How to use TopReach

Create your workspace, bring in your team and contacts, and get phone numbers.

• Create your account and workspace
• Invite your team
• Roles and permissions
• Import contacts from a spreadsheet
• Buy phone numbers
• Move an existing number to TopReach

Power and parallel dialing, calling lists, scripts, outcomes, recording, voicemail and local presence.

• Power dial a calling list
• Parallel dialing, and when to use it
• Calling lists: smart lists and static lists
• Calling hours and time zones
• Call scripts with merge fields and versions
• Call outcomes and callbacks
• Change a saved call outcome
• Call recording settings
• Voicemail drop and AI voicemail voices
• Local presence: call from a number in each lead's area
• Listen, whisper and barge into live calls
• Click to call, the keypad, and calling from your browser or phone
• The do-not-call list

Two-way texts, the shared inbox, follow-ups after unanswered calls and opt-outs.

• Send and receive texts
• The shared Messages inbox
• Follow up unanswered calls with texts, emails and voicemails
• Texting opt-outs (STOP and START)

Contacts, companies, the timeline, deals, tasks, custom fields, tags and duplicates.

• Contacts and companies
• The contact timeline
• Deals and pipeline stages
• Tasks and reminders
• Custom fields
• Tags
• Find and merge duplicates

Live transcripts, AI call summaries, and how to turn them off.

• Live call transcripts
• AI call summaries
• Turn AI transcription and summaries off

Dashboards, reports, call analytics and leaderboards.

• Dashboards, reports and call analytics
• Leaderboards and goals

Dialing, texting, contacts and deals in the TopReach app for iPhone and Android.

• Sign in to the app, and unlock it with Face ID or fingerprint
• Power dial from your phone
• Parallel dial from your phone
• The call screen: script, lead card and controls
• Save an outcome and a callback on your phone
• Choose your business caller ID on the keypad
• Answer incoming business calls on your phone
• The texting inbox for every number
• Today: your day on one screen
• Contacts and deals on your phone
• Notifications on your phone
• Calling over Wi-Fi or mobile data
• Light and dark mode
• Delete your account from the app

Seats, the phone license and minutes, minute packs, yearly billing and canceling.

• Seats and the free trial
• The phone license and included minutes
• Minute packs and auto top-up
• Yearly billing
• Cancel or pause your subscription

API keys and webhooks, exporting your data, and deleting your account.

• API keys and webhooks
• Export your data
• Delete your account