Callingly automates lead follow-up by initiating calls and texts within seconds of lead capture, integrating seamlessly with various CRMs and web forms. This ensures that every lead receives immediate attention, significantly increasing the chances of conversion and keeping sales teams informed with real-time analytics.
Funding
Funding not disclosed
Founders
Product
Problem
Many sales teams struggle to promptly contact new leads, resulting in lost opportunities and decreased conversion rates. Delays in initial contact can lead to leads losing interest or choosing competitors who respond faster.
Solution
Callingly is a lead response automation platform that instantly connects sales teams with new leads via phone calls and SMS. The platform integrates with various CRMs, landing pages, and web forms to trigger immediate outreach when a new lead is captured. Callingly automatically rings the sales team and, upon connection, provides the agent with lead information via a custom whisper message before dialing the lead. Simultaneously, the lead receives an automated SMS introducing their agent and setting expectations for the call. After the call, recordings and analytics are synced to the CRM, and the lead is added to a multi-channel follow-up sequence to nurture them towards conversion.
Target Audience
Callingly primarily targets sales teams and businesses that rely on quick lead response to maximize conversion rates, including those in industries such as real estate, insurance, and SaaS.
Features
- Immediate call and SMS triggers upon lead capture from integrated CRMs, landing pages, and web forms
- Intelligent lead routing based on category, sales territories, and team schedules
- Customizable whisper messages to provide agents with key lead information before connecting
- Automated SMS messages to leads, introducing the agent and setting call expectations
- Post-call CRM synchronization of call recordings, notes, and analytics
- Automated voice and SMS follow-up sequences to nurture leads
- Reporting and analytics dashboard to track team response speed, connection rates, and call lengths
- Custom caller ID functionality to display local numbers to leads
- Whitelabeling options for agencies to offer a branded experience