Video Walkthroughs

Call Scoring allows you to customize the Score column of the call log. The Score panel allows you to apply reporting tags, set a star rating, and mark calls as conversions. Learn More

Teams are common settings that can be enabled for groups of users in your account. Phone settings configurations can be used to allow for custom wrap-up panels and define how the softphone behaves for each agent. Learn More

Within the reports menu, you will see a group of reports called “ROI Reports”. These reports allow you to see the financial performance of each advertising campaign as we well as the performance of the people answering your phones. Learn More

CallTrackingMetrics’ FormReactors utilize click-to-call form technology to automatically connect your agents to new form leads. Formreactors are available on Marketing Pro, Sales Engage, Enterprise, Growth, and Connect plans. Learn More

The Activity Map is an interactive map display that pinpoints the origins of calls, form submissions, and other user activities.   Learn More

Chat Widget delivers instant, real-time service for your customers. Chat is overwhelmingly becoming a preferred method for customers to communicate with businesses because it’s easy, allows them to multi-task, and minimizes their wait time. Similar to how you can track calls, texts, and forms on the application, you can attribute live chat interactions back to …

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Bulk Messages allow you to use your text-enabled tracking numbers to send bulk text messages through the CTM system. This is an easy way to quickly send a text message to a list of your customers. If you need to confirm, or enable, text messaging with your tracking numbers.  Bulk messages are available on Sales …

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Routing Tables are a great alternative to smart routers to route calls to different endpoints when there are an abundance of tracking numbers involved. The table consists of one value or key to determine where to route a call. Unlike the smart router there is no extensive logic, only a one to one match between a …

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Discover how tags can help you categorize activities like calls, chats, messages, and more based on your goals. Learn More