Callingly Overview
Callingly is a comprehensive lead response management and call management software designed to streamline and accelerate the process of connecting sales teams with new leads. Here’s a detailed look at what Callingly does and its key features:
Core Functionality
Callingly integrates seamlessly with your CRM, landing pages, or web forms to capture new lead information as soon as it is generated. The platform automates the process of calling and texting leads, ensuring that every new lead receives a prompt response, often within seconds.
Key Features
1. Automated Lead Response
- Callingly automatically rings your sales team based on predefined scheduling and rules, ensuring that leads are contacted swiftly. If no one picks up initially, the system retries according to a custom retry schedule.
2. Whispertext and Agent Preparation
- When an agent answers, they hear a custom Whispertext that includes vital lead information, preparing them for the call. The agent simply needs to press 1 to connect with the lead.
3. Multichannel Follow-Up
- In addition to immediate calls, Callingly initiates automated SMS messages to introduce the agent and inform the lead of the impending call. Leads are also added to a voice and SMS follow-up series to ensure consistent communication and higher chances of closing deals.
4. Call Recording and Analytics
- Every call is recorded, and these recordings are automatically synced to your CRM. This feature helps in tracking results, improving performance, and maintaining all lead information in one place.
5. Notes and Tags
- Agents can leave notes and tags on every call and lead, which are also synced with the CRM. This helps in keeping track of results and following up on key points.
6. Follow-Up Calls
- Callingly allows you to schedule follow-up calls on a custom schedule, ensuring that your team stays in touch with leads and increases the likelihood of closing deals.
7. Integration and Compatibility
- The platform integrates with over 1,000 sales and marketing tools, including various CRMs, making it versatile and adaptable to different business environments.
8. Customization and Whitelabeling
- For agencies, Callingly offers whitelabeling options, allowing you to provide a custom, branded experience for your clients on your own domain.
Benefits
- Speed and Efficiency: Callingly ensures that every lead gets a call and text back within seconds, significantly improving response times and enhancing the chances of successful sales outcomes.
- Improved Performance Tracking: With detailed analytics and call recordings, teams can monitor their performance, identify areas for improvement, and optimize their sales strategies.
- Enhanced Customer Satisfaction: By ensuring prompt and personalized communication, Callingly helps in delighting prospects and improving overall customer satisfaction.
Overall, Callingly is a powerful tool for sales teams looking to streamline their lead response process, improve efficiency, and close more deals through rapid and personalized communication.