Published October 2026 · By Wendy Campbell, Director of Marketing, Automated Business Technologies

We’re adding Dialpad to ABT’s business communications lineup. Dialpad is a cloud phone system with AI built into every call: it transcribes conversations as they happen, writes the recap and action items when you hang up, coaches agents live, and can put an AI agent on the line to answer routine questions after hours. It runs on desktop, iPhone, Android and certified desk phones, all on one business number.

We picked Dialpad with a specific kind of customer in mind: the 50-to-500-person company that has outgrown a basic phone system but doesn’t have a telecom team. Clinics and specialty practices, multi-location retailers, staffing firms, brokerages and title companies, financial firms, logistics operators, law firms and dealerships. These businesses live on the phone, and most of them still lose calls, notes and context between people. This post covers what Dialpad is, which package fits your industry, and what ABT does to get you running.

What Dialpad is: four products, one app

Dialpad isn’t a single phone plan. It’s a platform with four products that share the same app, the same AI and the same customer history. Most of our customers will start with Connect and add the others only for the teams that need them.

Why we chose Dialpad

We evaluate every partner on the same questions our customers ask us: Will it work on day one? Will it hold up to an IT or compliance review? Will people actually use it? Dialpad cleared all three.

The best Dialpad setup for your industry

Here’s where we’d start for each of the industries we serve most. Every recommendation assumes Connect for the whole company; the add-ons go only to the teams that need them.

Healthcare: answer every patient call, stay HIPAA-ready

Clinics and specialty practices lose patients when the phone rings out. Dialpad’s IVR and routing send callers to the right department, and an AI agent can handle routine scheduling questions after hours, then hand off to staff in the morning. Sentiment analysis flags distressed callers in real time; Proliance Surgeons uses it to route those calls to a specialist or counselor. Once you sign Dialpad’s Business Associate Agreement, which you can do from inside the app, Dialpad says all of its products can be used compliantly by healthcare customers. Pair it with our guide to HIPAA compliance IT for Colorado medical practices and our healthcare solutions.

Retail: one system for every store and HQ

Multi-location retailers need each store to have its own number and hours, and headquarters to see everything. Connect Pro includes multi-office management; Enterprise adds unlimited office locations. AI agents can take the calls that tie up associates, such as store hours, order status and return policies. Outdoor Voices, a Dialpad customer, says the platform lets its team “sell and service faster, whether we’re at our stores or sitting at HQ.”

Staffing: more conversations per recruiter

Recruiting is an outbound job, which makes Dialpad Sell the anchor. Live coaching and call analytics show managers how many people each recruiter actually reaches, and AI agents can handle candidate screening questions and interview scheduling. Randstad is among Dialpad’s recruiting customers. Dialpad’s recruiting page shows a Salesforce integration; if your firm runs a different applicant tracking system, ask us and we’ll confirm how it connects before you buy.

Real estate and title: your business line in your pocket

Agents work from their cars and from showings. Dialpad puts the office number on their cell phone, keeps client texts on the business line, and writes the call recap automatically so follow-ups don’t get lost. Voicemail drop sends appointment reminders without tying up property managers. RE/MAX and CF Real Estate are Dialpad customers. See how we support real estate and title agencies.

Financial services: documentation and access control

For banks, credit unions, CPA firms and lenders, we’d lean toward Connect Enterprise for single sign-on and user access controls. Agents can pause recording when a caller reads out card numbers, an option Dialpad offers to help with PCI compliance, and AI recaps create a written record of every client call. Camino Financial cut resolution time from about 48 hours to six hours or less, according to Dialpad. More on our financial services solutions.

Logistics: dispatch, drivers and customers on one system

Dispatchers, drivers and warehouse leads are rarely at a desk. The Dialpad mobile app gives everyone the company line on their phone, and a Support queue keeps customer calls from landing on whoever happens to pick up. An AI agent can take the repetitive status calls so dispatch stays focused. For more on mobile teams, see VoIP and mobile phone systems for field teams.

Legal: intake that never misses a potential client

A missed call at a law firm can be a lost case. Dialpad’s AI agents can handle initial intake and appointment scheduling, then hand off to an attorney or paralegal. Calls, texts, voicemail and fax live in one place, Dialpad integrates with Clio, and data retention policies can be set to remove, archive or anonymize records. Dialpad says more than 400 legal teams use it. Read more on cloud communications for law firms and our legal solutions.

Automotive: sales, BDC and service in one platform

Dealerships run three phone operations at once. Sell gives the BDC a power dialer and voicemail drop connected to your CRM or DMS. Support gives the service department queues and QA scorecards; Smart Auto Care’s call center uses those scorecards daily. Call tracking shows which campaigns and keywords drive calls to each store, and an AI agent can book service appointments around the clock. Andy Mohr’s IT director points out staff can text customers without sharing personal numbers.

Connect Pro or Enterprise? A quick sizing guide

Dialpad Connect comes in Standard, Pro and Enterprise. Standard is built for small teams; for 50 to 500 employees, the decision is almost always between Pro and Enterprise.

Our take: Pro covers most mid-size companies. Move to Enterprise if your security policy requires everyone to sign in through a single identity provider such as Okta, if you run many locations, or if your contracts or regulators expect a written uptime commitment. Feature lists are from Dialpad’s pricing page as of October 2026 and can change; we’ll confirm current terms in your quote.

What ABT adds

You could buy Dialpad online. Here’s why mid-size companies come to us instead: a phone system is only as good as the call flows, network and training behind it, and those are the parts that go wrong without local help.

Dialpad or Crexendo VIP?

Adding Dialpad doesn’t replace anything. Crexendo VIP remains part of our lineup, and many of our customers are happy on it. Dialpad gives us a stronger answer for companies that want AI in every conversation, run a contact center or outbound team, or need deep CRM integration. We’ll recommend whichever one fits how you work. We also offer Intermedia Elevate for Teams. For a broader comparison, see our guide to cloud phone system costs and features, UCaaS options for Colorado businesses and how to choose a business phone system.

How switching to Dialpad works

Dialpad says most teams are calling, messaging and meeting within a day of setup. Number porting runs on your current carrier’s timeline, so we plan around it and keep your existing service running until the cutover.

ABT and Dialpad: frequently asked questions

Product names, features and plan details are from Dialpad’s published materials as of October 2026 and may change. Customer results are as reported by Dialpad. Gartner does not endorse any vendor, product or service depicted in its research publications.

Sources: Dialpad · Dialpad: Compare plans · Dialpad: Security and privacy · Dialpad Help: HIPAA · Dialpad: 2026 Gartner Magic Quadrant for UCaaS · Dialpad: Company and DialpadGPT facts · Dialpad Connect