CallRail empowers 7,000+ agencies to enhance campaign performance, streamline workflows, and effortlessly show clients real impact. Here are some resources our most successful agencies have found helpful.
Managing Accounts
Streamline your agency operations with Account Center, the ideal solution for managing multiple client CallRail accounts. This powerful tool empowers your clients by allowing them to own and pay for their individual accounts directly. Meanwhile, your agency retains complete access to manage all aspects of their campaigns, from setup and optimization to reporting and analysis, ensuring you can deliver exceptional results and transparently showcase your impact.
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| Create your account center: After creating your first account with CallRail, you can easily add new client accounts right from the CallRail app. | |
| Invite your clients: Once you have created a new client account via Account Center, easily add your clients to the newly created account. This gives your clients full visibility and management over their account, while you maintain administrative access. | |
| Streamline your client experience: Allow clients to easily pay for their individual CallRail accounts via Account Center. Complement this with CallRail’s white-label options, enabling your agency to add its own branding and subdomains for a fully customized client experience. |
White labeling your CallRail account |
CallRail Setup
Once client accounts are set up, take these steps to effectively track campaigns, prove your agency's value, and keep clients informed:
Implement Dedicated Client Tracking with Account Center: Assign unique tracking phone numbers and website scripts to each client directly within their Account Center. This ensures precise attribution for each campaign and client.
Monitor Performance & Showcase ROI with Integrations: Connect CallRail to essential services like Google Ads and Google Business Profile. This allows your agency to easily monitor campaign performance, run detailed, client-specific reports, and clearly demonstrate the impact of your marketing efforts.
Automate Lead Notifications for Clients: Keep your clients updated in real-time by creating automated email and text notifications. These alerts will instantly inform them when a new lead engages using their dedicated tracking numbers, highlighting the immediate results you're delivering.
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Create Tracking for Each Client: Tailor your approach by creating dedicated CallRail tracking phone numbers based on each client's unique campaign needs. Implement these numbers across their website, online advertisements (like Google Ads or social media campaigns), and offline marketing materials to ensure comprehensive lead attribution. For clients wishing to maintain their current business numbers, CallRail also supports easy porting. |
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| Activate Your CallRail Trackers: Now that your tracking numbers are created, put them to work by implementing them. To track leads from most online placements (e.g., client websites, digital ad landing pages), you will typically install CallRail's JavaScript snippet. This enables dynamic number insertion for precise source tracking. CallRail also has an optimized tracking formula for pay-per-click ads you can use to maximize the data you receive. |
Installing the JavaScript snippet Create a number for print, TV, or radio ads |
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Integrate CallRail with Key Tools for Efficiency: Connect with ad platforms & CRMs for streamlined client data and insights. For custom needs, our API & webhooks empower you to send valuable lead data precisely where required. You can also connect CallRail to other applications using a third party such as Zapier.
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| Report on Campaigns: Use our reporting for custom reports on lead attribution, qualification, and key client campaign results. If you want CallRail data sent to your own custom endpoint, you can use webhooks, our API, or Zapier. |
Partnering with CallRail
CallRail delivers exclusive benefits for agency partner success. Gain dedicated support from a Partner Account Manager and our partnership team, plus prioritized technical help for you and your clients. Access exclusive resources and tools within our Partner Portal (hosted by PartnerStack), and leverage co-marketing and growth support via our Marketing Development Fund to expand your client base. By joining the Agency Partner Program, partners also receive financial benefits, including referral commission, exclusive promotions, bonuses, discount opportunities, and more.
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Learn about CallRail's Agency Partner Program |
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| View our exclusive PartnerStack resources | PartnerStack Resources for CallRail Partners |
| Learn about our Marketing Development Fund | Press release |
Taking CallRail to the next level
Now that the basics are taken care of, you are all set to provide insights and leads to your clients. But that is just the beginning of what CallRail can do. You can upgrade your client's accounts to provide transcripts of calls, multi-conversion insights, and the most advanced AI learnings on the market.
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Set up form tracking: CallRail's JavaScript snippet can also be used on intake forms. Using forms with CallRail opens up a new avenue for lead attribution. We also integrate with Typeform, one of the most popular form creators available. |
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Add more insights: CallRail offers both regular and premium Conversation Intelligence as add-ons to your plan. By adding these to your account, your clients can get automated transcripts of calls, automated lead qualification, and AI-driven call summaries. |
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| Deploy Convert Assist: CallRail's Convert Assist software will review phone calls and generate action items, coaching, and follow-up messaging. This can be a valuable tool for your clients. | Getting started with Convert Assist |
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