Calling with a tailored script
The agent calls each prospect or applicant with a script built with your sales team, adapted to where the contact came from and the offer involved.
AI Prospecting & Qualification
Prospect, follow up and qualify your leads with a voice AI agent
Automated AI prospecting calls your leads, qualifies their interest against the criteria you set, and updates your CRM after every call. Callifly runs this outbound line for businesses that want more qualified meetings without growing their sales team.
This is a minority of Callifly's call volume (around 20%), but it's the mechanism that comes up most often with our highest-value customers: Laforêt, Cause à Effet.
100 free credits · No commitment · Live in 5 minutes
3,834
outbound callbacks for Laforêt in 6 months
+150%
processing capacity (Cause à Effet)
56%
of donations validated by Cali (Cause à Effet)
How it works
What the outbound agent does
One agent handles the call, the qualification, the booking and the record update, with no human queue in between.
BANT qualification
Budget, authority, need and timeline: the agent asks the questions that decide whether a prospect deserves a sales meeting, and logs the answers.
Booking the meeting
A qualified prospect is offered a slot directly in the relevant salesperson's calendar, with no back-and-forth emails to find a date.
Logging status in the CRM
After the call, the prospect's record is updated automatically: status, summary of the exchange, next action. Nothing for sales to re-enter.
The same mechanism serves two different purposes depending on the customer: at Laforêt, it calls back a real estate prospect the moment they click a listing; at Cause à Effet, it runs a pre-qualification interview the moment an application comes in. The underlying engine is identical, only the script changes.
Volume and consistency
Human and AI prospecting: where the line sits
A salesperson handles a bounded number of calls a day, and that number drops during a busy week, a day off, or staff turnover. A voice agent calls at whatever volume a campaign requires, every day, with no drop in consistency.
At Cause à Effet, 3,000 applicant calls a month were handled manually before Cali, with dozens of files left uncontacted for lack of time. With the voice agent, processing capacity rose by 150%, 80% of first-contact interviews are now conducted automatically, and the team gets back 20 hours a week to focus on the highest-potential applications.
At Laforêt, 3,834 outbound callback calls were generated in six months from clicks on Leboncoin and SeLoger rental listings: a volume a human team couldn't have absorbed at the same pace, with the same speed of callback measured in minutes.
Follow-up
Automatic follow-up for prospects and dormant customers
A prospect who didn't answer, or a customer who hasn't ordered in a while, doesn't fall off the radar: the agent calls back on the schedule you define, across one or several channels.
The follow-up cadence is set call by call: a first callback the same day, a second within 48 hours, then a switch to SMS or email if the phone isn't enough. The record stays active until an actual contact happens or the follow-up window you set expires.
Qualification
Qualification and scoring: how the agent sorts leads
Every call ends with a decision: qualified and passed on, to be followed up, or closed. The sorting criteria are the ones you set, not a generic score.
Cause à Effet — Donor validation
821 contacts handled via WhatsApp between March and July 2026, with a 56% validation rate on donations confirmed online.
Read the case study
Cause à Effet — Recruitment
Phone pre-qualification of applications as soon as they arrive, with the result synced directly into the Teamtailor ATS.
Read the case study
Integration
Integration with your CRM and prospect files
The agent reads your prospecting lists and writes directly into the tool your team already uses, with no manual export step.
Callifly connects to HubSpot, Salesforce and most CRMs and ATS platforms via API or native connector, as detailed on the integrations page. At Cause à Effet, every interview the agent conducts is synced directly into Teamtailor, with no re-entry on the recruitment team's side.
For a prospecting campaign, the agent imports the contact list to call, follows the order and pace you set, and logs the outcome of every call back into the same tool. The salesperson finds their pipeline up to date without having made a single qualification call themselves. The quality of this prospecting database directly determines the campaign's outcome.
FAQ
Frequently asked questions
Does the AI follow the legal rules around outbound calling?
Outbound campaigns are configured to match the obligations that apply to you: respecting do-not-call registries for consumer calling, permitted calling hours, and the distinction between prospects who opted in and cold outreach. This is set up with you before any campaign launches.
Can it follow a precise script?
Yes. The script is written with your sales team: arguments, common objections, qualification questions. The agent sticks to it while keeping the conversation natural, not a mechanical read-through.
How are calls scored?
Every call produces a transcript, a status (qualified, to follow up, not eligible) and a summary, visible from the dashboard and synced to your CRM. The scoring criteria are the ones you set, specific to your business.
Does it integrate with HubSpot or Salesforce?
Yes, via API or native connector. The full list of connected tools is on the integrations page. If your CRM isn't listed, contact us to check compatibility before you start.
Live in 5 minutes
More qualified meetings, no new hires
Your first AI prospecting campaign is already waiting
5 min.
to get started
$0
to try it
24/7
from day one
100 free credits
No commitment
Live in 5 minutes