Call tracking software allows you to spot where your telephone leads are coming from — whether it’s a print ad, an online ad, or link in another website. We looked in the most popular options and rising stars and made a decision to examine CallRail, CallTrackingMetrics, and Convirza. These companies covered the selection of options for smaller businesses in terms of available features and cost.

Best Phone Tracking Software for Smaller Businesses: CallRail

We recommend CallRail as the best call tracking software for small businesses because it is the simplest to setup, competitively priced, plus it gives you highly-detailed call monitoring information, including at the website and keyword-level.

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Use our recommended VoIP provider with your call tracking software: Nextiva

A industry leader in the VoIP world, Nextiva services both offices and call centers, offering a broad array of functionality such as smart phone routing. Starting at only $19.95/month, Nextiva provides both inbound and outbound calling, in addition to innovative Interactive Voice Response technology and surveys. Click here to find a free presentation.

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CallRail vs. CallTrackingMetrics vs. Convirza Summary Table

	CallRail	CallTrackingMetrics	Convirza
Best For	Best complete for small businesses	Best for innovative features	Finest for telephone quality direction
Monthly Price as Reviewed Learn More	$30	$19	$29
Included Usage Learn More	● 10 local numbers ● 500 local minutes ● 100 text messages	None	● 10 neighborhood and toll-free numbers ● 600 local minutes
Additional Utilization Learn More	See in-depth review below	See comprehensive review below	See in-depth review under
Benefits of Setup/Use Learn More	Easy	Easy	Easy
Phone Tracking Learn More	✔︎	✔︎	✔︎
Call Recording Learn More	✔︎	✔︎	✔︎
Call Whispering Learn More	✔︎	✔︎	✔︎
Call Routing Learn More	✔︎	✔︎	✔︎
Geo-Routing Learn More		✔︎	✔︎
Voicemail	✔︎	✔︎
Email Telephone Alerts Learn More	✔︎	✔︎	✔︎
SMS Call Alerts Learn More		✔︎	✔︎
Customer Support Learn More	Online knowledge base, such as instruction and API, and ticket-based support.	Online knowledge base and phone, email, and ticket-based support from Monday to Thursday 7:30am to 7:30pm EST and Friday 7:30am to 5:30pm EST..	Minimal online support and phone and email-based support from Monday to Friday 7:00am to 5:00pm MST.
Site	www.CallRail.com	www.CallTrackingMetrics.com	www.Convirza.com

Best Total Call Tracking Software for Small Firms: CallRail

We recommend CallRail as the best overall call tracking software for smaller businesses because of its easy installation and use, aggressive cost, as well as the highly-detailed call monitoring information, including at the site and keyword-level, that it delivers.

Most telephone monitoring software is very similar — it defines where all your callers came out, if they discovered you on a billboard, were known by a website, clicked on a Google ad, etc..

CallRail allows you to do this for a competitive cost once use is taken into account. Their software is also quite simple to set up and use. You don’t have to know any programming or even know any technical jargon. And despite the very low cost, it also provides you a lot of handy features like an auto-attendant, call routing, and voicemail. This implies that along with telephone monitoring, you can use CallRail to setup a professional business phone system.

We use CallRail in Fit Small Business and are very happy with their easy setup and detailed call reports.

If there’s any downside to CallRail, it’s missing some features that can be handy to larger groups. It lacks geo-routing, by way of example, which may be used to separate calls by land. The other applications we reviewed can also transcribe conversations into text, so a manager can more easily overview conversations.

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Best Phone Tracking Software for Advanced Features: CallTrackingMetrics

CallTrackingMetrics is similar to CallRail, but offers a few more advanced features.

For starters, you can utilize CallTrackingMetrics to change the phone number on your website based on where a visitor is currently situated. This feature, known as geo-routing, is helpful for businesses that market globally since they can show their customers a telephone number for their home nation. It’s also valuable for bigger sales teams who need to segment customers geographically.

CallTrackingMetrics also provides an innovative tool which scans phone discussions and converts them to text. If any keywords are said, such as”installation appointment” or even”not happy”, the program can automatically send an alert to a supervisor.

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Best Phone Tracking Software for Call Quality Management: Convirza

In most cases, Convirza works out to be more expensive than CallRail and CallTrackingMetrics. Nonetheless, this is because they supply call quality management features in addition to their telephone monitoring. Just like CallTrackingMetrics, Convirza can transcribe your phone conversations to text and send an alarm when specific key words are said. Afterward , they run sophisticated algorithms to score how a salesperson completed, and how probably a caller was to buy.

This is sometimes helpful for larger businesses who need better oversight over their salespeople but may be an unnecessary luxury for smaller companies.

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In-Depth Review: CallRail vs. CallTrackingMetrics vs. Convirza

Pricing

CallRail, CallTrackingMetrics, and Convirza all offer a range of monthly programs with various features included. Along with the cost of the monthly plans, use is charged extra.

CallRail

CallRail offers two pricing strategies that are acceptable for small businesses — Starter for $30/month and Pro for $130/month. Most importantly, the Starter program includes 10 local numbers, 500 neighborhood moments, and 100 text messages. The Guru plan includes 20 local numbers, 2,500 neighborhood minutes, and 500 text messages as well as lower pricing on further use.

Here is what they each comprise:

	Starter	Pro
Monthly Price	$30	$130
Included Usage	● 10 local numbers ● 500 local minutes ● 100 text messages	● 20 local amounts ● 2,500 neighborhood minutes ● 500 text messages
Additional Usage	● $3.00/month per local amount ● $0.05/local minute ● $5.00/month per toll-free amount ● $0.08/toll-free min ● $0.016/text message	● $2.50per month per local number ● $0.045/local moment ● $4.50/month each toll-free amount ● $0.061/toll-free minute ● $0.01/text message
Campaign, Keyword, and Visitor Tracking	✔︎	✔︎
Call Recording	✔︎	✔︎
Live Call Dashboard	✔︎	✔︎
Custom Call Flows	✔︎	✔︎
Google Analytics and AdWords Integrations	✔︎	✔︎
Premium Third Party Integrations		✔︎
Live Phone Tracking		✔︎
Custom Logo, Branding, and Domain		✔︎

CallTrackingMetrics

CallTrackingMetrics offers two pricing strategies that are suitable for smaller companies — Essentials for $19/month and Advanced for $99/month, both and usage. The Essentials plan costs $2.50per month each local amount, $0.045/local moment, $4.50/month per toll-free amount, $0.065/toll-free minute, $0.05/outbound minute, and $0.018/text. The Advanced plan charges $1.50/month per local amount, $0.035/neighborhood minute, $2.25/month per toll-free amount, $0.05/toll-free moment, $0.029/outbound minute, and $0.012/text.

Here’s What they each include:

	Basics	Advanced
Monthly Price	$19	$99
Included Utilization	None	None
Additional Utilization	● $2.50/month each local amount ● $0.045/local minute ● $4.50/month per toll-free amount ● $0.065/toll-free minute ● $0.05/Reactive minute ● $0.018/text message	● $1.50/month per local number ● $0.035/local moment ● $2.25/month per toll-free amount ● $0.05/toll-free min ● $0.029/outbound minute ● $0.012/text message
Campaign, Keyword, and Visitor Tracking	✔︎	✔︎
Phone Recording	✔︎	✔︎
Call Routing by IVR	✔︎	✔︎
Third Party App Integrations	✔︎	✔︎
Voice Triggers	✔︎	✔︎
Geo-Routing		✔︎
Telephone Queues		✔︎
Auto Dialer		✔︎

Convirza

Convirza provides two plans — Typical for $29/month and Advanced that’s priced by custom quote. The conventional plan includes ten monitoring numbers (local and toll-free) and 600 minutes and the Advanced program will consist of minutes and numbers that are commensurate with the quoted price.

Here are some of the additional features that are included with every plan:

	Conventional	Advanced
Monthly Cost	$29	By quote
Included Usage	● 10 toll-free and local amounts ● 600 local minutes	None
Additional Utilization	● $3.00/month each number ● $0.079/min	By quote
Campaign, Keyword, and Visitor Tracking	✔︎	✔︎
Telephone Recording	✔︎	✔︎
Spam Blacklist	✔︎	✔︎
Dynamic Number Insertion		✔︎
Google Analytics and AdWords Integrations		✔︎
Automated Call Tasks and Notifications		✔︎
Custom White Labeling		✔︎

Ease of Use

CallRail

CallRail is one of the simpler call tracking programs to set up. It has a simple wizard which guides you through the process step-by-step. For dynamic monitoring, you merely need you to choose your phone numbers, then copy and paste the automatically generated code onto your website.

As an additional alternative, CallRail lets you assign variety pools to certain sources. For instance, you can assign ten phone numbers to Google paid searches, five phone numbers to Bing paid searches, etc.. This is beneficial if you want to monitor Google paid key words, for instance, but are far less interested in the additional sources.

For a more straightforward approach, CallRail also lets you”monitor all website traffic” with a single pool.

After setup, CallRail starts working immediately. From the dashboard, you’ll be able to observe the origin of calls (“Ref Domain” to the right in the picture ) together with the date and length. Under”Source Type” (to the left from the picture ) CallRail is also able to spot paid vs. organic visitors on Google, Bing, Yahoo, or Facebook.

On the far-right, you could also find the keywords which were used to look for your site. You’ll likely notice lots of the searches in the picture above are”not supplied.” This is only because CallRail can only monitor paid searches — which is, it may only find keywords when the visitor clicks on a Google or even Bing advertisement. None of the programs we reviewed (nor any we know of) can monitor keywords on natural searches.

CallTrackingMetrics

Setting up CallTrackingMetrics can be a bit more complex in the beginning. Once you grasp the menu, however, it’s just as simple as CallRail. Additionally, like CallRail, you can just track key words on paid searches, not organic searches.

To get the menu where you set up your number pools, click”Numbers” then”Tracking Resources” Like CallRail, it is possible to go the simple choice and apply one number pool to monitor all traffic. To do so, choose”Referral” under”Quick Source Setup.”

You can even assign another number pool for every site you would like to monitor. CallTrackingMetrics offers you a little more flexibility than CallRail, as you may enter any website you want (you’re not limited to just Google, Bing, Facebook, etc.) To do this, you will need to use the”Source Triggers” menu, which is somewhat complex. Have a look at this service article for a walkthrough of source triggers.

With an advanced account, you could also setup a characteristic called geo-routing. This permits you to change phone numbers according to a customer’s location. In other words, a visitor from France can automatically be shown a French phone number; a visitor from Italy a Italian number, etc.. In the US, you may even display the nearest area code to a visitor.

Geo-routing doesn’t give you any monitoring benefits (since you are already able to observe a visitor’s place on caller ID anyway), but localizing the tracking phone number will make it even more probable your client will call it.

Convirza

Convirza is very similar to CallTrackingMetrics. You get a good deal of alternatives for dynamic number insertion (such as geo-routing), which unfortunately also makes things a bit more complicated than CallRail. Convirza discusses lively variety insertion in much more detail .

Features

All 3 providers deliver these basic call features:

• Call whisper: perform a brief message before incoming calls are all connected that identifies the origin of the caller to the individual getting the call.
• Call recording: mechanically record calls and listen to them from your dash. You can add a message such as”This call will be recorded for quality assurance” to comply with any call recording regulations.
• Caller history: see previous conversations you have had with a caller, such as any notes you have saved.

The rest of the features vary from program to program. Here’s how they compare:

CallRail

CallRail includes a few added call tracking attributes. Specifically, we liked that it is possible to create click-to-call forms to add to your site. When a visitor fills out one, you can receive an alert via email or text so that you may respond to them instantly.

CallRail additionally has a unique dashboard referred to as”CoPilot” in which you can see caller data in real-time. As a call comes in, the dashboard shows their name, location, and a record of some prior discussions. If you integrate your CRM or Gmail account, you may even pull CRM documents and email history, respectively.

In the”CoPilot” dashboard, you may even send and receive SMS text messages together with your CallRail phone numbers.

Another unique feature is CallRail’s special package for medical companies that’s compliant with HIPAA and HITECH regulations. It’s different pricing, which will change based on your call volume.

CallTrackingMetrics

CallTrackingMetrics additionally has click-to-call forms and SMS messaging. Their texting is a bit more advanced, since you can actually track texting the same manner that you track calls. You may also setup auto-responses through text. This usually means that you can utilize CallTrackingMetrics as a simple SMS advertising system in addition to a call monitoring solution.

The other powerful characteristic of CallTrackingMetrics is their speech analysis. The system automatically transcribes calls and identifies keywords, such as”incorrect number,””appointment”, or”upset.” Based on these keywords, you can activate a number of actions. By way of instance, remove wrong numbers from the reports, employ a special tag to customers who schedule an appointment, or alert a manager when a client appears upset.

Like CallRail, CallTrackingMetrics can also be set up to be HIPAA compliant, but it takes a bit more manual function.

Convirza

Convirza’s additional features revolve round telephone analysis. It’s similar to CallTrackingMetrics, but more advanced. Convirza’s algorithms search for phrases and speech patterns to evaluate how likely a lead is to purchase and how well your salesperson completed.

Employing the outcomes of the evaluation, you can activate emails or other actions. By way of instance, you might want to notify a sales manager when a hot lead neglects to convert. You might also activate updates in your CRM. By way of example, if a client schedules a consultation the opportunity stage can be automatically updated.

Client Support

All Telephone Tracking Software Options

Software Name	Good For…
CrazyCall	Web-based program targeted at sales groups
WhatConverts	Tracks conversions and leads using comprehensive reporting
PhoneWagon	Very Straightforward and easy to use
Invoca	Well reviewed support team
DialogTech	Comprehensive attributes and third party integrations

The Most Important Thing

CallRail is the only application we discovered that offers sophisticated call tracking without the extra that push up the cost unnecessarily. Developing a number pool and adding one line of code to your website will enable you to monitor what site each of your mobile leads are coming from.

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