Case Study: CallRail doubles meeting conversions with Calendly

How CallRail doubled meeting conversions with Calendly

CallRail, a call- and lead-tracking SaaS provider, had plenty of free-trial and inbound leads but struggled to convert them into meetings and revenue efficiently. Working with Calendly, the team needed a better way to reduce scheduling friction, personalize outreach, and help SDRs handle high lead volume without wasting time on back-and-forth booking.

CallRail implemented Calendly Teams with multiple Event Types, Round Robin routing, automated reminders, and Zoom integration to streamline meeting booking and follow-up. With Calendly, CallRail doubled conversion rates for leads who booked meetings, reclaimed 3,267 hours in administrative work, saved $150,000 in the past year, and booked more than 13,000 events.

CallRail

Nick Jackson

Sales Manager