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Accounts are set up by your Callfield operator.

Dashboard

Outcomes across every module — calls, leads, emails, posts

Phone

Ivy's call log — transcripts, messages, and bookings

Approvals

One inbox for everything awaiting your yes

Content

Your content queue, visible

Ads

Spend in, results out

Reputation

Reviews in, replies out — with your yes in between

Website

Deploy state and what the site is sending back

Brand

One design system, everywhere

Pipeline

Move contacts through the stages as your outreach lands

Contacts

Everyone you reach out to

Name Profession Email Status Automation Last email

Add contact

Enter the contact's information

Contact info

Lists this person is on, separated by commas — used to filter Contacts and Start outreach.

Location
Notes
Automation

Settings

Your business information and email delivery

Business information
Appears in every outreach email you send
No logo uploaded
Google Business hours
The hours Google shows for your business. Ivy answers with them too.
Billing and plan
Manage your subscription and view usage

Manage users

Control who can sign in to Callfield

User Role Created
Add user
New users receive an email invite to set their password

Audit log

Track every action across your organization

Timestamp User Action Entity Detail

Manage companies

Create and manage the businesses on Callfield

Active Company Context
You are currently viewing data for: —
Company Type Users Contacts Status
Add company
New companies get default templates, automations, and settings

Contacts

The organizations your contacts belong to — one per location

Name Type Status People
Add organization
Organizations are shared across your whole team

Templates

Create and manage email templates to use in your automations

New template

Click a variable to insert it at the cursor position in the body.

Contact
{{contactName}}Full name + title
{{contactFirstName}}First name
{{contactLastName}}Last name
{{title}}Title
{{profession}}Profession
{{contactOrganization}}Their organization
Your business
{{senderName}}Your name
{{businessName}}Your business
{{phone}}Your phone
{{address}}Your address
{{website}}Your website
{{websiteLink}}Website <a> tag
Live Preview Sample data
Subject: —

Automation

Build automated email series and assign them to contacts

New automation

Auto-send emails Automatically send the next email when the delay period expires
Stop on reply Automatically remove a contact from this automation when they reply to any email
Send from Choose which email account sends this automation (leave blank to use company default)
Automation steps

Add email steps and waits. Drag to reorder.

No steps yet. Add your first email to get started.

Reports

Track your outreach performance and ROI

Pipeline by stage
Emails sent by month
Win rate
Contacts won by month

Tasks

Track your outreach actions and follow-ups

Activity

Recent email and task activity across your team

Today

Everything that needs a touch right now

Start outreach

Pick contacts, pick an automation, go

1 · Who
2 · Which automation
3 · Go