CallSource 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

CallSource

4.4

(195)

Pricing

Starting at $1.00 per month

About CallSource

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.

CallSource Screenshots

CallSource Pricing and Plans

Starting price: $1.00 per month

Free Trial

Free Version

Basic

$1.00

per month

No plan information available

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CallSource Features

Popular features found in Call Recording
Activity Dashboard
Automatic Call Distribution
Call Center Management
Call Monitoring
Call Tagging
Call Transcription
Computer Telephony Integration
Event Triggered Actions
File Transfer
Interaction Tracking
IVR
Recording
More features of CallSource
Activity Tracking
Ad hoc Reporting
Alerts/Notifications
Archiving & Retention
Automated Responses
Caller ID
Call Recording
Call Routing
Call Tracking
Call Tracking Metrics
Campaign Analytics
Campaign Management
Conversion Tracking
CRM
Dashboard
Key Performance Indicators
Keyword Tracking
Lead Generation
Lead Management
Lead Qualification
Monitoring
Multi-Campaign
Negative Feedback Management
Performance Management
Ratings/Reviews
Real-Time Monitoring
Response Management
Review Monitoring
Review Notification
Review Request
Scorecards
Scoring
Sentiment Analysis
Third-Party Integrations
Trend Analysis

CallSource Integrations

Five9

3CX

Clarity Connect

CallSource User Reviews

Overall Rating

4.4

Ratings Breakdown

60%

25%

11%

Secondary Ratings

Ease of Use

4.3

Value for money

4.2

Customer support

4.5

Functionality

4.2

Verified

Reviewer

Utilities

11-50 employees

Used monthly for less than 12 months

Review source

Reviewed August 2019

The customer support is amazing

Love it!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

The only complaint I have is that there is nothing to complain about.

Vendor Response

Thanks for your awesome review, we are glad to hear you are satisfied with our services! - CallSource

Replied August 2019

Frank S.

Verified reviewer

Automotive

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Just the tools our clients need, at a great value, with unparalleled support!

In a world of "make the most off a client" we feel that CallSource is an exception in that they work with us to provide the most cost effective solutions for our clients. And, where other companies cut back on support, CallSource support is always readily available to help implement a solution or solve an opportunity. Plus, their sales team has credibility in standing behind what they sell. Great company with a great product!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The CallSource solution is easy to administer, implement and use for our clients. We find that it provides the greatest value in the marketplace for the services they provide when compared to any competitors. Plus, their support team is first class... always easy to contact and always available to help. We highly recommend CallSource for your call tracking needs.

Cons:

There are many different call services available today where clients can buy all sorts of bells and whistles. All of that sounds great in a sales pitch, but what is really needed? What is a dealership going to actually use? We find that the capabilities of the CallSource product meets the needs of 90% of the dealerships we represent at the best price and best value in the marketplace. What do we like least? Maybe that they don't have any competitors at the level of service and price they provide.

Reasons for switching to CallSource

capabilities, service, price

Vendor Response

Frank, Thank you so much for your great and thorough review! CallSource really prides ourselves on our great customer support, so we are very happy to hear that they have delivered on that front for your needs. We greatly appreciate the feedback and look forward to continuing to partner with you! - CallSource

Replied August 2019

Laurel B.

Verified reviewer

Real Estate

2-10 employees

Used monthly for less than 12 months

Review source

Reviewed August 2019

Real Estate issue with Call Source

We are a St. Regis Residence - a very exclusive offering. Our phone greeting and prospective buyer experience from start to finish is extremely important. The Callsource system was not reflective of our brand. We had to turn two filters off in your system. The first was your this call is being recorded message and actually recording the call which lengthened the greeting. We have 1 receptionist and 2 Sales Directors. We do not need to record calls for quality assurance. The second filter was the Call Shield which added additional time to the greeter by asking the caller to press 1 if they are and existing customer and 2 if they are new. All of our callers using a Callsource number are new customers so this message was very confusing. Also, the Callshield was playing this message randomly to legitimate phone numbers. We tested it on several phones. Now we reached 325 minutes this month without any current advertising using Callsource numbers. I was told that it is spam callers getting caught in the system with calls lasting up to 37 minutes. That makes no sense. We have yet to get one real call coming through a Callsource number. As a result we will be canceling the service. It just doesn't work for us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Your team. The set up and ongoing support are outstanding

Cons:

The extra shields put in the system that dramatically effect the callers experience. The two shields we had to turn off are the "this call is being recorded" and the call shield as it was blocking spam and legitimate numbers. Callsource seems to be designed for Call Centers or companies receiving many calls

Reasons for choosing CallSource

We chose CallSource because one of our Sales Directors had used it at another project. It was before all of the add-in shields were added to your system.

Vendor Response

Hi Laurel, Thank you for your review. We are sorry that the disclaimers impacted your customer service but glad we were able to get that taken care of for you. FCC rules delegate that we must have a disclaimer for any calls being recorded - if you are not in need of recording your calls, it is not an issue to remove those. Please keep in mind we can always record any customized greeting you would like in place of our default disclaimers as well. Your CallSource rep will be reaching out to you for more details, but we are sorry to hear that you have had a negative experience so far. We hope to make this right and help partner with your company for a great brand experience. - CallSource

Replied August 2019

Anastasia R.

Verified reviewer

Automotive

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Great Product!

Overall, we have had a great experience with the company.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This program helps us to make better marketing decisions by allowing us to have the opportunity to track where our customers are calling us from. We are able to hold vendors accountable for their leads because we can track what lead source the customer actually called from. Excellent tool for a business looking to increase their ability to attribute leads.

Cons:

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. 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. The only other downside to the software is there isn't a mobile friendly version that is easy to use. We have difficulty accessing the recorded calls on the cell phone and most of the times that we need to listen to a call are on an urgent basis and usually after hours.

Vendor Response

Hi Anastasia, Thank you for your great feedback. We sincerely apologize for the lack of communication with the outage that happened last year; we hope this does not happen again, but in any event, we will be sure to reach out ASAP. We do have a 99.999% uptime with our phone systems but, unfortunately, sometimes these errors do happen. We are thankful for your feedback on the situation and hope to continue to make it right with you. We will be sure to keep you updated on product updates, including a more mobile-friendly version when that is availalbe. Thanks again for your review, Anastasia! - CallSource

Replied August 2019

Valerie C.

Verified reviewer

Research

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Challenged - Errors

The service has been challenging, one year we were overcharged by 30%, another year, we had over 10 % of our numbers ringing to the wrong lines, lines ending to late and getting charged more, lines getting cut off to early. See the list below for more: Telephone lines not working When we get a new rep for Call Source there are issues, so our client ends up feeling it For example last month the phone rang at our location instead of to the voice mail as it was supposed to. Billing has been a challenge, over charged on several occasions

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is intuitive. It is easy to get around and is just plain logical.

Cons:

It feels like the software is fine, its just the human aspect that is challenging, the way things are set up or not set up. The response and the response time.

Reasons for choosing CallSource

Can not remember. We do like many things, however, we have also had many challenges.

Vendor Response

Hi Valerie, We are sorry to hear that you've had a few billing and routing issues - we always want to deliver the most accurate and best data to our clients, as well as not have any mishaps on the billing part. If you are ever having an issue with your support communication, please feel free to also contact our general support team at support@callsource.com if you feel a different account rep would be better suited for your needs. Thanks again for your feedback, CallSource

Replied August 2019

Michelle H.

Verified reviewer

Mechanical or Industrial Engineering

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

NA survey for a CSR

Overall good. The beginning was rough, see above. I like being told that what I know to be true in phone sales is still an industry standard. Leave messages, be quick but take your time to build value to the client, putting people on hold is not a detriment. etc . We had a time in this company that we were not allowed to go many things in order to crank out outbound calls. Our clients suffered. With CallSource help we were able to show the value of business standards with regard to phone use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like seeing the data collected. Call volume etc, however as the CSR that is recorded, that is not the portion I see often. They can not record calls on the main line - we have 25 different lines that were a mess until December 2018. My coach didn't have any data for me to here for a month after that. So for having a program that the company pays for on a monthly basis, and not be able to use - it should have been caught far sooner than it was by the company charging a fee

Cons:

I work in HVAV and plumbing as a CSR - drop down doesn't list my industry.

Vendor Response

Hi Michelle, Thanks for your review. Each company can choose which phone lines they would like to be recorded, and we can always port in whatever numbers any business owner or manager chooses to be recorded in our system. Though you had a rocky start, we are glad that you are finding value and improving your skills from the call coaching sessions. Thanks again, CallSource

Replied August 2019

Diana B.

Verified reviewer

Consumer Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed August 2019

CallSource

7/10 - For what it is, it's not a bad system. Both the Customer Service and Marketing teams use the system with a degree of ease. Looking forward to future incarnations of a more developed product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy to use and the TPA is a solid dipstick indicator of how the team is doing overall. Sharing the calls is easy and so is finding them when it's necessary. The additional services they offer are attractive.

Cons:

It isn't very customizable. Two teams use this software and we both use it very differently. It would be nice if, upon booting up, the system automatically set itself up instead of having to click through so it's functional for us. Additionally, we've had issues with a CSR who's voice isn't recognized and the fix was "tell her to do things differently" even though she follows the script like the rest of the team. The refusal to find fault in the system was less than impressive. It's also hard to adjust calls that have been recorded incorrectly. Currently, I have to contact a member of the support staff and hope/wait for them to address it. Not great when the bonuses are dependant on the numbers and numbers change daily.

Vendor Response

Hi Diana, Thank you for your feedback, we apologize that you've had some issues with scoring with some CSRs; please continue to alert your CallSource rep with any issues so we can correct those for you. We will bring your suggestion for more cusotmization to our product team as well, thanks for that. - CallSource

Replied August 2019

Tabatha S.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Review from an admin perspective

See comments above.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The calls are analyzed and reports can be easily run.

Cons:

Lack of ability to make changes such as renaming campaigns, pretty much any changes to the numbers, having to call customer support for every problem. It takes up too much time when it could be easier to just be able to do in the portal. Also, the tracking numbers have a hug lag time before the call is connected. Redirect time takes between 10-30 seconds before the call is even redirected. This takes entirely way too long and dropped calls have been increased because of this.

Vendor Response

Hi Tabatha, Thank you for your feedback, we take your concerns very seriously. We do have a system for you to update your own information such as adding numbers, renaming campaigns, etc. available - your CallSource rep will be reaching out to you to give you more information if you are interested in getting this access. We'd also like to address your concern about lag time - we will be sure to do some testing for your account to determine why you have longer than usual redirect times and dropped calls. Please expect to hear from your CallSource rep soon! Thank you, CallSource

Replied August 2019

John V.

Verified reviewer

Automotive

51-200 employees

Used daily for less than 12 months

Review source

Reviewed August 2019

Call Source Effectiveness.

My overall experience is a positive one. When adding users I had a challenging time getting it done. Too many hoops to jump through unfortunately.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use is important to me. 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.

Cons:

There is nowhere that I know of in this platform for "review" of calls. A place where I can put notes that other department heads and the ownership can read. This is where this tool is a valuable asset but falls short of being able to be utilized as a training resource. I use it mainly for record keeping. I review calls and act of calls that need immediate attention. But because its just me doing this, I don't have enough time to take action on more of the calls. So a notes feature would help immensely. If one exist please let me know and I would be happy to use it. Thank you.

Reasons for choosing CallSource

Out of my control. When we review this product in the future I will have a say in what we do.

Vendor Response

Hi John, Thank you for your review. We've checked with our product team and are excited to inform you that we will have a notes functionality available within the coming months. Stay tuned for our communication to see when that rolls out! For adding new users, please do not hesitate to reach out to your dedicated account reps to help you expedite that process. We appreciate your feedback! - CallSource

Replied August 2019

Verified

Reviewer

Newspapers

11-50 employees

Used other for less than 2 years

Review source

Reviewed September 2020

CallSource Gets The Job Done

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

It is slow. It takes a while to load and then as you navigate it can just be very sluggish. As far as support goes I have definitely had better and quicker assistance.

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