CallSource Features

CallSource

Performance management solution for sales & marketing calls

4.38/5 (191 reviews)

CallSource Feature Summary

  • Ad Hoc Reports
  • Archiving
  • CRM
  • Caller Identification
  • Distributed Call Recording
  • Event Triggered Recording
  • Negative Feedback Management
  • Response Management
  • Review Monitoring
  • Review Notification
  • Review Request

Competitor Feature Comparison

Activity Dashboard
Activity Tracking
Alerts / Escalation
Auto-Responders
Automatic Notifications
Call Monitoring
Call Recording
Call Routing
Call Tracking
Campaign Analysis
Campaign Management
Conversion Tracking
Cost Analysis
IVR / Voice Recognition
Keyword Tracking
Lead Management
Lead Scoring
Monitoring
Multi-Campaign
Multi-Channel Marketing
Performance Management
Ratings & Reviews
Real Time Monitoring
Sentiment Analysis
Third Party Integration
Trend Analysis
Visit WebsiteCompare App
Activity Dashboard
Activity Tracking
Alerts / Escalation
Auto-Responders
Automatic Notifications
Call Monitoring
Call Recording
Call Routing
Call Tracking
Campaign Analysis
Campaign Management
Conversion Tracking
Cost Analysis
IVR / Voice Recognition
Keyword Tracking
Lead Management
Lead Scoring
Monitoring
Multi-Campaign
Multi-Channel Marketing
Performance Management
Ratings & Reviews
Real Time Monitoring
Sentiment Analysis
Third Party Integration
Trend Analysis
Visit WebsiteCompare App
Activity Dashboard
Activity Tracking
Alerts / Escalation
Auto-Responders
Automatic Notifications
Call Monitoring
Call Recording
Call Routing
Call Tracking
Campaign Analysis
Campaign Management
Conversion Tracking
Cost Analysis
IVR / Voice Recognition
Keyword Tracking
Lead Management
Lead Scoring
Monitoring
Multi-Campaign
Multi-Channel Marketing
Performance Management
Ratings & Reviews
Real Time Monitoring
Sentiment Analysis
Third Party Integration
Trend Analysis
Visit WebsiteCompare App

CallSource Feature Reviews

25 reviewers had the following to say about CallSource's features:

Robert Hickman

CallSource Suite, Dashboard

2019-08-29

Overall experience has been very good. The Dashboard value is exceptional, particularly if you want to measure and understand how your team is doing at individual and organizational levels.

Pros

Suite provides real-time access to our call campaign status, rates calls and provides automated reports.

Cons

Occasionally have had report related issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Robert,

Thank you for your review - we are glad that you enjoy the CallSource reports, especially the newer dashboard, for your business! We are always looking to improve, so whenever you run into those report-related issues, do not hesitate to let us know.

- CallSource

Read more
Ingrid Edwards

CallTrack Review

2019-08-08

training challenges, self directed improvement, call time, call content, call routing

Pros

I enjoy being able to share recordings for training purposes

Cons

I do not like the cost; however I do like the benefits.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hello Ingrid,

We appreciate your feedback and are glad to hear that you receive a lot of value from CallSource. We look forward to continuing to partner with you in all your business needs!

- CallSource

Read more
Shannon Eubank

Not bad, but not an outstanding product

2019-08-14

Good, but doesn't blow my mind away.

Pros

The functionality of recording outbound calls and integration with our CRM.

Cons

I would like to be able to pull reporting right out of our CRM, instead of logging into the back end tool of CallSource.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Shannon,

Thank you for your review; we are sorry that you aren't completely satisfied and would love to hear more about what we can do to make you think that CallSource is more outstanding.

As far as your reporting from your CRM, you are able to access all of your CallSource reports in the telephony tab within the CRM. If you need help finding out how to do this, please do not hesitate to reach out to your dedicated CallSource rep.

Thank you!
CallSource

Read more
Aaron Obenoskey

Good, not great.

2019-08-29

Pros

Ability to monitor calls and tracking numbers

Cons

Reporting is consitently inaccurate. Calls are maked incorrectly on a very regular basis, which makes the reporting uselss.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Aaron,

Thanks for your review. We are sorry to hear that you do not find our services great, and would like to learn more about what you find to be inaccurate in your reporting to get this corrected. Your CallSource Advisor will be reaching out to you.

Thanks,
CallSource

Read more
Jeremy Lee

A great product at an effective price point

2019-08-14

They are friendly, courteous, and always find solutions to our questions.

Pros

They create tracking numbers, listen to calls and within 5 minutes of not booking a call we have a recording and we can follow up to try and save it!

Cons

The reports are not customizable enough for our company.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Jeremy,

Thanks for your great feedback! If you have specific requests about customizability, please do not hesitate to reach out to your CallSource rep to let us know and pass that along to our product team.

Thanks again,
CallSource

Read more
Melvin Pingul

Review

2019-08-14

Pros

Pricing is fair, missed call notifications worked well, and it was easy to view enterprise reports.

Cons

Downtime, the amount of minutes provided in the packages, and it was difficult to find the exact feature or report you were looking for since there were so many things in the interface.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Thank you for your review, Melvin. We appreciate the feedback.

- CallSource

Read more
Giovanni Casillas

Best Value and ease of use

2019-08-28

Overall, CallSource is a good value if your ad sources do not need an overwhelming amount of data tracking. it is simple to create campaigns and simple to implement

Pros

You can even set up a notification for daily reporting to keep updated on each call.

Cons

CallSource lacks a feature in which you can get a notification for each call along with a link to listen to the call without the need to sign in every time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Giovanni,

Thank you so much for your feedback, we will take your suggestion to our product team. FYI we do have a feature to get notifications for missed calls and for missed opportunity calls with information and no need to sign in to listen to the call. If those are of interest to you, please let your CallSource rep know to learn more.

Thanks!
CallSource

Read more
Jamie Patton

Not My Favorite Call Reviewing Program, But Effective

2020-02-18

Pros

Have you ever found yourself in a situation where you needed to know how many UNIQUE callers you received to a tracked phone line?

Cons

It is easier when you can have the recording of the call up while taking notes on the call, which CallSource does not allow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Jamie,

Thank you so much for your feedback; we greatly appreciate it.

I am happy to tell you that we are rolling out a new product in this next month which allows you to take notes on each tracked call (inbound and outbound) all in one dashboard. Please feel free to reach out to your CallSource rep to learn more about when you can have this active on your account!

Additionally, if you need calls for longer than the time frame they are saved for, we can accommodate that request as well; do not hesitate to let your CallSource rep know your needs and we will help you with that.

Thanks again!
CallSource

Read more
Tom Stahl

Extra- Dimensional Marketing

2019-08-07

Before he heard the voice message he called me to see how he could help.

Pros

Through a system I've developed using Call Source, I'm able to track response from our marketing enabling us to reduce marketing expense and focus on proven TV programs that produce results.

Cons

It is time consuming pulling all the reports but well worth the effort when you can reduce cost and improve results.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Tom,

Thank you so much for your amazing review!

We are so glad to hear you've been able to reduce your marketing expense and improve results through CallSource. We'd love to hear more about the system you've developed and hope to work with you to figure out a new system to reduce your time pulling reports. Your CallSource representative will be reaching out to you for more information.

Thank again, Tom!
- CallSource

Read more
Aaron VanVooren

Aaron from Auffenberg

2019-08-19

Pretty good. No complaints

Pros

Call recording and notifications are convenient

Cons

Not every call gets recorded.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Aaron,

Thanks for your feedback. We are happy that you are happy. If you want to have more of your calls recorded than you are currently receiving, please do not hesitate to reach out to your CallSource rep.

Thanks!
CallSource

Read more
Jen Pratt-Swick

Great service

2019-08-14

Records calls so we can use for training and to verify what the caller said. Allows us to code calls for follow-up.

Pros

Ease of use and the reporting features.

Cons

That you can't forward all numbers at once to another #.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Jen,

Thanks for your feedback! We are working on updating the provisioning side of the system, so stay tuned for updates on that to make forwarding all numbers easier and quicker.

- CallSource

Read more
Mike Walker

A MUST Have!!!

2019-08-15

I love the tools and love the team at Call Source even more.

Pros

very easy to use and terrific reporting features

Cons

The only thing that comes close to a negative is having to change password every time I change my Elead password in order for the 2 systems to speak to one another when recording that a call was reviewed

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Thanks for your report, Mike! We greatly appreciate it.

- CallSource

Read more
Laurel Beyer

Real Estate issue with Call Source

2019-08-29

We have yet to get one real call coming through a Callsource number.

Pros

Your team. The set up and ongoing support are outstanding

Cons

The extra shields put in the system that dramatically effect the callers experience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Laurel,

Thank you for your review. We are sorry that the disclaimers impacted your customer service but glad we were able to get that taken care of for you. FCC rules delegate that we must have a disclaimer for any calls being recorded - if you are not in need of recording your calls, it is not an issue to remove those. Please keep in mind we can always record any customized greeting you would like in place of our default disclaimers as well.

Your CallSource rep will be reaching out to you for more details, but we are sorry to hear that you have had a negative experience so far. We hope to make this right and help partner with your company for a great brand experience.

- CallSource

Read more
ALEXANDRA HUBBARD

love callsource

2019-08-14

Pros

super user friendly API - can listen to calls, call shield, call disclaimers, etc. very user friendly

Cons

Do platform metrics - like calls by campign, leads generated, automated messaging

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Alexandra,

We appreciate your review! In case you weren't aware, we do have calls by campaign, lead calls, etc. all separated out and available in reporting - please reach out if you have any questions on how to find these metrics!

- CallSource

Read more
Brad Lundblad

Great overall tool but online intrface needs upgrading

2019-08-14

Pros

Overall number provisioning, call tracking and scoring is good.

Cons

Website interface is pretty weak and cumbersome to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Brad,

Thanks for your feedback. We are working on updating some parts of the system, so please stay tuned for those updates. If you have any other specific recommendations, please let your CallSource rep know - we'd love to hear them!

- CallSource

Read more
Brian Griffitt

Game Changer

2019-08-08

I use it primarily to monitor our incoming sales calls.

Pros

Ease of use and the intergration with our CRM

Cons

Reporting was a little hard to learn, but once I got it; became a piece of cake.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Brian,

Thank you so much for your review; so glad that the DealSaver alerts are helping you not only recapture lost opportunities, but also train internally. We appreciate your feedback!

- CallSource

Read more
Dean Morgan

My thoughts

2019-08-14

But love the valuable, real-time data we can get.

Pros

Dashboard. Call Source Listings.

Cons

I haven't found anything that I didn't like yet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Dean,

Thanks for your awesome review; we are so happy that you are getting great value so far - we look forward to continuing to partner with you!

- CallSource

Read more
Randy Fajotina

Great Product

2019-08-22

Pros

Call monitoring and recording as well as lead tracking

Cons

The software works great. There is nothing we are unhappy with.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Thank you, Randy!

- CallSource

Read more
Amy Baker

Overall good but could be more reliable

2019-08-29

Over all fine except for losing calls

Pros

It is inexpensive and reporting is good

Cons

I’m finding that my calls are cutting off before getting voicemail.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Amy,

We are sorry to hear that you are losing voicemail calls - that should not be happening. Please let your CallSource rep know whenver this happens so we can look into it ASAP. We also do have a system to allow you to provision your own tracking numbers - your rep can set that up for you as well.

Thanks,
CallSource

Read more
Joe Lucas

Not happy

2019-08-22

Unhappy that I was being billed for services that I was not receiving

Pros

Ability to review calls

Cons

Features not fully utilized due to lack of training and disclosure

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hello Joe,

We are sorry to hear that you are not happy with CallSource's services and are unable to fully utilize features. We have contacted your CallSource reps to reach out to you to review how to utilize our reporting services again in case it has been a while. We want to make sure that you are getting the most out of your data and finding value.

Thanks for your feedback.

- CallSource

Read more
Fernando Olivares

Great for reports

2019-08-22

Pros

CallSource helped with call tracking and even monitoring our customer service.

Cons

Recording only stayed saved for a month.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Fernando,

Thank you for your excellent review! We are so happy with the value CallSource delivers for your business. If you'd like to be able to keep your call recordings past 30 days, please contact your CallSource rep to get that put into place for you.

Thanks,
CallSource

Read more
Tabatha Simonsen

Review from an admin perspective

2019-08-08

See comments above.

Pros

The calls are analyzed and reports can be easily run.

Cons

Lack of ability to make changes such as renaming campaigns, pretty much any changes to the numbers, having to call customer support for every problem.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Tabatha,

Thank you for your feedback, we take your concerns very seriously.

We do have a system for you to update your own information such as adding numbers, renaming campaigns, etc. available - your CallSource rep will be reaching out to you to give you more information if you are interested in getting this access.

We'd also like to address your concern about lag time - we will be sure to do some testing for your account to determine why you have longer than usual redirect times and dropped calls. Please expect to hear from your CallSource rep soon!

Thank you,
CallSource

Read more
Kurt Smith

User Friendly

2019-08-14

Pros

Easy of use makes call tracking and listening efficient.

Cons

Would be great to be able to keep notes in CS Suite vs Reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Thanks for your review, Kurt! Stay tuned for product updates which will include note-taking ability!

- CallSource

Read more
Paul Popoff

CallSource For Lead Tracking

2019-08-07

The billing is a bit hard to understand and integrating it with certain SaaS can be difficult.

Pros

Easily setup and monitor numbers and calls Establish what leads source brought in the calls Integration with certain CRMs

Cons

Doesn't integrate with HubSpot Costly for certain numbers

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Hi Paul,

Thank you for your review! We are happy to hear that our support is delivering great customer service to you, but are sorry that you are having difficulty with integrations. Feel free to reach out to your dedicated account reps to see if we can work with our API integrations to get you the integrations you need.

- CallSource

Read more
Lauren Anderson

Ease of use

2019-08-07

Pros

Easy to run reports and when needed for training pull recorded calls.

Cons

Occasionally the numbers seem to get crossed or when setting up a number it is taken before you complete the set-up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from CallSource


Lauren,

Thank you for your review! If you are ever having trouble when setting up new numbers, please do not hesitate to reach out to your dedicated account reps for help.

- CallSource

Read more