How It Works
From Sign-Up to Your First Guided Call
Guided setup asks a few plain questions and builds your first campaign with you. Connect your systems now, later or not at all.
Four Steps
Set Up Once, Improve Every Week
Connect, or Skip
Pick your CRM, dialler, calendar and email, or choose Guide Only and connect later. Call Caddie creates an IT Setup Kit for anything that needs an administrator.
Teach Your Process
Paste a script or upload a playbook. Build My Call Caddie turns it into a campaign with questions, objections and outcomes.
Test and Publish
Try the campaign in draft with sample calls. Check every outcome does what you expect, then publish to your team.
Call With Guidance
Reps open their campaign and start calling. Managers watch the results and improve the script as they learn.
Built to Grow With You
Start Simple, Add Integration Later
A small team can start in Guide Only mode with no IT involvement. When you connect a CRM or dialler later, your campaigns, scripts and history stay exactly where they are.
Integration is recommended because it removes admin and unlocks automation. It is never required to get value from Call Caddie.
Permanent Guidance Mode
Helpful prompts stay available for new admins, and experienced admins can turn them off.
Setup Progress and Readiness
A clear checklist shows what is done, what is blocked and what is optional.
Trial Work Carries Over
Everything you set up during your trial stays in place when you subscribe. Nothing is rebuilt.
Setup Options
Do It Yourself, or Let Us Help
Your own IT team can set everything up, and during the trial that is how setup works. When you join, you can add Assisted Setup for £100.
Your Own IT Team
The setup wizard, tutorials and the IT Setup Kit give your IT team exactly the steps they need. Included, and how setup works during the 3-day trial.
Assisted Setup
A dedicated SGO specialist sets up your organisation, first campaign and integrations with you on a video call, then hands over to your administrators. £100 one-off, added when you join or later from Billing.
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.