At CallRail, our mission is to empower agencies to market with confidence. With a network of over 7,000 agencies supporting more than 170,000 client businesses, we understand the challenges agencies face in proving ROI and optimizing marketing strategies.
CallRail is proud to support our agency partners and their clients. Through our recent product roadmap updates, we aim to provide agencies with the necessary tools, data, insights, and integrations to thrive in today's competitive landscape.
CallRail’s commitment to agencies
We're dedicated to supporting agencies in various aspects:
- Accessible resources: We pledge to offer agencies the team and content they need to foster growth and success.
- Continuous enhancement: Our commitment extends to continuously improving foundational features and developing innovative tools to empower agencies and clients.
- Enhanced visibility: We're committed to boosting agency visibility, ensuring they reach a wider audience and achieve greater recognition for their work.
Product vision and roadmap
What agencies need the most
We have had insightful conversations with agencies on their needs and pain points. The feedback we received allowed us to highlight agencies’ four key focuses:
- Staying at the cutting edge: Agencies expressed a desire for solutions that keep them ahead of industry trends and technological advancements.
- Becoming better agencies: Continuous improvement is a shared goal among agencies, who seek ways to refine their processes and deliver exceptional results for clients.
- Time optimization: Agencies value tools and resources that help them allocate their time more effectively, allowing them to focus on high-impact activities.
- Simplified processes: Streamlining operations and simplifying interactions with CallRail are key priorities for agencies, enabling them to work more efficiently.
Product roadmap vision pillars
Our roadmap is guided by three core pillars that align with agencies' needs:
- AI for Agencies: We're committed to leveraging AI to facilitate faster decision-making and provide actionable recommendations tailored to each agency's unique needs.
- Data as a Differentiator: Harnessing the power of CallRail's data capabilities, we aim to drive meaningful growth for clients and help agencies stand out in a crowded market.
- Simplified Collaboration: We prioritize making it easy for agencies to work with us by excelling in fundamental aspects of our platform and continuously enhancing the user experience.
Product roadmap themes for 2024:
In 2024, we're focusing on several key themes to better serve agencies:
- Billing: We're enhancing the billing experience to support agencies and their clients more effectively, ensuring transparency and accuracy in financial transactions.
- Reporting: Investing in technologies to make our reporting and exporting capabilities even more robust, providing agencies with the insights and data they need to demonstrate ROI.
- Alerts: Introducing new smart and actionable alerts that enable agencies to identify opportunities and address issues proactively.
- Integrations: Developing new bulk tools to streamline workflows and save agencies valuable time, enhancing collaboration and efficiency.
- Delight: Our ongoing commitment to improving the CallRail experience for agencies, focusing on aspects that are unique to their needs and preferences.
AI roadmap themes:
Our AI roadmap is designed to enhance agency capabilities in three key areas:
- Enhanced Data =: Allowing agencies to capture more conversation-based data points and making that data more accessible and valuable by leveraging AI to organize, segment, tag, and analyze large datasets, providing agencies with deeper insights into client interactions and preferences.
- Insight Generation: Transforming raw data into actionable insights for faster analysis, enabling agencies to make informed decisions and drive results for their clients.
- Actionable Recommendations: Providing AI-powered suggestions and recommendations based on insights generated from agency data, making it easier for agencies to take meaningful actions that drive success.
Recent product launch highlights:
We're excited to announce recent product launches, including:
- PCI Alphas: Our latest features that have been tested include automated lead qualification, follow-up emails, call coaching, caller details, and determining whether or not a sale was made.
- Self-Reported Attribution: Intended to solve the question “how did you find us”, this feature provides accurate, automated attribution that accounts for everything, including word-of-mouth referrals.
- Multi-Conversation Insights: Receive aggregated call insights from each of your campaigns directly to your inbox. Each email includes a call summary, sentiment breakdown, and commonly asked questions from callers and potential leads.
- New AI-powered features: We're constantly innovating with AI to create new tools and features that provide agencies with advanced capabilities to optimize marketing campaigns and drive conversions.
Learn more & give feedback:
Are you interested in joining our partner program or providing valuable feedback to help shape the future of CallRail? Here are some action steps you can take:
- Visit our website to learn more about partnership opportunities.
- Join our User Evidence Panel to share your insights.
- Email research@callrail.com to provide feedback to help us continue improving our platform for agencies.
