The native dialer lets you initiate calls from ATZ CRM using your computer’s default calling application, such as Zoom, Skype, Teams, or another configured calling app.
Quick Answer
Open a candidate or contact profile, click Open Native Caller next to the phone number, and approve the browser prompt to open your default calling application. Add call notes manually because native dialer calls are not automatically logged.
When to Use the Native Dialer
Use the native dialer when:
- Your team prefers an existing calling app.
- Twilio calling is not configured.
- You want a plan-independent calling option.
- You need to place calls through a local device or app.
For automatic call logs, recordings, and transcripts, use ATZ CRM calling instead: Set up calling.
Step 1: Open a Candidate or Contact Profile
Open the candidate or contact you want to call and locate the phone number on the profile.
Step 2: Click Open Native Caller
Click Open Native Caller next to the phone number.
Your browser shows a prompt asking to open your computer’s default calling application.
Step 3: Complete the Call in Your Calling App
Select Open [Application Name], such as Open zoom.us. ATZ CRM redirects the call action to your default calling system.
Change Your Default Native Dialer
To make sure the correct calling app opens, set your preferred app as the default dialer in your operating system.
macOS
Configure the default calling app in macOS so phone links open in your preferred app, such as Zoom or Skype.
Windows
Configure your default calling application in Windows settings so phone links open in the correct app.
Important Limitations
No Automatic Call Logging
Native dialer calls are not automatically logged in ATZ CRM. Add notes manually in the relevant candidate or contact profile if you need a record.
No ATZ CRM Recording
Because the call happens in your external calling app, ATZ CRM does not automatically record it.
Compliance Still Applies
If your native calling app records calls, obtain consent and follow local call recording laws.
Use Cases
Teams Using Existing Calling Apps
Use native dialer when your recruiters already work from Zoom, Skype, Teams, or another calling tool.
Lightweight Calling
Use native dialer for quick calls where automatic recording and transcription are not required.
Calling Without Twilio Setup
Use native dialer when Twilio-powered calling is not enabled or credits are unavailable.
Troubleshooting
The Wrong App Opens
Update your operating system’s default calling app settings, then try the native caller again.
Browser Prompt Does Not Appear
Check browser permissions and whether phone-link handling is blocked for the site or calling app.
Call Notes Are Missing
Native dialer calls are not automatically logged. Add call notes manually from the candidate or contact profile.
FAQs
Does the native dialer require calling credits?
No. Native dialer calls use your external calling app, not ATZ CRM’s Twilio calling credits.
Can I generate AI transcripts for native dialer calls?
Not automatically through ATZ CRM. AI call transcripts depend on recorded calls stored in ATZ CRM Call Logs.
Is native dialer available to all users?
The feature is available on all plans, but users still need access to the candidate or contact records they want to call.