Video Walkthroughs

Personalize voicemails, optimize task management, and get in-depth reporting on key metrics.

In this Focus on session, you’ll learn how to make the most of CallTrackingMetrics’ FormReactor. Discover how to capture website form submissions instantly, trigger automations, initiate phone calls, and connect form data directly to your tracking and workflow tools for a smoother, more efficient process.  

In this Focus on Salesforce session, you’ll discover how to get the most from your Salesforce integration with CTM. Learn to set up workflows, connect your softphone, and sync call data seamlessly between platforms.  

Explore how to use webhooks for real-time data sharing and automation between CTM and your other business applications.  

Learn how to maximize your Salesforce integration with CTM.

Make sales, save time, and nurture leads from start to live agent with ChatAI, CTM’s smart chatbot feature.

Set up custom fields and panels in your softphone, call log, smart routers, reports, and notifications to make call data support your priorities.

Set up your AI builds, update fields and triggers, level up your AskAI setup, and more!