Abstract: Methods and systems are disclosed herein for a closed loop calling process that selects and maintains an optimized list of prospects to use in calling sessions, using historical information stored concerning past contact activity relating to the prospects. For each prospect, information is stored concerning the status of the prospect, attention appropriate for the prospect, a date before which the prospect should not be contacted, and information concerning next steps to be taken with respect to the prospect. In addition, methods and systems are disclosed for automatically integrating an automated calling system with a customer relationship management system, contact management system, and/or task management system, so that historical information stored concerning past contact activity and automated calling sessions relating to contacts is automatically updated in the customer relationship management system, contact management system, and/or task management system.

Abstract: Systems and methods are disclosed for calling desired contacts using a standalone smartphone or other portable device, selecting and using contact information from a customer relationship management (CRM) system, and automatically updating the CRM system with the outcome of each conversation. In addition, systems and methods are disclosed for automatically integrating an automated calling system with a customer relationship management system, contact management system, and/or task management system, so that historical information stored concerning past contact activity and automated calling sessions relating to contacts is automatically updated in the customer relationship management system, contact management system, and/or task management system.