Caller WhaleA CRM built for deals
From first call to closed deal, with nothing in a spreadsheet.
In the app now
Every lead has its property, owner, notes, next step and history. Callers hand deals to closers, and ownership moves only when the closer accepts.
- An overview that opens with what needs you today
- Leads as a list, a board or a map; deals through eight stages
- Tasks, calendar and callbacks that follow the lead
- Roles for owners, managers, callers, closers, researchers and clients, each seeing only their part
- Follow-up rules, such as no answer, callback in two days
- Reports by source and by person, as CSV or PDF
The rest of the workspace
See what it costs
Build your plan feature by feature, then create your account.