Callingly | AI-powered call and SMS sequences
Callingly helps small and medium sales teams manage lead response times. It is designed for businesses in sectors such as real estate, mortgage, insurance, and home services that rely on fast initial contact.
At a glance
- Category
- Sales
- Best for
- 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.
- Key use cases
- Lead Response Management, Follow-up Sequences, Lead Distribution
- Integrations
- Zapier, HubSpot, ActiveCampaign, Aircall, Jotform
- Official website
- callingly.com
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
Supports AI-driven calls to leads, SMS responses, and warm transfers to sales representatives.
Routes leads to agents based on set rules, categories, sales territories, and team schedules.
Sends automated text messages to leads when agents are unavailable to notify them that a representative will be in touch.
Provides a customized audio message to the sales rep upon answering the phone to provide lead information before the call connects.
Records calls for tracking and syncs recordings and notes to the connected CRM.
Supports individual rep schedules, which may help reschedule after-hours leads for the following morning.
Use Cases
Triggering calls and texts when a lead submits a landing page form or CRM entry.
Using voice and SMS sequences to maintain contact with leads who did not connect on the first attempt.
Routing inbound leads to agents based on territory or specialty.
Best For
Integrations
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.
FAQ
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.
Pricing starts at $100/month for the Starter plan, with Growth at $250, Business at $750, and Enterprise starting at $2,000 per month.
Yes, Callingly offers a 14-day free trial that does not require a credit card to start.
Source category: Sales
Source subcategory: Sales Enablement
