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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

smrtPhone serves as an Agentic Conversation Platform tailored for sales teams utilizing a CRM system. By integrating both your team and trained AI agents, all communications—calls, texts, and follow-ups—are automatically documented in the corresponding CRM record, eliminating the need for manual data entry. The platform features smrtDialer, a powerful integrated dialer that can simultaneously call between one to four lines, ensuring the representative speaks with the first respondent. Additionally, smrtAgents, the AI-driven assistants, manage inbound calls, assess leads, and follow up within a specified timeframe before transferring the conversation to a human representative equipped with complete context. Moreover, it offers SMS/MMS automation, video calling, call recording, AI-generated call summaries, sentiment analysis, interactive voice response (IVR), customizable call workflows, local presence features, number porting, voicemail transcription, and a comprehensive mobile application. The platform seamlessly connects with a variety of CRM systems such as Podio, Salesforce (including Left Main REI), InvestorFuse, Tape, GoHighLevel, Invelo, Realeflow, Carrot, and DataSift, enhancing its versatility. Designed with compliance in mind, it adheres to TCPA, CCPA, CPNI, and STIR/SHAKEN regulations, ensuring that users can operate within legal guidelines. Since its launch in 2017, smrtPhone has continually evolved to meet the needs of dynamic sales teams.

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

$24/month/user
Free Trial Yes 
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 Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

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 No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Callingly

Founded

2019

Country

United States

Website

callingly.com

Vendor Details

Company Name

smrtPhone

Founded

2007

Country

United States

Website

www.smrtphone.io

Product Features

Product Features

Business Phone Systems

Call Logging No 
Call Monitoring No 
Call Recording No 
Call Routing No 
Employee Directory No 
IVR / Voice Recognition No 
Mobile Access No 
Virtual Call Center No 
Web Conferencing No 

Alternatives

No Alternatives

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