Intelligent Lead Routing
Route leads to the right agent based on rules and logic, not a round robin.
Routing inbound leads to the right sales agent fast is key. Ideal for teams of up to 100 sales agents, Callingly delivers intelligent lead routing without the complexity and cost of enterprise call center software or call management systems.
When a lead completes your form, Callingly instantly dials a sales agent based on custom rules and simple logic. The agent hears any info provided by the lead and then presses 1 to call the lead back.
Plus, while Callingly works to connect your agent and lead by voice, the lead will receive automated SMS messages introducing the agent and letting them know to expect a call.
Route leads to agents or teams based on their work schedule, sales territories, areas of expertise, secondary language skills, and more.
Within 30 seconds of completing your form, your lead will receive a callback from sales – or a text from Callingly saying they’ll be in touch soon.
If sales doesn’t pick up, Callingly texts the lead and then tries again later. If the lead comes in after hours, Callingly will dial sales the next day.
After the call, the call recording and speed to lead and contact rate data syncs with your CRM. You can even add info via your telephone keypad.
Your inbound lead completes your form.
Callingly texts the lead to introduce their agent and let them know to expect a call.
Callingly rings an agent based on your lead routing logic. The agent hears the lead info and presses 1 to dial them.
The call recording and data syncs to your CRM.
The lead is added to a voice and SMS followup series that closes more deals.
“Callingly has exponentially increased our conversion rate from lead to closing.”
No credit card required.
