Excellent Conversations Set More Appointments

Balto shows reps how to get – and keep – appointments on the books. Increase your set rates by 21% in just 45 days.

Set the Best Possible Appointments

No more missed opportunities in the heat of the moment. That means selling more to the best customers.

  • Balto’s Checklists reminds reps to always ask the right questions when qualifying a buyer
  • Custom Playbooks give reps the best information for any service, e.g. cost, next steps, or appointment times

Tackle Objections Like a Pro

Empower reps to handle every possible customer concern, when they need it most — live, on the call.

  • Balto’s Dynamic prompts shows reps the best rebuttals for any objection — even “one legged” objections
  • Win Rate Analysis lets you test phrases against each other and automatically shows reps the winning option

Coach All Reps Without Lifting a Finger

That means ramping new reps faster, and making all reps a little better with every call they make.

  • Notifications train out bad behaviors right in the moment
  • Real-Time QA automatically scores 100% of calls and helps managers identify the root cause of lost revenue
  • Balto’s Leaderboard shows agents how they rank and incentivizes key metrics


Contact Center Technology Leader, Leading Flooring Company

More Conversions

Faster Ramp Time

Higher Close Rate Among New Hires

Break Appointment Records in Just 45 Days

See immediate results with lightning-fast installation and onboarding. Scale perfect conversations with Real-Time Guidance.

Here’s How Teams Use Balto

Reps Get Guidance on the Side of Their Screen

  • The Smart Checklist shows reps key talking points
  • Dynamic Prompts show reps phrases and questions when they need them most
  • Notifications discourage bad habits
  • Live Chat lets reps chat with managers to get immediate guidance for critical calls

Managers Coach and Analyze Data in Real-Time

  • Scale ideal conversations to all reps with Balto’s Playbook Designer
  • Set up alerts for key moments on calls and coach via Live Chat with Real-Time Coaching
  • Dig into real-time data with Reporting and QA Scores

Quality Assurance Monitors Quality and Drives Improvement

  • Set up scorecards and weighted criteria with Real-Time QA
  • Identify what’s driving low or high scores with Real-Time Scores
  • Measure long-term quality trends and coaching effectiveness with Reports




No-Code Installation


on G2 from 400+ Reviews



After One Month: 26.1% More Saves

In a one-month long test, this Balto customer walked away with more appointments on the books and millions in saved sales.

See What Our Customers Have to Say:

Balto Powers the Home Improvement Space