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Outbound campaigns and evening confirmations

Run confirmation, recall and follow up campaigns from a list or CRM segment, paced to your team's capacity.

Callmate can now run outbound campaigns. Upload a list or pick a CRM segment, choose a goal such as confirming tomorrow's visits or booking overdue checkups, and Callmate works through the calls at the pace you set.

Key Highlights:

  • Campaign goals: Confirm, reschedule, recall, follow up on estimates or reactivate past customers.
  • Pacing: Limit calls per hour and stop when your calendar is full.
  • Consent checks: Calling hours, opt outs and do not call lists checked before every dial.
  • Results: Every outcome written back to the contact, with a campaign report.

Campaigns are available on Business and Enterprise plans.