Automatic Record Keeping
A comprehensive calling and texting solution for fintech, wealth management, accounting, lending, and insurance companies.
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Features that set Kixie apart
Learn more about the features that make Kixie the preferred choice.
Better conversations
Help your reps reach their full potential. Be proactive and monitor calls and coach reps in real-time, and follow up post-call with call recordings. Integrate with leading conversation analytics tools for deeper insights, and flag words or phrases for quality assurance and compliance.
All FeaturesMeticulous records
Resolve disputes easily – or avoid them entirely – with automatic call recording. Every call, recording, and outcome is logged automatically in your CRM, making it easy to retrieve any call to find out who said what. Location-based recording rules maintain FCC and TCPA compliance. Lifetime cloud storage for all recordings ensures nothing is lost.
All Features
Never miss a lead
Make missed incoming leads a thing of the past. Automated lead caller prompts agents to call a new lead as soon as they fill out a web form or perform any other of a wide range of actions. More incoming calls than available agents? Call queues create a pleasant experience for customers while they wait.
All FeaturesGet started in 2 minutes, no credit card required
take a test driveCRM Integration
Calling & texting integrated with any toolset.
Kixie has self-serve, out-of-the-box integrations with 25+ leading CRMs, helpdesks, conversation intelligence, automation platforms, and productivity tools. Webhooks and open API means our US-based team of experts will help you set up seamless integrations with thousands more.
The ideal toolset for outpacing the competition
Kixie revolutionizes sales processes by offering intelligent automation and seamless integrations, allowing teams to close deals faster and boost revenue efficiently.
With its cutting-edge features, Kixie ensures that revenue teams stay ahead of the competition, turning potential leads into loyal customers.
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US-based support
Let our support team help yours. Experienced agents with rapid responses.
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Loved by industry experts
But don't just take our word for it. Over 2000+ customers rated Kixie 5+ stars.
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Super easy!
Great experience! [Kixie] got me signed up quickly and helped me set everything up. Makes dialing and tracking relationships super easy! Easily integrates with Pipedrive (the CRM we use) and will automatically record/log incoming and outgoing calls. Dialer is easy to use - automatically pops up when I log on to my computer.
Devon B. | Product & Account Manager (Financial Services, 11-50 employees)