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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.

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.

Overviews Of The 10 Best Sales Call Tracking Software

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.

1

CallRail

Best for automatically tagging, qualifying, and prioritizing leads

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.6
1149 reviews

14-day free trial available

From $95/month + usage fees

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.

Price: From $40/month with additional usage fees

Free Trial: 14-day free trial available

PROS

Incredible support team

Great pricing flexibility

Available both on and offline

CONS

Monthly billing adjusts with usage

Implementation can take some time

2

FluentStream

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.

Price: From $5/month

Free Trial: Free demo available

PROS

Good for small businesses

Great customer service

Very easy to use the dashboard

CONS

Mobile app isn’t as robust as desktop

Limited mass texting

3

ActiveDemand

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.

Price: From $15/month

Free Trial: Free trial available

PROS

Fast, simple setup

Freemium version available

Voice and SMS integration

CONS

Automation builder is clunky

A bit of a learning curve

4

Invoca

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.

Price: Pricing available upon request

Free Trial: Free trial available

PROS

Great customer support

Customizable AI, dashboards, and training

Intuitive navigation and interface

CONS

Requires hosting IVR

It can be difficult to find call recordings

5

WhatConverts

Best for cloud-based deployment and simple setup for agencies

14-day free trial

Starts at $30/month for a basic call tracking plan. To track other lead actions, you need the $60/month Plus plan. And to build custom reports you need the $100/month Pro. (All plans include unlimited users, but only one account).

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.

Price: From $30/month

Free Trial: 14-day free trial available

PROS

Great customer service

Easy to set up

Accurate reporting

CONS

Limited routing capabilities

Limitations on some local numbers

6

CallAction

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.

Price: From $269/month for a single user and 200 new contacts per month

Free Trial: 14-day free trial available

PROS

Personalized onboarding and setup

Flexible, customizable system

Easy to use

CONS

Difficult to upload past leads

Not the best customer support

7

800response

Best for creating 800 vanity numbers

Free demo available

From $250/month

As a cloud-based solution that’s designed to help businesses streamline lead management and attract more customers, 800response offers comprehensive call tracking, prospect data capture, and marketing campaign management.

One of the reasons I like 800response so much is because they also offer another service called Vanity Numbers. Their research shows that an 800-number attracts more customers — between 25-50% more. When you set up an 800-vanity number with them, you also get lead and call tracking to improve your campaigns.

800response is for businesses of all sizes — even freelancers. They’re designed to support solo operations, as well as multi-location dealer networks and franchise organizations, across a variety of industries, including automotive, education, financial services, and contractors.

800response Standout Features and Integrations

Features include activity tracking dashboard, archiving and retention, automatic call distribution, call monitoring and reporting, lead generation and management, real-time reporting, visitor tracking, scorecards, and visual analytics.

Integrations include ActiveCampaign, Drift, improveit 360, Jira, LeadPerfection, MarketSharp, Maximizer CRM, Microsoft Excel, Pardot, and Salesforce CRM.

Price: From $250/month

Free Trial: Free demo available

PROS

Great customer service

Built-in demographic features

Ideal for managing customer relationships

CONS

Limited missed calls report

Clunky navigation

8

CrazyCall

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.

Price: From $20/user/month

Free Trial: 14-day free trial available

PROS

Affordable international calling

Very affordable calling tool

One of the better integration options

CONS

Emails may end up in spam

A bit of a learning curve

9

RingDNA

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.

Price: Pricing available upon request

Free Trial: Free demo available

PROS

Sales playbook automation

Great customer service

Very friendly interface

CONS

Limited personalization options

Pricing isn’t as transparent

10

CallSource

Best for getting the data you need to take advantage of missed opportunities

Free demo available

Pricing available upon request

This cloud-based performance management and sales call tracking solution is designed to help your business manage and track online and offline connections with customers, identify prospects, and teach you how to take advantage of missed opportunities.

One of the tools that provides users with the data they need is the customizable dashboard, which can show daily call volume, overall appointment conversion rate, conversion rate by employee, audio recordings, missed opportunities, and prospect by ad source and overall. Users can review these performance analytics quickly and easily to spot ways to improve conversion rates.

CallSource has specialized plans for automotive, home services, and pest control businesses and can support small, medium, and large organizations. Their subscription-based pricing is versatile and scalable to meet the needs of any company.

CallSource Standout Features and Integrations

Features include local and toll-free phone numbers, visitor and keyword tracking, DNI, multi-channel call attribution, advanced reporting, call reporting, call data and tracking, and call routing.

Integrations include 3CX, AgencyAnalytics, AuguTech, CDK Elead, Clarity Connect, Connect CRM, Five9, LeadsRX, and MarketSharp.

Price: Pricing available upon request

Free Trial: Free demo available

PROS

Easy to use

No training necessary

Identify strengths and weaknesses more easily

CONS

Overwhelming dashboard options

Calls database cycles out every 30 days

Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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Other Options

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

  1. CallTrackingMetrics

    Best sales call tracking software for contact centers and agencies

  2. HubSpot

    Best intuitive sales call tracking software and CRM for businesses of any size

  3. ResponseTap

    Best call and visitor tracking software to integrate with Google Analytics

  4. Convirza

    Best call tracking solution for managing marketing results and spending

  5. RingBa

    Best cloud-based software for managing call attribution, recording, and routing

  6. Marchex

    Best platform for engaging and nurturing leads through text or voice channels

  7. Phonexa

    Best call tracking software with logic module for all-in-one marketing

  8. CallFire

    Best call tracking platform for improving efficiency

How I Selected the Best Sales Call Tracking Software

Are you wondering how I put together my list of the best sales call tracking software? Building this list wasn’t easy and required sorting through hundreds of options. My first step was to eliminate those software options with low user ratings and only keep those with the best reviews. Then, I created a guideline with specific selection criteria in order to compare each software.

Selection criteria included usability, standout features, integration options, and pricing. With these guidelines, I was able to clearly determine how each platform stacked up against the others. Finally, I drew on years of revenue operations experience to pinpoint those features that added the most value.

Wondering about revenue operations? Check out this article about what RevOps is.

Selection Criteria

Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best sales call tracking software for this article:

Usability

There are two unique avenues for call tracking, and you want a software that delivers both features, including tracking for agent performance and tracking for customer origin and interactions. All the tools associated with these features should be easy to learn and simple to use for minimal workforce training and immediate implementation.

Standout Features

As I mentioned already, there are several types of tracking that can benefit your company. You want the sales call tracking software that can do both for a comprehensive view of interactions with your organizations. With all this data, you can learn about your pain points and areas for improvement to maximize campaigns and improve customer support.

Software Integrations 

While some call tracking software options are comprehensive platforms with complete CRM and marketing support, others are focused and targeted for one purpose. Regardless of how many features they offer, I focused on software options that would easily integrate with other popular tools that you already use for better data sharing and unified reporting.

Pricing

Businesses of all shapes and sizes require the benefits of sales call tracking software, so the options on this list need to have accommodations for all of them. All the platforms I chose have transparent, customizable pricing tiers or target a specific need or industry that might be the right choice for you.

People Also Ask

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 is sales call tracking software?

Sales call tracking software is an app that does two main tasks, tracking the origin of potential customers and following the conversations between your representatives and leads or prospects.

These two types of tracking could record a variety of different things, including the length of the call, a transcript or recording of a call, geographical location of a customer, and other data related to their journey to reaching your business. Some tracking software also reports on other interactions, like text channel communications, email opens, and website visits.

What are the benefits of sales call tracking software?

Generally, call tracking tools are designed to help businesses make better data-driven decisions to ensure an enhanced customer experience, drive more revenue, and improve marketing initiatives. But there are other, more specific benefits of sales tracking software, including:

  • Improves lead generation and conversion by identifying the origin of the lead
  • Analyzes the performance of ads to help decide which can be eliminated
  • Tracks ROI for every campaign to ensure optimal spending strategies
  • Allows specific tailoring to customer needs based on location or keyword referral
  • Identifies areas of improvement for your reps by tracking their customer interactions

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.

What are the key features of sales call tracking software?

Some of the most important features of any sales call tracking software include:

  • Lead visibility to include real-time reporting on location, source, and customer data
  • Intelligent call routing to send an incoming call to the best agent available
  • Conversational intelligence to record and analyze sales calls for a complete summary
  • Call coaching that encourages better training practices and enhances performance

Other 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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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.