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CallRail
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About

CallRail's easy-to-use lead intelligence platform shows you which specific marketing campaigns, ads, and keywords drive your best leads, equipping you spend your budget on what actually works. With an in-app softphone and team inbox, you'll have smarter conversations that win customers.
  • Overview
  • Integrations
  • Showroom
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Why CallRail?

CallRail makes Microsoft 365, Salesforce, and HubSpot more powerful by providing additional marketing and commmunications-powered functionality. CSPs will wow their customers with integrated solutions that help them increase marketing ROI and improve sales productivity.

CallRail customer persona

Top segments by size (# employees)
B2C
Micro
0 employees
SOHO
1 – 4 employees
Small SMBs
5 – 9 employees
Medium SMBs
10 – 49 employees
Large SMBs
50 – 249 employees
Corporate
249 – 999 employees
Enterprise
999+ employees
Top segments by vertical
Real Estate, Rental & Leasing
Professional, Scientific & Technical Services
Health Care & Social Assistance
Segment 4
Segment 5
Segment 6
Not targeted customer segment
Secondary customer segment
Sweet spot

Needs

  • I need to know what marketing is working, so I can best optimize my budget.
  • I need to improve the customer experience with call agent monitoring that allows for adequate coaching.
  • I need an integrated solution that captures phone calls, form submissions, web chats, and text messages in a single platform.

Wants

  • I want a lead intelligence platform that is easy to implement, and can be setup in a short amount of time.
  • I want a call tracking provider with top rated support, and limited downtime in call forwarding.
  • I want a lead intelligence platform that integrates with my existing ecosystem such as Microsoft, Google, and Salesforce.

Pain points

  • You have limited visibility into what marketing campaigns generate the best return on investment and cost per lead, which forces you to blindly invest in campaigns, ads, and keywords that may or may not generate high-quality leads.
  • You pay for and toggle between multiple channels to communicate with customers and manage your contact database, which drives up your business operating costs and leads to missed opportunities and sub-par customer experiences.
  • You’re driving good leads or inbound customer interactions, but deals aren’t being closed and customers are frustrated with the service they’re receiving. You have no way to determine what’s going on behind the scenes with your team to help identify and fix the problem.
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