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CallSource

CallSource

Overview

What is CallSource?

CallSource offers a suite of call tracking, reporting, and analytics products aimed at optimizing sales and marketing calls. Features include call recording and tracking, call analytics, and performance evaluation.

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Recent Reviews

TrustRadius Insights

CallSource is a versatile tool that businesses use to gain valuable insights into their call performance, missed opportunities, and call …
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Callsource Review

9 out of 10
July 01, 2014
Incentivized
Callsource is one of the primary tracking methods we use to monitor the performance of our clients campaigns. Right now, I mange it, …
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Pricing

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What is CallSource?

CallSource offers a suite of call tracking, reporting, and analytics products aimed at optimizing sales and marketing calls. Features include call recording and tracking, call analytics, and performance evaluation.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is CallSource?

CallSource Video

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CallSource Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(13)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

CallSource is a versatile tool that businesses use to gain valuable insights into their call performance, missed opportunities, and call volume. By analyzing the data provided in CallSource reports, businesses are able to structure their phone answering procedures more effectively and develop new strategies and operating procedures. For instance, in an HVAC business, CallSource is used to monitor the booking rate of customer service representatives. It accurately identifies the strengths and weaknesses of each agent, allowing for targeted training to improve their performance. Additionally, CallSource plays a crucial role in maintaining a high conversion rate by alerting managers to closed or booked phone calls, enabling them to reach back out to clients and regain their business.

Furthermore, CallSource assists businesses in identifying the most successful marketing campaigns while determining those that may not be yielding desired results. This helps organizations allocate their resources more effectively and focus on initiatives that drive meaningful outcomes. The Tier 3 department utilizes CallSource to implement tracking numbers for dealer partners, providing them with performance insights for continuous improvement. Overall, CallSource proves invaluable in monitoring and reviewing calls, improving customer service, and extracting information from difficult-to-understand interactions. By using it as a tracking method to monitor the number of customers reaching out to dealer partners, businesses can better understand their customer base and ensure they are meeting their needs efficiently.

Informative and useful monthly reports: Several users have found the monthly reports provided by the software to be highly informative and useful. These reports contain all the necessary information, such as missed opportunities and potentially missed revenue, allowing users to identify areas for improvement and revenue growth.

Easy-to-use call reporting feature: Many reviewers have praised the software's detailed call reporting feature for being easy to access and use without requiring much training. This straightforward reporting function enables users to easily pull the necessary data, track their campaigns effectively, and gain valuable insights into their performance.

Convenient phone call tracking capability: Users appreciate the software's phone call tracking capability as it allows them to conveniently listen to calls. This feature helps monitor and evaluate call quality while offering flexibility in turning features on and off based on specific needs.

Difficult Dashboard Navigation: Some users have expressed frustration with the difficulty in navigating the dashboard, especially when trying to access deeper menus and features. They have found it challenging to dig deep into the software's functionalities and feel that improvements could be made in terms of the overall user experience.

Lack of Dedicated Mobile App: A significant number of reviewers have suggested the need for a dedicated mobile app that would allow them to listen to calls on the go. Many users feel that having a mobile app would greatly enhance their experience and convenience, providing them with more flexibility in managing their calls.

Troublesome Login Process: Multiple users have reported experiencing trouble logging into multiple accounts, often resulting in frustrating password resets. This has caused inconvenience for those who regularly switch between different accounts and highlights an area where streamlining or simplifying the login process could improve user satisfaction.

Users have made several recommendations based on their experience with CallSource. The most common recommendations are as follows:

  1. Use more AI for listening to calls: Implementing more artificial intelligence technology to listen to and analyze calls could enhance the service.

  2. Always take notes and listen to calls: Consistently taking notes and actively listening to calls helps improve communication skills.

  3. Seek assistance and understand all features: Asking for help in understanding all the features and benefits of CallSource is advised. Additionally, users suggest watching out for timezone errors in call reporting.

Overall, users recommend CallSource for its quality product, great customer service, and innovative approach to call tracking. It is helpful in evaluating employee phone skills, improving call conversion, and providing comprehensive reporting. Users also mention the ease of customer service and better deals when switching from other tracking services. Speaking with CallSource over the phone to discuss terms and pricing options is recommended before making a decision.

Attribute Ratings

Reviews

(1-6 of 6)
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Jonathan Thommarson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Increase sales - With missed sales alerts, we were able to call those customers back and maybe reevaluate their situation and close the sale, or at least get one step closer to it.
  • Increase productivity - Office staff knew that there was a potential for the calls that they had coming in to be recorded, so they were more efficient and productive in their calls.
November 02, 2015

CallSource -- it's a-o-k!

Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • We are able to obtain and provide more detailed insight as to why our customers may be doing well/poorly with our products.
  • I can't speak to this in terms of numbers or percentages, but I can say with confidence that it has assisted in saving many high risk accounts.
October 30, 2015

Slow as a turtle

Score 3 out of 10
Vetted Review
Verified User
Incentivized
  • Prove ROI to our dealer partners by showing them how many calls they are getting
  • With all recordings, we can discuss calls and coach dealers on better ways to approach our customers
  • Better customer service
July 01, 2014

Callsource Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Callsource helps us guide our clients since we have the power to listen to the sales teams and how they sound on calls. Listening to sales calls is very important for training purposes. Whoever picks up the phone is the face of the company, and if they aren't up to par then we need to work on increasing their customer service skill set.
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