For Managers
Run the Process. Skip the Code.
Decide what every rep sees and what every outcome does. Change it safely, measure the result and coach with confidence.
Configure
Your Sales Logic, Without a Developer
Scripts and Playbooks
Write or paste scripts, add branches and merge fields, and reuse playbooks across campaigns.
Questions and Scoring
Define the questions that matter and the rules that decide who is qualified.
Outcomes That Act
One outcome can update the CRM, send an email, book a meeting and schedule a follow-up.
Calling Windows
Set attempt rules and local calling hours once, and Call Caddie applies them to every lead.
Teams and Permissions
Assign campaigns to teams and control who can change what.
Approvals
Require sign-off for sensitive changes or customer-impacting automation.
Change Safely
Draft, Test, Publish
Every change starts as a draft. Nothing reaches your reps until you publish it.
Draft
Edit scripts, questions and outcomes without affecting live calls.
Test
Run sample calls and confirm every outcome does what you expect.
Publish
Release to the team in one click. Each call records the version it used.
Roll Back
Return to any earlier version instantly if the numbers say so.
Measure and Coach
Analytics That Point to the Next Coaching Session
See what is working across reps, teams and campaigns, and where a conversation tends to stall.
- Dials, connects, conversations and meetings by rep and team
- Most common objections and the answers that work
- Script experiments with clear results
- Quality scorecards and coaching notes
- Scheduled reports to your leadership team
- A full history of who changed what, and when
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.