Generate your Business Profile for custom lead scoring

Defining a quality lead is not one-size-fits-all. Only you know exactly what an ideal customer looks like for your business – and now we're letting you determine it for yourself.

Your Business Profile is the foundation on which your voice assistant is trained, and on which quality, accurate lead scoring for your business is built.

Your profile helps CallRail understand your service offerings and ideal customers, and then automatically scores new leads based on your profile.

Generate your profile in minutes:

  1. Input your business website into your Business Profile*.
  2. Your smart profile and lead score criteria auto-populates company details, service offerings, and your ideal customer profile based on details found on your site.
  3. You review each tab and tweak for accuracy.

That's it! Easily filter, report, and act on quality leads based on your new bespoke lead criteria – and leads handled by your voice assistant will be scored according to your custom definition.

*Already filled out your business profile? You'll still want to review and confirm the auto-generated criteria for your ideal leads on the new lead score criteria tab to start scoring leads based on your custom criteria. 

How to view or report on leads by score

  • View any one lead’s score by clicking into their Timeline from the Call Log or Inbox. 
  • Visit the unique callers report and sort by lead score

Additional Resources:

Create or update your Business Profile today to automatically receive true-to-you lead scoring you can trust. Have questions about this new feature? Drop them below!

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