CallRail : Full Review, Testing, and Presentation (2024)

What is CallRail?

CallRail is a SaaS (Software As a Service) based in the United States, providing tons of informative metrics on various aspects of telephone interactions.

But CallRail goes beyond call tracking to sales tracking.

It also handles call routing, call recording, lead evaluation, transcripts, and more.

Smart conversation is what they call it - and they don't mean looking smart at a party. It's a powerful, automated, and intelligent call analysis.

The user experience is another strong point of CallRail. Dashboards are simple and intuitive, while providing the sophisticated technology and analytics that data-driven marketers need.

Who is CallRail for?

CallRail is aimed at several users as follows:

• Marketing agencies
• SMEs (small and medium-sized businesses) that advertise with a telephone number
• Businesses with high-volume campaigns
• Data-driven marketers of all stripes

Although CallRail is powerful enough to be used by a business, its price and ease of use are affordable for any SME. Plans start at $30 per month and installation only takes a few minutes (see tariffs here).

CallRail does not require special training, equipment or initial investment. You don't even need a credit card to start a free trial (whew!).

Features

CallRail offers the following features:

1. Main dashboard

The CallRail software offers a clear and intuitive main dashboard, divided into five sections that are essential for efficient navigation.

• Activity: Detailed log of call traffic, voice messages, and texts.
• Reports: Visualizations to understand key call parameters.
• Numbers: Management of call tracking numbers.
• Settings: Custom configuration of the tool.
• LeadCenter: Overview of recent interactions and lead management

This well-organized layout makes using CallRail intuitive, allowing users to easily navigate between various key features.

2. Advanced filtering and search

The Activity section is a powerful tool with advanced filters for accurate research and detailed interaction analysis.

• Diverse filters: Search by date, source, tag, callScore, and more.
• Save filters: Easy reuse of custom search parameters.

CallRail's advanced filtering program is particularly useful for businesses that want to thoroughly analyze their customer interactions.

3. Report visualizations

The CallRail Reports section offers a series of visualizations for a thorough understanding of call data.

• Diverse analytics: Call measurement by source, campaign, keyword, and lead funnel analysis.
• Intuitive charts: Clear visualizations for quick and accurate insights.

CallRail reports provide valuable insights, although greater customization of the lead funnel would be beneficial.

4. Key word identification

Keyword research in the CallRail software is an innovative feature, exploiting call transcripts for targeted content analysis.

• Targeted search: Identifying keywords in recorded call transcripts.
• In-depth analysis: Call tagging for detailed evaluation based on specific criteria.

This feature is a valuable tool for businesses looking to optimize their interactions based on strategic keyword categories.

5. Tracking Number Management

The CallRail Numbers section allows for efficient management of tracking numbers, which is essential for marketing campaigns.

• Simplified management: Easy to create and manage tracking phone numbers.
• Custom configuration: Various options to adapt numbers to the specific needs of the company.

Number management in CallRail is flexible and intuitive, making tracking campaigns and sources efficient and accurate.

6. Call Flow Customization

CallRail offers advanced call flow customization, allowing incoming calls to be routed according to specific criteria.

• Routing options: Includes greeting, call transfer, interactive menus, and more.
• Flexible configuration: Routing combinations for an optimized customer experience.

CallRail's call flow system is a powerful tool for creating a personalized and effective customer experience.

7. Multiple integrations

The major advantage of CallRail lies in its numerous integrations with third-party tools, increasing its versatility and efficiency.

• Extensive compatibility: Integration with Google Analytics, Salesforce, and other digital marketing tools.
• Data Synchronization: Facilitates the sharing and analysis of data between different platforms.

CallRail's integrations with various digital marketing tools offer powerful synergy for campaigns and analytics.

8. CallScore

CallRail's CallScore offers automated lead classification, streamlining the direct sales and follow-up process.

• Automatic evaluation: Call ranking based on machine learning and custom rules.
• Increased efficiency: Reduces time spent on paperwork and improves CRM management.

CallScore is a valuable asset for sales teams looking to optimize their lead tracking and qualification process.

9. CallScribe transcript

CallScribe offers an accurate transcription of recorded calls, allowing detailed analysis of the content of the conversations.

• Automatic transcription: Convert recorded calls into searchable text.
• Content analysis: Allows you to quickly identify important segments of the call.

CallScribe is an essential tool for deeply understanding customer interactions.

10. Lead Center

The Lead Center is a real-time dashboard for managing and tracking recent phone interactions. It works like a mini-CRM, offering a global view of contacts and interactions.

• Centralized management: Overview and management of recent customer interactions.
• Reminder functionality: Allows outgoing calls and the sending of SMS directly from the platform.

While useful, separating the Lead Center from the main dashboard can be perceived as an unnecessary fragmentation of the user interface.

CallRail rates

CallRail has competitive pricing. It is based on the principle of pay-per-use. All of the basic features are included in each plan, including the starter plan which is $45/month.

CallRail also offers a 14 day free trial, without a credit card.

CallRail offers reasonable pricing options for any size of business.

CallRail Customer Support

CallRail offers several support channels to ensure an optimal user experience. Here is an overview of their customer support offering.

Direct Assistance

• Phone and email support: Quick response to your questions.
• Support hours: Availability during office hours.
• Dedicated account manager: For premium plan users.
• Fast technical support: Effective resolution of technical problems.

Online resources

• Help center: Articles, guides, and tutorials.
• Knowledge base: Information for self-help.

• Community forum: Space for the exchange of information between users.
• Webinars: Educational sessions on CallRail features.

CallRail support is well-organized but lacks 24/7 support, which can be an inconvenience for users in different time zones or who need help outside of business hours.

Why use CallRail?

Traditionally, businesses use the same phone number on all of their marketing communications: website, online ads, billboards, etc.

The problem is that when a call comes in, no one knows what channel or marketing campaign brought it in.

Did he hear about the company through Yelp, through an organic post on Facebook, in an email marketing message, or in a taxi?

The CallRail solution tells businesses which marketing campaign generated which call by cleverly displaying different phone numbers in different ads.

CallRail assigns your incoming calls to the right marketing source.

Attribution is an extremely important concept in marketing these days. CallRail helps you improve attribution significantly. This improvement allows you to more effectively allocate marketing spend to channels with higher ROI. If your competition uses call tracking and you don't, you're at a disadvantage.

You instantly get a tracking number as soon as you complete the assistant!

Alternatives to CallRail

CallRail has a few attractive alternatives, each offering unique features to meet a variety of call tracking and marketing analysis needs.

1. HubSpot Call Tracking

HubSpot, a digital marketing giant, also offers call tracking solutions integrated into its CRM platform.

Features

• CRM integration: Perfect synchronization with HubSpot CRM for smooth lead management.
• Full analysis: Provides detailed call analytics in the context of other marketing interactions.
• Marketing automation: Combining call tracking with other digital marketing tools.

Pricing

• Starter: Starting at €45/month with basic CRM and call tracking functionalities.
• Professional: Starting at €800/month for advanced monitoring and analysis features.

HubSpot is ideal for businesses looking for a call tracking solution that is tightly integrated with a comprehensive CRM platform, although this can be expensive for small businesses.

SEE MORE: Start a free HubSpot trial now

2. Dialpad

Dialpad offers a call tracking solution focused on business communication and integration with collaborative tools.

Features

• Flexibility: Suitable for businesses of all sizes with quick implementation.
• Cloud integrations: Integrates seamlessly with G Suite, Office 365, and other cloud services.
• Transcription and AI: Use of artificial intelligence for call transcription and real-time insights.

Pricing

• Standard: Starting at €15/month per user for basic features.
• Pro: Starting at €25/month per user for advanced features and integrations.

Dialpad is a great option for businesses looking for flexibility and cloud integration, with an emphasis on using AI to improve communication.

3. CallTrackingMetrics

CallTrackingMetrics is a robust alternative offering call tracking features and advanced marketing analytics.

Features

• Multi-channel tracking: Track calls, forms, texts, and more.
• Advanced customization: Flexible call routing and personalization options.
• Integration with advertising tools: Direct integrations with Google Ads and Facebook.

Pricing

• Base: Starting at €39/month with call tracking and reporting features.
• Professional: Starting at €99/month for advanced options and advertising integrations.

CalltrackingMetrics stands out for its ability to integrate call tracking analytics with advertising campaigns, offering calls a comprehensive overview of marketing performance.

These alternatives each offer unique advantages in terms of integration, analysis, and customization, allowing businesses to choose the solution that best fits their specific needs in terms of call tracking and marketing analysis.

FAQs

If I have several customers, can I create a separate connection for each customer with CallRail?

Yes, you can create separate companies and identifiers for your customers within your account. Each of your customers will only have access to their call tracking data.

How many destination phone numbers can I have in my CallRail account?

You can have as many destination phone numbers as you want. If you want, each tracking phone number can be routed to a different destination number.

Final Verdict

CallRail is the market leading call tracking software. Online Geniuses is thrilled to have their sponsorship as an exclusive call tracking partner.

CallRail has a powerful set of features in a user interface that is easy to use and easy on the eye. Analytics and metric data will appeal to any data-driven marketer. The prices are reasonable for businesses of any size. Installation is easy and risk-free. The support and integration are great. There's really no reason not to check out CallRail for your call tracking needs.