What Guide Only Mode Is
Guide Only is the simplest way to use Call Caddie. Your reps make calls from whatever phone they already use: a mobile, a desk phone or a softphone. Call Caddie sits on their screen and tells them what to say, what to ask and what to do next, then records the outcome.
Nothing has to be connected. There is no CRM sync to configure and no dialler to integrate. Contacts, notes and outcomes are kept in Call Caddie's lightweight record store.
Who It Suits
- Small teams that do not have a CRM yet, or keep leads in a spreadsheet.
- Teams that want to prove a new script or campaign before connecting anything.
- Organisations where IT approval for integrations will take time, but calling cannot wait.
- Reps who call from their own phone and just want structure and a clean record.
What You Get
- Scripts with branches, questions with answer choices and approved objection answers.
- One-click outcomes and keyboard shortcuts for a fast calling rhythm.
- Calling windows that follow each contact's local time.
- Follow-up reminders and simple reporting.
- CSV import for leads and export for outcomes.
Setting It Up
- Sign up and choose Guide Only when asked about your systems.
- Add your logo and choose a theme and font, if you like.
- Answer a few quick questions about your sales process.
- Paste in your current script. Call Caddie turns it into a campaign.
- Import your leads from a CSV file, or add them as you go.
- Invite your reps and start calling.
Our design target: from sign-up to your first guided call in under ten minutes, with no IT involvement.
Moving On From Guide Only
Guide Only is not a dead end. When you are ready, connect a CRM, a dialler, a calendar or email. Your campaigns, scripts and call history stay exactly where they are, so nothing is rebuilt. You can connect one system at a time and keep calling throughout.
Integration is worth it when the admin starts to pile up: copying outcomes into a CRM, sending the same follow-up email by hand, or booking meetings in a separate window. Each connection removes a step from every call.
Next Steps
Get early access and choose Guide Only, or read how to connect any CRM when you are ready to integrate.