Lead Management: Calls, texts, and chats in one easy workflow

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

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Contact management that will make your spreadsheets jealous

Say goodbye to spreadsheets (or worse, sticky notes)! Make customer or prospect 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 scores, take notes, and even qualify leads during or after a conversation, right from the call screen. Want AI to do the lead management work for you?

Lead Center’s built-in Conversation Intelligence transcribes and analyzes calls, then tags, scores, and qualifies leads automatically.

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.

Lead Center timeline insights give you the confidence to go for the close. And you never have to ask, “why are you calling today?”

TJ Meaney,

Online Sales Counselor, DR Horton

"With CallRailʼs Lead Center, our lead management went from a free-for-all, firing from the hip situation to an organized, strategized, and thought-out workflow."

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FAQ

What are call flows? How do they work?

Call flows automate what happens when someone calls your business. CallRail offers several templates to get you started. You can customize them or build call flows of your own.

What’s the difference between cold and warm transfers?

Here’s the difference: Cold transfer: your team member transfers the call directly to another agent with no handoff Warm transfer: your team member places the caller on a brief hold and provides the new agent with contextual information or joins the call by merging the two together

How can Lead Center help me make sure my callers reach the right person at the right time?

The answer is call flow automation — an intuitive point-and-click flow builder for determining who to ring, when to ring them, what to do if they’re not available, and more. Making changes on the fly is as easy as updating your availability in the Lead Center mobile app.

Can I make sure calls get answered in the order they come in?

Yes! Lead Center’s communications management tools make sure every call is answered in a fair and orderly manner. For example, you can choose to route callers to individual agents, “simulcall” to all available agents at once, or “round robin” to selected agents.

How do I add contacts to Lead Center?

You can add contacts manually (one by one) or in bulk (via contact list). Bulk uploads are especially handy if your business collects offline leads, like storefront walk-ins. This allows your team to keep a shared database of all leads and customers to reference at any time.

Let's get growing, together

Start free trial

No credit card required.

Lead Management: Calls, texts, and chats in one easy workflow

Contact management that will make your spreadsheets jealous

Classify and qualify contacts while you’re talking to them

Follow each step of every customer’s journey

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