Built For Financial Services

Respond instantly.
Close more deals.

Respond instantly.
Close more deals.

The AI sales agent that calls every lead 24/7, qualifies, follows up, and hands off to your team automatically.

The AI sales agent that calls every lead 24/7, qualifies, follows up, and hands off to your team automatically.

78% of clients choose the first firm that responds. Be first.

78% of clients choose the first firm that responds. Be first.

Callmate Dashboard
Callmate Dashboard

Stop chasing leads. Focus on closing.

The most human-like AI sales agent, built for financial services. Scale your team without extra headcount.

Speed to lead

Every lead contacted in 60 seconds

Stop paying for leads that going cold. The moment someone enquiries, your AI engages across channels.

Website intent product image

Speed to lead

Every lead contacted in 60 seconds

Stop paying for leads that going cold. The moment someone enquiries, your AI engages across channels.

Website intent product image

Qualification

Qualify and close next steps automatically

Automatically qualify prospects, handle objections, and book meetings with high-intent buyers.

Personalized outreach product image

Qualification

Qualify and close next steps automatically

Automatically qualify prospects, handle objections, and book meetings with high-intent buyers.

Personalized outreach product image

Sequences

Follow up relentlessly

If they don't answer, Callmate follows up across calls, SMS, and email. No lead or deal slips through the cracks.

Outbound automation product image

Sequences

Follow up relentlessly

If they don't answer, Callmate follows up across calls, SMS, and email. No lead or deal slips through the cracks.

Outbound automation product image

Campaigns

Run every outbound sales campaign

Automatically re-engage, upsell and retain customers across your CRM.

Active campaign product image

Campaigns

Run every outbound sales campaign

Automatically re-engage, upsell and retain customers across your CRM.

Active campaign product image

Speed to lead

Every lead contacted in 60 seconds

Stop paying for leads that going cold. The moment someone enquiries, your AI engages across channels.

Website intent product image

Qualification

Qualify and close next steps automatically

Automatically qualify prospects, handle objections, and book meetings with high-intent buyers.

Personalized outreach product image

Sequences

Follow up relentlessly

If they don't answer, Callmate follows up across calls, SMS, and email. No lead or deal slips through the cracks.

Outbound automation product image

Campaigns

Run every outbound sales campaign

Automatically re-engage, upsell and retain customers across your CRM.

Active campaign product image

Features

Your AI sales agent, always on.

24/7 Availability

No working hours, no weekends, every lead gets the same instant response.

24/7 Availability

No working hours, no weekends, every lead gets the same instant response.

Human-like Conversations

Human-sounding conversations that build trust and keep customers engaged.

Human-like Conversations

Human-sounding conversations that build trust and keep customers engaged.

Live Human Transfer

When needed, AI Agents transfer to humans with complete call context.

Live Human Transfer

When needed, AI Agents transfer to humans with complete call context.

Lead Scoring & Tagging

Every lead scored and tagged. Your team knows who to call first.

Lead Scoring & Tagging

Every lead scored and tagged. Your team knows who to call first.

Automatic CRM Updates

Every call, score, and outcome logged directly into your CRM automatically.

Automatic CRM Updates

Every call, score, and outcome logged directly into your CRM automatically.

Campaigns

Re-engage your existing contacts to recover revenue, upsell, and more.

Campaigns

Re-engage your existing contacts to recover revenue, upsell, and more.

Integrations

100+ powerful integrations

Plug in your CRM, phone system, and knowledge base in minutes.

  • Google Logo
  • Trello Logo
  • Asana Logo
  • Salesforce Logo
  • Monday.com Logo
  • Salesforce Logo
  • pipedrive
  • zoho
  • Hubspot Logo
  • Asana Logo
  • Atlassian Logo
  • Monday.com Logo
  • Google Logo
  • Trello Logo
  • Asana Logo
  • Salesforce Logo
  • Monday.com Logo
  • Salesforce Logo
  • pipedrive
  • zoho
  • Hubspot Logo
  • Asana Logo
  • Atlassian Logo
  • Monday.com Logo

Built-in security and compliance.

GDPR-compliant, ISO 27001 in progress. Your data is encrypted and never used for training.

Your data stays yours
Never used to train models.
End-to-end encryption
At rest and in transit.
Secure integrations
Isolated per-account access.
99.9% uptime SLA
Always available, always on.
GDPR Compliant
ISO 27001 in progress · Data encrypted · Never shared

FAQ's

Everything you need to know

We’ve answered your top questions to show how we can transform your sales pipeline.

What is Callmate?

How is Callmate different from a chatbot?

Who is Callmate for?

How does Callmate learn my business?

Does this integrate with my CRM?

Ready to transform your sales?

Join companies using Callmate to engage leads faster and close more deals with AI-powered conversations.

Ready to transform your sales?

Join companies using Callmate to engage leads faster and close more deals with AI-powered conversations.

Ready to transform your sales?

Join companies using Callmate to engage leads faster and close more deals with AI-powered conversations.