How It Works
Trigger calls from any landing page, form or CRM
A new lead comes in.
Callingly integrates with your CRM, landing page or web form to capture new lead information as soon as it comes in. Customize triggers and rules to make sure you only call the right leads.
Callingly calls your sales team.
Callingly automatically starts ringing your sales team within seconds based on scheduling and rules that you setup. If no one picks up at first, Callingly waits and then tries again.
One agent is connected to the lead.
As soon as an agent picks up, they hear your custom Whispertext with the lead's information, press 1 when they're ready and Callingly dials the lead for them.
After the call, the recording and analytics are synced to your CRM.
Reporting & Analytics
Track every lead and every call. Get detailed analytics on your team's response speed, connection rate, call length and more.
Route leads intelligently based on category, sales territories and team schedules. Make sure every lead gets an immediate call from the right salesperson.
If your agents are unavailable, automatically send the lead a text message to get the conversation started and let them know that you will be in touch.
Set individual schedules for every sales rep so that leads get an immediate response. Automatically reschedule any after-hours leads to first thing in the morning.
Custom Caller IDs
Automatically forward your sales rep's Caller ID to your leads or set up custom Caller IDs to make sure every lead gets a call from a local number.
Record every call to track results and improve performance. Automatically sync recordings to your CRM to keep all your lead's info in one place.
Notes & Tags
Leave notes & tags on every call and every lead to keep track of results and follow-up on key points. Automatically sync with your CRM as well.
Automatically schedule follow-up calls with every lead on a custom schedule to make sure that your team gets them on the phone and closes the deal.
Whitelabeling (Agency only)
Whitelabel Callingly for your customers and offer a custom, branded experience on your own domain.
Customize exactly what your sales reps hear when they pick up the phone - include all the vital lead information and make sure they're prepped.