CallRail offers phone call tracking, recording and analytics.
$50
per month
GridBuddy Connect (legacy)
Score10 out of 10
N/A
GridBuddy Connect was a contact data tool that combined data from separate systems into an editable, spreadsheet-simple view. Acquired by Validity in 2019, it is now a legacy tool.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
1. Making broad changes to data, like moving ownership of records from one user to another for a new Sales Rep or a moved Sales Rep. 2. Making broad changes to data for product changes, product introductions and such (product naming changes, product description changes, etc.). I recently had to make a change to the name of a Product Option. Product Options are a sub-object related to Product. This name change was in 22 places. Okay, 18 [is] not a lot, but to make this change individually 22 times is still very tedious and takes too much of my time. Instead, I set up my Grid with the Object and sub-Object and made all 22 changes at once with a mass change. Piece of cake. And I don't have to go back to several of the records to see if the change was made successfully (something you have to do with Dataloader). I could see the effective change all at once on my Grid screen.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Reshapes the user Interface into an intuitive, clean, easy and thoughtful way, meaning Salesforce can be practically used for applications that (in my Opinion) salesforce was never designed for.
Mass updates are a God send, Leaving quick and meaningful notes, setting up meetings with clients or upcoming calls to maintain contact, all from the same screen without information overload... a real achievement.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Does not allow users to create new Campaign Member records; we would like to be able to add multiple Campaign Member records to a Campaign in a Grid.
Does not allow users to create new Task records; we would like to be able to add multiple Tasks records related to the same user but multiple Opportunities and Contacts.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
- Easy of use - Visual nature of using the product (as compared to Dataloader) - Quickness of making changes/updates/edits to long lists of records, live and real-time
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
- Ease of use - Real-time and visible nature of making mass changes - Ease of setting up a Grid - Ease of filtering the Grid to see the records that I need to change
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
