Cut through the noise: if you’re leading a B2B team that actually picks up the phone to talk to prospects, you know how messy cold calling and lead management can get. Spreadsheets are a pain, CRMs are often overkill, and most “modern” sales tools are more flash than substance. This review digs into Myphoner—a sales tool built for folks who need to call leads, keep things organized, and not drown in features they’ll never use.
Who Should Care About Myphoner?
Let’s be real: if your team is running high-volume, transactional sales (think call centers or aggressive outbound shops), you might want something with power-dialers and rigid scripting. Myphoner isn’t that. But if you’re a small-to-medium B2B team, doing targeted outreach, juggling a few hundred or thousand leads, and frustrated with clunky CRMs, it’s worth a look.
- Ideal for: Agencies, consultancies, SaaS, recruiters, or anyone doing consultative B2B sales.
- Not ideal for: Enterprise call centers, teams needing deep CRM automation, or folks allergic to picking up the phone.
What Myphoner Actually Does (and Doesn’t)
Myphoner is a lightweight sales calling tool. At its core, it helps you:
- Import and organize leads
- Set up call queues and follow-ups
- Track call outcomes (won/lost, callback needed, etc.)
- Make calls from your browser (VoIP integration)
- Collaborate with teammates (basic assignment, notes)
- Get simple reports on what’s working
What it doesn’t do:
- Full CRM: No email sequences, custom objects, or marketing automation.
- Power dialer: No robo-dialing or predictive dialing.
- Deep integrations: Limited connections to other tools compared to big-name CRMs.
If you want a tool that’s easy to set up, keeps you and your team focused, and doesn’t try to replace your entire tech stack, Myphoner is built for you.
Getting Started: Setup and First Impressions
The Good
- Sign-up is painless. You’re not stuck in a demo loop or forced to talk to sales. Try it free, no credit card needed.
- Importing leads is easy. Upload a CSV, map fields, and you’re set. No need to clean up 20 columns of junk.
- Minimal onboarding. You’ll probably figure out the basics in 20 minutes.
The Not-So-Good
- The interface is dated. Don’t expect modern design or fancy dashboards.
- Some terminology is a little odd (lists vs. campaigns can be confusing).
- If you want to customize everything, you’ll find the settings limited.
Pro tip: Don’t overthink segmentation. Keep your first import simple—add more fields later.
Day-to-Day Use: Calling, Tracking, and Staying Organized
Calling
- VoIP built-in. You can call straight from the browser using Twilio or your phone. Call quality is solid, and setup is quick.
- Click-to-call. Find a lead, click, and you’re dialing.
- Call outcomes. Mark what happened (reached, not reached, won, lost, call back needed, etc.) right after each call.
What works: The workflow is focused. You’re always looking at your next lead, not getting lost in tabs.
What doesn’t: If you want call recording or advanced call analytics, you’ll need to integrate with third-party tools. Some users report occasional VoIP glitches, but nothing deal-breaking.
Follow-Ups and Reminders
- Follow-up scheduling is simple: After a call, set a callback date, and Myphoner puts it back in your queue.
- Lead recycling: Leads you fail to reach aren’t lost—they’re resurfaced automatically.
What works: You never lose track of a lead. The “next up” queue keeps you moving.
What doesn’t: You can’t build complex workflows or automate multi-step sequences. It’s call-centric, not process-centric.
Collaboration and Team Features
- Team assignments: Leads can be assigned to reps, or shared in round-robin fashion.
- Notes and activity history: Each lead has a running log—easy to see who called, when, and what happened.
- Basic reporting: See who’s making calls, conversion rates, and follow-up stats.
What works: For small teams, it’s enough. You’ll know who’s pulling their weight.
What doesn’t: Reporting is basic. Don’t expect fancy dashboards or deep funnel analytics.
Lead Management: What’s Good, What’s Lacking
The Good
- Focused on one thing: You’re never more than a click away from your next call or lead status.
- Deduplication: Myphoner will warn you if you’re about to call the same company twice.
- Tagging and filtering: It’s easy to slice your leads by stage or custom tags.
The Lacking
- No native email. If email is part of your process, you’ll need to do that somewhere else.
- Limited integrations. There’s Zapier, but don’t expect plug-and-play with every other SaaS tool.
- Not a CRM. If you need deal stages, forecasting, or contract management, look elsewhere.
Pro tip: Use tags to mark hot leads, bad fits, or “do not call” prospects. The filtering is surprisingly helpful if you keep it simple.
Pricing: Transparent, Not Cheap
Pricing is per user, per month. You pay for what you use—there’s no “enterprise” plan with features locked behind a paywall.
- Pros: No tricks, no endless upsells.
- Cons: Not the cheapest if you have a big team. VoIP minutes cost extra.
Honest take: For a small, focused team, it’s fair. If you’re price-sensitive or scaling fast, run the numbers. You’re paying for simplicity and focus, not bells and whistles.
What to Ignore (For Most Teams)
- Advanced API features. Unless you have a dev on staff, you probably won’t use them.
- Custom fields galore. Resist the urge to recreate a CRM. Myphoner works best when you keep your data lean.
- Trying to make it do email or SMS. It can connect via Zapier, but don’t force it. You’ll end up annoyed.
The Bottom Line: Should You Use Myphoner?
If you want a tool that just works for cold calling and simple lead management, and you’re tired of fighting with bloated CRMs, Myphoner is worth a try. It’s not flashy, but it’ll keep your team organized and calling, not clicking around. You’ll probably get more done—and spend less time “setting up” your system.
Keep it simple. Start with the basics, get your team calling, and tweak as you go. Don’t fall for feature bloat—focus on what moves the needle: talking to prospects, keeping track of follow-ups, and closing the loop. That’s what Myphoner does best.