CallRail vs. Gong vs. Invoca

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

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I think Gong is well suited when you are having a company that makes a lot of calls to clients or receives a lot of calls. It is very important. I think, from a business standpoint, to log all of the calls and conversations that are had to use in case anything ever comes up. Also, just to make sure that your employees are doing well on the calls, because you cannot monitor every single call personally. Having this as a reference point to listen to things that might be important versus not is awesome. it might be less appropriate if you are not really interacting a ton with the clients. If you are more so just doing business meetings, then it might not be needed. However, I do think it's a great tool overall because it provides the AI note recap from the calls and logs everything that might be helpful for any reason

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Management of campaigns is easy with it. It is a great tool if someone [wants to know] which of his campaigns is doing well and getting the most calls. It is quite favorable for all kinds of marketing campaigns and tracking calls is also convenient with Invoca. We are having a wonderful experience of call tracking with Invoca and its functioning and efficiency are beyond our expectations.

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• 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.

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• Provides executive summaries for meeting notes and email follow ups.
• AI Briefs allow anyone to seek information on a particular customer in a matter of seconds.
• Scores calls such as EBRs or new business sales calls that can be used by management for coaching.
• Provides accurate forecasting and visibility to sales leaders.
• Theme spotter can be used to gather feedback and provide data to management for opportunities we continuously here from our clients.
• Accurately depict key points from conversations and allows for different brief themes to quickly get the information needed for teammates throughout the organization.

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• From an accounting perspective, Invoca makes it easy for us to determine where our call revenue is coming from and what call type generated the paid call.
• Their dashboard is very user-friendly. I like how you can see everything from the top level and see total call volume, commission paid, and conversion rate. But you can easily drill down into each campaign level too.
• Lastly, you can easily create call campaigns and create individual phone numbers. I especially like how we're able to create a ring pool that allows us to track exactly where the call is coming from, and it's not difficult to setup.

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• 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.

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• A history tracker (similar to Google Sheets/Excel) - it'd be nice to see WHO was changing certain fields and when exactly.
• Dark mode.
• A quick checklist when getting started to ensure I'm getting the most out of the platform (e.g., Gong Connect, Gong Import).

• Learning Invoca can be a bit of a challenge, as many items are hidden in various views.
• It does lack the ability to speak with 3rd party software with Zapier
• In certain ways, too much functionality for basic campaign setup.
• They do not try to take a business development role with their users to help them grow their business.

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I don't make these decisions for our company, but I would highly encourage our use of Gong to continue. Gong has been very helpful in my sales role in terms of staying organized and on top of accounts, completing actions in a timely manner, and moving deals forward with better insights

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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.

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It does great for all the things I've mentioned. I didn't give it a 10/10 because I still think there is room to improve as far as improving the quality of the insights that are more actionable. I.e. this happened so you should think about doing this thing as a next step.

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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.

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I give them a 10 because, I have been using Gong for over a year now and have never had issues or concerns go un resolved in a day or two. Their communication is impeccable and their tech support is very hands on and prompt

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Invoca's client success team is great to work with, which is a nice value proposition for their business (many SaaS providers struggle with this). Their support team is very talented and fully capable of addressing the vast majority of questions that they receive. I haven't encountered any negative experiences when requesting assistance.

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This is nothing something I'm able to answer

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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.

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It stacks up in a different way. All of these companies try to do some feature that Gong does. Like Call recording, call analysis, AI discovery, Forecasting and Sales Activity tracking. Gong beats most, Otter.ai is a growing competitor though.

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Invoca is very user-friendly. It was easy to learn how to navigate and has a very user-friendly interface. It's hard to compare it against SaaS solutions like Five9 because their functions are different. Originally we selected Invoca because we were unaware of any SaaS solutions that accommodated all types of campaigns. We've found that now in LeadsPedia, but have still found that many partners prefer going through Invoca, so we still use it. It's an excellent platform for partners to access.

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I was not involved with the process

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I was not involved with the process

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• 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.

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• I don't have specific metrics since this feature isn't used in my job personally, but I do know that our sales and CS teams use Gong with SFDC opportunities to help with forecasting closed won opportunities based on intent captured within the call.

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• It is really useful to set a price you will pay for inbound calls, and let Invoca manage that tracking system.
• We were able to run campaigns that could not have run otherwise because we had the call tracking for those calls.

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