[ Phonexa Reviews ](https://www.g2.com/products/phonexa/reviews) [ Phonexa Reviews ](https://www.g2.com/products/phonexa/reviews) # Phonexa Features ##### ## Metrics (9) Sessions - Digital Analytics Accurately measure total web traffic and present data elegantly. Engagement Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc. Entry and Exit Pages Accurately determine where most people enter your site and where they leave and present data elegantly. Standard Event Tracking Software automatically tracks standard user actions. Custom Event Tracking Able to set up custom variables to track any user activity on the site. Retention Accurately measure bounce rate. Return Track user return rates and related metrics. Conversions Track what proportion of users convert via a certain action. Funnels See how many users proceed down a certain path to conversion. Show More ##### ## Reporting (15) Real-Time Reporting Obtain live data for who is currently accessing your site. Trending Report on how any user activity has changed over time. Retroactive Reporting Report on user activity in the past and set up predictive models for the future. Segmentation Break down a population of users by demographics, sequence actions, time, and able to build custom segments. Mobile Reporting Analytic tools are also available for mobile and tablet versions of websites. Unification Across Devices Able to unify user data across devices, recognizing returning users. Custom Reports and Dashboards Allows users to easily build customized reports and dashboards. Visit Tracking Track the location of each individual visitor to better understand behavior. Visitor Retention Monitor repeat visitors to understand motivations and influences. Visitor Engagement Record the actions of each visitor through integrations with POS systems, visitor counters, and other data sources. Segmentation Provide the ability to segment reports by a demographic information. Dashboards Allow users to easily build relevant and useful dashboards to digest data. 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 ##### ## Other (7) User Data Able to access user-specific data such as location, language, gender, and activity while on the site. Site Search Reporting Report on keywords used in internal searches. Load Time Monitoring Track load times on different devices and systems. Campaign Tracking Analyze inbound marketing traffic to identify which campaigns are working best. E-Commerce Track revenue and transactions. Promotional Messages Able to deploy promotional or other pop-up messages based on user actions. Administration Alerts System can self-monitor critical metrics and alert administrators when they reach concerning levels. Show More ##### ## Administration (10) API / Integrations 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. QA Testing Able to test that event and variable setup are reporting data accurately. 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. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Integration Integrate with a variety of data sources, such as guest wifi, customer data platforms, visitor counters, POS systems, and third-party data sources. Performance and Reliability Provide consistent performance and reliable data on each visitor. User, Role, and Access Management Allow administrators to provision access based on the individual user and their role. 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 ##### ## Attribution (3) Lead Opportunity Aligns lead scores with predefined lead distribution criteria Lead Assignment Matches and assigns leads to the correct sales representative Pipeline Acceleration Determines which leads should be prioritized and then accelerates them up the pipeline Show More ##### ## Discovery (3) Lead Management Integrates with lead capture and lead intelligence tools to discover leads Scoring/Ranking Creates and assigns scoring system to rank the viability of leads Lead Context Integrates with CRM or marketing automation tools to contextualize lead data Show More ##### ## Management (6) Conversion Viability Reports on and analyzes lead scores to determine the conversion rate of lead opportunities Workflow Aligns lead scores and strategy with existing sales operations Scrubbing Provide or integrate with scrubbing services to validate dialing lists. Blocking Deliver blocking features to ensure that employees cannot call restricted numbers. Campaign Management Ability to create custom rules for each campaign to ensure compliance. Screening Validate phone numbers when gathering information on new customers. Show More ##### ## Platform (2) Data Synchronization Syncs lead data within the sales database for consistency and accuracy Analysis Provides analysis on lead scores, funnel insights, and both open and closed opportunities 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 (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 ##### ## 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 ##### ## Basic Communication (6) Phone Calls Enables users to place phone calls over the internet. Video Calls Enables users to place video calls over the internet. Instant Messaging Enables users to send instant messages over the internet. Screen Sharing Enables users to share screens over the internet. Conference Calls Enables multiple users to make phone or video calls over the internet at once. Desk-to-Desk Calls Enables users to contact one anothers through mobile phones and landlines. Show More ##### ## Advanced Features (3) Hold Music Offers users the option to play music for contacts who are on hold. Automated Attendants Offers users the option to set up an automated attendant to field calls and information when employees are unavailable. VOiP Number Offers users a unique number that can be dialed from anywhere. Show More ##### ## Access (3) Software Pairing Allows users to download the tool as an add-on to subscriptions to specific services such as Outlook 365. Browser Extension Allows users to download the tool along as an extension to their browser of choice. Individual Download Requires users download the software on its own. 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 ##### ## Link Options (3) Custom Links Allows affiliates to create custom links for products Referral Link Generator Able to generate affiliate links Smart Link Supports the creation of smartlinks that redirect users to relevant offers based on predefined conditions such as device type, geolocation, etc. Show More ##### ## Tracking Options (3) Email Updates Provides both companies and affiliates with email updates on campaign performance Affiliate Tracking Provides reporting and analytics on tracked performance of campaigns and affiliate-driven activities Cookieless Tracking Allows for tracking without the use of cookies 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 ##### ## 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 ##### ## 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 ##### ## Compliance (3) Regulations Help companies comply with state and federal laws such as TCPA and DNC. Updates Updates compliance information based on the most recent changes to regulations. Exemptions Manage exemptions to reclaim phone numbers that are incorrectly classified. Show More ##### ## Integration (3) Phone Systems Provide integration with phone systems and auto-dialers. Marketing & CRM Provide integration with marketing and CRM software. Third-Party Provide integration with other third-party applications that use phone numbers. Show More ##### ## Lead Intelligence (5) Lead Validation Product accurately cleans, deduplicates, and verifies lead data. Lead Enrichment Product enriches existing lead data with missing information. Lead Quality Product provides accurate, up-to-date contact information for leads, such as email address or phone number. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Browser Extension Product offers a browser extension that validates or enriches lead information within the user’s browser. 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 ##### ## Affiliate Management (3) Affiliate Network Provides companies with access to a network of affiliates for recruiting Commissions and Payouts Supports multiple compensation models, such as pay-per-click, pay-per-sale, pay-per-lead, etc. Customization Supports the customization and management of affiliate campaigns and promotional links Show More ##### ## Additional Functionality (4) 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 Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Show More ##### ## Generative AI (1) AI Text-to-Speech Simulates human-like speech from text inputs. Show More ##### ## Platform Basics - VoIP Providers (6) PBX systems, VoIP Softphone Contains PBX & VoIP softphone that can be used within the VoIP business system. Call Management Manages incoming calls with features such as call forwarding, transferring, and routing. Network monitoring Supports real-time network monitoring via dashboards and alerts to identify and resolve issues. Integrations Enables integrations with communication and CRM platforms. Virtual PBX Provides compatibility with both hosted and virtual PBX solutions. SIP trunking services Supports SIP trunking services for local and long-distance calls. Show More ##### ## Agentic AI - Inbound Call Tracking (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases 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 Intelligence (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Visitor Identification (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Lead Scoring (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 Decision Making Makes informed choices based on available data and objectives 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 - Digital Analytics (4) 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 Decision Making Makes informed choices based on available data and objectives 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 - Affiliate Marketing (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 Show More ##### ## Agentic AI - VoIP Providers (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 Proactive Assistance Anticipates needs and offers suggestions without prompting 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) [ ![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) [ ![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) [ View All Alternatives ](https://www.g2.com/products/phonexa/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. 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