CallRail vs. CallSource vs. CTM

This is great software for differentiating where phone traffic is coming from. Whether it's paid/organic search, you can see exactly where the calls are coming in from. I'd love to see them add text/SMS features in the future, but it does what it claims. I'd also like to see more CRM integrations, but not sure that other users share the same sentiment

Incentivized

CallSource was great at seeing where we were failing as a company on the phone calls. It allowed us to tighten up a few spots to close those gaps and increase our call performance.

Incentivized

[CallTrackingMetrics] is well suited for HIPAA Compliant Call Tracking when working with medical clients and is great for all clients who do online sales or patient intake. Clients with low volume of calls may not get enough value for the cost of this platform.

Incentivized

• Tracking phone calls first & foremost! Being able to have a running tally of the phone calls made and listening to the recorded calls throughout the month and providing that information back to our clients is vital!
• Their UI is exceptionally easy to use & navigate. This is important when we have many clients running at the same time and we are able to always determine what report is for which client.
• The ease of setting up a brand new client & their tracking phone number is fantastic! Saves a lot of time when it walks you through everything you need to know & do step by step.

Incentivized

• The reporting is easy to access and use with little to no training. Pretty straightforward.
• It does what it's supposed to -- creates usable tracking numbers, with added features like call whisper and call notifications that can be sent to a number of email addresses.
• It can be integrated with our CRM, Salesforce, for ease of use!

Incentivized

• Very easy to set up and use. You can create as many tracking numbers and sources as you need. Easily organize and filter them for results and placing the code is so simple. Anyone can use this software.
• Listening to the calls makes life simple. We can hear what the potential lead said and record feedback to better our marketing efforts. You can even flag or email the call recordings if you need to share inside or outside your organization.
• Call reporting is a breeze! You can easily filter your sources, call duration, time and more and reports are extremely accurate.
• Cost is well worth what you get from the software.

Incentivized

• The integration with Hubspot is not as seemless as I would have liked. We had an issue where a person who was already in Hubspot called in, and their contact information was not matched to the caller ID correctly which created some duplicate entries. A little bit of a bummer, but from what I understand they may have fixed this. We had to stop using them for a little while because our outsourced sales team was more confused by adding CallRail, so we'll be re-implementing this once our new sales team is fully trained. Hopefully the record miss-match issue gets fixed.

Incentivized

• Phone Call Recording: The only place where I would like to see improvement is the number of calls that you can listen to. Calls are kept in their database for 30 days, and while they do give the option to download the calls I would prefer to be able to login and pull past calls as needed. Past calls, months down the road can be important to clients so they can compare the strength of their sales teams and see where improvement is needed. It lets you monitor overall campaign effectiveness, and if Callsource added this feature then they'd be unbeatable.

Incentivized

• Can get pricy.
• More complex integrations may need professional services.
• No push notifications for incoming SMS on mobile app (non agent).

Incentivized

It's easy to use, we've had the account for a long time

Incentivized

The platform is easy to use and we really don't have any complaints with using it so far. The information is invaluable for clients that rely on phone calls to drive more business. Not much negative to say about it at this point. We're actually really happy with it so far and the cost is manageable.

Incentivized

CallRail support normally gets back to us pretty quickly when we submit a ticket and they have a good knowledge base for common questions. I've heard mixed reviews from other local marketing agencies that use this tool, but overall in my experience, support has been knowledgeable and quick working through our problems.

Incentivized

Callrail has a very seamless and easy to use Dynamic Number Swap function. In other call tracking that we looked into the integration was either not as easy to use or required much more work to implement. Setting up CallRail has been so easy even our entry-level employees need very little training to master the platform.

Incentivized

Others are similar, but this is a simpler format, quick e-mails going out and easy to make changes to the system rules for adjustments

Incentivized

CallTrackingMetrics has stood up well compared to Salesforce. Being that we are a high volume call center for schools, it has been very good for the company. I feel that CallTrackingMetrics is really good for our company compared to Salesforece CMS.

Incentivized

• It is useful to monitor our calls weekly. We can give our employees feedback on the quality of the calls which helps our overall sales and conversions.
• By knowing which campaigns perform best, we can shift our budget to target those campaigns specifically which saves us revenue and increases sales.

Incentivized

• Prove ROI to our dealer partners by showing them how many calls they are getting
• With all recordings, we can discuss calls and coach dealers on better ways to approach our customers
• Better customer service

Incentivized

• Fits nicely into the % of budget dedicated to Analytics
• CallTrackingMetrics is our system of truth for source of calls for Local Service business
• CallTrackingMetrics is our system of truth for CSR staffing plans at Supplier / Distributor

Incentivized