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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Callingly is a cloud-driven platform that utilizes AI for making calls and responding to leads, specifically designed for B2C sales teams in sectors such as real estate, mortgage, insurance, automotive, and home services. The AI voice agent efficiently initiates calls to new leads, poses qualifying questions, handles incoming calls, and seamlessly transfers interested prospects to a representative while providing a conversation summary. Teams have the flexibility to establish follow-up call and text sequences, schedule callbacks, and route leads based on availability or predefined criteria, along with the ability to review recordings, transcripts, summaries, and activity within their connected CRM systems. Additionally, Callingly caters to inbound calls and texts, automates SMS messaging, generates call reports, and streamlines lead management workflows. It also offers native integrations with various CRMs, forms, and lead generation sources, as well as connections through Zapier and Make, REST API access, webhooks, and an MCP server for AI clients that are compatible. The service plan accommodates unlimited users and leads, featuring monthly usage credits alongside charges based on usage for calls and messaging. This comprehensive array of features ensures that sales teams can operate efficiently and effectively in their outreach efforts.

Description

Hank operates as a dedicated AI voice assistant available around the clock for restoration firms. He swiftly answers all incoming calls within just two rings, assesses the type of loss—be it water, fire, mold, or storm—and gathers essential First Notice of Loss information like the property address and insurance details. Additionally, Hank expertly filters out unwanted telemarketing and robocalls while seamlessly scheduling jobs directly into your CRM system. For urgent matters, he ensures that high-priority calls are promptly transferred to your on-call project managers and continuously dials down your on-call list until someone answers. Hank also identifies calls coming from Contractor Connection and other third-party administrators (TPAs), capturing critical claim information and directing it to the appropriate team member. Every call is not only transcribed and summarized but also sent via email in real-time, with transcripts that can easily be searched within your dashboard. The entire setup process can be completed in less than ten days, including the integration of CRM systems and adherence to TPA protocols. In the competitive restoration market, where 78% of customers choose the first professional they contact, Hank ensures you are always the first choice. His efficiency and speed make a significant difference in securing more jobs for your business.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Follow Up Boss Yes 
GoHighLevel Yes 
HubSpot CRM Yes 
Lofty Yes 
Make Yes 
Model Context Protocol (MCP) Yes 
Pipedrive Yes 
Salesforce Yes 
Zapier Yes 
Zoho CRM Yes 

Integrations

Follow Up Boss No 
GoHighLevel No 
HubSpot CRM No 
Lofty No 
Make No 
Model Context Protocol (MCP) No 
Pipedrive No 
Salesforce No 
Zapier No 
Zoho CRM No 

Pricing Details

$100/month
The Starter plan is $100 per month, with unlimited users and leads and included monthly usage credits. Calling, messaging, and phone-number charges may vary with usage and number selection. A 14-day free trial is offered without a credit card.
Free Trial Yes 
Free Version No 

Pricing Details

$449/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Callingly

Founded

2019

Country

United States

Website

callingly.com

Vendor Details

Company Name

Hank

Founded

2025

Country

United States

Website

www.dialhank.com

Product Features

Product Features

Alternatives

No Alternatives

Alternatives

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