Callmate | AI Lead Conversion Platform

Built For Financial Services

Convert more leads and grow revenue with AI sales agents.

Automate conversations across phone calls, SMS, and CRM to convert more leads, retain customers, and grow revenue at scale.

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

Built for every stage of revenue

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

Speed to lead

Engage every lead instantly

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

Speed to lead

Engage every lead instantly

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

Qualification

Qualify and close high intent customers

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

Qualification

Qualify and close high intent customers

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

Sequences

Follow up automatically

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

Sequences

Follow up automatically

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

Campaigns

Run sales campaigns on autopilot

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

Campaigns

Run sales campaigns on autopilot

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

Speed to lead

Engage every lead instantly

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

Qualification

Qualify and close high intent customers

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

Sequences

Follow up automatically

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

Campaigns

Run sales campaigns on autopilot

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

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.

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.

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?

Convert more leads and grow revenue with AI sales agents.

Convert more leads and grow revenue with AI sales agents.

Built for every stage of revenue

Engage every lead instantly

Engage every lead instantly

Qualify and close high intent customers

Qualify and close high intent customers

Follow up automatically

Follow up automatically

Run sales campaigns on autopilot

Run sales campaigns on autopilot

Engage every lead instantly

Qualify and close high intent customers

Follow up automatically

Run sales campaigns on autopilot

Your AI sales agent, always on.

24/7 Availability

24/7 Availability

Human-like Conversations

Human-like Conversations

Live Human Transfer

Live Human Transfer

Lead Scoring & Tagging

Lead Scoring & Tagging

Automatic CRM Updates

Automatic CRM Updates

Campaigns

Campaigns

100+ powerful integrations

Built-in security and compliance.

Everything you need to know

Ready to transform your sales?

Ready to transform your sales?

Ready to transform your sales?