NewFree live transcripts, highlights and compliance alerts on every call

The Sales Call Guide That Listens, Coaches and Books the Meeting

Call Caddie shows every rep what to say, answers objections the moment they are raised, keeps each call compliant, books the meeting while the prospect is still on the line, and writes up the highlights when it ends.

Works with no CRM or diallerNothing to installCall audio never leaves the rep’s computer

Illustrative screen with sample data. Names and companies are fictional.
  • 81Systems it works with
  • UnlimitedFree live call transcripts
  • 1 screenFor the whole call
  • 0 installsRuns in the browser

Works with the CRMs, diallers, calendars and note takers your team already uses

  • Zoho CRM
  • HubSpot
  • Salesforce
  • Pipedrive
  • Microsoft Dynamics 365
  • Close
  • Freshsales
  • monday CRM
  • Copper
  • Keap
  • ActiveCampaign
  • Zendesk Sell
  • Insightly
  • Nutshell
  • SugarCRM
  • Bitrix24
  • Odoo
  • Attio
  • Capsule
  • GoHighLevel
  • Google Sheets
  • Airtable
  • Excel Online
  • Any CRM with an API
  • CSV import and export
  • Zadarma
  • Aircall
  • RingCentral
  • Dialpad
  • JustCall
  • Kixie
  • Twilio
  • Vonage
  • 8x8
  • Five9
  • Genesys Cloud
  • Talkdesk
  • Microsoft Teams Phone
  • Zoom Phone
  • 3CX
  • Nextiva
  • CloudTalk
  • Ringover
  • Any phone via tel: link
  • Any phone system via webhook
  • Your own phone
  • Microsoft 365 and Outlook Calendar
  • Google Calendar
  • Calendly
  • Microsoft Bookings
  • HubSpot Meetings
  • Chili Piper
  • SavvyCal
  • Cal.com
  • Zoho Calendar
  • Acuity Scheduling
  • iCal and CalDAV
  • Apple Calendar
  • Microsoft 365
  • Google Workspace
  • SMTP
  • Microsoft Teams
  • Google Meet
  • Zoom
  • Webex
  • Fathom
  • Fireflies.ai
  • tl;dv
  • Otter.ai
  • Krisp
  • Read.ai
  • Granola
  • Zoom AI Companion
  • Microsoft Teams recap
  • Claude
  • ChatGPT
  • Other AI apps

Browse all 81 integrations

Built In, Not Bolted On

Every Call Listened To, Coached and Written Up

The tools sales teams usually buy from three or four vendors are part of Call Caddie, and they run on the rep’s own computer, so they cost nothing per minute and the audio stays private.

Free, Unlimited Live Transcripts

Both sides of the call, written down as people speak. Speech recognition runs on the rep’s computer, so there is no per-minute bill and no audio leaves the building. The prospect is asked first, and they can say no.

Objections Answered as They Are Raised

When the prospect pushes back, the approved answer appears before the rep has to think.

Live Compliance Alerts

“Take me off your list”, a complaint, a vulnerable caller or a risky promise: the rep is warned straight away, with the right next step.

Highlights for Every Call and Meeting

What was discussed, what was agreed, who does what by when, dates mentioned and questions asked. One click adds them to the notes.

“Hi ClearTone, Rebook This Meeting”

Say it on the call and the new day and time are ready to confirm. Only your side of the call can ask, and nothing changes until you tap.

Notes From Any Note Taker

Fathom, Fireflies, tl;dv, Otter and others: meeting notes arrive on the right person and meeting, with the same highlights.

Call Reviews With Suggested Scores

Managers score calls against their own scorecard. Call Caddie suggests each score from what was said, with the reason, and the manager decides. Reps see their scores and coaching notes, so every review turns into a better next call.

For Salespeople

One Calm Screen for the Whole Call

The contact, the next line to say, the question to ask, the answer to the objection and the buttons to finish. Nothing else.

Illustrative screen with sample data. Names and companies are fictional.
  • Focus, Workspace and Sidecar

    One clean screen, a fuller view with the history, or a slim window beside any system you already use.

  • One-Click Outcomes

    Number keys log the outcome, run the follow-up you set and load the next lead.

  • Book the Meeting Mid-Call

    Live availability in both time zones, the invite sent and reminders scheduled before the call ends.

  • Always the Right Local Time

    Calling windows follow each contact’s time zone, including daylight saving and half-hour zones.

Start Where You Are

Works With Everything You Have, or Nothing at All

Start with guidance on its own today, and connect your tools whenever you are ready, without rebuilding anything.

Guide Only

Useful From the First Call

No CRM, no dialler, no IT project. Paste in your script, invite your reps and start calling from any phone.

  • Scripts, questions and objection answers on one screen
  • Notes and outcomes kept in a clean record of every call
  • Follow-up reminders and reporting included
  • Import and export leads by CSV whenever you like

Connected

Less Admin, More Conversations

Connect your CRM, dialler, calendar, email and note taker, and Call Caddie does the busywork in the background.

  • Outcomes update your CRM automatically
  • Click to call and call events from your dialler
  • Meetings booked into Microsoft 365, Google or any CalDAV calendar
  • Notes from Fathom, Fireflies, tl;dv and others filed on the right person
Illustrative conversation with sample data.

Your AI, Your Way

Let Claude or ChatGPT Set It Up for You

Add Call Caddie as a connector in Claude, ChatGPT or any AI app that supports connectors. Describe your team and what you sell, and your AI drafts the campaign for you to review.

  • Drafts scripts, questions, objection answers and calling hours
  • Ask how calling is going and get the numbers back
  • Nothing goes live until a person reviews and publishes it
  • Works on Windows, Mac, Linux, iPhone, Android or the web

For Managers

See Every Call. Coach the Right Thing.

Shape what every rep sees and what every outcome does, without writing code, then see exactly where to coach.

Your Process, No Code

Scripts, questions, objection answers, qualification rules and what each outcome does in your CRM, email and calendar.

Draft, Test, Publish

Change a draft, test it with sample calls and publish when ready. Every version is kept, so rolling back is one click.

Follow Live Calls

Managers who may read transcripts can follow calls as text while they happen, and step in when it matters.

Scorecards and Coaching

Score calls with suggested scores, leave a coaching note, and watch each rep’s average climb.

Analytics That Coach

Connect rates, outcomes, objections and script performance by rep, team and campaign.

Compliance Built In

Do Not Call lists, calling windows, consent before transcripts, retention rules and a full audit trail.

More for managers

Pairs Perfectly With

SGO ClearTone: Crystal-Clear Calls

ClearTone, our sister app, removes background noise from both sides of the call, and its controls appear right inside Call Caddie: switch it on and off, see the objections it heard, and add the prospect’s key lines to your notes in one click.

  • Noise removed from both sides of any call
  • Works with any dialler or meeting app
  • Controls built into Call Caddie
  • Runs on Windows, Mac and Linux

Who It Is For

Five Teams, One Workspace

From a three-person team with no CRM to an enterprise with strict data rules, here is how teams get started.

Small Business, Guide Only

An owner with three reps and no CRM yet.

Calling the same day, with a clear upgrade path when the business is ready.

  1. Owner signs up and chooses Guide Only
  2. Adds a logo, theme and font
  3. Answers a few quick setup questions
  4. Pastes in an existing script
  5. Call Caddie creates the campaign
  6. Invites three reps
  7. Reps call from their own phones while Call Caddie guides them
  8. Later, the owner connects a CRM without rebuilding the campaign

Integrated SDR Team

A sales development team on a CRM, a dialler and Microsoft 365.

Reps stay on the phone while the admin work happens in the background.

  1. IT admin connects the CRM, dialler and Microsoft 365
  2. Fields are mapped from a ready-made template
  3. The manager imports the playbook
  4. Outcomes are tested in a draft
  5. The campaign is published
  6. Reps work keyboard-ready or with auto-dial
  7. An interested outcome prepares the email and the meeting
  8. The CRM updates in the background

Enterprise, Security First

A security-conscious enterprise with strict data rules.

Insight from every call, under the company’s own data rules.

  1. Security or IT admin connects the existing dialler and single sign-on
  2. Reviews every permission in the IT Setup Kit
  3. Turns on free call transcripts, which run on each rep’s own computer
  4. Sets retention periods and who may read transcripts
  5. Turns on live compliance alerts and the company’s own banned phrases
  6. Managers review calls with scorecards and coaching notes
  7. Every sensitive action is recorded in the audit log

Reseller, White Label

A partner that sells Call Caddie under its own brand.

A branded product for each customer, with clear support boundaries.

  1. Reseller provisions the customer
  2. Applies its theme, domain and templates
  3. Allocates seats from its pool
  4. The customer admin tailors the sales flow
  5. The reseller keeps configuration-only support access
  6. Billing follows the wholesale agreement

Assisted Setup

A company that wants an expert alongside them for the technical setup.

A tested, documented setup with a handover guide for the IT team.

  1. Customer subscribes and adds Assisted Setup
  2. Chooses a time for the video call
  3. A dedicated SGO specialist sets up the organisation, campaign and integrations with them
  4. The customer runs test calls
  5. IT receives the handover guide

Built by SGO

Built by a Team That Makes Sales Calls Every Day

Call Caddie started on SGO PeopleHub’s own calling floor in the Philippines, where our sales development reps make outbound calls for clients every day. Every feature has to earn its place in a real calling day before it reaches yours.

Want a team that already works this way? SGO PeopleHub builds dedicated sales and appointment-setting teams for businesses in the United Kingdom, Australia, the United States, Canada and New Zealand. See our sales outsourcing.

  • Shaped by Real Calls

    Designed around the clicks, pauses and handoffs of an actual calling day, not a slide deck.

  • Private by Design

    Call audio stays on the rep’s computer. Least-privilege access, two-step sign-in, passkeys and single sign-on.

  • People Who Can Help

    Self-service with your own IT team, or Assisted Setup with a dedicated SGO specialist on a video call when you join.

Pricing

One Plan, Everything Included

£49 per user per month, or £390 per user per year, for your first 10 users. Every user after that is over 30% less: £33.15 per month. Transcripts, highlights, compliance alerts and call reviews are all included.

Questions

Questions Teams Ask First

What is Call Caddie?

Call Caddie is a guided calling workspace for sales and appointment-setting teams. It shows each rep what to say and ask, the approved answer to every objection, the lead's details and local time, and buttons to record the outcome and book the meeting. It works on its own or alongside your CRM, dialler, calendar and email.

Do we need a CRM or a dialler?

No. Guide Only mode works with any phone and keeps a clean record of every call. Connect a CRM, dialler, calendar or email whenever you are ready, without rebuilding anything.

Are call transcripts really free?

Yes. Live call transcripts run on each rep's own computer, so they cost nothing and are unlimited on the plan. No call audio is sent to Call Caddie or to any other company; only the text is saved, and administrators decide who may read it.

Does Call Caddie use AI on our calls?

Highlights, suggested review scores, objection spotting and compliance alerts are worked out on the rep's computer from the transcript. Call Caddie does not send your calls to an AI company. If you want, you can connect your own AI assistant, such as Claude or ChatGPT, to set up and run Call Caddie.

How does early access work?

Call Caddie is opening to teams in stages. Book a short demo and we will show it working with your own script, then send you an early access code so your team can start.

Who makes Call Caddie?

SGO PeopleHub. Call Caddie started on our own calling floor in the Philippines, where our sales development reps make outbound calls for clients every day.

See Call Caddie on Your Own Calls

Book a short demo and we will show it working with your own script, then give your team early access.