[ CallRail Reviews ](https://www.g2.com/products/callrail/reviews) [ CallRail Reviews ](https://www.g2.com/products/callrail/reviews) # CallRail Features ##### ## Phone Number Management (3) Local Phone Numbers Generate phone numbers native to a target location Toll-Free Numbers Create toll free numbers for tracking purposes Port Existing Numbers Transfer existing numbers into the call tracking system Show More ##### ## Tracking (3) Visitor & Keyword Tracking Record which campaigns and landing pages are converting into phone calls Dynamic Number Insertion Assign a unique tracking number to each visitor Multi-Channel Call Attribution Decipher which marketing channels are converting and most effective Show More ##### ## Call Routing (3) IVR Direct a phone call without the need for a human representative, but instead a voice responder Call Scheduling Route calls based on the time of the day to reach the proper representative Geo-Routing Route calls based on location to reach the proper representative Show More ##### ## Analytics (6) Call Data Provide the representative with caller data upon receiving a phone call Call Recording Offer the ability to capture and replay a conversation for further information Advanced Reporting Prepare detailed reports regarding call data by source, keyword, or landing page Conversation Intelligence Uses machine learning to analyze conversations and optimize call performance Export/Import Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. Reporting Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. Show More ##### ## Communication (5) Pop-up Chat Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. Notifications Delivers notifications to both sides of the conversation. Targeted Emails Sends automated emails to further engage clients and potential clients. In-App Messaging Allows for live chat to be enabled within the app for customer help. Co-Browsing Allows agents to join a customer's browser session and navigate through the website with them. Show More ##### ## Internal Use (6) Customization Allows users to customize chat colors, text, logos, and branding. Conversation Archiving Archives conversations in a separate location for later reference. Lead Development Enables employees to denote potential customers. Knowledge Base Establishes a knowledge base for employee reference during conversations. Team Inbox Provides a central location for help requests, helping employees respond sooner. Customer Profiles Allows for the creation of profiles for contacts and customers. Show More ##### ## Marketing Operations (6) ROI Tracking Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs Data Collection Gathers data about the effectiveness, impact, and reach of marketing campaigns Customer Insights Collects and reports on data relating to customer journeys, preferences, and history Multi-User Access Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results Spend Management Includes features for budgeting, forecasting, and managing marketing investments White Label Offers a white labeling service for agencies or resellers to customize platform branding Show More ##### ## Campaign Activity (5) Campaign Insights Analyzes historical and current marketing campaigns to inform future strategy Reports and Dashboards Creates reports and dashboards to analyze results of campaigns Campaign Stickiness Identifies which marketing campaigns resolved in open or closed opportunities Multichannel Tracking Collects marketing campaign performance data across multiple channels Predictive Analytics Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization Show More ##### ## Calling (5) Record Calls Records calls for future reference. Generate Location Generates an area code local to where the user is calling to increase likelihood of pick-up. Call Types Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. Click-to-Call Gathers contacts from integrated tools, allowing users to call with one click. Auto Dialer Has auto-dialing or predictive dialing functionality. Show More ##### ## Contacts (3) Personalization Retains a log of extraneous contact information such as timezone and contact engagement. Information Locater Finds and opens saved contact information for reference at the time of a new call. Record Prospect Data Allows users to denote which contacts they believe are prospective customers. Show More ##### ## Insights (6) Notes Allows users to take notes during or after the call for future reference. Daily Summary Delivers users a daily summary of activity. Automated Voicemails Sends automated voicemails to prospective clients who fail to answer. Automated Emails Sends automated emails to increase engagement with prospective clients. Sorts Prospects Organizes contacts based on probability of success. Automated Note Taking Automatically transcribes and summarizes meeting discussions. Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (3) Opportunity and Pipeline Management Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Data Entry Automates the entry of collected data. Integrations / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Performance Analysis (2) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Call Analytics (4) Call Recording Records sales calls and facilitates playback Machine Learning Utilizes machine learning technology to analyze recorded sales calls Call Analysis Analyzes or facilitates the analysis of recorded and stored sales calls for insight Lead Qualification Leverages analytics to qualify and score calls in real time Show More ##### ## Artificial Intelligence - Conversation Intelligence (3) Customer Scoring Leverages technology to rate or "read" recordings to determine the impact of sales calls Speech-to-Text Transcribes sales calls from speech to text Sentiment Analysis Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation Show More ##### ## Channels (3) Voice Provides voice call functionality. Web Chat Includes or integrates with live chat initiaited from the company's web site. Mobile SMS Accepts contacts initiated through SMS or other mobile text functions. Show More ##### ## Functions (7) Session Routing Route calls to the most appropriate agent according to a series of factors, including the time of day, customer priority, IVR outcomes, and skill-based routing (SBR). Voicemails can be routed to agents during quiet call periods. Session Queuing Callers can be routed to a queue or placed on hold until an agent becomes available. Concurrent Calling Place a large or unlimited volume of calls simultaneously without diminishing the call quality. Speech Analytics Provides some level of analytics based on keywords and vocal tones. IVR Includes an interactive phone menu. Inbound Screen Pop Populates CSR's screen with available customer data. Persistent Data Maintains and shares information across channels and agents as the case progresses. Show More ##### ## Attribution Modeling (6) Single-Touch Attribution Uses an attribution model that assigns credit to one touchpoint in the customer’s journey. Multi-Touch Attribution Uses an attribution model that assigns credit to all touchpoints in the customer’s journey. Algorithmic Attribution Uses machine learning to create an attribution model. Cross-Device Attribution Tracks customer interactions across mobile and desktop. Offline Attribution Allows users to track touchpoints through offline channels, such as events. Custom Attribution Allows the user to create a custom attribution model. Show More ##### ## Marketing (4) B2B Attribution Provides features for B2B marketers. B2C Attribution Provides features for B2C marketers. Marketing Channels Enables marketers to track multiple marketing channels. Integrations Integrates with other sales, marketing, and advertising software. Show More ##### ## Reporting (3) Dashboards Provides customizable dashboards that allow users to view and manage data. Data Visualizations Displays attribution data through easy-to-interpret charts and graphs. Custom Reporting Allows users to build custom reports. Show More ##### ## Administrative (4) Session Summary Notes Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history. Administrator Access Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary. Reporting & Dashboards Report on historical or real-time call center performance metrics, and access data through highly visual dashboards. Session Recording Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes. Show More ##### ## Administration (3) Martech Integrations Integrates with marketing software such as CRM, marketing automation, and digital advertising to measure and optimize the customer journey across channels Privacy, Security, and Compliance Helps companies ensure they comply with industry-specific standards for data management and privacy, such as PII, PCI, HIPAA, and GDPR Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took Show More ##### ## Lead Monitoring (3) Features Provides features to create and manage lists of potential customers Performance Monitors form‚Äôs performance and contribution to the sales pipeline Identification Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page Show More ##### ## Data Capture (4) Mobile Records leads using different types of devices Websites Captures form submissions from existing forms on websites or landing pages Social Media Captures leads across social media channels Data Captures measurable, real customer data gathered directly from a website Show More ##### ## Customization (8) Forms Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter Personalization Changes colors, calls to action, or form length to personalize lead capture Templates Provides pre-configured templates that can be customized by users Integration Integrates with sales and marketing software solutions to transfer lead data between them Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Show More ##### ## Additional Functionality (3) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Notifications Sends notifications when a completed form is recieved Mobile Forms Allows users to build, distribute and access forms from a mobile device Show More ##### ## Generative AI (7) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Speech Simulates human-like speech from text inputs. AI Text-to-Speech Simulates human-like speech from text inputs. Show More ##### ## Voice Recognition - AI Voice Assistants (1) Voice Recognition Helps in understanding different accents, dialects, and speech patterns. Show More ##### ## Speech Synthesis - AI Voice Assistants (3) Speech Synthesis Helps to generate human-like speech responses. Customizable speech Provides customizable speech speed and intonation. Multiple voice actions Provides multiple voice options like gender, tone and style. Show More ##### ## Security and privacy - AI Voice Assistants (1) Encrypted communication Allows communications to be secure and authenticated. Show More ##### ## Compatibility - AI Voice Assistants (1) Cross platform compatibility Aids in syncing with multiple devices. Show More ##### ## Agentic AI - Inbound Call Tracking (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Marketing Analytics (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Lead Capture (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Attribution (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Contact Center (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Outbound Call Tracking (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - AI Sales Assistant (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Conversation Intelligence (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![CTM](https://images.g2crowd.com/uploads/product/hd_favicon/f8984d08f540c0a6a89f905048bb0abb/ctm-ctm.svg "CTM") CTM 4.5/5 (724) ](https://www.g2.com/products/ctm-ctm/reviews) [ ![WhatConverts](https://images.g2crowd.com/uploads/product/hd_favicon/d92d25660d9b18514f14665d75e06d95/whatconverts.svg "WhatConverts") WhatConverts 4.9/5 (306) ](https://www.g2.com/products/whatconverts/reviews) [ ![Aircall](https://images.g2crowd.com/uploads/product/hd_favicon/d88e64e138533d66704f0a6b3ed71f61/aircall.svg "Aircall") Aircall 4.4/5 (1,566) ](https://www.g2.com/products/aircall/reviews) [ View All Alternatives ](https://www.g2.com/products/callrail/competitors/alternatives) CallRail Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f2fbd26e86afed37ec5f26c5310428ae/ctm-ctm.jpg "Product Avatar Image") CTM (formerly... 4.5/5 (758) [ Compare Now ](https://www.g2.com/compare/ctm-ctm-vs-callrail) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_67a0c56efc52b62414d9237d57d7f52a/invoca.png "Product Avatar Image") Invoca 4.5/5 (967) [ Compare Now ](https://www.g2.com/compare/callrail-vs-invoca) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_517e072e3102d2d34ed3c4b334812b87/marchex.png "Product Avatar Image") Marchex 4.1/5 (184) [ Compare Now ](https://www.g2.com/compare/callrail-vs-marchex) ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ Conversation Intelligence ](https://www.g2.com/categories/conversation-intelligence)[ Outbound Call Tracking ](https://www.g2.com/categories/outbound-call-tracking) [ Online Form Builder ](https://www.g2.com/categories/online-form-builder)[ Live Chat ](https://www.g2.com/categories/live-chat)[ Lead Capture ](https://www.g2.com/categories/lead-capture)[ Marketing Analytics ](https://www.g2.com/categories/marketing-analytics)[ Attribution ](https://www.g2.com/categories/attribution)[ Contact Center ](https://www.g2.com/categories/contact-center)[ AI Voice Assistants ](https://www.g2.com/categories/ai-voice-assistants)[ Inbound Call Tracking ](https://www.g2.com/categories/inbound-call-tracking) Show More ##### Explore More [ Top live chat service for tech support teams ](https://www.g2.com/discussions/top-live-chat-service-for-tech-support-teams-what-s-your-pick)[ How do teams use Box to manage and extract value from unstructured content like documents and PDFs? ](https://www.g2.com/discussions/how-do-teams-use-box-to-manage-and-extract-value-from-unstructured-content-like-documents-and-pdfs)[ What is the top-rated recruiting automation platform for enterprises? ](https://www.g2.com/discussions/what-is-the-top-rated-recruiting-automation-platform-for-enterprises) [ RFP Templates ](https://www.g2.com/articles/rfp-template)[ Which network monitoring app is best for medium-sized enterprises ](https://www.g2.com/discussions/which-network-monitoring-app-is-best-for-medium-sized-enterprises)[ Pros and Cons Details ](https://www.g2.com/products/callrail/reviews?qs=pros-and-cons) Show More [ Top live chat service for tech support teams ](https://www.g2.com/discussions/top-live-chat-service-for-tech-support-teams-what-s-your-pick)[ How do teams use Box to manage and extract value from unstructured content like documents and PDFs? ](https://www.g2.com/discussions/how-do-teams-use-box-to-manage-and-extract-value-from-unstructured-content-like-documents-and-pdfs)[ What is the top-rated recruiting automation platform for enterprises? ](https://www.g2.com/discussions/what-is-the-top-rated-recruiting-automation-platform-for-enterprises) [ RFP Templates ](https://www.g2.com/articles/rfp-template)[ Which network monitoring app is best for medium-sized enterprises ](https://www.g2.com/discussions/which-network-monitoring-app-is-best-for-medium-sized-enterprises)[ Pros and Cons Details ](https://www.g2.com/products/callrail/reviews?qs=pros-and-cons)