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Call Tracking
Track Every Call, Enhance Every Interaction.
Marketing Control
Take Full Control of Your Marketing
Easily assign phone numbers to different marketing channels to track which campaigns perform best. Route calls to the appropriate locations, monitor call quality, and ensure excellent customer service—all directly from your CRM. With these tools, managing your marketing has never been simpler.
✔️ Robust Reporting
✔️ Phone Routing
✔️ Track Each Call
✔️ Listen-in to all calls
You're in Control
Customize your phone numbers with word coding that fits your brand—like 901-XXX-TAX or 1-800-ADVANCE. Once your numbers are set, access your Call Log to track performance and gain insights into the effectiveness of your marketing campaigns.
Marketing Report
Gain clear insights into the performance of your marketing efforts. Track which campaigns deliver the highest ROI, identify trends, and make data-driven decisions to optimize your strategy and maximize results.
Phone Tracking
Get Toll-Free and Local Numbers
Easily purchase and manage toll-free or local numbers directly through your CRM. Track every call to measure marketing effectiveness, optimize campaigns, and control costs—ensuring you connect with clients efficiently.
Real-Time Call Routing
Decide where incoming calls should be forwarded when any of your marketing numbers are dialed. Route calls to a specific number or directly to a preferred office for immediate response.
Monitor Every Call
Listen to completed calls between your employees and clients to ensure top-tier service quality and effective communication.
Track Marketing ROI
Measure call conversions from digital, search, and offline marketing campaigns, including PPC keywords, to understand which strategies drive the best results.
Automated Call Functions
Use multi-touch CPL reporting to link inbound calls, texts, and form submissions to your ad spend across platforms like Bing Ads, Facebook Ads, and Google Ads.
GEO-Based Routing
Route calls by zip code so clients are automatically connected to the nearest office for fast, localized service.
Comprehensive Reporting
Quickly identify the most effective marketing channels. With tax season being short, actionable insights allow you to maximize results and focus on what works best immediately.