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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 identify the most effective methods. Route calls to the right locations, monitor the quality of incoming calls, and maintain high customer satisfaction—all from your CRM. With these tools at your fingertips, managing your marketing has never been simpler.
✔️ Robust Reporting
✔️ Phone Routing
✔️ Track Each Call
✔️ Listen-in to all calls
You're in Control
Dictate which word coding you’d like for your phone numbers (ex. 901-XXX-4Tax or 1-800-Advance) Once your phone number is selected, simply access your Call Log, to visualize the performance of your marketing campaigns!
Marketing Report
See in detail which forms of marketing are giving you the best ROI
Phone Tracking
Get Toll-Free and Local Numbers
Easily purchase and manage toll-free or local numbers through your CRM. Track every call to measure marketing performance, optimize campaigns, and keep costs low—all while ensuring you’re reaching clients effectively.
Route Calls In Real Time
Choose where you would like incoming phone calls to be forwarded, when one of your marketing phone numbers are dialed. You can enter a specific number, or select an office you’d prefer to receive the call.
Tap In To Every Call
Once a phone call is completed, you are able to listen in on what your employees and customer conversations. Make sure the quality of your phone calls are top-tier.
Track Marketing Expenses
Measure phone call conversions from your search, digital, and offline marketing campaigns including PPC keywords.
Automated Call Functions
Use our Multi-Touch CPL report to tie inbound call, text, and form data to ad spend data from Bing Ads, Facebook Ads, and Google Ads.
Set GEO Routing
Organize phone calls by zip codes so that when incoming calls come, they are directed to the appropriate office close to the client.
Extensive Reporting
Look and see which marketing methods are working the best. The tax season is very short, so you need to know which method is working the best as soon as possible.