CallSource Features
Consumer Intelligence (2)
Customer Feedback
Provides a forum for customers to give feedback and data storage for company analysis.
Sentiment Analysis
Gives users greater visibility into the how feel and respond to reputation gaining tactics.
Reporting (2)
Corporate Reporting
Helps monitor the overall performance of marketing efforts and brand establishment.
Dashboard
Provides a centralized hub and management tools for all data points related to online reputation.
Media Monitoring (2)
Social Networks Monitoring
Helps track and monitor social media trends and interactions.
Social Media Management
Helps manage social messaging and measures the full impact of social campaigns.
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
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
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
Analytics (5)
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
Reporting
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
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
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
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
Lead Monitoring (3)
Features
Provides features to create and manage lists of potential customers
Performance
Monitors form’s 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
Data Capture (3)
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
Customization (3)
Forms
Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
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
Generative AI (2)
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.
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
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Online Reputation Management (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
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Conversation Intelligence (7)
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
Adaptive Learning
Improves performance based on feedback and experience
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






