# Symbo — Complete Product Documentation > Symbo is a business communications platform built for high-performing sales teams. It combines a parallel dialer, dynamic local presence numbers, AI-powered call intelligence, and CRM integrations into a single platform designed to increase answer rates and accelerate revenue. **Company:** Symbo LLC, Lehi, Utah **Website:** https://symbo.ai **App:** https://app.symbo.ai **Support:** https://help.symbo.ai **Contact:** legal@symbo.ai --- ## What is Symbo? Symbo is an all-in-one outbound sales platform. Sales teams use Symbo to make more calls, reach more prospects, and close more deals. The platform replaces the need for separate tools for dialing, local presence, call recording, transcription, coaching, and CRM syncing. Symbo is purpose-built for high-volume outbound teams in industries like staffing, SaaS, insurance, financial services, and real estate. --- ## Parallel Dialer Symbo's dialer supports three calling modes: **Parallel Dial:** Dial up to 4 prospects simultaneously. When someone answers, the other lines drop and the rep is connected instantly. This dramatically increases live conversations per hour. **Power Dial:** Automatically advances through a call list one at a time. The dialer moves to the next prospect as soon as a call ends — no manual dialing required. **Click-to-Dial:** Initiate calls directly from your CRM or Symbo's built-in contact manager with full prospect context visible on screen. All three modes include voicemail drop, call transfer, call notes, outcome logging, and inbound call handling. **URL:** https://symbo.ai/dialer --- ## LocalEdge — Dynamic Local Presence LocalEdge gives sales teams access to thousands of local phone numbers so every outbound call shows a local caller ID matching the prospect's area code. This significantly increases answer rates compared to calling from a single number or toll-free number. **Coverage:** United States (300+ area codes), Canada, United Kingdom, Australia. Additional international markets available on request. **How it works:** 1. Symbo detects the prospect's area code 2. A matching local number is automatically selected from the number pool 3. The call goes out from that local number 4. If a prospect calls back, the call routes to the original rep LocalEdge works across all dialer modes including parallel dial, where each simultaneous line uses its own local number. **URL:** https://symbo.ai/local-edge --- ## CallerGuardian — Spam Monitoring & Number Health CallerGuardian continuously monitors outbound numbers for spam flags and carrier blocks. When a number is flagged, it is automatically rotated out and replaced with a clean number — before it impacts answer rates. **Monitoring capabilities:** - Real carrier test calls to detect spam labels - Cross-carrier spam database checks (T-Mobile, AT&T, Verizon) - Call health analytics and answer rate tracking per number - Automatic number rotation when flags are detected - STIR/SHAKEN attestation monitoring **URL:** https://symbo.ai/caller-guardian --- ## Symbo AI — Conversational Intelligence Symbo AI is an AI layer across the entire sales workflow. It provides: **Call Transcription:** Every call is automatically transcribed with speaker identification. **AI Call Summaries:** Automatic post-call summaries highlighting key topics, next steps, and action items. **Sentiment Analysis:** Real-time and post-call sentiment scoring to identify positive and negative signals. **AI Chat Interface:** Ask natural language questions about your sales data. Examples: "Which reps had the most conversations this week?" or "Show me calls where pricing was discussed." **AI-Powered Sequences:** AI can help build multi-step outreach sequences and make decisions within automated workflows. **URL:** https://symbo.ai/symbo-ai --- ## Workflows & Automation Symbo supports two types of automation: **Sales Sequences:** Multi-step, multi-channel cadences combining calls, emails, and tasks on configurable schedules. Prospects automatically advance through steps based on outcomes. **Event-Based Workflows:** Triggered automations that react to events like call outcomes, transcript keywords, data changes, or time-based conditions. Supports AI decision steps that analyze context and choose the next action. **URL:** https://symbo.ai/workflows --- ## Coaching & Analytics **Live Call Monitoring:** Managers can listen to active calls in real time without the prospect hearing. **Whisper Coaching:** Managers can speak to the rep during a live call — the prospect cannot hear the coach. **AI Call Scoring:** Every call is automatically scored based on configurable criteria like talk-to-listen ratio, question frequency, and keyword usage. **Team Analytics:** Dashboards showing call volume, answer rates, conversation duration, outcomes, and rep performance comparisons. **URL:** https://symbo.ai/coaching --- ## Lead Management Symbo includes built-in lead and contact management: **Prospecting Flow:** Queue up daily prospects and work through calls, emails, and follow-ups without switching tabs. **Contact Management:** Store contacts, notes, tags, and full call history in one place. **Smart Lists:** Dynamic lists filtered by call outcomes, tags, last contact date, or custom criteria. **Activity Timeline:** See every interaction with a prospect — calls, voicemails, emails, notes — in a single chronological view. **CRM Sync:** Two-way sync keeps Symbo and your CRM in lockstep. Changes in either system are reflected in real time. **URL:** https://symbo.ai/lead-management --- ## CRM Integrations Symbo integrates with major CRMs and business tools: **Native CRM Integrations (embedded dialer):** - Salesforce - HubSpot - Pipedrive - Zoho - GoHighLevel **Chrome Extension Integration:** - Bullhorn (staffing CRM) **Additional Integrations:** - Zapier (6,000+ app connections) - Gmail - Microsoft Outlook All integrations support automatic call logging, contact sync, click-to-dial, and outcome mapping. **Chrome Extension:** https://chromewebstore.google.com/detail/hookccjgaonnibdoefdklppngchccgif **URL:** https://symbo.ai/integrations --- ## Pricing All plans include unlimited US & Canada calling, sales sequences, CRM integrations, email automation, calendar scheduling, team analytics, and a free trial. No contract required. | Plan | Monthly | Annual | Key Features | |------|---------|--------|--------------| | Essential | $60/user/mo | $650/user/yr | Sales dialer, unlimited calling, voicemail drop, call recording, live coaching, text messaging | | Pro | $100/user/mo | $1,100/user/yr | Everything in Essential + dynamic US local presence (300+ area codes), call transcription, AI call insights, sentiment analysis | | Power Dial | $150/user/mo | $1,650/user/yr | Everything in Pro + up to 4 simultaneous outbound lines, local presence on every parallel line, auto dialing, call list management | International calling is available on all plans at per-minute rates. Text messaging requires 10DLC registration. Annual billing saves up to 10%. **URL:** https://symbo.ai/pricing --- ## Frequently Asked Questions **Is there a free trial?** Yes. Every plan comes with a free trial so you can test the dialer, CRM integrations, and calling features before committing. **Can I switch plans later?** Yes. You can upgrade or downgrade at any time. Upgrades are prorated for the remainder of the billing period. **What CRMs do you integrate with?** Symbo has native embedded dialers for Salesforce, HubSpot, Pipedrive, Zoho, and GoHighLevel. It also integrates with Bullhorn via Chrome extension, plus Zapier, Gmail, Outlook, and more. **Do I need the Power Dial plan to use local presence?** No. Dynamic US local presence is included starting with the Pro plan. Power Dial adds multi-line parallel dialing with local presence on every simultaneous line. **Are there additional fees for international calling or texting?** International calling is charged per minute based on the destination country. Outbound text messaging is charged per text and requires 10DLC registration. --- ## Customer Stories Symbo is used by sales teams across staffing, SaaS, insurance, and financial services. Customer case studies are available at https://symbo.ai/customer-stories. --- ## Competitive Positioning Symbo combines capabilities that typically require multiple separate tools: - **vs. standalone dialers** (Orum, Nooks, PhoneBurner): Symbo includes built-in local presence, spam monitoring, AI transcription, and CRM sync — not just dialing. - **vs. conversation intelligence tools** (Gong, Chorus): Symbo includes the dialer itself, not just post-call analytics. - **vs. sales engagement platforms** (Salesloft, Outreach): Symbo is dialer-first with deeper calling features like parallel dial, local presence, and real-time spam monitoring. --- ## Security & Compliance - Call recording with configurable consent settings - TCPA compliance features including AI DNC list scrubbing - 10DLC registration support for text messaging - STIR/SHAKEN attestation for caller ID authentication - Data Processing Agreement available for enterprise customers - Data hosted in the United States --- ## Getting Started 1. **Sign up:** https://app.symbo.ai 2. **Book a demo:** https://symbo.ai/demo 3. **Install Chrome extension:** https://chromewebstore.google.com/detail/hookccjgaonnibdoefdklppngchccgif 4. **Help center:** https://help.symbo.ai --- *Last updated: March 2026* *Source: https://symbo.ai* *Format: LLM-optimized structured documentation*