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 the support article.

CallRail is currently building a new and improved version of Lead Center, our flagship lead management system and browser-based softphone. We're excited to unveil our work and make it available to everyone, but first we need your help to test and refine the product as it moves through the development process.

Check out the information below to see what Lead Center is all about, and let us know if you'd like to try it out before it's available to the general public

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.

  • 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
  • MMS texting capability for multimedia files
  • Individual agent voicemail messages
  • Warm and cold call transferring between agents
  • Quick Texts that allow agents to quickly send saved messages that are commonly used
  • 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

  X

Quick Texts

  X

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

   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

Transfer calls between agents with cold and warm transfer capabilities.

   X

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

  X
 

 

Test the New Lead Center

We're currently recruiting testers to try out the New Lead Center before it's available to the public. If you're interested in testing, or for more information, leave your info with us. We'll follow up to answer questions or let you know when a spot becomes available!