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Direct mail & outbound

CallAction

Call Action is a lead capture and follow-up automation layer that sits between a sales team's lead sources and its CRM. It ingests inbound calls, texts, web forms, portal leads, open house inquiries, offline sign calls and old CRM contacts into a single intake stream, then runs automated multi-channel outreach over months or years.

When a prospect replies, the automated sequence stops and the live conversation is routed to a person. Text conversations, call recordings, notes and AI summaries are pushed back into the CRM, which remains the system of record. The platform pairs SMS with voice, includes compliance-oriented features and a do-not-call verification tool, and publishes integrations for CRMs including Follow Up Boss.

The company has operated since 2015, starting with SMS and voice workflows, then adding call recording and AI transcription with CRM-first integrations, team-based routing for high-volume inbound, compliance-first architecture and AI assistants. Plans are priced by lead volume rather than usage, with unlimited calls and texts: $299/m covers 200 new leads a month with 1 user and 2 numbers, $599/m covers 500 new leads with 10 users and 12 numbers, and $999/m covers 1250 new leads with 30 users and 32 numbers. Additional leads are a flat $1.50 each.

Every new account starts with a 90-day launch plan, after which billing moves to month-to-month and can be cancelled at any time, with phone numbers portable on exit. There is no free trial; the company offers a 30-day money-back guarantee instead. Confirm that your CRM is on the integration list before committing.

Best for

Agents, teams and ISAs with more leads than follow-up capacity who want automated call and text nurture that hands off to a human on reply and writes back to an existing CRM; not for teams wanting AI to pose as a person.

What they do

  • Inbound call and text lead capture
  • Automated multi-channel follow-up sequences
  • Call recording and AI transcription
  • CRM sync and conversation logging
  • Old lead re-engagement campaigns
  • Open house and sign call capture
  • Do-not-call verification
  • Team routing for high-volume inbound

Details

AttributeValue
Founded2015
How they charge$299/m for 200 new leads a month, $599/m for 500 and $999/m for 1250, all with unlimited calls and texts; additional leads are a flat $1.50 each.

What stands out

  • Has operated since 2015, starting with SMS and voice workflows for sales and marketing.
  • Plans are priced by lead volume with unlimited calls and texts: $299/m, $599/m and $999/m.
  • Additional leads beyond a plan's volume are a flat $1.50 per lead.
  • Every new account starts with a 90-day launch plan, then moves to month-to-month billing.
  • A 30-day money-back guarantee is offered in place of a free trial.

Common questions

What does unlimited calls and texts actually mean?
Call Action says there are no per-message, per-segment or per-minute usage charges. Plans are sized by lead volume capacity rather than message limits, so follow-up, nurture campaigns and re-engagement of old contacts do not add usage fees.
Is there a free trial?
No. Call Action offers a 30-day money-back guarantee instead, which it says is better than a trial because it gives full access to all features and the 90-day launch plan. If the platform is not delivering the expected value in the first billing cycle, the company says it will make it right or issue a full refund.
Am I locked into a long contract?
No. Accounts begin with a 90-day launch period and then move to month-to-month billing that can be cancelled at any time. On cancellation, the company says you can port your phone numbers out and retain control of your data and numbers.