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.
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.
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.
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
Based on 27 Phonexa reviews. 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
Based on 31 Phonexa reviews. 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 33 reviewers of Phonexa have provided feedback on this feature.
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
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
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.
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
Phone Number Management (3)
Local Phone Numbers
Generate phone numbers native to a target location This feature was mentioned in 29 Phonexa reviews.
Toll-Free Numbers
Create toll free numbers for tracking purposes 31 reviewers of Phonexa have provided feedback on this feature.
Port Existing Numbers
Transfer existing numbers into the call tracking system This feature was mentioned in 27 Phonexa reviews.
Tracking (3)
Visitor & Keyword Tracking
As reported in 27 Phonexa reviews. Record which campaigns and landing pages are converting into phone calls
Dynamic Number Insertion
As reported in 28 Phonexa reviews. Assign a unique tracking number to each visitor
Multi-Channel Call Attribution
Decipher which marketing channels are converting and most effective 30 reviewers of Phonexa have provided feedback on this feature.
Call Routing (3)
IVR
Direct a phone call without the need for a human representative, but instead a voice responder This feature was mentioned in 31 Phonexa reviews.
Call Scheduling
As reported in 28 Phonexa reviews. Route calls based on the time of the day to reach the proper representative
Geo-Routing
Based on 27 Phonexa reviews. Route calls based on location to reach the proper representative
Analytics (6)
Call Data
Based on 31 Phonexa reviews. Provide the representative with caller data upon receiving a phone call
Call Recording
As reported in 28 Phonexa reviews. 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 34 reviewers of Phonexa have provided feedback on this feature.
Conversation Intelligence
Based on 26 Phonexa reviews. 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.
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
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
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.
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.
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.
Calling (5)
Record Calls
Records calls for future reference. 18 reviewers of Phonexa have provided feedback on this feature.
Generate Location
As reported in 18 Phonexa reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.
Call Types
As reported in 19 Phonexa reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
Click-to-Call
As reported in 16 Phonexa reviews. Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (3)
Personalization
Retains a log of extraneous contact information such as timezone and contact engagement. This feature was mentioned in 21 Phonexa reviews.
Information Locater
As reported in 20 Phonexa reviews. 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. 20 reviewers of Phonexa have provided feedback on this feature.
Insights (6)
Notes
Based on 19 Phonexa reviews. Allows users to take notes during or after the call for future reference.
Daily Summary
Delivers users a daily summary of activity. 23 reviewers of Phonexa have provided feedback on this feature.
Automated Voicemails
As reported in 17 Phonexa reviews. Sends automated voicemails to prospective clients who fail to answer.
Automated Emails
Sends automated emails to increase engagement with prospective clients. 20 reviewers of Phonexa have provided feedback on this feature.
Sorts Prospects
As reported in 20 Phonexa reviews. Organizes contacts based on probability of success.
Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
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
Agent Performance Management (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
Artificial Intelligence
Utilizes artificial intelligence technology to discover insights within recorded sales calls
Link Options (3)
Custom Links
Based on 53 Phonexa reviews. Allows affiliates to create custom links for products.
Referral Link Generator
Provides an affiliate link generator. This feature was mentioned in 53 Phonexa reviews.
Smart Link
Supports the creation of smartlinks that redirect users to relevant offers based on predefined conditions such as device type, geolocation, etc. This feature was mentioned in 53 Phonexa reviews.
Tracking Options (3)
Email Updates
As reported in 58 Phonexa reviews. Provides both merchants and affiliates with email updates on campaign performance.
Affiliate Tracking
Provides merchants with data and analysis on the performance of campaigns and specific affiliations. 60 reviewers of Phonexa have provided feedback on this feature.
Cookieless Tracking
Allows for tracking without the use of cookies. 55 reviewers of Phonexa have provided feedback on this feature.
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.
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.
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.
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.
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.
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.
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.
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.
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 (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
Customization (8)
Forms
Based on 10 Phonexa reviews. 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 This feature was mentioned in 10 Phonexa reviews.
Templates
Based on 10 Phonexa reviews. Provides pre-configured templates that can be customized by users
Integration
Integrates with sales and marketing software solutions to transfer lead data between them 10 reviewers of Phonexa have provided feedback on this feature.
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.)
Affiliate Management (3)
Affiliate Network
Based on 60 Phonexa reviews. Provides advertisers with access to a network of affiliates.
Commissions and Payouts
Supports multiple compensation models, such as pay-per-click, pay-per-sale, pay-per-lead, etc. This feature was mentioned in 62 Phonexa reviews.
Customization
Based on 63 Phonexa reviews. Includes features for customizing campaign assets.
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
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
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.
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
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
Agentic AI - Lead Intelligence (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Visitor Identification (1)
Cross-system Integration
Works across multiple software systems or databases
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
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 - 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
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
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
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
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
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
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
Technology Glossary Features
View definitions of the features and discover new technology terms.
What is call recording and why is it important as a software feature? Our G2 guide can help you understand call recording and popular software with call recording features.
Mobile reporting is a business intelligence solution that allows users to access analytics on mobile devices. Learn more about the benefits and uses.
Promotional messages are used by businesses to advertise a product, event, or special offer to their customers. Learn more about promotional messages, their best practices, and how marketers can create promotional campaigns with SMS marketing software.





