps the notes and outcome you typed when a call ends, and lets you pick the number you call from in the quick-dial window.
• The Do Not Call list shows who each number belongs to, the workspace switcher shows your company logo, and sign-up accepts email addresses with a plus sign.

TopReach on iPhone and Android

• Power dial or parallel dial your calling lists from your phone, with the call script and the lead's details on the call screen.
• Tap the outcome, set the callback and you're on to the next lead.
• Calls run through the app over Wi-Fi or mobile data from your business numbers, so your personal number stays private.

Business calls ring on your phone

• Calls to your business numbers ring on your phone like any other call.
• Answer and the call is logged on the caller's contact, so you know who they are next time.

Every text, on your phone

• One inbox for every business number, newest first, with each conversation tagged with its line.
• Send photos, react with emoji and open links with a preview.
• Get notified about new texts, missed calls, voicemails and tasks, and choose which kinds reach your phone.

Today, contacts and deals in your pocket

• Today lines up your callbacks, tasks, missed calls, unread texts and the deals closing this week.
• Contacts show their calls and notes, and Recents plays back call recordings and voicemails.
• Move a deal to its next stage, mark it won or lost, and update its value and close date in a tap.

Face ID, fingerprint unlock and dark mode

• Unlock the app with Face ID or your fingerprint.
• Light and dark mode follow your phone, or pick the one you like in Settings.
• What you last opened stays readable without a signal, and notes and checked-off tasks sync when you're back online.

Sign up and delete your account in the app

• Create a TopReach account from your phone with your email, Google, or Sign in with Apple on iPhone.
• Delete your account any time from Settings in the app.

One inbox for all your numbers

• Messages opens on every number you text from at once, so a reply never hides under another line.
• Number pickers show each number's name, where it's from and whose it is, and you can name a number right where you see it.

Links in texts open with a preview

Links, phone numbers and email addresses in texts are tappable, and the first link in a text shows a preview card.

Local presence

• Turn it on and each lead sees one of your numbers with their area code, or one from their province or state, and the same number on every follow-up.
• Every call shows the number the lead sees, and a callback to a shared number rings the rep who last called.
• Calls by region shows where your calls went and how many reached a person, over any date range.

Call scripts

• Give each calling list its own script, or use a workspace default, and it shows beside the outcome form on every call.
• Scripts fill in the contact's name and company, your name and the number you're calling from.
• Write them in a formatted editor, and restore any earlier version from the history.

Turn AI transcription on or off

• Live transcripts and AI call summaries are on by default for every workspace.
• An admin can turn them off in Phone → Settings → Calling, which hides every transcript and AI section.

Faster wrap-up after each call

• Change a saved call outcome later from Recent activity, and see what each outcome does before you pick it.
• Set callbacks with a proper date and time picker.
• Cancel the countdown to the next call when you need a moment.

Texting, rebuilt as a chat

• Messages is a full chat now: conversations on the left, the thread in the middle and the contact's details on the right.
• Send photos, react with emoji, see when a text is delivered, and schedule a text for later on the contact's clock.
• Save an unknown number as a new contact, or add it to an existing one, without leaving the conversation.

Reports

• Pick a report, such as calls, conversations and outcomes, deals, activity by rep, texts, tasks or meetings booked, then a period and filters.
• Preview it on the page, then download every row as a CSV or print it.

Performance trackers with goals

• Track calls, conversations, deals won, revenue, tasks, meetings, talk time or texts over the period you choose, for everyone, a team or just you.
• Set a goal for each person and see who's on pace, with a leaderboard on every tracker.
• Numbers are counted live from your records, and each one opens the report behind it.

One dashboard to start your day

• The dashboard opens with your contacts, open pipeline, won deals, tasks, calls per day, call outcomes and recent activity.
• Add, remove, move or resize cards, and click any number to see the records behind it.
• Choose the page TopReach opens on in Settings.

Contact lists and saved filters

• Ready-made lists such as Never called, Called never reached and Has an open deal sit beside your saved filters.
• Build a filter from any field, save it, share it with your team and turn it into a smart calling list.
• Choose which columns you see for people and companies, and in what order.

Deal filters and won or lost reasons

• One filter panel with quick presets like My open deals, Closing this month and Overdue, and every filter in use shown as a chip.
• Moving a deal to won or lost asks for the date, final value and reason, and the deal page shows them.

A calendar with everything on your plate

• See tasks, events, meetings, callbacks and deals closing in one calendar, for you or your team, by month, week, day or agenda.
• Notifications come with the right button, like Open deal, Mark done or Reply, and you can snooze a task reminder.
• Turn on desktop notifications to hear about new work while TopReach is in the background.

Know who's calling back

• When an unknown number calls, TopReach suggests who it might be from the people that line called just before.
• One click adds the number to their contact, and every later call from it shows their name.

Imports find the number to call

• Importing a spreadsheet asks which column holds the number to call and says which phone field the dialer uses.
• Every imported contact gets a number to call, whichever phone columns your file used.

Sign in with Google

• Create your TopReach account or sign in with Google.
• Already have an account? Connect Google to it in Settings and sign in with one click.

Monthly or yearly billing

• Choose monthly or yearly billing when you sign up, with a lower price per seat on yearly plans.
• Pick your seats, phone licenses and numbers during sign-up and see the total before you start.

See the cost before you change your plan

• Adding seats, phone licenses or numbers shows what it costs before it happens.
• Minute packs say plainly that they expire when your monthly minutes reset, and auto top-up asks you to confirm before it turns on.
• If a payment fails, a banner says so on every page, and a new default card is used to retry it.

A new look for TopReach

• Every page has the new TopReach design, with frosted glass in light mode and a deep Midnight theme in dark mode.
• Switch to dark mode and every page and dialog follows.

One-click outcomes and more control in parallel

• Save a call outcome in one click, right inside the parallel dialer.
• Use the keypad on parallel calls, and switch a parallel session back to power dialing whenever you like.
• An Interested outcome or a booked meeting ends that person's follow-ups in every list.

Automatic voicemails in AI voices

• In parallel dialing, when a machine answers, TopReach frees the rep and leaves your voicemail after the beep, spoken in the voice you picked for that number.
• Each voicemail fills in the person's first name, the rep's name and your callback number, and “Say it like” sets how a name is pronounced.
• Nobody gets a second automatic voicemail too soon after the first.

Follow-up texts, emails and voicemails on your lists

• Add texts, emails and voicemails to any calling list, sent on the days you choose after someone doesn't answer.
• A reply, a conversation or an outcome like Not interested stops the rest.
• Every touch shows on the person's timeline, and a report shows what went out for each rep.

Parallel lines keep ringing until it's a person

• After the first answer, the other lines keep ringing for a few seconds until TopReach knows a person picked up.
• A voicemail greeting no longer costs you the other calls, and you can set how long they keep ringing.

Parallel dialing, rebuilt

• The first person to answer is connected to you at once, and the other lines are canceled.
• TopReach shows “Sounds like voicemail” as soon as it hears a greeting, so you can decide fast.
• Leads whose lines were still ringing when someone else answered are called again later, so nobody gets skipped.

Smart lists that follow up for you

• Build a smart list from a template, such as new contacts, people you didn't reach or deals in a stage, or from a saved contacts view.
• Each list calls due callbacks first, then follow-ups, then new people, and tries the people you didn't reach again on a schedule.
• A Do not call outcome blocks every number of that contact, in every list.

Calling hours in each lead's time zone

• Smart lists only call people inside legal calling hours in their own time zone, and never on statutory holidays.
• Narrow that further with quiet hours and business days in Phone → Settings → Calling.

Listen in on inbound calls

• Managers can listen, whisper to the rep or barge in on inbound calls from Live Sessions, just like outbound calls.
• Reps see a notice when their manager is listening.

Smaller improvements in October

• The power dialer tells you why it paused, with Pause and Resume right on the page.
• Missed inbound calls and new voicemails pop up as a notice, and voicemails play straight from the inbox.
• Every number is checked against your Do Not Call list right before it's dialed, and reports count answered calls and real conversations separately.

Automatic voicemail drop in the power dialer

• When a machine answers a power-dialed call, TopReach can leave your recorded voicemail after the beep and move you to the next lead.
• With voicemail detection on and no voicemail set up, the call is logged as no answer and the dialer moves on.

More dependable AI call summaries

• Transcripts now keep the last words of each call, so summaries cover the whole conversation.
• A call with nothing to summarize, like a voicemail greeting or only a few words, says why instead of showing an empty card.