Product Feature

Messaging & Calling

Text and call your leads without leaving Casey

What is it?

Message or call any lead right from Casey. No switching apps, no copying phone numbers, no losing track of conversations. Everything stays in one place so you can follow up fast — even from the job site.

Problems it solves

  • Copying phone numbers between apps to call a lead back
  • Losing track of which leads you already texted
  • Switching between your phone, Yelp, and email to follow up
  • Missing callbacks because the number wasn't saved

How it works

1

See a lead, call or text instantly

One tap to call or text any lead directly from Casey. No copying numbers, no switching apps.

2

Every conversation is logged

Calls, texts, and messages are all tracked in the lead's timeline. Your team always knows what's been said.

3

AI handles the first touch, you close the deal

Casey AI can send the first message or make the first call. When the lead is ready, it hands off to you with full context.

Supported Platforms

SMSPhoneYelpGoogle Local Services AdsAngiThumbtackMeta (Facebook & Instagram)Website Forms

Is this right for you?

This is for you if...

  • You follow up with leads by phone or text
  • You want all your communications in one place
  • You're tired of switching between apps to reach customers

This might not be for you if...

  • You only communicate through a single platform
  • You have a dedicated phone team with their own system

Frequently asked questions

Explore answers to frequently asked questions about our AI-powered platform.

Yes. Casey provides a dedicated business phone number for calls and texts. You can also port your existing number if you prefer.

Start driving more revenue with fewer resources

Real customers, real results. Join businesses using Casey to convert more leads and scale without limits.

Book Demo