Average Ratings 4 Ratings

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Description

CallRail provides complete visibility to marketers who rely on quality leads to measure their success. CallRail is committed to helping customers see the results of their digital marketing efforts. We see the potential in connecting data from chat, forms, and calls. This helps our customers achieve better outcomes.

Description

CallToSale is a comprehensive software solution and managed service tailored for retailers utilizing Shopify and Shopify POS, effectively linking various marketing sources, phone interactions, and website forms to track identifiable sales both online and in physical stores. In conjunction with CallRail's call tracking capabilities and HighLevel's lead management, it allows for the transmission of eligible conversion events and revenue data to associated advertising platforms. The service offers different plans that encompass initial setup and ongoing monitoring, with enhanced reporting and customer follow-up functionalities available in the premium tiers. The matching process for sales attribution is contingent upon the availability of customer information, their consent, and the specific rules set by the platforms. To utilize CallToSale, a Shopify or Shopify POS account is mandatory, with the starting price for the Connect plan being $399 USD per month, along with a $199 setup fee; this plan necessitates existing subscriptions to both CallRail and HighLevel, while the higher-tier plans include these tools as part of their offerings. Overall, CallToSale aims to streamline the sales tracking process for retailers, enhancing their ability to analyze customer interactions and improve marketing strategies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

5X Yes 
Adplorer Yes 
Contractor+ Yes 
Facebook Yes 
Improvado Yes 
NinjaCat Yes 
Outdoo AI Yes 
Raklet Yes 
ReportGarden Yes 
Repozix Yes 
Salesforce Yes 
Salesforce Agentforce Marketing Yes 
Slack Yes 
Stackreaction Yes 
Sunwave Yes 
TugBiz Yes 
VWO Testing Yes 
Wicked Reports Yes 
Workers by Delos Yes 
Zapier Yes 

Integrations

5X No 
Adplorer No 
Contractor+ No 
Facebook No 
Improvado No 
NinjaCat No 
Outdoo AI No 
Raklet No 
ReportGarden No 
Repozix No 
Salesforce No 
Salesforce Agentforce Marketing No 
Slack No 
Stackreaction No 
Sunwave No 
TugBiz No 
VWO Testing No 
Wicked Reports No 
Workers by Delos No 
Zapier No 

Pricing Details

$45.00/month
Call Tracking - $45/ mo.
Marketing Analytics - $95/mo.
Conversation Analytics - $95/mo.
Analytics Suite - $145/mo.
Free Trial Yes 
Free Version No 

Pricing Details

$399/month
Connect costs $399 USD per month plus a $199 setup fee and requires separate paid CallRail and HighLevel subscriptions. Higher plans include CallRail and HighLevel. Plans include setup and ongoing monitoring; reporting and customer follow-up features are available on higher tiers.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CallRail

Founded

2011

Country

United States

Website

www.callrail.com

Vendor Details

Company Name

CallToSale

Website

www.calltosale.com

Product Features

Call Accounting

By-Extension Reporting Yes 
Call Duration Yes 
Call Monitoring No 
Call Volume Yes 
Caller Identification No 
Inbound Reporting Yes 
Outbound Reporting Yes 
Unattended Call Management No 
Who Answered Log No 

Call Recording

Archiving Yes 
Call Sharing Yes 
Distributed Call Recording Yes 
Event Triggered Recording No 
File Transfer No 
Instant Retrieval Yes 
On-Demand Recording No 
Recording Bookmarking No 
Scheduled Recording No 
Screen Activity Recording No 
Video Call Recording No 

Call Tracking

CRM No 
Call Log No 
Call Recording Yes 
Call Routing Yes 
Caller Identification Yes 
Campaign Management Yes 
Conversion Tracking Yes 
IVR / Voice Recognition Yes 
Keyword Tracking Yes 

Conversation Intelligence

AI Insights No 
Account Health Alerts No 
Call Analytics No 
Call Recording No 
Call Recording Cloud Storage No 
Call Snippets No 
Call Transcription No 
Call/Meeting Sharing No 
Sales Coaching No 
Topic Tags No 
Topic-Based Analytics No 
Video Conferencing Analytics No 
Win/Loss Analysis No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Source Tracking Yes 

Marketing Analytics

A/B Testing No 
Campaign Management No 
Channel Attribution Yes 
Customer Journey Mapping No 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics No 
ROI Tracking No 
Social Media Metrics No 
Website Analytics No 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions No 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code No 
Export to PDF No 
HIPAA Compliant No 
Import Existing Forms No 
Mobile Forms No 
Offline Forms No 
Pre-made Templates No 
Quizzes / Questionnaires No 
Reporting / Data Visualization No 
Signup Forms No 
Surveys No 

Revenue Intelligence

Actionable Insights Yes 
Alerts / Notifications Yes 
CRM Interactions No 
Call Scoring Yes 
Conversation Intelligence Yes 
Dashboard Yes 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions Yes 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Product Features

Marketing Attribution

Attribution Modeling No 
Audience Segmentation No 
Conversion Tracking No 
Cross-Channel Attribution No 
Customer Journey Mapping No 
Multi-Touch Attribution No 
Predictive Analytics No 
ROI Tracking No 

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