AI TOOL PROFILE
Callingly | AI-powered call and SMS sequences
- Sales
- Sales Enablement
- Small Businesses
- Sales Teams
- Real Estate Teams
- Insurance Agencies
- Home Service Providers
Pricing
Plans start at $100 per month for the Starter tier, with Growth ($250/mo), Business ($750/mo), and Enterprise ($2,000/mo) options. A 14-day free trial is available with no credit card required.
At a glance
- Best for
- Small Businesses, Sales Teams, Real Estate Teams, Insurance Agencies, Home Service Providers
- Key use cases
- Lead Response Management, Follow-up Sequences, Lead Distribution
- Integrations
- Zapier, HubSpot, ActiveCampaign, Aircall, Jotform
- Official website
- Visit Callingly official website
How AI is used
Callingly is a lead response management tool that uses AI to automate the initial contact with new leads. When a lead submits a form or enters a CRM, the software can trigger a call to the sales rep and a text to the lead, supporting a warm transfer between the two parties.
The tool supports the transition from lead capture to live conversation by managing the routing and timing of calls and messages. It is primarily designed for sales teams in industries such as real estate, mortgage, insurance, and home services.
Buyers should confirm their current CRM setup and lead volume, as the platform relies on integrations to trigger its workflows. Different tiers are available based on the volume of call minutes and AI calls required per month.
Key Features
AI Call Agents
Supports AI-driven calls to leads, SMS responses, and warm transfers to sales representatives.
Intelligent Lead Routing
Routes leads to agents based on set rules, categories, sales territories, and team schedules.
Automated SMS Responses
Sends automated text messages to leads when agents are unavailable to notify them that a representative will be in touch.
Custom Whispertext
Provides a customized audio message to the sales rep upon answering the phone to provide lead information before the call connects.
Call Recording and Sync
Records calls for tracking and syncs recordings and notes to the connected CRM.
Agent Scheduling
Supports individual rep schedules, which may help reschedule after-hours leads for the following morning.
Use Cases
Lead Response Management
Triggering calls and texts when a lead submits a landing page form or CRM entry.
Follow-up Sequences
Using voice and SMS sequences to maintain contact with leads who did not connect on the first attempt.
Lead Distribution
Routing inbound leads to agents based on territory or specialty.
Integrations
- Zapier
- HubSpot
- ActiveCampaign
- Aircall
- Jotform
- Integromat
- Salesforce
- Follow Up Boss
- Pipedrive
- ClickFunnels
- Facebook Lead Ads
- Google Calendar
FAQ
How does Callingly connect agents with leads?
- When a lead is captured, Callingly rings the sales rep. Once the rep answers and hears a custom whispertext, they press 1, and the system dials the lead.
What are the pricing options for Callingly?
- Pricing starts at $100/month for the Starter plan, with Growth at $250, Business at $750, and Enterprise starting at $2,000 per month.
Does Callingly offer a free trial?
- Yes, Callingly offers a 14-day free trial that does not require a credit card to start.
Source category: Sales
Source subcategory: Sales Enablement
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