Help by Topic
-
Getting Started
CallRail makes call tracking simple and easy. Learn how to set up your account and configure your first tracking number. -
Call Tracking
Learn how you can get a CallRail number and start tracking calls and marketing campaigns instantly. -
Form Tracking
Track the forms your customers submit on your website and get alerted when you have a new form submission. -
Conversation Intelligence
Conversation Intelligence transcribes your calls, then uses AI to analyze them. -
Lead Center
Lead Center is a lead management system that provides a single, unified inbox for all your interactions. -
Google Integrations
CallRail's full set of Google integrations help you get more from your calls and find the data that matters most. -
Integrations
Learn how to integrate your CallRail data with a range of marketing and communication tools for even deeper insights. -
Reports
Reports allow you to analyze call data by source, keyword, day, and more. You can also export and share your reports. -
API & Webhooks
CallRail's API and Webhook documentation provides everything you need to modify the data in your account. -
Account Management
Configure a range of account, company, and user settings to fine tune your CallRail experience. -
Security & Data Privacy
Learn about common aspects of our Security and Data Privacy policies as it pertains to your CallRail account. -
Agency Tools
Add your company's branding to your account with our White Label feature, create custom pricing plans, and more. -
Videos
Explore CallRail’s collection of videos to learn more about a variety of CallRail topics.
Quick Guides
-
Need to know what plan you have? If you're an administrator on your CallRail account, you can use these instructions to see which plan your account is currently using.
- Click the Account icon in the top left to open the My Account panel, then click Account Settings.
- Choose Billing from the Manage header on the left.
- From here, you can view the plan(s) and add-ons you're currently subscribed to for this account.
- Click the Account icon in the top left to open the My Account panel, then click Account Settings.
-
Want to start tracking your calls? To the install the JavaScript snippet you can:
- Click the Settings icon on the left navigation bar.
- Choose the company where you'd like to install the JavaScript code.
- Click Integrations at the top of the page.
- Choose JavaScript Snippet from the list of integrations.
- Copy the JavaScript provided. It should look similar to this sample JavaScript code.
- Paste your script into each page of your website right before the </body> tag.
For full instructions you can check out this support article.
- Click the Settings icon on the left navigation bar.
-
CallRail allows you to record inbound and outbound phone calls.
To turn on inbound call recording you can:
- Click the Settings icon on the left navigation bar.
- Choose the company where you’d like to use call recording.
- Click the Pencil icon for the tracking number you’d like to update to go to its main configuration page.
- On the next screen, click the Pencil icon in the upper-right of the Number Options menu.
- Under Number, click the checkbox to enable call recording and to play a greeting to the caller. You can type in or upload a greeting to notify the caller that their call will be recorded if your state or local laws for your area require the caller to be notified.
To turn on outbound call recording you can:- Click the Account icon in the top left, then choose Account Settings.
- Choose Details from the Account header on the left.
- Click the checkbox to Allow my team to record outbound calls.
- Select Update Account to save your changes.
- Click the Settings icon on the left navigation bar.
-
CallRail offers call tracking services in the United States, Canada, Australia, the United Kingdom. You can learn more about international call tracking in these support articles:
-
If CallRail doesn’t have a native integration for the application you want to integrate, there’s a few options available. Check out these support articles to learn more:
-
CallRail offers a variety of notification settings to best suit the needs of your business. To receive email and desktop notifications for calls and texts your business receives you can:
- Click the Account icon in the top left to open the My Account panel, then click Notifications.
- Select Calls & Texts from the Notifications header in the left menu.
- Click Create Notification.
- Choose the company we should include in your notification, the user who should receive this notification, and whether you'd like to be notified of inbound calls and/or text messages.
- Add filters to your notification emails to get details about specific types of calls you receive. You can also set an optional filter to only receive notifications for customers who have a certain Qualified Status. This step only applies to call notifications.
- Select the type of notification you'd like to receive and click Save when finished.
You can learn more about notifications in this support article.
- Click the Account icon in the top left to open the My Account panel, then click Notifications.