CallRail vs. Zen Planner

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 have used Zen Planner at 3 different Jujitsu schools. Every school that has used it, has had great success in keeping their attendance records straight for their students. This is great when promotions are coming up, or special seminars that need to reach everyone. I don't know that Zen Planner is a great product for places that don't need to communicate with their clients on a regular basis.

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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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• Easy to use interface
• Payment processing is easy for classes or for a small retail shop.
• The free integrated mobile website is great for everyone to check out the calendar and even sign and pay from within it.
• I can also send emails right from the platform when I need to connect with a student.

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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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• The only thing I would like to see, is the ability to see my entire attendance from the app. I can view it on the desktop though.

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No questions about that, I'm with Zen Planner for a while! They have everything I need and more.

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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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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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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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I have not used any product that are similar to Zen Planner in any way.

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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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• Saves me time in using a paper attendance record sheet.
• Payments are automated, no need to request checks or payments from anyone. Emails are sent out if a payment fails.
• I can keep track of 10, 20, 30, or even 50 students using this platform.

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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