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Sera™ and CallRail understand handling phone calls is imperative for successful field service businesses. Extend your automation, intelligence, lead generation and efficiency offered by CallRail with Sera!

CallRail offers:

  • Call Tracking
  • Inbound Calling Routing
  • Ad Tracking
  • Transcription (add-on)
  • Recording for Quality Management (add-on)
  • Lead Center Tracking with Text & Chat (add-on)
  • Deep Analytics into Call Performance (add-on)

Combined with Sera:

  • View and claim answered calls within Sera
  • Automatic lookup job, appointment and customer information
  • Link phone call information to a customer’s account and job for tracking
  • Analyze the lead source, sales, and efficiency RESULTS of incoming calls to customers accounts

Effortlessly track results of your advertising spend by combining incoming call data and actual job outcomes. The integration between Sera and CallRail also allows you to measure phone calls efficiencies to increase customers support and sales while ultimately driving profitability.

Activate CallRail within Sera to unlock efficiencies for your customer service experience.

Sera manages your day-to-day operations while working to increase the financial health of your HVAC, Plumbing, Electrical, and other Home Service Business. CallRail is the only call tracking provider that is 100% compatible with Sera by simply linking to your account.

Once CallRail and Sera are active and live, the integration instantly provides your team with incoming call customer lookup, call history, schedule appointments and the ability to link to customer accounts. Enhance call tracking within the first hour of usage by easily linking incoming calls to open jobs, appointments, ads tracking and opportunity tracking for new sales!

Harness the power of the CallRail and Sera integration at no extra cost and immediately experience:

  • Higher productivity when servicing existing customers
  • Booking new work
  • Close new sales
  • Attribute what marketing spend is providing the most results

Learn more about the integration and Sera through a 15-minute discovery call.