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With so many different sales call tracking software available, figuring out which is right for you is tough. You know you want to systematically track and improve your call-based sales efforts but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different sales call tracking tools with various teams and accounts, with my picks of the best sales call tracking software.

Why Trust Our Sales Call Tracking Software Reviews?

We’ve been testing and reviewing sales call tracking software since 2022. As revenue operation leaders ourselves, we know how critical and difficult it is to make the right decision when selecting software.

We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different RevOps use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our sales call tracking software review methodology.

Tools Price
Salesforce CRM From $25/user/month (billed annually)
CRM Creatio From $25/user/month
Capsule From $18/user/month (billed annually)
monday CRM From $12/user/month (billed annually, min. 3 seats)
HubSpot From $45/user/month
Zoho CRM From $14/user/month (billed annually)
Salesflare From $29/user/month (billed annually)
Nimble From $25/user/month (billed annually)
Copper From $9/user/month (billed annually)
Keap From $249/user/month (billed annually)
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Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

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How To Choose Sales Call Tracking Software

With so many different sales call tracking software solutions available, it can be challenging to make decisions on what tool is going to be the best fit for your needs.

As you're shortlisting, trialing, and selecting sales call tracking software, consider the following:

  • What problem are you trying to solve - Start by identifying the sales call tracking software feature gap you're trying to fill to clarify the features and functionality the tool needs to provide.
  • Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the revenue operation leaders or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all or speed for your sales call tracking software power users.
  • What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM, or HR software. You'll need to decide if the tools will need to integrate together or if you can replace multiple tools with one consolidated sales call tracking software.
  • What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare sales call tracking software features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
  • How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.

Best Sales Call Tracking Software Reviews

Here’s a brief description of each sales call tracking software that showcases each vendor’s best use case, their noteworthy features, and some pros and cons. I’ve also included screenshots to give you a snapshot of their user interface too.

Best for sales CRM integration

  • 14-day free trial + free plan available
  • From $45/user/month
Visit Website
Rating: 4.4/5

HubSpot is a platform known for its comprehensive suite of tools designed to enhance marketing, sales, and customer service. With its robust VoIP capabilities, HubSpot stands out as a versatile solution for managing and optimizing sales calls. 

As a sales call tracking software, HubSpot has advanced call logging and tracking features. Every sales call made through HubSpot is automatically recorded and logged into the integrated CRM, ensuring that all interactions are documented for future reference. Additionally, the platform provides detailed call analytics, offering insights into call durations, frequency, and success rates.

In addition to its core call-tracking functionalities, HubSpot offers features such as call transcription, which converts spoken conversations into written text for easy reference and analysis. The platform also integrates with email tracking and sales automation tools, providing a holistic view of customer interactions across different channels.

HubSpot Standout Features and Integrations

Features include lead scoring, custom reporting, live chat, mobile app access, email tracking, sales automation, task management, pipeline management, deal tracking, meeting scheduling, and AI-powered sales insights.

Integrations include Salesforce, Slack, Zapier, Mailchimp, Zoom, Google Workspace, Microsoft 365, Shopify, WordPress, LinkedIn Sales Navigator, PandaDoc, and Trello.

Pros and cons

Pros:

  • Automated workflow features
  • Customization options
  • Integrates marketing, sales, and customer service tools

Cons:

  • May take time to learn the platform
  • Limited functionality on the free version

Best for remote and hybrid team management

  • Free demo available
  • From $15/user/month
Visit Website
Rating: 4.7/5

Squaretalk is a cloud-based contact center software for outbound call and text communications. It’s suitable for both in-office and remote call center workers, and has high-level security features to ensure remote call activity is well-governed.

Smart tools like skills-based routing to ensure the best possible agent receives every call, and call and callback queuing to ensure timely and well-prioritized responses. Squaretalk also lets users automate SMS outreach efforts such as reminder texts. Your team can also collect feedback via customer surveys sent out through text messages.

Workforce management tools are included in the platform, helping remote teams work more efficiently even from a distance. Administrators can monitor call activity and productivity levels to ensure resource maximization and efficiency.

Squaretalk Standout Features and Integrations

Features include smart predictive dialer, SMS management, custom workflows, contact management, file transfer, lead management, contact sharing, call recording, tracking, disposition, and comparative reporting.

Integrations include Zendesk, Telegram, Freshdesk, Zoho, Hubspot, Salesforce, Mailchimp, and Microsoft Teams.

Pros and cons

Pros:

  • High security standards
  • User-friendly and intuitive interface
  • Extensive reporting and analytics features

Cons:

  • No mobile app available
  • Limited customization options

Best for automatically tagging, qualifying, and prioritizing leads

  • 14-day free trial available
  • From $95/month + usage fees
Visit Website
Rating: 4.6/5

CallRail is a marketing and business communications software that can deliver real-time insights for call centers, marketing campaigns, and customer support channels. Their call tracking solution utilizes built-in conversation intelligence to analyze calls and qualify leads through spoken keywords, customer sentiment, and auto-generated transcripts.

One of CallRail’s most useful features is their customizable call flow tool. To use this feature, you simply select the order of all the things you want to happen during the call, including a personalized greeting, queuing, geo-routing, call scheduling, voicemail, or hang up. It’s easy to create and visualize your call flow with a simplified, step-by-step chart.

CallRail is designed for businesses of all sizes across a variety of verticals, including home services, agencies, legal services, real estate, automotive, and healthcare. They offer several plan tiers, from basic call tracking to multi-channel tracking with all the bells and whistles.

CallRail Standout Features and Integrations

Features include local numbers and minutes, text messages, call transcriptions, keyword analysis, custom form builder, call recording and routing, conversation intelligence, and collaboration tools.

Integrations include Housecall Pro, HubSpot, Instapage, Marketo Engage, Meta for Business, Pipeline CRM, Salesforce, Slack, WordPress, and Zapier.

Pros and cons

Pros:

  • Available both on and offline
  • Great pricing flexibility
  • Incredible support team

Cons:

  • Implementation can take some time
  • Monthly billing adjusts with usage

Best for updating business phone numbers everywhere

  • Free demo
  • From $1000/month

Formerly known as DialogTech, Invoca is a conversation intelligence platform designed to ensure businesses can unlock and manage as much data as possible from customers looking for their services. They deliver full attribution for every phone lead and AI-powered insights for all conversations.

Invoca follows the customer journey on all marketing channels, so it makes sense that they have a tool to help users update and manage phone numbers through the tag manager implemented on your website. Once you change the number in the tag manager, it updates everywhere else too.

Invoca can support large, medium, and small organizations.

Invoca Standout Features and Integrations

Features include local phone numbers, toll free numbers, port existing numbers, visitor and keyword tracking, DNI, IVR, geo routing, call data, call recording, advanced reporting, conversation intelligence, and call scheduling.

Integrations include Adobe Analytics, CallTools, Google Analytics, Five9, HubSpot Marketing Hub, HubSpot CRM, Liine, Marketo Engage, NinjaCat, and Salesforce.

Pros and cons

Pros:

  • Intuitive navigation and interface
  • Customizable AI, dashboards, and training
  • Great customer support

Cons:

  • It can be difficult to find call recordings
  • Requires hosting IVR

Best for collating old lead data with new potential customers

  • 14-day free trial available
  • From $20/user/month

CrazyCall is a cloud-based platform that can help sales teams and contact centers with outbound and inbound call needs through auto dialers, interactive voice response, call monitoring and scripting, and affordable international calls.

One of the features you may want to add on to your CrazyCall setup is the Click-to-Call tool, which allows users to expand and refine any contact list. With accessibility to call data, users can add phone numbers as they browse the web, as well as make and receive calls.

CrazyCall offers non-technical solutions specifically for contact centers and sales teams with two pricing tiers designed to scale as the company grows. They’re a good choice for global companies, as they offer functionality in 60 countries.

CrazyCall Standout Features and Integrations

Features include agent panel, live call analytics, call recording and archiving, intelligent power dialer, script creator, conference calls, international connections, workforce management, queue management for inbound calls, and SSL encryption.

Integrations include Pipedrive and Zapier.

Pros and cons

Pros:

  • One of the better integration options
  • Very affordable calling tool
  • Affordable international calling

Cons:

  • A bit of a learning curve
  • Emails may end up in spam

Best for customizing communication with customers

  • Free demo available
  • From $5/month

FluentStream is a comprehensive phone system that focuses on streamlining both management and analytics with features that optimize communications for the mobile world. With cloud-based technology, users gain better data management, accessibility, and security.

One of the coolest features from FluentStream is their focus on the customer experience — both for their customers and yours. Users have the ability to change voice recordings to display unique messages for customers and upload music files to change hold music at will. On the FluentStream side, their team focuses on 24/7 availability and a personal onboarding crew for better implementation.

A number of different industries and business sizes may benefit from FluentStream support, including healthcare, education, insurance, and legal organizations. They also offer tiered plans for scalable pricing.

FluentStream Standout Features and Integrations

Features include unlimited inbound and outbound calls in the US, HD voice quality, browser dialing, call groups, auto attendants, internet fax, SMS and messaging, mobile app, and marketing campaign optimization.

Integrations include ExecVision, Freshdesk, Google Workspace, Microsoft 365, Salesforce, Smith.ai, VanillaSoft, and Zendesk Suite.

Pros and cons

Pros:

  • Very easy to use the dashboard
  • Great customer service
  • Good for small businesses

Cons:

  • Limited mass texting
  • Mobile app isn’t as robust as desktop

Best for cloud-based deployment and simple setup for agencies

  • 14-day free trial
  • From $30/month (billed annually)

As a call and lead tracking software for agencies, WhatConverts offers multi-channel tracking features that include phone calls and other online channels, such as chat and form tracking. They allow users to set up new call tracking numbers with just a few clicks and include DPNI (Dynamic Phone Number Insertion), which automatically tracks website-based calls.

One of the features that most stood out to me about the WhatConverts tool is the variety of call tracking options. These call tracking types include offline tracking for non-digital marketing materials, marketing source tracking with dynamic number insertion, and keyword level tracking with dynamic number insertion to help users track which of their efforts are converting best.

WhatConverts is designed to support organizations of all sizes, including freelancers and enterprise-level operations. With five scalable subscription plans, users have more freedom to pay just for what they need. This platform also supports international calling to and from 22 countries for global marketing efforts across healthcare, real estate, education, and construction.

WhatConverts Standout Features and Integrations

Features include lead tracking with first party data, white label call tracking, call flow options, call transcription, call conversion tracking, call greeting, whisper, recording, call tracking triggers, DPNI, automated spam blocking, and HIPPA compliant tracking.

Integrations include AgencyAnalytics, Acuity Scheduling, Facebook Ads, Google Ads, Google Analytics, Intercom, Pipedrive, Salesforce, Squarespace, and Zoho CRM. WhatConverts offers over 1,000 integrations.

Pros and cons

Pros:

  • Accurate reporting
  • Easy to set up
  • Great customer service

Cons:

  • Limitations on some local numbers
  • Limited routing capabilities

Best for automating outgoing communications with current leads

  • 14-day free trial available
  • From $269/month for a single user and 200 new contacts per month

This sales and marketing automation platform offers so much more than just call tracking software. With CallAction, users can capture and engage with leads across all channels, including voice, text, and email.

One of the unique tools from CallAction is one that you can use after you’ve already gotten all the data from call tracking: automated outbound communication. With this feature, you’re using customer data to follow up and get in touch with them again by customizing your choice of channel, personalized message, and delivery date to fit any campaign.

CallAction is best for small organizations, but it does have the capacity to support medium and large companies, as well. They offer three tiers, with solo and group functionality to provide scalable versatility for any organization.

CallAction Standout Features and Integrations

Features include unlimited calls and texts, unlimited custom automations, over 60 prewritten campaigns, call recordings and transcription, call capture, text lead generation, VOIP dialer, and contact data append.

Integrations include CRM integrations available through Zapier and API.

Pros and cons

Pros:

  • Easy to use
  • Flexible, customizable system
  • Personalized onboarding and setup

Cons:

  • Not the best customer support
  • Difficult to upload past leads

Best for tracking calls and pinpointing customer activity

  • Free trial available
  • From $15/month

This comprehensive integrated platform offers sales call tracking software as a core feature with tons of tools, like dynamic number insertion, smart call redirection, and automated dialers. ActiveDemand was designed with marketing agencies in mind and offers key online tools in one application.

One of the interesting features from ActiveDemand is their CallForensics, which utilizes call context, recordings, transcription, and keyword monitoring to provide a more complete review of actionable leads.

ActiveDemand is made for agencies because their pricing is based on the total number of contacts and not the number of users. This billing structure allows users to create an unlimited number of sub-accounts for each client within their individual branding. They offer plans for marketing agencies, businesses, and senior living facilities.

ActiveDemand Standout Features and Integrations

Features include DNI, whisper, smart redirection, automated calling, call context, call recording, transcription, keyword monitoring, analytics, notifications, custom dashboards, funnel builder, and workflow automation.

Integrations include Freshsales, Microsoft Dynamics 365, Nimble, noCRM.io, Pipedrive, Pipeline, Salesforce, Sherpa CRM, Yardi, and Zoho CRM.

Pros and cons

Pros:

  • Voice and SMS integration
  • Freemium version available
  • Fast, simple setup

Cons:

  • A bit of a learning curve
  • Automation builder is clunky

Best for guiding a global communication hub

  • Free demo available
  • Pricing available upon request

RingDNA is a service from Revenue.io — a complete revenue operations solution for marketing teams, sales teams, and human resources. With RingDNA, users can automate conversations and enjoy real-time conversation guidance with generative AI.

A unique feature that makes RingDNA a top choice on my list is the turnkey templates. The feature, called Moments, is preloaded with templated guides to improve agent conversations from their first day on the job. All templates are based on best practices and easy to customize based on your industry.

RingDNA and Revenue.io offer a suite of tools to support a number of use cases, including developing marketing strategies, pipeline generation, quota attainment, lead response, and sales coaching. They have experience across a number of industries, like technology, telecommunications, and financial services.

RingDNA Standout Features and Integrations

Features include RingDNA Dialer, Moments templates, lead prioritization, activity and data capture, real-time conversation guidance, recommended next best steps, high-velocity dialing, and conversation AI.

Integrations include Appirio, Twilio, Salesforce, and Zoom.

Pros and cons

Pros:

  • Very friendly interface
  • Great customer service
  • Sales playbook automation

Cons:

  • Pricing isn’t as transparent
  • Limited personalization options

Other Sales Call Tracking Software

Here are a few more worthwhile options that didn’t make the best sales call tracking software list:

If you still haven't found what you're looking for here, check out these tools closely related to sales call tracking software that we've tested and evaluated.

Selection Criteria For Sales Call Tracking Software

Selecting the right sales call tracking software provides valuable insights into call performance, enabling better sales strategies and customer relationship management. My approach to evaluating these tools is grounded in hands-on experience and thorough analysis, focusing on functionalities that align with core business needs and use cases.

Core Sales Call Tracking Software Functionality - 25% of total weighting score

To be considered for inclusion on my list of the best sales call tracking software, the solution had to support the ability to fulfill common use cases:

  • Effective tracking of sales calls to assess the quality of interactions and identify areas for improvement.
  • Integration with CRM platforms to ensure seamless information flow and enhance lead management.
  • Advanced analytics to evaluate call performance, identify trends, and inform strategic decisions.
  • Dynamic number insertion for accurate campaign attribution and understanding marketing ROI.
  • Real-time monitoring and reporting features to facilitate quick responses and adjustments.

Additional Standout Features - 25% of total weighting score

  • AI-powered insights that offer predictive analytics and automated lead scoring based on call data.
  • Advanced speech analytics to glean insights from conversations and identify key sales opportunities.
  • Omnichannel tracking capabilities that extend insights beyond calls to other communication mediums.
  • Customizable dashboards and reporting tools that cater to unique business needs and KPIs.
  • Robust security features ensuring data privacy and compliance with industry regulations.

Usability - 10% of total weighting score

  • Intuitive user interface that simplifies navigation and maximizes user adoption.
  • Flexible configuration options to adapt the software to specific business processes.
  • Mobile app availability for tracking and managing calls on the go.

Onboarding - 10% of total weighting score

  • Comprehensive training materials and resources to facilitate smooth onboarding.
  • Interactive support such as webinars or live demos to ensure users can fully leverage the software's capabilities.
  • Responsive customer support for troubleshooting and guidance during the initial usage phase.

Customer Support - 10% of total weighting score

  • Reliable customer service with multiple channels for timely assistance.
  • Dedicated account management for personalized support and guidance.
  • Community forums or knowledge bases for peer advice and best practices.

Value For Money - 10% of total weighting score

  • Competitive pricing models that offer clear value based on the feature set.
  • Transparent cost structures without hidden fees or unexpected charges.
  • Positive feedback from existing users confirming the software's cost-effectiveness.

Customer Reviews - 10% of total weighting score

  • Strong user testimonials that highlight software efficiency, ease of use, and impact on business outcomes.
  • High ratings in customer satisfaction surveys and review platforms.
  • Consistent praise for the software's ability to enhance sales and revenue operations.

When choosing sales call tracking software, it's essential to consider these criteria carefully, ensuring the selected tool not only meets immediate needs but also offers room for growth and evolution alongside your business. The right software should empower your sales team, providing the insights and efficiency needed to drive successful revenue operations.

Sales call tracking software has become more sophisticated, integrating advanced analytics, AI, and machine learning to provide deeper insights and more actionable data for businesses striving to optimize their sales processes and enhance revenue operations. The latest trends indicate a clear direction toward more personalized, data-driven, and efficient sales call tracking solutions.

Integration and Automation:

  • Enhanced integration capabilities with CRM systems, marketing platforms, and other business tools to provide a unified view of customer interactions and data.
  • Increased automation of data entry and analysis, reducing manual tasks and allowing sales teams to focus on strategic activities.

Advanced Analytics and AI:

  • Greater use of AI and machine learning algorithms to analyze call data, predict outcomes, and provide prescriptive advice for sales strategies.
  • Implementation of advanced analytics features that offer deeper insights into call performance, customer sentiment, and behavior patterns.

Data Privacy and Compliance:

  • As data privacy regulations tighten, sales call tracking software is adapting to ensure compliance while still providing valuable insights.
  • Features that ensure data is collected, stored, and processed in line with global privacy standards are becoming standard.

Declining Features:

  • Basic call logging and tracking functionalities are becoming commoditized and less differentiated.
  • Standalone solutions that do not integrate well with other business systems are seeing reduced demand.

For businesses and revenue operation leaders, staying on top of these trends is crucial to selecting and utilizing sales call tracking software that not only addresses current challenges but is also poised to adapt to future developments. The focus is increasingly on solutions that offer comprehensive insights, seamless integration, and contribute to a superior customer experience, all while maintaining a keen eye on efficiency and data compliance.

What Is Sales Call Tracking Software?

Sales call tracking software is a tool used by businesses to record and analyze sales calls. It captures details about each call, including duration, caller information, and call outcomes. The software integrates call data with customer relationship management systems and provides analytics and reporting features to assess the performance of sales calls.

The benefits of sales call tracking software include enhanced insight into the effectiveness of sales strategies and customer interactions. It helps in identifying successful sales techniques and areas needing improvement, leading to more effective sales calls. The software also aids in training and developing sales teams by providing real call data. Additionally, it ensures efficient management of customer follow-ups and contributes to improved customer relationship management by offering a more personalized approach based on call history and analytics.

Features Of Sales Call Tracking Software

When choosing the ideal sales call tracking software, it is crucial to consider features that not only streamline call tracking processes but also provide actionable data to drive revenue growth and operational efficiency. Here are the most important features to look for:

  1. Dynamic Number Insertion: Allows for the tracking of specific marketing campaigns or sources.
    • Essential for attributing calls to the correct marketing efforts, thereby optimizing marketing spend and strategy.
  2. Call Recording and Transcription: Captures audio and text versions of sales calls.
    • Offers the opportunity to review calls for training, quality assurance, and deeper insight into customer needs and objections.
  3. CRM Integration: Seamlessly connects call data with customer relationship management systems.
    • Ensures that all customer interactions are logged and accessible, enhancing the customer experience and providing a full view of the customer journey.
  4. Real-Time Analytics: Provides immediate access to call data and metrics.
    • Allows for quick, informed decisions based on current trends and performance, crucial for agile revenue operations management.
  5. Keyword Tracking: Identifies and records specific words or phrases mentioned during calls.
    • Helps in understanding common customer queries or concerns, enabling better product positioning and sales strategy refinement.
  6. Call Routing: Directs incoming calls to the appropriate team or individual based on predefined criteria.
    • Improves customer experience and operational efficiency by ensuring callers are quickly connected with the most suitable representative.
  7. Lead Scoring: Rates calls based on predetermined criteria to prioritize follow-ups.
    • Enhances sales productivity by focusing efforts on leads most likely to convert, thereby impacting revenue positively.
  8. Multi-Channel Tracking: Tracks calls across various channels, including offline and online sources.
    • Provides a holistic view of how different channels contribute to sales, informing more effective multichannel strategies.
  9. Campaign Attribution: Links incoming calls to specific marketing campaigns.
    • Crucial for assessing the effectiveness of different marketing strategies and guiding future investment.
  10. Compliance and Data Security: Ensures adherence to legal standards and protects customer data.
  • Maintains trust and avoids legal complications by ensuring all call tracking activities are compliant with regulations.

In selecting sales call tracking software, focus on features that align with your business objectives and address specific challenges in managing revenue operations. The right software should not only provide detailed insights into call metrics but also integrate seamlessly with your existing systems, support strategic decision-making, and contribute to a streamlined, effective sales process.

Benefits Of Sales Call Tracking Software

Sales call tracking software offers comprehensive insights into call metrics, empowering businesses to refine their sales strategies, enhance customer engagement, and improve overall operational efficiency. Below are five primary benefits of integrating sales call tracking software into your business operations:

  1. Enhanced Marketing Campaign ROI: Measures the effectiveness of marketing campaigns.
    • By pinpointing which campaigns generate calls, businesses can allocate their marketing budget more effectively, maximizing ROI.
  2. Improved Sales Performance: Provides detailed analytics on call outcomes and sales rep performance.
    • Insights into individual and team performance enable targeted coaching and training, driving sales effectiveness and revenue.
  3. Data-Driven Decision Making: Delivers actionable insights through advanced call analytics.
    • Businesses can make informed strategic decisions by analyzing call volumes, durations, outcomes, and trends.
  4. Optimized Customer Experience: Facilitates better understanding of customer needs and behaviors.
    • By capturing and analyzing customer interactions, companies can personalize their approach and enhance customer satisfaction and loyalty.
  5. Increased Lead Conversion: Helps prioritize and follow-up on leads more effectively.
    • Lead scoring and intelligent routing ensure high-potential leads are engaged promptly, increasing the chances of conversion.

Costs & Pricing For Sales Call Tracking Software

Sales call tracking software typically offer various pricing tiers to accommodate the diverse needs and budgets of different businesses. Understanding the features and costs associated with each plan can help you choose the most suitable option for your organization.

Plan Comparison Table For Sales Call Tracking Software

Plan TypeAverage Price RangeCommon Features Included
Basic$0 - $50 per monthCall tracking and recording, basic reporting, limited integrations
Professional$50 - $200 per monthEnhanced analytics, CRM integration, advanced call routing, higher call volume
Enterprise$200 - $1,000+ per monthCustom integrations, API access, dedicated support, unlimited call volume
Free$0Access to basic tracking features, limited calls, and reporting capabilities

When selecting a plan, consider both your immediate needs and future growth. Ensure the software scales with your business and provides the features necessary to achieve your sales and marketing objectives efficiently. Always balance cost against the expected ROI, opting for a plan that offers the most value to your organization.

Sales Call Tracking Software Frequently Asked Questions

If you’re new to sales call tracking software, you might have a few beginner questions about what it is and why you might need it. See the answers to the most frequently asked questions about tracking software below.

What are the types of sales call tracking software?

Sales call tracking software varies in type and functionality, catering to different business needs and operational scales. Understanding these types can help organizations select the right solution to optimize their sales processes and improve revenue operations. Here are the primary types of sales call tracking software:

  1. Basic Call Tracking Software: This type provides fundamental features such as call logging, recording, and simple analytics. It’s designed for businesses that need basic insights into call volumes, sources, and outcomes without advanced integrations or analytics.
  2. Advanced Call Tracking Software: Offering more sophisticated features, this type includes detailed analytics, keyword tracking, call scoring, and integration with CRM systems. It’s suited for businesses looking to gain deeper insights into their sales calls and align them with broader marketing and sales strategies.
  3. CRM-Integrated Call Tracking Software: Specifically designed to integrate seamlessly with customer relationship management (CRM) platforms, this type of software enables businesses to correlate call data directly with customer records, providing a comprehensive view of customer interactions and sales activities.
  4. VoIP Call Tracking Software: Utilizing Voice over Internet Protocol technology, this software tracks and records calls made over the internet, offering advanced features like dynamic number insertion, call routing, and detailed analytics within a VoIP infrastructure.
  5. Multi-Channel Call Tracking Software: This type tracks calls across various channels, such as online advertising, social media, and offline campaigns, providing a holistic view of how different marketing efforts contribute to sales calls and customer engagement.
  6. Marketing Attribution Call Tracking Software: Focused on attributing sales calls to specific marketing campaigns or touchpoints, this software helps businesses understand which marketing activities are driving calls and conversions, enabling more effective allocation of marketing resources.

Each type of sales call tracking software offers unique features and benefits, making it essential for organizations to assess their specific needs and choose a solution that aligns with their sales and marketing objectives, operational scale, and technological infrastructure.

Why should I use sales call tracking software?

Using sales call tracking software provides a multitude of benefits that can significantly enhance the efficiency and effectiveness of your sales and marketing operations. Here are key reasons why implementing this software is advantageous:

  1. Improved Marketing ROI: Sales call tracking allows you to identify which marketing campaigns, channels, or even specific ads are generating calls, enabling you to allocate your budget more effectively and improve your marketing return on investment.
  2. Enhanced Sales Performance: By recording and analyzing sales calls, you gain valuable insights into how your sales team interacts with prospects. This information can be used for coaching, feedback, and improving sales tactics, directly impacting your team’s performance and success rates.
  3. Data-Driven Decisions: Access to detailed analytics and reporting provides a solid foundation for making informed decisions. You can identify trends, track progress towards KPIs, and adjust your strategies based on empirical data, not just intuition.
  4. Optimized Customer Experience: Understanding your customers’ needs, questions, and pain points through call analysis can help you tailor your approach, improve communication, and enhance the overall customer experience, leading to higher satisfaction and loyalty.
  5. Increased Conversion Rates: By tracking which leads are calling, you can prioritize follow-ups based on the likelihood of conversion. Additionally, call tracking data can help you refine your sales funnel and lead nurturing processes, increasing your overall conversion rate.
  6. Comprehensive Campaign Attribution: Knowing precisely which marketing efforts are driving calls allows for accurate campaign attribution, helping you understand your customers’ journey from initial engagement to the sales call.
  7. Seamless Integration: Many sales call tracking software options integrate seamlessly with other tools, such as CRMs and analytics platforms, providing a unified view of your sales and marketing efforts and facilitating better data management and utilization.

Sales call tracking software is an invaluable tool that can streamline your operations, provide critical insights, enhance customer interactions, and ultimately drive higher revenue. Whether you’re looking to optimize marketing spend, boost sales performance, or understand your customers better, sales call tracking software offers the features and analytics necessary to achieve these goals.

What are the different types of call tracking methods?

There are several different types of call tracking methods, including:

  • Session-level call tracking: Also known as session-based call tracking, this method assigns a unique phone number to every website visitor to track which keyword or referral link they used to arrive at the site.
  • Dynamic call tracking: This method uses unique phone numbers for each online source to determine where visitors are based and how they’re arriving at the site. Numbers may be attached to a website, social media account, or specific marketing campaign.
  • Static call tracking: Using this method, the phone number that is displayed to visitors doesn’t change and won’t provide the source of the phone leads.

Additional Sales Management Software Reviews

Here are a few other tools that may pique your interest.

Conclusion

This list features some of the best sales call tracking software available to help your business find the right fit for your size, workflow, and specific needs. Use it to simplify the hunt for a sales tracking solution and enhance overall decision-making. You can also find guides to other tools for your sales team here:

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Phil Gray
By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.