Jenna Morales
Inbound home-buyer lead
AI Agent qualifying…

The AI makes the first call on every new lead that reaches Callingly and keeps following up on the schedule you set.

Your agents pick up a lead who’s on the line and has already answered your questions.

When no agent can take the transfer, the AI offers the lead a callback.
1
Every lead that reaches Callingly, whether it comes from your CRM, your website forms, a lead email or a webhook. With Follow Up Boss, you pick which lead sources get called. Email leads start within a few minutes of the email arriving.
2
Within seconds of the lead reaching Callingly, as long as your team is open and an agent is free to take the transfer. If everyone’s busy, it waits for a free agent, then tries again. On the call, it asks the questions you set, the ones your agents ask anyway, like timeline, price range, pre-approval, and whether they’re already working with an agent. You pick the voice and write the script.
3
When the lead is ready, Callingly rings the available agents in your first priority group at the same time, up to a set limit. The first one to accept gets the lead on the line, and the AI makes the introduction. Agents who take the call on a regular phone can hear a short briefing first: the lead’s name, source and the most useful thing they said.
4
The lead isn’t dropped. Callingly rings your next priority group, then your fallback team. If nobody takes it, the AI offers the lead a callback at a time they pick.
Jeff Moore
Blue Sky Home Group
$0.50 a call on Starter, down to $0.35 on Business. You pay when a call completes, voicemail included. Calls that ring out or hit a busy signal are free. Example: the AI leaves two voicemails, then reaches the lead on the third call. That lead cost you $1.50 in AI calls on Starter. Starter is $100 a month, or $960 a year if you pay annually, and that $100 is credit you spend on calls and texts. Every current plan has unlimited agents and leads. Weighing it against a hire? By our breakdown, a full-time ISA runs $75,000 to $85,000 in year one. Compare all plans.
Add numbers in the areas you sell. The AI calls each lead from your number closest to their area code.
Send each lead source to the right team, so the transfer rings the agents who work those leads.
Text the lead the moment they come in, after a missed call, or between call attempts, with their name and yours in the message.
Set your team’s hours and the AI calls inside them. After-hours calling is a switch you flip on or leave off.
With recording on, every AI call keeps its recording and a transcript labeled by speaker, so you can hear exactly what the lead said.
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.
Set how many times the AI calls and texts a lead who doesn’t answer, and how far apart.
Track every lead and every call. Get detailed analytics on your team's response speed, connection rate, call length and more.
Yes. Follow Up Boss connects natively, and so do Lofty and realtor.com. Zillow leads reach the AI through Follow Up Boss or Zapier. In all, Callingly works with 1,000+ tools natively or through Zapier. After a transfer, your agent’s call lands in your CRM with its recording link.
Buying from Zillow? Here’s how to get your Zillow leads called as soon as they reach Callingly. Comparing Callingly and Ylopo? See how each handles portal leads. Choosing between Callingly and Sami AI? See what 150 leads a month cost on each.
No, and it shouldn’t. It does the dialing nobody on your team wants to do, then hands your ISA and agents the leads who pick up and want to talk.
No. It gets the buyer on the phone with your agent, and your agent sets the showing. The callbacks it books are calls, not slots on your calendar.
With after-hours calling on, the AI calls them right away, as long as it’s between 8 AM and 9 PM in the lead’s time zone (Callingly reads it from their phone number by default). Otherwise, with your sequence set to wait for business hours, the call goes out in your team’s next call hours, between 8 AM and 8 PM in the lead’s time zone.
No credit card required.