AI-Powered Communication CRM

Turn Every Call Into a Managed Lead, Automatically

Callably connects your phone system to AI-powered lead management. Every call is transcribed, scored, and turned into an actionable lead with appointments, follow-up sequences, and team tracking built in.

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Connect Your Phone System
RingCentral, OpenPhone, Twilio & more
↓
AI Processes Everything
Transcribes, scores leads, extracts contacts
↓
Manage Leads & Appointments
Score, schedule, and nurture automatically
↓
Grow With Analytics & AI
Reports, alerts, drip sequences & Cally assistant
Works with all these platforms
RingCentral
Podio
Salesforce
HubSpot
Zoho CRM
Monday.com
Pipedrive
Zapier
Make
Freshsales
Copper CRM
Close
Keap
n8n
Custom Webhooks
OpenAI Whisper
RingCentral
Podio
Salesforce
HubSpot
Zoho CRM
Monday.com
Pipedrive
Zapier
Make
Freshsales
Copper CRM
Close
Keap
n8n
Custom Webhooks
OpenAI Whisper
Features

A Complete AI-Powered Communication CRM

Every feature below is built and ready to use. Not a roadmap — this is what's live in your Callably dashboard today.

AI Lead Management

AI-Powered Lead Scoring & Management

Every call and text automatically creates or updates a lead. AI scores interest level, extracts contact details, prevents duplicates, and builds a complete timeline of every interaction — calls, texts, appointments, and notes in one place.

  • Automatic lead creation from calls & texts
  • AI scoring: Hot, Warm, Cold, New with history
  • Unified timeline per lead across all channels
  • Sticky team assignment & bulk operations
Leads table with names, phone numbers, companies, AI scores (Hot, Warm, Cold, New), and activity counts
Multi-Channel

Multi-Channel Communication Hub

Calls, SMS, email, physical mail, and ringless voicemail — all from one platform. Reply to texts with AI-drafted messages, send letters and postcards, or drop voicemails without ringing the phone.

  • SMS reply with AI-drafted responses
  • Physical mail: letters & postcards via Lob/Stannp
  • Ringless voicemail drops via Sly Broadcast
  • Email templates with merge fields
Multiple phone provider integrations including RingCentral, Twilio, Plivo, and more for multi-channel communication
Team Analytics

Team Performance & Analytics Dashboard

Track every team member's activity with real-time KPIs. See call volumes, text counts, AI usage, lead creation rates, and delivery success. A team leaderboard highlights top performers automatically.

  • Real-time KPI tiles with drill-down
  • Team leaderboard & individual stats
  • Weekly summary emails with trends
  • Monthly reports with MoM comparison
Callably real-time KPI dashboard showing events, AI summaries, leads, webhook success rate, and team activity
AI Engine

AI Transcription & Business Intelligence

Every call recording is automatically transcribed by AI. It analyzes conversations to extract contact details, write summaries, identify action items, rate lead interest, and detect appointment scheduling intent.

  • Automatic call recording transcription
  • Contact extraction: name, email, company
  • Custom AI instructions per industry
  • AI pending actions & suggested follow-ups
AI transcription showing call summary with extracted contact details, company name, email, and suggested follow-up actions
Appointments

Appointment Scheduling & Reminders

AI detects scheduling intent from call transcripts and automatically creates, reschedules, or cancels appointments. Email reminders go out before each meeting, and no-shows trigger real-time alerts.

  • AI creates appointments from call context
  • Automatic email reminders before meetings
  • Timezone-aware scheduling per user
  • No-show detection with instant alerts
Appointments view showing AI-scheduled meetings with upcoming, completed, and no-show statuses, automatic reminders, and timezone-aware scheduling
Drip Sequences

Automated Follow-Up Sequences

Build multi-step drip campaigns that nurture leads automatically. Define SMS, email, and task steps with custom delays. Auto-enroll leads based on their score so no opportunity falls through the cracks.

  • Multi-step sequences with custom timing
  • Auto-enrollment based on lead score
  • SMS, email, and task step types
  • Completion alerts when sequences finish
Drip sequence builder showing multi-step automated follow-up campaigns with SMS, email, and task steps, auto-enrollment rules, and progress tracking
Cally AI Assistant

Cally: Your Built-In AI Assistant

Ask questions about your leads, stats, and activity using natural language. Cally can look up contacts, update leads, schedule appointments, create sequences, send emails, and export data — all through conversation.

  • Natural language queries across your data
  • Direct actions: update leads, send emails
  • Page-aware contextual suggestions
  • Confirmation flow for write operations
Cally AI assistant chat interface showing natural language queries for hot leads and appointment scheduling with confirmation flow
Platform

Built for Scale, Ready for Your Team

1,100+
Integration Combinations
Phone system + CRM pairings ready to connect
7
Phone Providers
RingCentral, OpenPhone, Twilio, and more
6
Communication Channels
Calls, SMS, email, mail, voicemail drops, chat
24/7
AI Processing
Transcription, scoring, and alerts around the clock
How It Works

From Phone Call to Managed Lead in Minutes

Connect your phone system, let AI handle the rest, and manage everything from one intelligent CRM.

1

Connect Your Phone System

Link RingCentral, OpenPhone, Twilio, or any supported provider. A guided checklist walks you through setup in under 5 minutes.

2

AI Processes Everything

Every call is transcribed, summarized, and analyzed. AI extracts contacts, scores leads, detects appointment intent, and suggests follow-up actions.

3

Manage Leads & Appointments

Leads are automatically created and scored. Schedule appointments, enroll in drip sequences, and track the full interaction timeline.

4

Grow With Insights

Get daily briefings, monthly reports, real-time alerts, and team analytics. Ask Cally anything about your business data in natural language.

Why Callably

More Than an Integration — A Complete CRM

Other tools just forward call data. Callably is a full AI-powered CRM that manages your leads, appointments, follow-ups, and team from one platform.

AI That Manages, Not Just Transcribes

Callably's AI doesn't stop at transcription. It scores leads, extracts contacts, detects appointment intent, suggests follow-ups, and sends you real-time alerts when hot leads come in.

Appointments That Schedule Themselves

AI detects when a caller wants to schedule a meeting and creates the appointment automatically. Reminders go out by email, and no-shows trigger instant alerts so nothing falls through.

Automated Follow-Up Sequences

Build multi-step drip campaigns that nurture leads automatically. SMS, email, and task steps fire on schedule. Leads auto-enroll based on score so no opportunity gets forgotten.

Multi-Channel Outreach in One Place

Reply to SMS with AI drafts, send emails from templates, mail physical letters and postcards, or drop ringless voicemails — all from a single lead view, no app switching.

Daily Briefings & Monthly Reports

Start every day with a summary of yesterday's activity and today's appointments. Get monthly business reports with KPI comparisons, team rankings, and actionable trends.

AI Tailored to Your Industry

Custom AI instructions let real estate agents extract property addresses, insurance teams capture policy details, and law firms identify case types. Your data, your way.

Reliable Data Delivery, Always

Callably waits for recordings and transcripts before forwarding to your CRM. Automatic retries, deduplication, and circuit breakers ensure nothing is lost or duplicated.

Cally: Your AI-Powered Account Manager

Ask Cally about your leads, stats, and business data in plain English. She can update leads, schedule appointments, create sequences, send emails, and export data — all through chat.

Integrations

Phone In, CRM Out

Connect your phone system and send data to any CRM that accepts incoming data.

Phone Systems

RingCentral LIVE
OpenPhone LIVE
Twilio BETA
Plivo BETA
CallRail BETA
smrtPhone BETA
ClickSend BETA

CRM & Webhook Destinations

Podio
Salesforce
HubSpot
Zoho CRM
Monday.com
Pipedrive
Freshsales
Copper CRM
Zapier
Make (Integromat)
n8n
Any Webhook URL

If your platform can receive incoming data, Callably can send to it.

Pricing

Plans That Scale With Your Team

Every plan includes calls & SMS sync, webhook delivery, lead management, and a real-time dashboard. AI and team features scale with your needs.

Monthly
Yearly Save up to 25%
Solo
$39/mo
Everything you need to close deals solo.
  • 100 AI summaries / month
  • 1 webhook destination
  • AI lead scoring
  • Real-time KPI dashboard
  • SMS reply with AI drafting
  • Lead activity timeline
Start Free Trial
Most Popular
Team
$129/mo
More power for growing teams.
  • Everything in Solo, plus:
  • 500 AI summaries / month
  • Up to 5 webhook destinations
  • Team dashboard & top performer
  • Custom AI instructions
  • Bulk lead assignment
Start Free Trial
Unlimited
$249/mo
No limits. Full power for your entire operation.
  • Everything in Team, plus:
  • Unlimited AI summaries
  • Unlimited webhook destinations
Start Free Trial
FAQ

Common Questions

What is Callably?
Callably is an AI-powered communication CRM. It connects your phone system and turns every call and text into a managed lead — automatically transcribing recordings, scoring leads, scheduling appointments, running follow-up sequences, and tracking team performance. It's a complete platform, not just an integration tool.
Which phone systems work with Callably?
RingCentral and OpenPhone are fully live and tested in production. Twilio, Plivo, CallRail, smrtPhone, and ClickSend are built and available in beta. Each provider connects through your account credentials and all your calls, texts, and recordings flow through the same AI pipeline.
How does AI lead management work?
When a call or text comes in, Callably's AI automatically creates or updates a lead. It transcribes recordings, extracts contact details, scores the lead (Hot, Warm, Cold, New), detects if they want to schedule a meeting, and suggests follow-up actions. Everything is tracked in a unified timeline per lead.
Can Callably schedule appointments automatically?
Yes. Callably's AI detects scheduling intent from call transcripts and automatically creates, reschedules, or cancels appointments. Email reminders go out before each meeting. No-show detection triggers real-time alerts so your team can follow up immediately.
What are drip sequences?
Drip sequences are automated multi-step follow-up campaigns. You define a series of actions — SMS messages, emails, or tasks — with custom delays between them. Leads can be auto-enrolled based on their score, ensuring every lead gets consistent follow-up without manual effort.
What is Cally, the AI assistant?
Cally is Callably's built-in AI assistant. You can ask Cally about your leads, stats, and business activity using natural language. Cally can look up contacts, update lead info, schedule appointments, create sequences, send emails, and export data — all through a conversational chat interface right in your dashboard.
Do I need technical skills to set it up?
No. A guided setup checklist walks you through connecting your phone provider, setting up your CRM webhook, and enabling AI features. No coding required. Most users are up and running in under 5 minutes.
Does Callably send reports and alerts?
Yes. Callably sends daily morning briefings with yesterday's stats and today's appointments, monthly business reports with KPI comparisons and team rankings, and real-time email alerts for hot leads, score changes, no-shows, and completed drip sequences. All notification preferences are customizable.
What industries does Callably work best for?
Callably works for any business that handles phone calls. It's particularly popular with real estate agencies, insurance brokers, law firms, HVAC companies, medical offices, auto dealerships, marketing agencies, and sales teams. Custom AI instructions let you tailor data extraction to your specific industry.
How is Callably different from Zapier or other automation tools?
Callably is a complete AI-powered CRM, not a generic automation tool. It includes AI transcription, lead scoring, appointment scheduling, drip sequences, team analytics, an AI assistant, multi-channel outreach, and email reports — features you'd need dozens of Zapier steps and multiple separate tools to replicate.
Is there a free trial?
Yes, every plan includes a free trial. No credit card required to start. You can test the full platform with your phone provider and CRM before committing. Cancel anytime during the trial with no charge.

Stop Managing Spreadsheets. Start Closing Deals.

AI-powered lead management, appointment scheduling, automated follow-ups, and team analytics — all from your phone calls. Set up in minutes.

Start Your Free Trial See All Features