Callingly - Detailed Review
Sales Tools
Callingly - Product Overview
Introduction to Callingly
Callingly is a lead response management software that specializes in accelerating the process of contacting inbound leads, making it an invaluable tool in the sales tools and AI-driven product category.Primary Function
The primary function of Callingly is to ensure that every inbound lead receives a callback and text message within seconds of submitting their information. This is achieved through seamless integration with your CRM, landing pages, or web forms, allowing for immediate capture and response to new lead information.Target Audience
Callingly is targeted at businesses and sales teams that rely heavily on lead generation and conversion. It is particularly beneficial for organizations that need to respond quickly to inbound leads to maximize their chances of closing deals. This includes various industries such as real estate, insurance, and any other sector where timely lead response is crucial.Key Features
Instant Lead Response
Callingly automatically dials your sales team within seconds of a new lead completing a form, ensuring the lead receives a call and text back almost immediately.Customizable Triggers and Rules
Users can set up custom triggers and rules to ensure that only the right leads are called and texted, optimizing the lead follow-up process.Automated SMS Messages
While attempting to connect the lead with a sales agent via voice, Callingly sends automated SMS messages to introduce the agent and inform the lead of an impending call.Call Recording and Analytics
Every call is recorded, and the recordings along with analytics data are synced to your CRM. This helps in tracking results and improving performance.Follow-Up Calls and SMS
Leads are added to a custom voice and SMS follow-up series to ensure consistent communication and higher chances of closing deals.Intelligent Lead Routing
Leads can be routed to agents based on their work schedule, sales territories, areas of expertise, and more, ensuring the right agent handles the right lead.Notes and Tags
Users can leave notes and tags on every call and lead, which are automatically synced with the CRM, helping in tracking key points and follow-ups.Webhooks and Integrations
Callingly integrates with over 1,000 systems using webhooks, making it easy to sync with your CRM and other tools. By leveraging these features, Callingly significantly improves contact rates, slashes lead response times, and enhances the overall efficiency of the sales process. Callingly - User Interface and Experience
User Interface and Experience
The user interface and experience of Callingly are designed with a focus on ease of use and efficiency, particularly for sales teams.
Ease of Use
Callingly is praised for its user-friendly system. The platform integrates seamlessly with various CRMs, landing pages, and web forms, allowing for a smooth setup process. Users can customize triggers and rules to ensure that only the right leads are called and texted, which simplifies the lead follow-up process.
Customization and Automation
The interface allows users to set up automated call and text sequences, including follow-up calls and SMS messages. This automation ensures that every lead receives a call and text back within seconds, enhancing the speed and efficiency of lead response. Users can also customize the information their sales reps hear when they pick up the phone, known as “Whispertext,” which includes vital lead information to prepare the reps for the call.
Call Management and Tracking
Callingly provides a clear and intuitive dashboard where sales managers can track who called the lead, how many calls were made, and the average response time. This visibility helps in managing the sales team’s performance and optimizing their lead response strategy.
Integration and Syncing
The platform supports over 1,000 integrations through easy-to-use Webhooks, ensuring that it can sync with a wide range of CRM systems, marketing automation tools, and other software applications. This integration capability helps in keeping all lead information in one place and streamlining the sales workflow.
Support and Feedback
Users have praised Callingly for its excellent customer service and support. The tech support team is responsive and helpful, often providing free customizations to meet specific user needs. This support enhances the overall user experience and helps in resolving any issues quickly.
Additional Features
Callingly also offers features such as call recording, notes, and tags, which are automatically synced with the CRM. These features help in tracking results, improving performance, and following up on key points with leads. The ability to record calls and generate follow-up series of calls and texts further enhances the user experience by providing a comprehensive approach to lead management.
Conclusion
Overall, Callingly’s user interface is designed to be intuitive and efficient, making it easy for sales teams to manage and follow up with leads quickly and effectively.
Callingly - Key Features and Functionality
Callingly Overview
Callingly is a lead response management software that integrates AI and automation to enhance the sales process, particularly in responding to leads quickly and efficiently. Here are the main features and how they work:
Automated Lead Response
Callingly ensures that every new lead receives a call within seconds of submitting a form or being added to the CRM. When a new lead is detected, Callingly automatically calls a sales agent on their Aircall number. Once the agent accepts the call, Callingly initiates an outbound call to the lead through Aircall, guaranteeing that every lead gets a call in as little as 30 seconds if an agent is available.
Integration with CRM and Other Tools
Callingly integrates directly with your CRM, landing pages, or other sales and marketing tools either natively or via Zapier. This integration allows Callingly to detect new leads immediately and trigger the automated call process.
Intelligent Call Routing and Scheduling
Callingly allows you to route leads automatically based on individual agent schedules, categories, and territories. This ensures that every lead gets an immediate response from the right person. You can also set custom retry schedules for follow-up calls if the initial call is not answered, ensuring that no lead is missed even if they come in after business hours.
Detailed Analytics and Call Recording
Callingly provides detailed analytics and call recording features. This allows sales managers to track who called the lead, how many calls were made, and the average response time. These insights are visible on the dashboard, helping teams to monitor and improve their performance.
AI-Driven Sales Automation
While Callingly itself is not primarily an AI-driven tool, it can be integrated with AI-powered platforms like Whippy AI to automate voice calls and enhance sales outreach. For example, Whippy AI’s AI Agent Builder can be used to automate call follow-ups and personalize interactions with leads, ensuring timely and efficient communication.
Omni-Channel Communication
When integrated with tools like Whippy AI, Callingly enables seamless communication across multiple channels. Sales teams can switch between phone calls, SMS, and other channels to engage with leads, providing a personalized and consistent customer experience.
Automated Follow-Up and Retries
Callingly allows you to set up custom retry schedules and follow-up calls. If a lead is not reached initially, the system will automatically retry the call according to the set schedule, ensuring that every lead is pursued until contact is made.
Enhanced Customer Experience
By ensuring quick and timely responses to leads, Callingly helps in enhancing the customer experience. Leads are delighted by the prompt attention, and sales teams are more successful in converting these leads into customers.
Conclusion
In summary, Callingly streamlines the sales process by automating lead response, integrating with various tools, and providing detailed analytics. While it may not be an AI-driven tool on its own, it can be effectively combined with AI-powered solutions to further enhance sales automation and efficiency.
Callingly - Performance and Accuracy
Evaluating Callingly in AI-Driven Sales Tools
Evaluating the performance and accuracy of Callingly in the AI-driven sales tools category involves examining its key features, benefits, and any potential limitations.
Performance
Callingly is designed to streamline and automate various aspects of the sales process, particularly in lead response management. Here are some key performance aspects:
Speed and Efficiency
Callingly excels in quickly responding to new leads. It integrates with CRMs, landing pages, and web forms to capture lead information and automatically triggers calls and texts to the sales team within seconds. This rapid response ensures that leads are engaged promptly, which can significantly improve conversion rates.
Automation
The platform automates several tasks, such as calling and texting leads, and follows up with them through a pre-set series of voice and SMS messages. This automation helps in maintaining consistent communication and reduces the workload on sales teams.
Integration
Callingly seamlessly integrates with existing CRM systems, allowing for the synchronization of call recordings, analytics, and follow-up tasks. This integration ensures that all lead interactions are well-documented and easily accessible.
Accuracy
In terms of accuracy, Callingly focuses on ensuring that the right leads are contacted at the right time:
Lead Capture and Qualification
While Callingly does not use AI for lead scoring or predictive models like some other tools (e.g., LeadFuze, CallRail), it does ensure that every lead captured is promptly contacted. The accuracy in capturing and responding to leads is high due to its automated triggers and rules-based system.
Follow-Up Accuracy
The automated follow-up series helps in maintaining accurate and consistent communication with leads. This reduces the likelihood of missing follow-ups or miscommunicating with potential customers.
Limitations and Areas for Improvement
While Callingly is effective in its current form, there are a few areas where it could be improved or where it may lack compared to other AI-driven sales tools:
Lack of AI-Driven Lead Scoring
Unlike tools such as CallRail or LeadFuze, Callingly does not use AI to score leads based on their likelihood to convert. This means that sales teams may still need to manually prioritize leads or use other tools for this purpose.
Limited Real-Time Coaching
Callingly does not offer real-time coaching or sentiment analysis during calls, which are features available in tools like CallRail or Trellus. These features can help sales reps improve their communication skills and respond more effectively to customer objections.
No Post-Call Transcriptions and Summaries
While Callingly syncs call recordings with the CRM, it does not provide automated post-call transcriptions or summaries, which can be useful for quick review and analysis of call outcomes.
In summary, Callingly performs well in terms of speed, efficiency, and automation of lead response management. However, it may benefit from incorporating AI-driven lead scoring, real-time coaching, and post-call transcription features to further enhance its capabilities and accuracy.
Callingly - Pricing and Plans
Callingly Pricing Plans
Callingly offers a variety of pricing plans to cater to different needs, especially in the context of sales tools and AI-driven communication. Here’s a breakdown of their plans and features:
Free Trial
Callingly provides a 14-day free trial for all its plans, allowing you to test the service without requiring a credit card.
Voice Plan
- Cost: $25 per user per month
- Features: Unlimited USA call minutes, cheap international rates, unlimited leads, and $3 for local or toll-free numbers.
- Minimum Users: 2 users.
Voice SMS Plan
- Cost: $35 per user per month
- Features: Unlimited USA call minutes, unlimited USA texts, cheap international rates, unlimited leads, and $3 for local or toll-free numbers.
- Minimum Users: 2 users.
Metered Plans
Realty Team
- Cost: $250 per month
- Features: 1,000 USA/Canada minutes and 1,000 USA/Canada texts for the whole team, unlimited users, unlimited leads, and $3 for local or toll-free numbers.
- Overage: $50 for 500 extra minutes or 500 extra SMS.
Annual Plan
- Cost: $200 per month (save 20% when buying annually)
- Features: Same as the Realty Team plan but with a discounted rate for annual billing.
Business Plan
- Cost: $49 per month
- Features: Includes 2 users, unlimited calls, unlimited US minutes, unlimited leads, email-based support, desktop app, native integrations, and API access. Additional users are $25 each.
- Inbound Number: $3 each.
Agency Plan
- Cost: $249 per month
- Features: Includes 10 users, unlimited calls, unlimited US minutes, unlimited leads, email-based support, desktop app, native integrations, API access, white labeling, custom domain, and client management panel. Additional users are $25 each.
Enterprise Plan
- Cost: Custom pricing, starting at $2,000 per month
- Features: Custom integrations, custom terms of service, priority phone support, service level agreement, and other bespoke features tailored for large organizations. Contact Callingly for specific details.
Additional Features
- User Roles: Admin, Manager, Agent, and Phone Only roles to manage team access.
- Inbound Phone Numbers: Purchase new numbers or port in old ones for $3 per month.
- International Rates: Standard rates apply for non-US users, managed through Twilio.
Callingly’s plans are designed to be flexible and scalable, allowing you to choose the one that best fits your sales team’s needs.
Callingly - Integration and Compatibility
Callingly Overview
Callingly, a lead response management software, is highly versatile and integrates seamlessly with a wide range of tools and platforms, making it a valuable asset for sales teams.
Integration with CRMs and Sales Tools
Callingly integrates directly with over 1,000 CRMs, lead platforms, and sales tools. For example, it has a native integration with HubSpot CRM, which allows for automatic calling and updating of leads. When an inbound lead completes a HubSpot form, Callingly rings an agent based on predefined lead routing logic, connects the sales agent with the lead, and syncs the call recording and data back to the HubSpot CRM.
Webhooks and Zapier Integration
In addition to native integrations, Callingly can be connected to other tools via Webhooks or through Zapier. This flexibility enables users to integrate Callingly with any CRM, landing page, or web form. Zapier, in particular, allows users to automate workflows between Callingly and other apps without needing any coding. For instance, you can set up Zaps to schedule Callingly calls from new Calendly events or update leads in Callingly when invitees cancel in Calendly.
Lead Response Automation
Callingly automates the process of calling and texting leads as soon as they come in. It captures new lead information from CRMs, landing pages, or web forms and triggers calls and texts based on predefined rules and scheduling. This ensures that every lead receives a call and text back within seconds, improving the speed and efficiency of lead follow-up.
Compatibility Across Devices
While the specific documentation does not detail device compatibility, the integration with various CRMs and sales tools suggests that Callingly can be accessed and managed from any device with a web browser or through mobile apps associated with the integrated CRMs. This makes it accessible for sales teams to manage and respond to leads from anywhere.
Additional Features and Syncing
Callingly also syncs call recordings, notes, and tags with your CRM, ensuring all lead information is kept in one place. This includes features like call recording, follow-up calls, and automated voice and SMS follow-up series, all of which can be managed and tracked within the integrated CRM system.
Conclusion
In summary, Callingly offers extensive integration capabilities with a wide array of sales tools and CRMs, ensuring seamless automation and management of lead responses across various platforms.
Callingly - Customer Support and Resources
Customer Support
Callingly offers various support channels to ensure you get the help you need promptly. Here are some of the key support options:
Email-Based Support
This is a standard support option available across all plans, including the Business, Agency, and Enterprise plans. You can reach out to the support team via email for any queries or issues you might have.
Priority Phone Support
For users on the Enterprise plan, priority phone support is available. This ensures that you get immediate assistance over the phone, which can be particularly useful for critical issues.
Additional Resources
Callingly provides several resources to help you get the most out of their service:
Help Center
The Callingly Help Center is a comprehensive resource that includes articles and guides on various aspects of using the platform. Here, you can find detailed information on setting up phone numbers, managing user roles, and understanding the different plans offered.
User Roles and Permissions
Callingly allows you to manage your team members’ access by assigning different roles such as Admin, Manager, Agent, and Phone Only. The Help Center has an article dedicated to explaining each user role in detail.
Phone Number Management
You can purchase new phone numbers or port in your existing numbers. The Help Center provides guidance on how to set up and manage these phone numbers.
Integrations and API Access
Callingly integrates with various CRM systems like Salesforce, Pipedrive, and others. The platform also offers API access, which allows you to build custom integrations and automate your workflow further. The Help Center and other resources provide information on how to set up these integrations.
Custom Schedules and Routing
Callingly allows you to set custom schedules and route leads intelligently based on individual agent schedules, categories, and territories. This ensures that every lead gets an immediate response from the right person.
By leveraging these support options and resources, you can ensure that your sales team is well-equipped to handle leads efficiently and effectively.
Callingly - Pros and Cons
Advantages of Callingly
Speed and Efficiency
Callingly is highly effective in reducing the response time to new leads. It automates the process of calling sales teams within seconds of a new lead being captured, ensuring that leads are contacted quickly, often in under 30 seconds.
Integration Capabilities
Callingly integrates seamlessly with various CRM systems, landing pages, and other sales and marketing tools, either natively or via Zapier. This integration allows for automatic triggering of calls and texts based on predefined rules and scheduling.
Guaranteed Lead Follow-Up
The system ensures that every lead receives a call and text back, with the option to set up custom retry schedules if an agent is unavailable. This guarantees that no lead is missed, even if the initial call is not answered.
Automated Follow-Up
Callingly automates follow-up voice and SMS series to help close more deals. After the initial call, the lead is added to a follow-up series, which can significantly improve conversion rates.
Analytics and Performance Tracking
The platform provides detailed analytics and call recordings, which are synced to your CRM. This allows sales managers to track team performance, including response times, number of calls made, and other key metrics.
User-Friendly Onboarding
Callingly has streamlined its onboarding process by embedding Zapier directly into their app. This makes it easier for users to discover, create, and edit Zaps without leaving the Callingly platform, enhancing the overall user experience.
Disadvantages of Callingly
Dependence on Integrations
While Callingly’s integration capabilities are a strength, they also mean that the system’s effectiveness can be heavily dependent on the quality and reliability of these integrations. Any issues with the integrated tools (e.g., CRM, Zapier) could impact Callingly’s performance.
Limited AI Features
Unlike some other sales tools, Callingly does not appear to leverage advanced AI features such as automated lead scoring, personalized outreach based on AI analysis, or real-time assistance during calls. These features are common in AI-driven sales tools but are not highlighted in Callingly’s capabilities.
Customization and Flexibility
While Callingly offers significant automation and integration, there may be limitations in how much customization is possible beyond the predefined rules and settings. Users might find that certain specific workflows or unique requirements are not easily accommodated.
Resource Requirements
Implementing and maintaining Callingly, especially with its integrations, may require some technical resources and support. For smaller teams or those without dedicated IT support, setting up and managing these integrations could be challenging.
In summary, Callingly excels in speed, integration, and follow-up automation but may lack some advanced AI features and flexibility in customization. Its effectiveness is also dependent on the quality of its integrations.
Callingly - Comparison with Competitors
When comparing Callingly to other AI-driven sales tools, several key features and differences stand out:
Callingly Unique Features
- Speed and Automation: Callingly is renowned for its ability to connect sales agents with leads incredibly quickly, often within 30 seconds. This is achieved through its integration with CRM systems and phone providers like Aircall, ensuring every lead receives a call and text back promptly.
- Automated Follow-Up: Callingly automates voice and SMS follow-up series to help close more deals. It also syncs call recordings and analytics with the CRM, providing comprehensive tracking and performance insights.
- Integration Flexibility: Callingly integrates directly with various CRM systems, landing pages, and other sales and marketing tools, either natively or via Zapier, making it versatile for different business setups.
Alternatives and Comparisons
Exceed.ai by Genesys
- AI-Powered Conversations: Exceed.ai focuses on AI-powered conversations, meeting scheduling, and lead qualification. It automates lead qualification processes and helps scale lead re-engagement, which is particularly useful for teams looking to scale without increasing headcount.
- Pricing: Exceed.ai is priced at $1950 per month, making it more suitable for enterprise companies rather than small businesses or startups.
- Key Difference: Unlike Callingly, Exceed.ai does not emphasize immediate lead response times but rather automates various stages of the sales process.
Salesforce Einstein
- AI-Powered CRM: Salesforce Einstein integrates with the Salesforce CRM to provide AI-powered insights, content generation, and automation. It helps manage pipelines, identify leads, and predict sales outcomes using AI.
- Features: Einstein offers features like AI-powered insights, content generation based on customer data, and customizable dashboards. It also summarizes sales calls to keep track of essential details.
- Key Difference: While Einstein is more focused on providing AI-driven insights and content generation, Callingly specializes in rapid lead response and automated follow-up processes.
General Differences
- Focus: Callingly is highly specialized in ensuring rapid response times and automated follow-ups, making it ideal for businesses where speed is crucial. In contrast, tools like Exceed.ai and Salesforce Einstein offer a broader range of AI-driven sales functionalities.
- Integration: While all these tools integrate with CRM systems, Callingly’s integration with phone providers like Aircall sets it apart in terms of immediate call initiation.
- Pricing: Callingly’s pricing is not explicitly mentioned, but it is generally positioned as a solution for businesses of various sizes. Exceed.ai is more expensive and targeted at enterprise companies, and Salesforce Einstein’s pricing is available upon request.
Summary
In summary, Callingly stands out for its rapid lead response capabilities and automated follow-up processes, making it a strong choice for businesses that prioritize speed in their sales interactions. However, for teams needing a broader range of AI-driven sales tools, Exceed.ai or Salesforce Einstein might be more suitable alternatives.
Callingly - Frequently Asked Questions
Frequently Asked Questions about Callingly
What is Callingly and what does it do?
Callingly is a lead response management software that automates the process of connecting sales teams with new leads. It integrates with your CRM, landing pages, or web forms to capture new lead information and immediately initiate calls and texts to those leads, ensuring they are contacted quickly and efficiently.
How does Callingly integrate with other tools?
Callingly integrates directly with your CRM, landing pages, or other sales and marketing tools either natively or via Zapier. This integration allows Callingly to detect new leads and automatically trigger calls and texts to those leads. It also syncs call recordings and analytics back to your CRM.
What are the different pricing plans offered by Callingly?
Callingly offers several pricing plans:
- Unlimited Plans: Starting at $25 per user per month for voice-only or $35 per user per month for voice and SMS. These plans include unlimited USA call minutes, unlimited leads, and cheap international rates.
- Metered Plans: For example, the Realty Team plan costs $250 per month for 1,000 minutes and 1,000 texts.
- Agency and Enterprise Plans: These plans are customized for agencies and large organizations, offering features like client management panels, custom domains, and priority phone support. The Enterprise plan starts at $2,000 per month.
How does the Callingly and Aircall integration work?
The integration between Callingly and Aircall automates the process of calling leads. When a new lead is detected through your CRM, Callingly calls an agent on their Aircall number. Once the agent accepts the call, Callingly initiates an outbound call to the lead through Aircall. This process can connect leads with agents in as little as 30 seconds.
What features does Callingly offer to track and improve sales performance?
Callingly provides several features to track and improve sales performance:
- Call Recording: Records every call and syncs the recordings to your CRM.
- Notes & Tags: Allows you to leave notes and tags on every call and lead, which are also synced to your CRM.
- Follow-Up Calls: Automatically schedules follow-up calls with leads on a custom schedule.
- Detailed Analytics: Provides visibility on the dashboard to track who called the lead, how many calls were made, and the average response time.
Can I customize the caller ID and other call settings in Callingly?
Yes, you can customize the caller ID and other call settings. Callingly allows you to forward your sales rep’s Caller ID to leads or set up custom Caller IDs to ensure leads receive calls from local numbers. You can also set up custom triggers and rules to manage how and when calls are made.
Is there a free trial available for Callingly?
Yes, Callingly offers a 14-day free trial. This allows you to test the features and see how it can benefit your sales team without any initial commitment.
How does Callingly handle situations where no agent is available to answer the call?
If no agent is available to answer the call, Callingly can be set up with a custom retry schedule. It will keep trying to reach an agent based on the settings you define. For leads that come in outside of business hours, you can set it to ring in the morning.
Can I cancel my Callingly subscription at any time?
Yes, Callingly subscriptions are month-to-month with no annual contracts. You can cancel your subscription at any time, and it will remain active until the end of your currently paid month.
What kind of support does Callingly offer?
Callingly offers various levels of support depending on the plan you choose. The Business plan includes email-based support, while the Agency and Enterprise plans offer priority phone support and a custom Service Level Agreement.
Callingly - Conclusion and Recommendation
Final Assessment of Callingly
Callingly is a potent tool in the Sales Tools AI-driven product category, particularly focused on enhancing the speed and efficiency of lead response. Here’s a breakdown of its key features and who would benefit most from using it.Key Features
- Speed to Lead: Callingly stands out for its ability to connect sales teams with leads within seconds of the lead completing a form. This is achieved through automated calls and SMS messages, ensuring leads are engaged quickly.
- Lead Routing and Follow-Up: The platform allows for intelligent lead routing based on agents’ work schedules, sales territories, and areas of expertise. It also includes automated follow-up series to close more deals.
- Call Analytics and Recording: Callingly provides detailed call analytics, call recordings, and integration with CRM systems to track performance and improve sales strategies.
- Support and Integration: It offers 24/7 support, phone support, and integrates with other tools like Aircall to streamline phone communication.
Who Would Benefit Most
Callingly is particularly beneficial for businesses in the marketing and advertising industries, as well as any organization that relies heavily on quick lead response times to convert leads into customers. Here are some specific groups that would find Callingly valuable:- Sales Teams: Teams that need to respond quickly to leads will appreciate the automated call and SMS features that ensure no lead is left unattended.
- Small to Medium-Sized Businesses: These businesses often have limited resources and can benefit from the efficiency and automation provided by Callingly.
- Enterprises with Multiple Sales Agents: Large organizations can leverage Callingly’s lead routing and follow-up features to manage multiple agents and ensure leads are handled efficiently.
Business Priorities
Callingly helps businesses achieve two primary priorities:- Improve Efficiency: By automating lead follow-up and call routing, Callingly significantly reduces the time spent on manual tasks, allowing sales teams to focus on high-value activities.
- Acquire Customers: The rapid response time and personalized follow-up series help in converting more leads into customers, thereby increasing sales conversions.