CallProof
AI-assisted mobile CRM for outside sales teams
About CallProof
CallProof is a mobile-first CRM built for field and outside sales teams. Reps log calls, visits, and appointments from their phones, plan optimized routes around nearby prospects, and scan business cards, while managers get automated daily activity reports, rep rankings, and AI call summaries and transcriptions.
Pros & Cons
Pros
- Mobile app built around field sales: visit logging, check-ins, and route planning work from the phone
- Route optimization with Google Maps, Places, and Street View helps reps plan days around nearby prospects
- Reviewers consistently praise responsive customer service
- Fields, forms, and mobile menus can be customized without developer help
- API and Zapier access are included even on the cheapest plan
- Automated daily reports give managers visibility into rep activity without chasing updates
Cons
- Reviewers report unreliable email syncing at times
- Some users find the system slow and reporting hard to configure
- The app can struggle in areas with poor mobile reception
- Lite plan requires annual billing and excludes technical support and setup
- Not sold to single users; business and enterprise accounts only
Key Features
Route planning and mapping
Builds sales routes around nearby leads with Google Maps and Google Places, including Street View previews of businesses before a visit.
Automatic call and email logging
Logs outgoing calls, emails, and face-to-face visits automatically so follow-ups are tracked without manual entry.
Prospect database
Lets reps find and add new prospects from a database of about 26 million business leads.
Custom event forms
Unlimited customization of data entry forms and mobile menus, with automated workflows and built-in follow-up tasks.
Automated manager reporting
Sends daily automated rep and manager reports, with goal tracking, salesperson rankings, and real-time activity data.
AI call summaries and transcription
Generates call summaries, automatic transcriptions, and performance recommendations from sales calls.
Business card scanning
Scans business cards and fills in name, title, phone, email, and website fields automatically (Plus and Voice plans).
CallProof Voice
An app-controlled business phone line with inbound and outbound call recording and SMS messaging and broadcasting (Voice plan).
Mileage and expense tracking
Tracks mileage and expenses for reps on the road.
Integrations and API
Syncs with Google Workspace, Gmail, Google Calendar, and Office 365/Outlook, with API access and a Zapier integration on every plan.
Pricing
- Billed annually; no month-to-month option
- Premium routing and mobile call tracking
- Appointment check-in
- Access to 26M business leads
- Daily automated rep and manager reports
- Custom forms, sales funnel, and forecasting
- Mileage and expense tracking
- API and Zapier access
- No technical support or setup included
- Everything in Lite
- Billed annually ($50/user/month month-to-month)
- Business card scanning
- Real-time rep stats
- Streaks and sales goals
- Training video library
- Asynchronous video messaging
- Setup fees may apply
- Everything in Plus
- Billed annually ($112.50/user/month month-to-month)
- CallProof Voice business line in the app
- Record inbound and outbound calls
- SMS messaging and broadcasting
- Setup and usage fees may apply
Best For
Outside sales route planning
Field reps plan daily routes around their highest-potential leads and nearby prospects, then log visits on the spot.
Sales manager oversight
Managers see where reps have been, what calls and visits they logged, and receive automated daily reports and rankings.
Door-to-door B2B prospecting
Reps pull new businesses from the built-in lead database, scan business cards, and schedule follow-ups from the field.
Call tracking for mixed inside and outside teams
Teams using the Voice plan run a business line through the app with recorded calls, SMS, and AI call summaries.
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