CallSource Features

Provides a forum for customers to give feedback and data storage for company analysis.

Gives users greater visibility into the how feel and respond to reputation gaining tactics.

Evaluating strengths and weaknesses of companies with the same target audience

Helps monitor the overall performance of marketing efforts and brand establishment.

Provides a centralized hub and management tools for all data points related to online reputation.

Helps track and monitor social media trends and interactions.

Helps manage social messaging and measures the full impact of social campaigns.

Automatically monitor and receive alerts for any new online reviews

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

Create, save, and re-purpose templates for emails, forms, etc.

Optimize and manage the search engine optimization efforts for a website or digital content

Planning and managing of resources and procedures to mitigate the impact of events and incidents

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Identify, track, and respond to negative feedback

Track and monitor a specific set of keywords

Generate phone numbers native to a target location

Create toll free numbers for tracking purposes

Transfer existing numbers into the call tracking system

Record which campaigns and landing pages are converting into phone calls

Assign a unique tracking number to each visitor

Decipher which marketing channels are converting and most effective

Track and document all activities across devices, networks, and other systems

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Direct a phone call without the need for a human representative, but instead a voice responder

Route calls based on the time of the day to reach the proper representative

Route calls based on location to reach the proper representative

Sends voice calls to a specific queue based on predetermined criteria

Provide the representative with caller data upon receiving a phone call

Offer the ability to capture and replay a conversation for further information

Prepare detailed reports regarding call data by source, keyword, or landing page

Uses machine learning to analyze conversations and optimize call performance

Active reporting of data and metrics

Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.

Records sales calls and facilitates playback

Utilizes machine learning technology to analyze recorded sales calls

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Leverages analytics to qualify and score calls in real time

Review data from past periods to reveal recurring tendencies and predict future performance

Receive data and information in real time

Software program that continuously adjusts its behavior based on observed data

Leverages technology to rate or "read" recordings to determine the impact of sales calls

Transcribes sales calls from speech to text

Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation

Integrates with marketing software such as CRM, marketing automation, and digital advertising to measure and optimize the customer journey across channels

Helps companies ensure they comply with industry-specific standards for data management and privacy, such as PII, PCI, HIPAA, and GDPR

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

Provides features to create and manage lists of potential customers

Monitors form’s performance and contribution to the sales pipeline

Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page

Automatically identify and save contact information of potential customers

Captures form submissions from existing forms on websites or landing pages

Captures leads across social media channels

Captures measurable, real customer data gathered directly from a website

Web form that allows users to enter data that is sent and processed for different reasons

Provides pre-configured templates that can be customized by users

Integrates with sales and marketing software solutions to transfer lead data between them

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Computer-telephony integration is the use of computers to manage telephone calls

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Integration with third-party CRM systems

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Form predictions based on past and present data/trends

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Monitor and collect information from social media based on specific keywords

Process and analyze human language in text or audio form

Designed for contact centers.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to convert voice into text automatically

Tactical guides providing information and instructions for teams to navigate through tasks and processes

Conduct & deliver coaching sessions to improve employee performance or facilitate development

Transforming unstructured text into a structured format to identify meaningful patterns and new insights

Visually identify direction of development and areas that require attention

Allow users to create, edit, and sort multiple notes

Measures the retention rate and satisfaction of customers.

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Define levels of authorization for access to specific files or systems

Track and report regulatory data to either internal management or external stakeholders

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Helps understand a user's intentions/actions

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Provides a channel for team members to share media files, communicate, and work together

Arrange tasks based on the level of priority or urgency

Ability that lets users rebrand the software to make it look like their own

Track the usage of certain hashtags

Share internal and external reviews on social media platforms

View and track pertinent metrics to find patterns and gain insights from data

Predict future data based on historical data sets

Encourage your customers to promote your company by providing materials, tools, and reward programs

Automatic reply functionality for incoming messages

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Enables employees to promote their company by supplying them with materials, tools, and reward programs

An extended application or connector that enables users to perform additional services with their current set of tools

Search and filter data across systems to locate required information by entering keywords or certain criteria

Automatically calculate score after the assessment

Application programming interface that allows for integration with other systems/databases

Alter the layout and content of reports

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customize data fields to support various needs and use cases

Allows businesses to request reviews from their customers

Tracks metrics that provide insight into how a user interacts with any interface or product

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and interpret campaign performance metrics

Distribute/route/connect calls

Automatically identify and save contact information of potential customers

Analyze and gain insights into data in real-time

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Manage and track all past and future calls.

Active monitoring of systems, applications, or networks

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Computer-based system that allows users to send and receive voice messages

Each call is assigned a score based on predetermined criteria, such as the quality of the call or the likelihood of conversion.

Displays a personalized message to the receiver of the call, offering details about the reason or origin of the call.

Import and export data to and from software applications

Use AI to generate content in the form of text, images, videos, etc.

Manage multiple campaigns in one system

Measure campaign influence through collection of keyword tracking and revenue sources

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage the process of attracting and converting business prospects into leads

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Voice conversion to text

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

System calls multiple numbers at once and connects the agent to the first number that answers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Alter the layout and content of reports

Manage, organize, and store contact information

Identify the number and contact information of a caller before answering the phone

System that automatically dials calls

Track and report on call outcomes

Organize and manage the accomplishments and development of employees or performance of applications or systems

Provide agents with a typical response for common call subject matter

Score a lead on their quality or likelihood to buy based on certain behaviors

Transfers live calls to other agents

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Listen to live phone conversations for the purpose of training and assessing agent performance

Divide leads into buckets based on predefined criteria and routing rules

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage multiple campaigns in one system

Tools designed to streamline the process of lead generation and management for sales teams

Customize data fields to support various needs and use cases

Route and distribute your leads to third party buyers

Predefined actions automatically performed on the occurance of specific events

Tracks metrics that provide insight into how a user interacts with any interface or product

Use AI to generate content in the form of text, images, videos, etc.

Communicate using direct chat or messages within the system

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Create and send email blasts/campaigns

Create, save, and re-purpose templates for emails, forms, etc.

Engage with a lead throughout the sales process by actively providing information

Add customized logos and colors to align with company branding

Manage, organize, and store contact information

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, store and organize emails within the system or via third-party apps

Notifications that are delivered to users as soon as an event occurs

Process of dividing customers into groups based on common characteristics

Gauge satisfaction and receive information for improvement and success

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Real-time alerts or notifications that inform teams about new leads or prospects

View and track pertinent metrics to find patterns and gain insights from data

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Manage the process of attracting and converting business prospects into leads

A collection of customer information such as contact details, demographics, previous interactions, etc.

Create and automatically send premade copy in response to customer messages

Score a lead on their quality or likelihood to buy based on certain behaviors

Application programming interface that allows for integration with other systems/databases

Store, manage and track all forms in a centralized location

Track visitors and purpose of visits

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Track and interpret campaign performance metrics

Search and filter data across systems to locate required information by entering keywords or certain criteria

Plan and strategize marketing campaigns

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Track delivered, received, and opened emails

Send automated marketing emails based on user actions over a predetermined period

Group campaigns by project, client, or campaign for better management.

Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.

Track and manage schedules and meetings via an integrated calendar

Timed notification for any upcoming task, deadline, appointment, or activity

Track interaction history by documenting conversations for contacts

Track all opportunities for potential sales and convert them into recurring revenue

Reports specific to sales analysis for trends and strategies

Store and organize documents in a centralized system

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Observe and track the demand, usage, progress or quality of a system, product, or user

Caters to sales teams

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression