Customers

The phone rings and you already know who it is

A number tells you nothing. Before you say hello, the screen shows their name, what stage they are at, what they bought, and the note you wrote after the last call.

See it on a call See pricing

Included in the platform licence. Not a paid add-on.

What is a business caller ID app?

RMDialer is a business caller ID app with a built-in lead CRM. A business caller ID app matches incoming and outgoing numbers against your own customer records rather than a public directory, so the call screen shows the person’s name, lead status, notes, products and previous calls before the call is answered. In RMDialer the same screen updates the record: two taps set the outcome, move the lead stage and schedule the next follow-up without opening another app.

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Capabilities

What you get

Everything here is documented and shipping today, not on a roadmap.

Your records, not a directory

The name comes from your own customer data rather than a crowd-sourced database, so it is right, and it carries context a directory could never have.

The last note, at the right moment

What was agreed on the previous call appears as this one connects. It is the difference between "sorry, remind me?" and picking up where you left off.

Two taps to update

Outcome, stage, note and next follow-up date, set from the call screen. Logging that takes ten seconds gets done; logging that means opening a CRM does not.

Pipelines that match how you sell

Define your own lead statuses and custom fields, plus lead sources so you can tell which channel actually produced the deal.

Clients, payments and renewals

Beyond leads: what they bought, what they paid, and when the renewal is due, with reminders that fire on the date.

A lost-leads list worth revisiting

Lost leads are kept with their reason rather than deleted, which makes a quarterly win-back campaign a filter instead of an archaeology project.

How it works

Setting it up

  1. 1

    Import your customers

    CSV, Excel, Google Sheets or an existing CRM through the API.

  2. 2

    Define statuses and fields

    The stages your team actually uses, and the fields worth seeing on a call.

  3. 3

    Answer a call

    Name, status, notes and history appear as it connects.

  4. 4

    Log in two taps

    Outcome, stage and next follow-up, without leaving the screen.

Where it earns its keep

Common uses

  • Repeat-customer businesses

    Where knowing the last order changes the conversation.

  • Long sales cycles

    Property and insurance, where the previous call was weeks ago.

  • Shared team numbers

    Whoever answers has the same context the last person did.

  • Service and support

    The complaint history is on screen before the apology.

  • Field sales

    Context without opening a laptop in a car park.

  • Staff turnover

    The relationship stays with the business, not the handset.

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Frequently asked questions

Straight answers about Caller id app for business.

How is this different from Truecaller?

A public caller ID app tells you what strangers have labelled a number. This matches the number against your own customer records, so it shows your name for them, their lead stage, what they bought and your last note. One identifies unknown numbers; the other briefs you on known ones.

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Does it work on outgoing calls too?

Yes. Context appears on incoming and outgoing calls alike, which matters most when auto-dialling a list you did not personally build.

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Can I add my own fields?

Yes. Custom fields, your own lead statuses, lead sources and product or package records, so the call screen shows what your business actually sells on.

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What happens to the data if the phone is lost?

It is backed up to encrypted cloud storage with selective restore, so the customer list belongs to the business rather than to a handset.

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Still not answered?

Ask a real person. We reply on WhatsApp, usually within the hour.

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Calling and dialer

Related features

Same licence, same login. These work together out of the box.

See Caller ID and lead CRM on your own account

A short call on your real list and your real templates. No card, no sandbox.

Get a free demo All features
  • Set up with you on a call, not a help article
  • Official Meta WhatsApp Business Platform
  • Flat annual fee, Meta charges passed through at cost