CallSource

Performance management solution for sales & marketing calls

About CallSource

CallSource is a cloud-based performance management solution designed to help businesses of all sizes manage processes related to call tracking, lead attribution, reputation management, and more. The platform comes with a lead scoring functionality, which enables users to identify prospects and revenue generating opportunities.

CallSource includes a reviews module, which collects reviews posted across social channels and allows teams to monitor, manage, and respond to customer queries via a centralized dashboard. It offers a host of features such as lead management, automated responses, custom phone numbers, web traffic tracking, call recording and alerts/notifications. Its telephone performance analysis (TPA) tool lets managers analyze as well as score sales calls and monitor employees’ performance to improve the rate of conversion. Besides, its call coaching module allows users to manage training and enhance the call handling skills of employees.

The CallSource platform includes EveryLead, a marketing platform, which enables marketers to handle marketing campaigns and inventory, as well as compare pricing with competitors. Plus, it allows organizations to gain insight into lead conversions, online interactions, market trends, and more via Google Analytics.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

CallSource Software - CallSource call management
CallSource Software - CallSource reporting dashboard
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CallSource Software - CallSource call management CallSource Software - CallSource reporting dashboard

Features

Total features of CallSource: 37

  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Archiving & Retention
  • CRM
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tracking
  • Call Tracking Metrics
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Conversion Tracking
  • Dashboard
  • Event Triggered Actions
  • IVR / Voice Recognition
  • Key Performance Indicators
  • Keyword Tracking
  • Lead Management
  • Lead Qualification
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Negative Feedback Management
  • Performance Management
  • Ratings / Reviews
  • Real Time Monitoring
  • Response Management
  • Review Monitoring
  • Review Notification
  • Review Request
  • Scorecards
  • Sentiment Analysis
  • Third Party Integrations
  • Trend Analysis

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CallRail

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Reviews

Overall rating

4,4 /5
(193)
Value for Money
4,2/5
Features
4,2/5
Ease of Use
4,3/5
Customer Support
4,5/5

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Showing 5 reviews of 193
Kali C.
Overall rating
  • Industry: Retail
  • Company size: 501-1 000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

No Better Way to Track Calls

Reviewed on 2019/08/21

My experience with CallSource has been nothing but positive. I would recommend this software to...

My experience with CallSource has been nothing but positive. I would recommend this software to anyone looking to improving their call tracking systems.

Pros

I like that can see which of our ads are working best by tracking each incoming call through their source.

Cons

I had a little trouble, at first, with the interface but the support team walked me through it many times until I felt comfortable on my own. They have endless patience.

Response from CallSource

Thank you for your awesome review, Kali! We're glad that your team was able to help you out with the reporting system and that you are able to use it to your advantage now. We look forward to continuing to partner with you!

- CallSource

Blake M.
Overall rating
  • Industry: Consumer Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Thank you

Reviewed on 2019/08/29

Pros

Customer support staff - were engaged in our account and helpful with set up

Cons

Cross functionality with how it ties into other programs

Response from CallSource

Thanks for your review, Blake! If you need more insight into what we can integrate with, let your CallSource rep know - we can most likely make an integration work with your provider. We have the ability to use ADF XML, FTP or XML to integrate CallSource reporting or provisioning into your system(s).

- CallSource

Jamie P.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Not My Favorite Call Reviewing Program, But Effective

Reviewed on 2020/02/18

Pros

Have you ever found yourself in a situation where you needed to know how many UNIQUE callers you received to a tracked phone line? I often do. What's super helpful about CallSource is that they will tell you how many unique callers you had, as well as how many total calls you had. CallSource also offers a veritable ton of different reports to help analyze the calls received, so that is really cool.

Cons

Unlike other programs, CallSource does not EASILY allow note-taking. One of the things that our agency does is provide detailed summaries of calls that come in on tracked phone lines. Yes, we are the people who are referred to in the recorded statement, "these calls may be monitored and reviewed, blah, blah, blah." It is easier when you can have the recording of the call up while taking notes on the call, which CallSource does not allow. Additionally, you aren't able to access calls that are more than 2 years old, which comes up more frequently than you might think.

Response from CallSource

Hi Jamie,

Thank you so much for your feedback; we greatly appreciate it.

I am happy to tell you that we are rolling out a new product in this next month which allows you to take notes on each tracked call (inbound and outbound) all in one dashboard. Please feel free to reach out to your CallSource rep to learn more about when you can have this active on your account!

Additionally, if you need calls for longer than the time frame they are saved for, we can accommodate that request as well; do not hesitate to let your CallSource rep know your needs and we will help you with that.

Thanks again!
CallSource

Deborah M.
Overall rating
  • Industry: Printing
  • Company size: 2-10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Call Source is the best

Reviewed on 2020/12/16

We have used other call tracking companies in our 40 years in business and Call Source by far is...

We have used other call tracking companies in our 40 years in business and Call Source by far is the overall best company. Easy to us to share with our clients on how to use and track their calls with our magazine, ORANGE COUNTY LIVING.

Pros

Software easy to use and very use friendly

Cons

Can't think of anything really. I am not the primary user but the person who is has shared with me her total satisfaction with the Call Source product.

Lea E.
Overall rating
  • Industry: Automotive
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Call Source Review

Reviewed on 2019/08/15

Good working relationship easy to get a hold of someone.

Good working relationship easy to get a hold of someone.

Pros

Calls fall in fairly quickly instead of days later

Cons

Sources of where the calls are coming from do not come into my CRM

Response from CallSource

Hi Lea,

Thanks for your review! We do integrate with many CRMs, please reach out to your dedicated CallSource rep to see how we can get your calls integrated into your CRM for a more seamless process.

Thanks!
CallSource

Showing 5 reviews of 193 Read all reviews

CallSource FAQs

Below are some frequently asked questions for CallSource.

CallSource offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact CallSource for pricing details.

CallSource has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

CallSource supports the following languages:

English

CallSource supports the following devices:

CallSource integrates with the following applications:

3CX, 8x8 Virtual Office, Clarity Connect, Elead, Five9

CallSource offers the following support options:

Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep), Chat

Related categories

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