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

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Zoom Workplace is ideal for any business looking for a communication/collaboration solution. This is more so for businesses with a hybrid workforce. It makes holding virtual meetings and collaboration sessions easy, and teams can participate seamlessly thanks to features such as Zoom Whiteboard, Zoom Teams chat, and Zoom Phone, among others. In a nutshell, Zoom Workplace makes teamwork and productivity easy.

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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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• 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.

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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 first time I ported a number and set up a outlying office, I had to keep going back in and correcting things. I feel like there could be more straightforward instructions on this, instead of having to go to multiple sections just to accomplish everything.

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Almost perfect. Transformed from just being on my mobile phone. The phone has moved from a ituility to a value driving service in the business. Nobody yet has an AI to help manage the system. Come on Zoom, seems an obvious AI use case.

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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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.

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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 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.

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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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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.

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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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• We're better able to work together as a team answering phones multiple people can be logged in to answer at the same time.
• The voicemail transcription feature helps with sharing messages to different departments.
• Overall, we're able to answer more calls and have fewer callers being sent to voicemail.

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Independently Invited by TrustRadius

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