Empower your teams to have smarter conversations and convert more leads

Lead Center is the only unified communications system that builds on CallRail’s powerful lead intelligence. Customer insights and frictionless conversations add up to more customers and bigger wins.

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Turn more leads into better customers, together

Watch how Lead Center helps you manage customer conversations in a collaborative team workspace.

One team inbox for all communications

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Phone

Manage incoming and outgoing calls and voicemails to all of your business phone numbers.

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Text

Send and receive SMS and MMS text messages on both mobile and desktop, seamlessly.

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Chat

Reach visitors on your website in real time with Lead Center’s built-in web chat.

Phone

Manage incoming and outgoing calls and voicemails to all of your business phone numbers.

Text

Send and receive SMS and MMS text messages on both mobile and desktop, seamlessly.

Chat

Reach visitors on your website in real time with Lead Center’s built-in web chat.

Know where leads are coming from, without asking

Whether it’s you or your customer, nobody wants to start a call by asking a ton of questions. Take “How did you find our business?” and “Have you worked with us before?” out of your vocabulary. That lead intelligence and more is spelled out in the callers’ profile, right at your fingertips.

Stay in lock-step with customers and each other

Centralize your business's contacts, classify or qualify leads, and quickly look up customer histories in a unified team inbox. Lead Center gives you the tools you need to keep your team organized and win more sales.

Contact management that will make your spreadsheets jealous

Say goodbye to spreadsheets (or worse, sticky notes). Make lead or customer records accessible for all team members to maintain from the same secure portal.

Classify and qualify contacts while you’re talking to them

Any member of your team can tag contacts, assign values, take notes, and even qualify leads during or after a conversation, right from the call screen.

Follow each step of every customer’s journey

Every customer call, form submission, live chat, and text message is right there for you and your team to reference. Milestones — like first touch and qualification — are highlighted for quick reference.

Deliver a 5-star experience with every conversation

Let the conversation flow more smoothly than ever before. Lead Center’s host of smart call-handling features helps ensure leads get the service they deserve, no matter who picks up the phone.

Manage conversations equally well on-the-go or in the office

Lead Center’s communications system works wherever you do thanks to the full-featured mobile app. Ditch separate devices and simplify your communication tools with a single inbox that centralizes all your business calls, text messages, and live chats.

Seamless hand-offs, every time

With Lead Center, transferring a caller doesn’t have to be an ordeal. Warm transfers allow one representative to quickly chat with the next before connecting the customer, and agent-to-agent calling allows reps to communicate with one another without dialing the phone.

Win more sales by monitoring and improving call quality

Listen to live conversations, review recordings, or combine Lead Center with Conversation Intelligence to get AI-powered call highlights. Monitoring call quality can help you identify new talking points, coach team members, and provide better outcomes for your customers.

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FAQ

Do I need Call Tracking to use Lead Center?

Yes. Call Tracking's robust data informs the analytics you see in Lead Center. This means when someone calls, texts, or chats, you’ll know which ad, campaign, or keyword inspired them to reach out.

Can I use Lead Center for international calling and texting?

For now, Lead Center can only be used for calling and texting with US or Canadian-based phone numbers.

Do I need to have a business number from a separate phone provider to use Lead Center?

No. Lead Center is a unified communication solution that enables you to create phone numbers that you can receive and place calls and texts on for your business. That means you don’t have to set up a phone number with another provider. Of course, if you already have a phone number for your business and want to keep it, you can simply port it into CallRail.

Does Lead Center automatically store call data?

Yes. Lead Center serves as a digital database for all of your call activity. We’ll store a record of every interaction, a complete interaction history for every contact, and additional items such as call recordings and web session records, when available.

What’s an “agent”?

We call Lead Center users “agents.” On your team, they’d be those who take, make, and transfer calls and messages.

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