Call Source has so many option to help improve productivity, training, and customer service. Very impressed with the various ways I can improve our business.

I appreciate the focused training with my dispatch team that has resulted in increased conversion rates and revenue.

I enjoy having the ability to listen to recorded calls. This is very helpful for coaching.

Overall number provisioning, call tracking and scoring is good. Data integration into our systems is good.

I like everything from the ease of use, to the effectiveness, to the customer service.

We were quite frustrated that no one from CallSource told us about this outage and even more so, that it happened in the first place. It took far too long to get working again.

Callsource has provided us with a wealth of helpful data that is helping us to maximize our marketing dollars.

CallSource has been a fantastic partner. We appreciate their willingness to respond quickly to all of our needs.

Ease of use is the best I found when searching for the service and the reports are perfect.

Technical support has been very good. They have been willing to build reporting that is most helpful to us.

One downside is that we had two outages within the last year where all of our tracked numbers weren't working due to a system wide outage.

All of our callers using a Callsource number are new customers so this message was very confusing.

I like the ease of use, the reporting is very diverse and we can really dig through the details. Love the recordings and the value that offers.

We are increasing our appointments and reducing cost. And when we have an issue with Call Source our rep, is really on top of everything.

The platform was very intuitive, allowing for a very small learning curve. This was very important to us as we rolled this software out to our 200+ clients.

M finding that my calls are cutting off before getting voicemail. I am losing leads I need the tracing numbers to forward correctly.

My Experience has been very good. The customer support has been very receptive and helpful.

CallSource is a great company with a great product for the automotive industry. When we do an ad campaign we know how well it is working based on the tracked calls and integration with our CRM.

Easy to use and helpful. It has helped with gaining better customer service skills and booking more calls.

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

I really like the customer representative...she is very nice and a wonderful coach.

They are a great resource to make sure that we don't miss an opportunity, but also a great training tool for the sales staff. The intergration with our CRM (eLeads) is great.

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

They run the calls through a relay which is confusing for some.

This product is easy to learn and use daily. The ability to hear calls is extremely useful and I can usually find calls I'm looking for quickly.

I like that I am able to improve on my calls. I am able to hit certain things which make me better at my job.

I love that the online use is easy to navigate as I have multiple offices to manage. In addition to what the online platform gives me, they have customized weekly e-mails that I have requested.

I really enjoyed the ease of generating reports for customers. I can't express how easy it is to generate and get it to our customers.

The only thing I would say that people complain about as far our clients who we set up with tracking numbers is that it can be lengthy to get from the first ring to a connect.

I love that I can listen to all of my employees calls and really get a good idea of how we are interacting with our customers.

I like that it is user friendly, drag and drop feature makes it easy to run ad hoc reports. Love the line item detail and notes feature in the templates.

Great experience for me. We have a dedicated business systems resource on our team who helps a lot.

The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks.

I like the functionality of the program and ease of use.

It makes month end easier. Great customer service team always there when help is needed.

Collaboration can also be difficult, as the individual models are fragile and must be updated online.

It can be difficult to set up a report template. Once set it is good and there are no worries.

Upload of transactional data allows for greater degree of self-service research of budget variances on the part of budget owners.

The interface is pretty dated. I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain.

I like being able to quickly and easily navigate to what I need. I like the user interface and options given upon login.

Host Analytics has greatly improved our team's capability to quickly consolidate & close each month.

Getting benefits in terms of financial analysis and setting up consistent reporting standards.

I dont like that to complete certificaiton, all users have to attend real life class.

I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me.

It can be difficult to set up a report template. Not all the modules have the same reporting tools.

Good planning tool that integrates well with excel.

Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success.

I was never able to go live. Never got any value out of it and they made me pay for 2 years.

It's extremely user friendly, easy to use, and allows our team to quickly consolidate, close and provide detailed financial reports each month.

The inability to do calculations in the report without creating a new template. Also as we are on Macs the inability to use spotlight in Mac Excel.

The planning tool helped us standardize our budgeting process and we're very impressed with the workforce planning module that helped us easily managing our headcount and compensation estimate.

We love the ease and flexibility of the tool. The monthly releases mean that the product is constantly making improvements.

A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.

Our planning process runs more smoothly and efficiently again with less errors. We are able to consolidate our plans quicker.

OVerall is a great tool for the ease of standardizing and managing  our reports.

US Dollar

CallSource is a performance management solution that helps automate the collection of customer information and lead generation. It is a cloud-based platform that enables users to track calls and capture sales opportunities with marketing insights.


Designed for businesses of all sizes, it offers solutions including call log review and forwarding of saved records via email. The software enables budget allocation for marketing campaigns to facilitate lead generation through strategic insights into client data. The phone coverage module of this tool helps ensure every call is answered when there is day-time traffic volume.


Additionally, CallSource also provides services such as unique numbers, customizable reporting, employee categorization and ad sourcing. Support is extended via documentation, email, phone and online help desk and pricing is available on request.



LongDescription

Multi-Channel Marketing

Performance Management

Activity Tracking

Real-Time Monitoring

Ad hoc Reporting

Sentiment Analysis

IVR/Voice Recognition

Multi-Campaign

Call Recording

Call Routing

Review Notification

Lead Management

Scorecards

Caller ID

Key Performance Indicators

Event Triggered Actions

Review Monitoring

Alerts/Notifications

Conversion Tracking

Response Management

Keyword Tracking

Dashboard

Ratings/Reviews

Alerts / Escalation

Review Request

Monitoring

Campaign Analytics

Trend Analysis

Lead Qualification

Call Tracking

Negative Feedback Management

Call Monitoring

Archiving & Retention

Third-Party Integrations

Call Tracking Metrics

Campaign Management

Email/Help Desk

FAQs/Forum

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

CallSource

Live Online

Webinars

Documentation

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. 

CallSource vs Planful

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