Features
Everything a Calling Team Needs, Nothing It Does Not
Simple for the people on the phones. Deeply configurable for the people who run the process.
Rep Workspace
Built for Speed on Every Call
Focus and Workspace Modes
Focus mode shows one call at a time. Workspace mode adds the timeline and record detail when a rep needs more context.
One-Click Quick Outcomes
Common outcomes sit one click or one key away, and each one runs the actions your manager has set.
Keyboard-First
Shortcuts for outcomes, notes, booking and moving on. Reps can work a full session without the mouse.
Auto-Next and Wrap-Up
A short wrap-up, then the next lead loads automatically. Pause at any time with one key.
Local-Time Protection
Calling windows and attempt rules follow each contact's local time zone, so reps never call at the wrong hour.
Drafts That Survive
Notes and answers are saved securely as the rep works, so a refresh or a dropped connection never loses a call.
Scripts and Questions
Teach Call Caddie Your Process
Script Engine
Step-by-step scripts with branches, merge fields and talking points that adapt to the answers given.
Question Engine
Structured questions with answer choices, so every rep captures the same information in the same way.
Objection Manager
Approved answers to common objections, one click away while the prospect is still talking.
Qualification Scoring
Rules that score each conversation and suggest the right outcome, based on your own criteria.
Build From Your Documents
Upload an existing script or playbook and Call Caddie drafts a campaign for you to review.
Knowledge Libraries
FAQs, product notes and competitor facts in one place, so reps can answer with confidence.
Outcomes and Follow-Up
Every Outcome Does the Right Next Thing
Action Builder
Decide what each outcome does: update the CRM, send an email, book a meeting, schedule a follow-up or notify a manager.
Highlights for Every Call and Meeting
What was discussed, what was agreed, who does what by when, dates mentioned and questions asked, from the call transcript or your note taker.
"Hi ClearTone, Rebook This Meeting"
Say it on the call and the new day and time are ready to confirm with one tap. Only your side of the call can ask, and nothing changes until you confirm.
Meetings During the Call
Check availability, book the meeting and send the invite while the prospect is still on the line.
Email From Your Own Mailbox
Templates that send from the rep's own Microsoft 365, Google or SMTP mailbox, so replies come back to them.
Follow-Up Sequences
Multi-step follow-ups that stop automatically when the prospect replies or books.
Handoffs to Closers
A clean handoff package with notes, answers and context for whoever runs the meeting.
Suppression and Preferences
Do-not-call lists and contact preferences are respected across every campaign and channel.
Analytics and Coaching
See What Works, Then Do More of It
Funnel Analytics
Dials, connects, conversations, meetings and outcomes by rep, team and campaign.
Objection Insights
Which objections come up most, and which answers move the conversation forward.
Script Experiments (Coming Soon)
Test two versions of an opening or a question and let the results decide.
Quality Scorecards
Review calls against your own scorecard, with suggested scores from what was said, and turn findings into coaching notes each rep can read.
Scheduled Reports
The numbers your leadership team needs, delivered to their inbox on the schedule they choose.
Audit Trail
Material changes and sensitive actions are recorded, so you always know who changed what and when.
Live Call Intelligence
Listens, Coaches and Writes It Up, at No Extra Cost
Speech recognition runs on each rep’s own computer, so transcripts are unlimited, cost nothing per minute and no call audio is sent to Call Caddie or anyone else.
Free Live Transcripts
Both sides of the call as people speak. The prospect is asked first and can say no.
Objection Spotting
The approved answer appears the moment the prospect raises an objection.
Compliance Alerts
Do-not-call requests, complaints, vulnerable callers, wrong person and risky promises, flagged as they happen.
Talk Balance Coaching
Who is doing the talking, questions asked and long speeches, with a gentle nudge to let them speak.
Highlights and Draft Notes
Discussed, agreed, actions with owners and due dates, dates mentioned and open questions.
“Hi ClearTone, Rebook This”
Say the new day and time on the call; it is ready to confirm with a tap.
Call Reviews
Scorecards with suggested scores and the reasons, coaching notes and each rep’s average.
Follow Live Calls
Managers with transcript access can follow calls as text while they happen.
AI, Note Takers and Calendars
Your AI, Your Tools, Your Rules
Let Claude, ChatGPT or any AI app with connectors set up Call Caddie for you, bring in notes from the note taker your team already uses, and see every meeting in any calendar.
- Add Call Caddie as a connector in Claude, ChatGPT or other AI apps, or paste our setup instructions into any chat
- Ask your AI how calling is going and get the numbers back
- Meeting notes from Fathom, Fireflies, tl;dv, Otter and other note takers, filed on the right person and meeting
- Book straight into Microsoft 365, Google and CalDAV calendars, including Apple iCloud (beta)
- Every meeting in any calendar app on any device through a private calendar feed
- Consent prompts, retention rules and who may read transcripts, all under your control
- Turn transcription off entirely if your policy requires it
- Suggestions only: nothing changes your approved sales process without a person
See Call Caddie on Your Own Calls
Book a short demo and we will show it working with your own script, then give your team early access.