CallRail for your consideration
May 28, 2021

CallRail for your consideration

Melody Grant | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with CallRail

We use CallRail for our main business line as well as to help track certain marketing efforts. It allows us to keep track of how people found us, it records the call and it integrates with our Keap CRM so we have an easily referenced record. We can also go back and check how staff are doing with what they should be saying to prospects and clients and can retrain if needed.
  • Integrates with client management software making less work and keeping organized
  • Calls are recorded for training and reference.
  • Tracking which campaigns people are coming from as we use the multiple phone lines.
  • I haven’t been using it beyond some pre-defined uses so I need to dive in more to figure out anything else.
  • Tracking where prospects heard about us.
  • Integration with other software (Keap for us).
  • Recording the calls.
  • CallRail has allowed us to track ROI effectively.
  • The efficiency increase from not having to track down the recordings as they integrate with our client management.
We also use Fix Your Funnel. It is specifically for integration with Keap (formerly Infusionsoft). Also a FABULOUS piece of software. It is just as robust as CallRail but has some unique features. I highly recommend calling them for a walk through if you use Keap.

Do you think CallRail delivers good value for the price?


Are you happy with CallRail's feature set?


Did CallRail live up to sales and marketing promises?


Did implementation of CallRail go as expected?

I wasn't involved with the implementation phase

Would you buy CallRail again?


[CallRail] is well suited to sales teams so you can verify how well they are doing.
It is fabulous for tracking multiple marketing campaigns.
For small one (wo)man businesses it may be overkill to try and manage one more piece of software.