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CallRail Features

What are the features of CallRail?

Phone Number Management

  • Local Phone Numbers
  • Toll-Free Numbers
  • Port Existing Numbers

Tracking

  • Visitor & Keyword Tracking
  • Dynamic Number Insertion
  • Multi-Channel Call Attribution

Call Routing

  • IVR
  • Call Scheduling
  • Geo-Routing

Analytics

  • Call Data
  • Call Recording
  • Advanced Reporting
  • Conversation Intelligence

Administration

  • Privacy, Security, and Compliance
  • Performance and Reliability

Filter for Features

Phone Number Management

Local Phone Numbers

Based on 472 CallRail reviews. Generate phone numbers native to a target location
90%
(Based on 472 reviews)

Toll-Free Numbers

Create toll free numbers for tracking purposes This feature was mentioned in 374 CallRail reviews.
88%
(Based on 374 reviews)

Port Existing Numbers

Transfer existing numbers into the call tracking system 308 reviewers of CallRail have provided feedback on this feature.
85%
(Based on 308 reviews)

Tracking

Visitor & Keyword Tracking

Record which campaigns and landing pages are converting into phone calls This feature was mentioned in 421 CallRail reviews.
86%
(Based on 421 reviews)

Dynamic Number Insertion

Based on 411 CallRail reviews. Assign a unique tracking number to each visitor
90%
(Based on 411 reviews)

Multi-Channel Call Attribution

Based on 335 CallRail reviews. Decipher which marketing channels are converting and most effective
86%
(Based on 335 reviews)

Call Routing

IVR

Based on 271 CallRail reviews. Direct a phone call without the need for a human representative, but instead a voice responder
81%
(Based on 271 reviews)

Call Scheduling

Based on 243 CallRail reviews. Route calls based on the time of the day to reach the proper representative
81%
(Based on 243 reviews)

Geo-Routing

Route calls based on location to reach the proper representative 225 reviewers of CallRail have provided feedback on this feature.
81%
(Based on 225 reviews)

Analytics

Call Data

As reported in 473 CallRail reviews. Provide the representative with caller data upon receiving a phone call
90%
(Based on 473 reviews)

Call Recording

Offer the ability to capture and replay a conversation for further information 456 reviewers of CallRail have provided feedback on this feature.
93%
(Based on 456 reviews)

Advanced Reporting

As reported in 402 CallRail reviews. Prepare detailed reports regarding call data by source, keyword, or landing page
85%
(Based on 402 reviews)

Conversation Intelligence

Uses machine learning to analyze conversations and optimize call performance 220 reviewers of CallRail have provided feedback on this feature.
83%
(Based on 220 reviews)

Export/Import

Based on 172 CallRail reviews and verified by the G2 Product R&D team. Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
85%
(Based on 172 reviews)

Reporting

Based on 194 CallRail reviews and verified by the G2 Product R&D team. Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
85%
(Based on 194 reviews)

Communication

Pop-up Chat

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Not enough data

Notifications

Delivers notifications to both sides of the conversation.

Not enough data

Targeted Emails

Sends automated emails to further engage clients and potential clients.

Not enough data

In-App Messaging

Allows for live chat to be enabled within the app for customer help.

Not enough data

Co-Browsing

Allows agents to join a customer's browser session and navigate through the website with them.

Not enough data

Internal Use

Customization

Allows users to customize chat colors, text, logos, and branding.

Not enough data

Conversation Archiving

Archives conversations in a separate location for later reference.

Not enough data

Lead Development

Enables employees to denote potential customers.

Not enough data

Knowledge Base

Establishes a knowledge base for employee reference during conversations.

Not enough data

Team Inbox

Provides a central location for help requests, helping employees respond sooner.

Not enough data

Customer Profiles

Allows for the creation of profiles for contacts and customers.

Not enough data

Marketing Operations

ROI Tracking

Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs This feature was mentioned in 154 CallRail reviews.
83%
(Based on 154 reviews)

Data Collection

Gathers data about the effectiveness, impact, and reach of marketing campaigns 164 reviewers of CallRail have provided feedback on this feature.
88%
(Based on 164 reviews)

Customer Insights

As reported in 146 CallRail reviews. Collects and reports on data relating to customer journeys, preferences, and history
84%
(Based on 146 reviews)

Multi-User Access

Based on 156 CallRail reviews. Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
89%
(Based on 156 reviews)

Spend Management

Includes features for budgeting, forecasting, and managing marketing investments 139 reviewers of CallRail have provided feedback on this feature.
78%
(Based on 139 reviews)

White Label

Based on 114 CallRail reviews. Offers a white labeling service for agencies or resellers to customize platform branding
77%
(Based on 114 reviews)

Campaign Activity

Campaign Insights

Based on 155 CallRail reviews. Analyzes historical and current marketing campaigns to inform future strategy
85%
(Based on 155 reviews)

Reports and Dashboards

As reported in 182 CallRail reviews. Creates reports and dashboards to analyze results of campaigns
86%
(Based on 182 reviews)

Campaign Stickiness

Based on 139 CallRail reviews. Identifies which marketing campaigns resolved in open or closed opportunities
79%
(Based on 139 reviews)

Multichannel Tracking

Based on 156 CallRail reviews. Collects marketing campaign performance data across multiple channels
84%
(Based on 156 reviews)

Calling

Record Calls

As reported in 31 CallRail reviews. Records calls for future reference.
91%
(Based on 31 reviews)

Generate Location

As reported in 27 CallRail reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.
88%
(Based on 27 reviews)

Call Types

As reported in 29 CallRail reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
89%
(Based on 29 reviews)

Click-to-Call

Based on 27 CallRail reviews. Gathers contacts from integrated tools, allowing users to call with one click.
87%
(Based on 27 reviews)

Contacts

Personalization

Retains a log of extraneous contact information such as timezone and contact engagement. This feature was mentioned in 30 CallRail reviews.
82%
(Based on 30 reviews)

Information Locater

As reported in 30 CallRail reviews. Finds and opens saved contact information for reference at the time of a new call.
81%
(Based on 30 reviews)

Record Prospect Data

As reported in 28 CallRail reviews. Allows users to denote which contacts they believe are prospective customers.
85%
(Based on 28 reviews)

Insights

Notes

Allows users to take notes during or after the call for future reference. This feature was mentioned in 30 CallRail reviews.
79%
(Based on 30 reviews)

Daily Summary

Delivers users a daily summary of activity. 29 reviewers of CallRail have provided feedback on this feature.
83%
(Based on 29 reviews)

Automated Voicemails

Based on 27 CallRail reviews. Sends automated voicemails to prospective clients who fail to answer.
86%
(Based on 27 reviews)

Automated Emails

Sends automated emails to increase engagement with prospective clients. 24 reviewers of CallRail have provided feedback on this feature.
81%
(Based on 24 reviews)

Sorts Prospects

As reported in 25 CallRail reviews. Organizes contacts based on probability of success.
79%
(Based on 25 reviews)

Lead Facilitation

Customer-facing Chatbot

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Not enough data

Lead Qualification

Automatically calculates which leads are the most likely to become a customer.

Not enough data

Lead Follow-up

Automatically contacts all leads.

Not enough data

Meeting Scheduling

Utilizes natural language processing to set up meetings.

Not enough data

Organization

Opportunity and Pipeline Management

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Not enough data

Data Entry

Automates the entry of collected data.

Not enough data

Integrations / APIs

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.

Not enough data

Performance Analysis

Coaching

Provides real-time coaching to sales representatives.

Not enough data

Peformance Tracking

Tracks and analyzes sales representative performance.

Not enough data

Sales Analysis

ROI Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

Not enough data

Sales Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Not enough data

Call Analytics

Call RecordingView full feature definition

See feature definition
Based on 159 CallRail reviews and verified by the G2 Product R&D team. Records sales calls and facilitates playback
93%
(Based on 159 reviews)

Machine Learning

Based on 112 CallRail reviews and verified by the G2 Product R&D team. Utilizes machine learning technology to analyze recorded sales calls
80%
(Based on 112 reviews)

Call Analysis

Based on 134 CallRail reviews and verified by the G2 Product R&D team. Analyzes or facilitates the analysis of recorded and stored sales calls for insight
86%
(Based on 134 reviews)

Lead Qualification

Based on 143 CallRail reviews and verified by the G2 Product R&D team. Leverages analytics to qualify and score calls in real time
83%
(Based on 143 reviews)

Agent Performance Management

Customer Scoring

Based on 121 CallRail reviews and verified by the G2 Product R&D team. Leverages technology to rate or "read" recordings to determine the impact of sales calls
83%
(Based on 121 reviews)

Speech-to-Text

Based on 123 CallRail reviews and verified by the G2 Product R&D team. Transcribes sales calls from speech to text
81%
(Based on 123 reviews)

Artificial Intelligence

Based on 114 CallRail reviews and verified by the G2 Product R&D team. Utilizes artificial intelligence technology to discover insights within recorded sales calls
80%
(Based on 114 reviews)

Channels

Voice

Provides voice call functionality. This feature was mentioned in 71 CallRail reviews.
86%
(Based on 71 reviews)

Social

Provides an interface for one or more social media channels. This feature was mentioned in 47 CallRail reviews.
80%
(Based on 47 reviews)

Web Chat

Includes or integrates with live chat initiaited from the company's web site. This feature was mentioned in 46 CallRail reviews.
75%
(Based on 46 reviews)

Mobile SMS

Based on 59 CallRail reviews. Accepts contacts initiated through SMS or other mobile text functions.
77%
(Based on 59 reviews)

Email

As reported in 54 CallRail reviews. Allows CSRs to receive and answer customer emails.
80%
(Based on 54 reviews)

Functions

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. This feature was mentioned in 57 CallRail reviews.
87%
(Based on 57 reviews)

Session Queuing

Callers can be routed to a queue or placed on hold until an agent becomes available. This feature was mentioned in 52 CallRail reviews.
85%
(Based on 52 reviews)

Concurrent Calling

Place a large or unlimited volume of calls simultaneously without diminishing the call quality. 49 reviewers of CallRail have provided feedback on this feature.
82%
(Based on 49 reviews)

Speech Analytics

Provides some level of analytics based on keywords and vocal tones. This feature was mentioned in 53 CallRail reviews.
82%
(Based on 53 reviews)

IVR

Includes an interactive phone menu. 50 reviewers of CallRail have provided feedback on this feature.
82%
(Based on 50 reviews)

Inbound Screen Pop

As reported in 47 CallRail reviews. Populates CSR's screen with available customer data.
82%
(Based on 47 reviews)

Persistent Data

Maintains and shares information across channels and agents as the case progresses. This feature was mentioned in 48 CallRail reviews.
80%
(Based on 48 reviews)

Attribution Modeling

Single-Touch Attribution

Based on 170 CallRail reviews and verified by the G2 Product R&D team. Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.
86%
(Based on 170 reviews)

Multi-Touch Attribution

Based on 145 CallRail reviews and verified by the G2 Product R&D team. Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.
81%
(Based on 145 reviews)

Algorithmic Attribution

Based on 117 CallRail reviews and verified by the G2 Product R&D team. Uses machine learning to create an attribution model.
78%
(Based on 117 reviews)

Cross-Device Attribution

Based on 124 CallRail reviews and verified by the G2 Product R&D team. Tracks customer interactions across mobile and desktop.
78%
(Based on 124 reviews)

Offline Attribution

Based on 138 CallRail reviews and verified by the G2 Product R&D team. Allows users to track touchpoints through offline channels, such as events.
81%
(Based on 138 reviews)

Custom Attribution

Based on 121 CallRail reviews and verified by the G2 Product R&D team. Allows the user to create a custom attribution model.
80%
(Based on 121 reviews)

Marketing

B2B Attribution

Based on 133 CallRail reviews and verified by the G2 Product R&D team. Provides features for B2B marketers.
82%
(Based on 133 reviews)

B2C Attribution

Based on 140 CallRail reviews and verified by the G2 Product R&D team. Provides features for B2C marketers.
84%
(Based on 140 reviews)

Marketing Channels

Based on 178 CallRail reviews and verified by the G2 Product R&D team. Enables marketers to track multiple marketing channels.
87%
(Based on 178 reviews)

Integrations

Based on 173 CallRail reviews and verified by the G2 Product R&D team. Integrates with other sales, marketing, and advertising software.
87%
(Based on 173 reviews)

Reporting

Dashboards

Based on 212 CallRail reviews and verified by the G2 Product R&D team. Provides customizable dashboards that allow users to view and manage data.
87%
(Based on 212 reviews)

Data Visualizations

Based on 200 CallRail reviews and verified by the G2 Product R&D team. Displays attribution data through easy-to-interpret charts and graphs.
85%
(Based on 200 reviews)

Custom Reporting

Based on 177 CallRail reviews and verified by the G2 Product R&D team. Allows users to build custom reports.
81%
(Based on 177 reviews)

Administrative

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. This feature was mentioned in 58 CallRail reviews.
82%
(Based on 58 reviews)

Administrator Access

Based on 67 CallRail reviews. 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.
88%
(Based on 67 reviews)

Reporting & Dashboards

Based on 69 CallRail reviews. Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
87%
(Based on 69 reviews)

Session Recording

Based on 62 CallRail reviews. Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.
86%
(Based on 62 reviews)

Administration

Martech Integrations

Integrates with marketing software such as CRM, marketing automation, and digital advertising to measure and optimize the customer journey across channels This feature was mentioned in 180 CallRail reviews.
80%
(Based on 180 reviews)

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 This feature was mentioned in 231 CallRail reviews.
88%
(Based on 231 reviews)

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 276 reviewers of CallRail have provided feedback on this feature.
89%
(Based on 276 reviews)

Lead Monitoring

Features

Based on 176 CallRail reviews and verified by the G2 Product R&D team. Provides features to create and manage lists of potential customers
85%
(Based on 176 reviews)

Performance

Based on 185 CallRail reviews and verified by the G2 Product R&D team. Monitors form’s performance and contribution to the sales pipeline
87%
(Based on 185 reviews)

Identification

Based on 179 CallRail reviews and verified by the G2 Product R&D team. Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page
84%
(Based on 179 reviews)

Data Capture

Mobile

Based on 177 CallRail reviews and verified by the G2 Product R&D team. Records leads using different types of devices
82%
(Based on 177 reviews)

Websites

Based on 179 CallRail reviews and verified by the G2 Product R&D team. Captures form submissions from existing forms on websites or landing pages
86%
(Based on 179 reviews)

Social Media

Based on 143 CallRail reviews and verified by the G2 Product R&D team. Captures leads across social media channels
80%
(Based on 143 reviews)

Data

Based on 179 CallRail reviews and verified by the G2 Product R&D team. Captures measurable, real customer data gathered directly from a website
85%
(Based on 179 reviews)

Customization

Forms

Based on 135 CallRail reviews and verified by the G2 Product R&D team. Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
82%
(Based on 135 reviews)

Personalization

Based on 141 CallRail reviews and verified by the G2 Product R&D team. Changes colors, calls to action, or form length to personalize lead capture
83%
(Based on 141 reviews)

Templates

Based on 131 CallRail reviews and verified by the G2 Product R&D team. Provides pre-configured templates that can be customized by users
78%
(Based on 131 reviews)

Integration

Based on 166 CallRail reviews and verified by the G2 Product R&D team. Integrates with sales and marketing software solutions to transfer lead data between them
84%
(Based on 166 reviews)

Custom Fields

Allows users to add custom fields to forms that aren't already on the templates

Not enough data

Conditional Logic

Enables forms to hide or show certain fields based on respondents' answers

Not enough data

Design

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Not enough data

Additional Functionality

Embedded Forms

Enables forms to be embedded onto a website without having to create code from scratch

Not enough data

Notifications

Sends notifications when a completed form is recieved

Not enough data

Mobile Forms

Allows users to build, distribute and access forms from a mobile device

Not enough data

Generative AI

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data