9 call analytics platforms for marketing teams to consider

The global pandemic has confirmed what many marketers already knew: the telephone is an integral part of the consumer purchase journey. Consumers crisscross multiple online and offline channels, often from the comfort of their own homes, to research products and services and make informed purchase decisions. The high-tech/high-touch telephone provides them with convenience, speed and personal contact that inspires brand trust.

More and more enterprise marketers are using call analytics platforms to collect, analyze and act upon the growing volume of caller data now being captured from the billions of inbound calls to businesses.

Below you will find a list of 19 call analytics vendors that we profiled in the latest MarTech Intelligence Report on enterprise call analytics platforms.

These platforms provide a core set of competencies that automate and scale call tracking, recording, scoring, routing and fraud prevention.

Every enterprise is unique and at a different level of maturity in its web, social, mobile and multichannel marketing efforts. Marketers must carefully weigh current analytics needs against future goals when evaluating the return on call analytics investments. The market is continually developing, and many vendors are investing heavily in AI and machine learning to expand the range of marketing and sales use cases for their solutions. A careful and comprehensive internal evaluation of business goals and resources is the first step in the decision-making process. The result can be a long-term, productive call analytics partnership that boosts both revenue and profit for your marketing organization.

Here is our list, which is organized alphabetically and not in any order of importance. For information on pricing and a deeper feature breakdown, download the MarTech Intelligence Report.

CallRail

Atlanta-based CallRail was founded in 2011. It has 300 employees and has raised more than $132 million in venture funding.

Target customers

CallRail serves SMBs or marketing agencies with clients that rely on communications with customers — phone calls, texts, form submissions, and/or chats — to generate leads, close deals, and grow their businesses in the home services, real estate, legal services, financial services, healthcare and automotive industries. Key customers include Cardinal Web Solutions, Einstein Industries, Molina Healthcare, Slamdot, West Dermatology and Workshop Digital.

Product overview

CallRail offers four solutions: Call Tracking, Form Tracking, Conversation Intelligence, and Lead Center.

• Call Tracking is a real-time solution that lets users track and analyze inbound calls to optimize marketing campaigns and maximize lead generation, conversion rates, and each campaign’s ROI.
• Form Tracking captures and tracks form submissions, connecting online and offline marketing efforts to provide a more complete view of the customer’s
  journey.
• Conversation Intelligence automatically records and transcribes inbound phone calls in real time and pairs with Call Tracking to classify, qualify, and quantify conversations using keywords that the user defines.
• Lead Center, an intuitive business communications solution, lets users take, make, and manage calls, texts, and chats from one unified inbox, within the CallRail platform. Provides a real-time view of the customer journey to have smarter customer conversations.

CallRail says its platform provides seamless, real-time, native integration to 45 different marketing solutions and platforms, including CRMs, social media and search engine ad platforms, marketing management solutions and more.

It also supports custom integration via Zapier, webhooks, custom cookie capture, and API and its Lead Center mobile app lets users run a business efficiently from anywhere.

CallSource

Westlake Village, California-based CallSource was founded in 1991. It has more than 100 employees.

Target customers

CallSource serves SMBs, enterprise brands, original equipment manufacturers (OEMs) and multilocation marketers in the automotive, professional services, home services, healthcare and franchise industries. Key customers include Champion Services, Dealer.com, Sonic Automotive Group and Trane.

Product overview

CallSource offers a call tracking for offline attribution solution that has evolved to include advanced digital marketing, and call coaching and performance.

It also offers a variety of services to maximize advertising ROI and call handler performance. Solutions include call tracking, lead categorization/parsing and alerts for missed opportunites and review responses.

Its solutions are designed to maximize call-to-appointment rates by helping employees improve phone-handling skills. Key metrics include cost-per-lead by ad source, as well as lead conversion rate by employee.

CallTrack captures and identifies call numbers, locations and sources; records calls for review.

• Local, toll-free and vanity numbers available.
• Dynamic number insertion (DNI) available and can track up to 5 dynamic phone numbers on a single webpage.

Its Deal Saver feature delivers alerts to owners if an appointment opportunity was missed. It provides the caller’s essential contact data, call handler information, an audio file of the call and notes what department the alert came from.

Telephone Performance Analysis (TPA) is an employee evaluation tool that analyzes agent sales/customer service skills by reviewing and grading sales calls based on specific criteria.

Call Coaching uses recorded calls scored against CallSource’s proprietary principles to build call handlers’ skills and increase call-to-appointment rates.

EveryLead combines offline and online attribution in a real-time dashboard.

CS Reviews & RespondNow uses real people to aggregate and respond to online reviews for business owners to protect brand reputation using customized criteria.

CallShield is a cloud-based fraud detection and prevention service that blocks telephone hacking and computer-generated robocalls.

CallTrackingMetrics

Severna Park, Maryland-based CallTrackingMetrics was founded in 2008. It has 65 employees and is privately funded.

Target customers

CallTrackingMetrics serves bid-market B2B and B2C brands, plus agencies, consultancies and performance marketers (lead resellers) serving industries relying on critical communication channels such as addiction treatment, law, healthcare, home services, multi-location franchises and enterprise-level call centers. Key customers include Crystal Cruises, Pulte Homes, SearchKings, ServiceMaster and The Goddard School.

Product overview

The CallTrackingMetrics call tracking platform combines conversation intelligence with contact center functionality to drive more informed marketing decisions and facilitate smarter customer acquisition and communication across sales, marketing and customer service teams.

The platform conditionally directs calls, texts, chats and online forms based on actions visitors have taken on a brand website, conversation history, location, custom criteria and more.

The platform defines rules and milestones with an autodialer to strategically manage calls in line with team availability and caller behavior.

Call tracking features include:

• Reliable dynamic number insertion (DNI) for session-level attribution.
• Local, toll-free and vanity tracking numbers for online and offline tracking.
• Omni-channel attribution across calls, texts, form fills and chats.
• Conversation intelligence tools like live listen, transcriptions, call recording and keyword spotting.
• Real-time activity stream to view all conversations as they happen.
• Standard and custom reporting dashboards to track activity volume.

Contact center features include:

• Browser-based softphone to facilitate the communication of in-office or remote workforces.
• Bulk SMS messaging and auto dialer features.
• Advanced call routing options and smart routing from customizable IVRs to georouting.
• Intuitive team and role structures to power agent queues, schedules and real-time agent reporting.
• Customer service tools to meet users where they are, while remaining in one platform to answer calls, texts and chats.
• Whisper messages, automated tagging, wrap-up panels and call scoring for efficient communication and follow-up.

Infinity

London-based Infinity was founded in 2010 and has 135 employees. Its global services available in 85-plus countries worldwide. In September 2021, Infinity acquired call tracking and analytics provider ResponseTap. It has additional U.S. offices in San Francisco; international offices in Madrid and Reigate, and Surrey and Manchester offices in the U.K.

Target customers

Infinity serves brands in the automotive, financial services, leisure, healthcare, education, professional services, technology, communications, utilities and real estate markets, as well as agencies that serve them. Key customers include Allianz, Laureate, Mazda, Meliá Hotels International, Samsung and TruGreen.

Product overview

Infinity offers full visitor journey attribution, call recording and visitor-level call tracking for granular visibility on channel performance when a phone call is a touchpoint.

It provides call handlers with real-time caller insights, including digital journey tracking and PPC keywords and pinpoints which marketing campaigns lead to highest value calls to inform future activity.

Infinity uses the online journey and customer conversations to tailor the customer experience, including routing with no need for an interactive voice response (IVR), call prioritization, and agent pairing.

Other features include:

• Call transcription for data analysis for better customer interaction and benefits around call handler development, marketing insight and revenue tracking.
• Fully encrypted session initiation protocol (SIP) calls for inbound and outbound calls across multiple major markets.

Explore platform capabilities from vendors like CallRail, Invoca, CallSource, DialogueTech and more in the full MarTech Intelligence Report on enterprise call analytics platforms.

Click here to download!

Invoca

Santa Barbara, California-based Invoca was founded in 2008. It has more than 320 employees and more than 2,300 customers. Invoca acquired call tracking and analytics provider DialogTech in May 2021. It has raised $116 million in six rounds of venture funding.

Target customers

Invoca serves marketing, ecommerce, sales, and customer experience teams at enterprise and mid-market B2C brands, as well as agencies and pay-per-call marketers serving high-value purchase industries, including automotive, healthcare, financial services, insurance, telecommunications, home services, and travel. Key customers include BBQ Guys, DISH Network, University Hospitals and 1-800-GOT-JUNK?.

Product overview

Invoca’s Active Conversation Intelligence platform enables marketing, sales, customer experience and ecommerce teams to understand and act on the information consumers share via conversations to accelerate revenue by improving marketing and sales results.

The platform integrates with leading marketing technology, adtech, CRM, and call center platforms to turn conversation data into automated action to create better experiences, more conversions and higher revenue.

Platform features include:

• Inbound call tracking on a 1:1 consumer and session-level basis with dynamic number insertion (DNI) for toll-free and local numbers.
• Call recording and conversation transcriptions that automatically redact sensitive information like credit card and social security numbers.
• Granular customer journey data capture (e.g. campaign, search keyword, product viewed, data entered into online shopping carts, etc.) with Invoca’s first-party JavaScript website tag.
• Real-time call classification, conversion topic and outcome detection, and call segmentation with artificial intelligence-based conversational analytics, spoken keyword detection, and pre-call marketing data (IVR keypress, caller attributes, referring marketing source, activity on websites, etc.).
• Automated quality assurance (QA) and call scoring to quantify agent performance and track script compliance.
• Automatically identify coaching moments and improve agent performance through data-driven coaching.
• Lost Sales Recovery automatically detects missed sales opportunities when callers either fail to reach a live agent (because they hung up or reached voicemail) or high-intent callers that did not convert.
• Offline conversion and revenue data import via file upload or CRM to measure the intent, outcome and exact revenue generated from each call.
• Bi-directional integrations with an array of adtech, marketing technology, analytics, CRM, CDP, DX, and CCaaS platforms, including Google Ads, Facebook, Salesforce, Five9, Tealium, and Medallia.
• In-platform reporting suite with customizable dashboards and reports to visualize high-level trends, access detailed marketing and sales insights and drill down into each call to review all data, signals, recordings and transcriptions.
• Cloud IVR (interactive voice response) and dynamic call routing using data captured before the call (e.g. campaign, calling page, ecommerce data, caller location, language, day/time, sales vs. support call, etc.) to prioritize routing of high-value calls and connect callers to the right agents or locations right away.

Iovox

London-based Iovox was founded in 2007. It has 50 employees. The company is privately held and Octopus Ventures and Columbia Lake Partners are the primary institutional investors. Iovox also acquired French-based WannaSpeak in 2019. It has offices in London, Paris, San Francisco and Sydney.

Target customers

Iovox serves enterprise and mid-size businesses looking to incorporate call tracking or speech analytics into an automated marketing process to drive or enhance lead flow. Typical industries served include marketplaces, classifieds, directory services, hospitality and digital agencies. The iovox mobile and web apps are aimed at small businesses and individuals that rely heavily on the phone. Key customers include AutoTrader U.K., British Telecom, Immobiliare.it, LaCentrale Group, REA Group and Zoopla.

Product overview

Iovox offers a combination of inbound call tracking and value-added services to SMB and enterprise accounts. It is available on a standalone basis via mobile or web app or integrated with a REST API.

API modules include: Voice, Email, Live Chat, Call Data and SMS.

Other features include:

• Mobile and web-based dialer software, enabling outbound calls and customizable Caller ID when used in conjunction with iovox numbers.
• Iovox WebConnect, which adds a call button to any website enabling site visitors to place a call directly from a mobile device, tablet or PC, and includes site attribution features in its analytics. The solution allows for full call tracking functionality without requiring the use of unique telephone numbers.
• Iovox WebCallBack enables web visitors to request a call back at a time convenient for them.
• Inbound options include both dedicated and dynamic call tracking (source and session based) for conventional marketing automation and conversion tracking.
• Two-way mobile call tracking solution allows individuals and SMBs to track and organize calls made from mobile phones. Companion web app enables additional number purchasing with enhanced features such as transcriptions, call whispers and keyword spotting.
• Mobile call center functionality to allow small teams to form virtual call centers to handle calls when working from home or remotely.
• Iovox Insights uses natural language processing (NLP) and artificial intelligence (AI) to help marketers, sales teams or call centers to identify the reasons for a call and evaluate outcomes and sentiments of every conversation.
• Supplies unique local numbers in hundreds of countries and offers enhanced features such as call whispers, customizable interactive voice response (IVR), call recording and transcription, keyword spotting, web call back, spam filters and blocking, SMS tracking and CRM integration.

Marchex

Seattle-based Marchex was founded in 2003. It is publicly held and trades on the NASDAQ exchange under the ticker symbol “MCHX.” Marchex has more than 250 employees and has more than 30 technology patents.

Target customers

Marchex serves enterprise and mid-market brands, multi-location businesses and agencies with clients in a range of verticals, including automotive manufacturing and services, real estate/senior living, home services, healthcare/dental, e-learning/education, insurance, lending and mortgage, and travel. Key customers include General Motors, Meineke Car Care Centers, Thryv, Wyndham Hotels Group and Zillow.

Product overview

Marchex offers a suite of conversation intelligence products for marketing and sales teams: Marchex Marketing Edge, Marchex Engage, Marchex Sonar and Marchex Spotlight.

Marchex Marketing Edge uses actionable Al to create more high-intent, revenue-generating conversations. The solution enables brand marketers, agencies and marketing services providers to connect online marketing campaigns to the revenue-generating offline conversations they drive, and reveal which campaigns and marketing channels have the highest ROI and lowest cost per lead.

Key capabilities include:

• Multichannel attribution dynamic number insertion (DNI) that connects consumer calls, texts, chats and web form completions to marketing campaigns.
• Integrations with a range of third-party martech, adtech, CRM and chat systems including Salesforce CRM, Adobe Analytics, Google Ads and HubSpot.
• An intuitive user interface to enable easier campaign management and provide customizable, real-time analytic views that highlight campaign performance.

Marchex Engage uses conversation intelligence to empower sales teams to improve sales outcomes while delivering a better buying experience. It unlocks the content of conversations and enables sellers to increase sales efficiency, take the right action to make the most of every opportunity, and sell more.

Key capabilities include:

• Action Lists that identify a specific list of conversations that require priority attention based on their outcome to help focus a sales team’s follow-up conversations on the best leads
• Deal-saving Action Alerts sent to a team specialist so they can take quick action to save a lead, make sure a follow up occurs, and coach their teams after a conversation ends unsuccessfully.
• Workflow management to track and change the status of conversations that sellers have acted on and identify who is responsible for the next action.
• Visual conversation playback to listen and move quickly through the most interesting parts of a recorded conversation and follow along via a synchronized transcript.

Marchex Sonar uses intelligent mobile messaging to empower sales and marketing teams to communicate with prospects and customers personally at scale using two-way text messaging and dramatically increase critical actions, customer engagement and conversions.

Key capabilities include:

• Send and receive SMS and MMS messages over local or toll-free numbers.
• Send campaign-specific messages to any segment of a target audience based on properties and include data for A/B testing and response rates.
• Route customers or prospects through an automated conversation flow for lead qualification, saving sales team time and effort.
• Schedule drip campaigns or automated text messages based on customized times or specific user actions.
• Add more contextual information to conversations either automatically by a bot or manually by a seller.
• Stay compliant with the evolving messaging policies and standards by tracking customer opt-out, obtaining double opt-in consent to send messages, and protecting against sending text messages to customers outside of acceptable hours.

Marchex Spotlight measures the performance of a company’s locations in how they are handling inbound conversation opportunities against company benchmark targets, quickly zeroing in on areas of the business where opportunities exist to improve conversation handling performance and results.

Key capabilities include:

Benchmarking at the highest level of an organization all the way down to an individual location, helping to pinpoint performance results where action can be taken to improve performance.

Proactive, guided insights that surface performance issues a company can immediately be informed of, and directed to, that require corrective conversation handling action while shortening the amount of time it takes to identify the source of the issues.

Ringba

Dover, Delaware-based Ringba was founded in 2015 and has 33 employees.

Target customers

Ringba serves performance marketers, media buyers, digital agencies, enterprise brands and call centers in verticals such as insurance, financial services, healthcare, legal and home services. Key customers include 1-800-DENTIST, Progressive Insurance, eHealth, National General Insurance Corp., Health Network and Allstate.

Product overview

Ringba provides enterprise-grade call tracking to businesses, pay-per-call networks, agencies and performance marketers of all sizes. The company’s real-time tracking and analytics are designed for media buying, click arbitrage and substantial scale.

Use cases include:

• Campaign tracking. Allows users to track and monitor call campaigns with real-time analytics.
• Call attribution. Lets marketers attribute specific traffic sources, keywords, and other data to calls.
• Automated routing. Enables the creation of dynamic routing plans to automatically manage call flow.
• Real-time bidding. Allows programmatic buyers to bid on calls in real-time.

Smith.ai

Los Altos, California-based Smith.ai was founded in 2015 and has 25 employees.

Target customers

Smith.ai serves marketing agencies, franchise-based large organizations, and SMBs in service-driven industries, including automotive, IT, legal, marketing, personal, pet, and homeowner (contracting, lawn/garden, plumbing, HVAC, etc.). Key customers include Colorado Lawyer Team, Convert IT Marketing, Edwards Family Law, Indie Law, Mockingbird Marketing and the Youngblood Group.

Product overview

Smith.ai leverages human and machine intelligence to provide 24/7 answering, intake, scheduling for businesses, plus controls for call routing and spam blocking, as well as insights through call analytics and call metadata.

The service’s work-from-home receptionists answer and return calls, respond to live website chats and SMS text messages, qualify leads, intake new clients, book appointments, and accept payments. Website chat can prompt an outbound call to Smith.ai receptionists or the business owner, and is available as a live-staffed or AI-only solution.

Transfer notifications can be sent via SMS or chat app (such as Slack) instead of a call, for silent prompts.

The Client Dashboard provides tools for adjusting call-handling settings, so insights from metadata can be used by clients to adjust the course of action on the next call. This is often a collaborative endeavor between a business owner and their staff, the business and Smith.ai support staff, or the business and its marketing agency.

Smith.ai integrates with Slack, MS Teams, SMS, email, and software like business management tools HubSpot or Salesforce to ensure workflows and collaboration are promptly initiated in the right system and assigned to the right person. For example, a New Lead call goes to the sales team, whereas an Existing Client call may go to their account manager. Infrastructure is deployed on Amazon Web Services (AWS) which complies with GDPR. Data is encrypted with Secure Socket Layer technology (SSL).