[ CTM (fo... Reviews ](https://www.g2.com/products/ctm-ctm/reviews) [ CTM (fo... Reviews ](https://www.g2.com/products/ctm-ctm/reviews) # CTM Features ##### ## Training (4) Knowledge Base Organizes knowledge from fellow sales representatives and other experienced employees for reference. Coaching Materials Offers content and training for new hires within the tool. Playbook Creation Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. Video Record Records users' practice or live pitches for future reference and improvement. Show More ##### ## Feedback (6) Review Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. Scorecard Provides a scorecard to display team and/or individual performance. Coaching Card Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. Leaderboard Projects team sales performance publicly to reward and motivate employees. Real-Time Updates Updates sales data in real-time so as to help teams remain close to their goals. Notifications Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. Show More ##### ## 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 (4) 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 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 (6) 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 Brand Optimization Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback 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 (5) 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. Sorts Prospects Organizes contacts based on probability of success. Automated Note Taking Automatically transcribes and summarizes meeting discussions. 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 (5) Voice Provides voice call functionality. Social Provides an interface for one or more social media channels. 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. Email Allows CSRs to receive and answer customer emails. Show More ##### ## Functions (8) 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. Auto Dialer Has auto dialing or predictive dialing functions for outbound use. 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 ##### ## Features (5) Voicemail to Email Transcribes voice messages to email. Voicemail to SMS Transcribes voice messages and delivers them via text message. File Sharing Includes a way to easily share files between users. Voice Conferencing Allows multi-participant phone conferences. Conference Transcripts Records and transcribes voice and video conferences. Show More ##### ## Extensions (3) Tenancy Flexibility Can be deployed as a single-tenant or multi-tenant product. Native VoIP Contains its own IP telephony system. CCaaS Option Is also able to serve as contact center software. Show More ##### ## Attribution Modeling (4) 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. Cross-Device Attribution Tracks customer interactions across mobile and desktop. Offline Attribution Allows users to track touchpoints through offline channels, such as events. 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 (5) 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. Agent Scheduling and Assignment Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise. 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 ##### ## Generative AI (4) 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 Summarization Condenses long documents or text into a brief summary. AI Text Summarization Condenses long documents or text into a brief summary. 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 - 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 - Sales Coaching (4) 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 Decision Making Makes informed choices based on available data and objectives Show More ##### ## 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 Show More ##### ## Agentic AI - UCaaS Platforms (4) Autonomous Task Execution Capability to perform complex tasks without constant human input 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 Show More ## Top-Rated Alternatives [ ![CallRail](https://images.g2crowd.com/uploads/product/hd_favicon/dc5a7c4a387a7c639e8eb054c965ecb7/callrail.svg "CallRail") CallRail 4.5/5 (1,627) ](https://www.g2.com/products/callrail/reviews) [ ![Invoca](https://images.g2crowd.com/uploads/product/hd_favicon/c6e9b5ea6ac9e55009255de6b07777be/invoca.svg "Invoca") Invoca 4.5/5 (926) ](https://www.g2.com/products/invoca/reviews) [ ![Revenue.io](https://images.g2crowd.com/uploads/product/hd_favicon/751abf86d128bfc8421ddb82f7bb9b67/revenue-io.svg "Revenue.io") Revenue.io 4.7/5 (566) ](https://www.g2.com/products/revenue-io/reviews) [ View All Alternatives ](https://www.g2.com/products/ctm-ctm/competitors/alternatives) CTM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9e90f804c2657749825f68807ea7c193/callrail.png "Product Avatar Image") CallRail 4.5/5 (1,716) [ 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/ctm-ctm-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/ctm-ctm-vs-marchex) ##### Categories on G2 [ Conversation Intelligence ](https://www.g2.com/categories/conversation-intelligence)[ Outbound Call Tracking ](https://www.g2.com/categories/outbound-call-tracking)[ Sales Coaching ](https://www.g2.com/categories/sales-coaching) [ UCaaS Platforms ](https://www.g2.com/categories/ucaas-platforms)[ 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)[ Speech Analytics ](https://www.g2.com/categories/speech-analytics)[ Inbound Call Tracking ](https://www.g2.com/categories/inbound-call-tracking) Show More ##### Explore More [ What are the best secure data room solutions for private equity ](https://www.g2.com/discussions/what-are-the-best-secure-data-room-solutions-for-private-equity)[ Top rated board meeting software reviews ](https://www.g2.com/discussions/top-rated-board-meeting-software-reviews)[ Best SAP store for business software ](https://www.g2.com/discussions/what-s-the-best-sap-store-software-for-businesses) [ Top-rated continuous delivery platforms for large teams ](https://www.g2.com/discussions/top-rated-continuous-delivery-platforms-for-large-teams)[ Top-rated platforms for hosting online conferences ](https://www.g2.com/discussions/top-rated-platforms-for-hosting-online-conferences)[ Pros and Cons Details ](https://www.g2.com/products/ctm-ctm/reviews?qs=pros-and-cons) Show More [ What are the best secure data room solutions for private equity ](https://www.g2.com/discussions/what-are-the-best-secure-data-room-solutions-for-private-equity)[ Top rated board meeting software reviews ](https://www.g2.com/discussions/top-rated-board-meeting-software-reviews)[ Best SAP store for business software ](https://www.g2.com/discussions/what-s-the-best-sap-store-software-for-businesses) [ Top-rated continuous delivery platforms for large teams ](https://www.g2.com/discussions/top-rated-continuous-delivery-platforms-for-large-teams)[ Top-rated platforms for hosting online conferences ](https://www.g2.com/discussions/top-rated-platforms-for-hosting-online-conferences)[ Pros and Cons Details ](https://www.g2.com/products/ctm-ctm/reviews?qs=pros-and-cons)