CallRail vs. Zoom Phone

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

I think it works well for offices that have multiple locations. Being able to give each person and office their own extension makes it easier for colleagues to connect with each other, plus it's a costs savings for each of the offices

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

• Having our Phone system all in onc place. Call, Text, Voicemail. with live transcript
• Zoom Meeting AI companion - taking notes, creating action items, and summarizing the meetings then email immediately afterwards
• Scheduler - being able to send links to team members or vendors to book a time that works best for them that is linked and synced to my calendar.

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

• We needed to link each of our team members' personal emails to the Zoom account so we have to filter VM notifications out of our personal accounts.
• It'd be nice if you could set business hours through the webpage to include a lunch break so that you don't have to manually go in to edit.

Incentivized

Integrated into our network. System wide access. Staff are comfortable with the product

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

Zoom Phone has a very sleek design which makes it very easy to operate and use both in the setting up of and interacting in a meeting space. That being said, certain features can seem a bit crowded while trying to screen share or display video which somewhat defeats the purpose of the application as compared to a standard conference call.

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

I haven't had any sort of issues with Zoom as of yet to have to call Support. That right there makes me think it's a good product. Simple and easy to use. Nothing confusing or glitchy that would make me have to get in touch with them. Straightforward so I'm not trying to figure out a specific workflow.

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

The main reason why we switched to Zoom Phone is because our VOIP system inexplicably went down for almost a month and no one could figure out what was wrong. Lumen was charging way more than Zoom Workplace, but could not get the system to work.

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

• Calls actually come through, resulting in our users trusting our phone system again
• Improved internal communication
• Users can be reached anywhere, so they do not have to stay at their desk to wait for important calls
• Voicemail is processed faster because it is translated to text

Incentivized