When a lead fills out your form while your team is open and a rep is available, Callingly's AI agent calls them within seconds and asks your qualifying questions. Once they're ready to talk to a person, Callingly rings your available reps and hands over the live call. Your reps stop chasing leads who never answer. They talk to the ones who did.
Callingly can also text the lead, so they know who's calling and why.
The lead's phone rings seconds after they hit submit, while they still remember why they asked.
Depending on your settings, the AI calls US and Canadian leads after hours too, up to 9 PM in the lead's time zone, so a form that comes in at 7 PM doesn't wait until morning.
Do you have multiple sales agents? Route leads to agents based on their work schedule, sales territories, areas of expertise, and more.
After the call, the call recording and speed to lead and contact rate data syncs with your CRM. You can even add info via your telephone keypad.
Your AI agent does. As long as your team is open and your reps are on shift, it calls the lead even if every one of them is already on the phone. When the lead is ready for a person, Callingly rings the lead's owner first, if your routing assigns owners and that rep is free. If not, the free reps in your first priority group ring at once, up to a set limit.
If nobody answers, Callingly tries your next priority group, then your fallback team if you have one. If nobody's free at all, the AI offers the lead a callback. They can take it right away, and Callingly gets a rep on the line before it dials them back. Or they pick a time, and the AI calls them then, inside your team's hours.
Source: Velocify, The Ultimate Contact Strategy, a study of nearly 3.5 million leads.
Your inbound lead completes your form.
Your AI agent calls the lead within seconds and pre-qualifies them with your questions.
When the lead is ready, Callingly rings your available reps based on your routing and warm-transfers the live call to the rep who accepts.
The call recording and data syncs to your CRM.
The lead is added to a voice and SMS followup series that closes more deals.
“Callingly has exponentially increased our conversion rate from lead to closing.”
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