The New Lead Center

This article is about the new version of Lead Center, which is currently in testing. For information about our current Lead Center offering, check out these support article.

CallRail is currently building a new and improved version of Lead Center, our flagship lead management communication system. We're excited to unveil our work and make it available to everyone, but first we need your help to refine the product during a period of beta testing.

Get Early Access

If you'd like to get access the new Lead Center during the beta testing period, let us know! 

Try the new Lead Center for free.

Simply click the link above to access our sign-up form. One of our product managers will be in touch shortly thereafter to get your organization onboarded.

What is Lead Center?

Lead Center is a lead management system that provides a single, unified inbox for all your interactions. It allows you to seamlessly connect with, prioritize, and manage every lead—and offers real-time attribution and touchpoint data—all in one place.

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What's new about the new Lead Center?

The new Lead Center provides all the key functionality of the original product plus a host of useful new features.

  • Robust live chat capability
  • Ability to handle form submissions and chat conversations in the same inbox as calls and texts
  • Intuitive new design that’s a joy to use
  • New mobile app that integrates seamlessly with your smartphone
  • Ability to assign agents to teams and manage agent availability 
  • Ability to create call queues that direct to teams
  • Call monitoring for administrators, including live, barge, and whisper monitoring 
  • MMS texting capability for multimedia files
  • Individual agent voicemail messages
  • Warm and cold call transferring between agents
  • Quick Texts, which allow agents to save time by keeping a archive of commonly used text messages that they can send to prospects and customers with the tap of a button. 
  • Ability to mark calls as spam
  • System-level dashboard view organized by team for quick insights

What's available now?

The New Lead Center is currently under development. The following lists break down which features are available right now and which are coming soon. We'll update as new features become active.

 

Current feature Coming Soon

Place and receive calls and texts from your tracking numbers on your desktop computer.

X  

Ability to set outbound call recording to "on" by default

X  

Smart outbound caller ID, which automatically ensures you have the correct outbound ID depending on who you're calling

X  

Receive voicemails in a general mailbox or individual agent mailboxes.

 X  

Qualify and tag interactions in real time.

 

View customer's detailed interaction history.

 

SMS texting, including texts of more than 140 characters

X  

Call monitoring

 X  

Group agents into teams.

 X  

Smart availability, for automatically setting agent availability

X  

Seamlessly integrate Lead Center with your mobile device.

 

X

(Early-version mobile app is available for testing.) 

 

MMS texting

 

Quick Texts

X  

Create caller queues and customized call flows to route inbound callers.

 X  

Cold transfers

X  

Warm transfers

  X

View touchpoint and attribution data in real time.

   X

Handle form submissions and chat conversations in the same inbox as your phone leads.

   X

Service-level dashboard organized by team for real-time insights

  X