CallSara vs. SurgyFrontdesk Comparison Chart

CTM, formerly known as CallTrackingMetrics, is a conversation intelligence and call tracking platform that helps businesses measure marketing performance, manage customer communications, and improve sales conversions. The software tracks phone calls, text messages, website forms, and chats to identify the advertising campaigns and channels that generate customer inquiries. Its AI-powered conversation analytics provide call transcription, summarization, sentiment analysis, and lead scoring. CTM also offers intelligent call routing, automated follow-ups, AI voice agents, and contact center management tools. Reporting dashboards help organizations analyze marketing attribution, advertising return on investment, customer interactions, and sales team performance. The platform integrates with Google Ads, Google Analytics, HubSpot, Salesforce, and other business applications to connect marketing data with customer conversations and revenue outcomes.

Bigly Sales is a fully managed AI calling platform for sales teams, lead generation companies and call centers. AI voice agents call, qualify, nurture and live-transfer leads around the clock, answer inbound calls, and book appointments, while every outcome writes back to your CRM. You don't assemble the stack yourself. Bigly writes your call scripts with Claude, ChatGPT and other leading LLMs, then tests script versions against each other on live traffic and keeps the one that converts best. Phone numbers, carrier registration, more than 200 whitelisted lines with local presence, spam monitoring, call routing and campaign setup are handled for you before the first dial. Each call is checked against consent, suppression lists, known TCPA litigants and state and federal calling rules, including quiet hours, before it is placed. Reporting is built around the result you pay for. The dashboard tracks success rate per lead, cost per transfer and cost per human contact, plus a dial-to-transfer funnel that shows where calls drop off: no answer, DNC request, failed qualification, or a transfer the agent never picked up. Leads can arrive in real time from API vendors or as uploaded lists, and every source is ranked by success rate and cost, so you can see which lead vendors pay off. An hour-by-hour view shows when your leads actually convert. The Bigly Sales MCP server lets you run the account by asking Claude or ChatGPT: add leads to an active campaign, check pacing and minute usage, pull call summaries and transcripts, or find out who picked up today and wants a demo. Common uses include aged and dead lead reactivation, speed-to-lead follow-up on web and vendor leads, appointment setting, inbound answering and overflow, and warm transfers to licensed agents in insurance, lending, home services, legal, auto and political fundraising. Integrations include HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Close, Follow Up Boss, Keap, monday CRM, Freshsales, ActiveCampaign and Microsoft Dynamics 365, plus an API for real-time lead posting. Plans start at $99 a month for 500 minutes, and Hunter, Closer and Rainmaker add a dedicated account manager who watches results and tunes your campaigns. New customers start with a free 30-minute AI calling setup ($3,000 value): the team builds your calling system live, shows the MCP and runs a test call.

Zoom Phone is an AI-powered cloud-based business phone system that provides voice calling, messaging, and unified communications through a Voice over Internet Protocol (VoIP) platform. The software enables employees to make and receive business calls from desktop computers, mobile devices, and compatible desk phones. Its calling features include auto receptionists, call queues, call forwarding, voicemail, call recording, SMS, and intelligent call routing. Built-in AI capabilities provide post-call summaries, voicemail transcription, action item extraction, and automated follow-up assistance. Zoom Phone also supports an optional AI receptionist that answers customer inquiries, schedules appointments, and transfers calls to appropriate employees. The platform integrates with Zoom Meetings, Zoom Chat, Salesforce, Microsoft, Google, and other business applications while providing centralized administration and call analytics.

TeleRay makes an industry unique image management and sharing platform with FDA approved viewer and advanced reporting. In addition, the cloud-based medical imaging solution, enables users to consult live, view modalities, store images to view anywhere on any device and share images securely to patients or professionals. The platform offers a wide array of features that include importing or converting DICOM or non-DICOM images, PACS query, and HL7 connectivity. Connect to any EHR such as EPIC, Cerner, EcW, Athena, Allscripts, and more. TeleRay is the most secure end-point to end-point health communication platform on the market. Workflow tools such as waiting rooms, mutli-calls, call transfer, sharing of images, split screen, viewing modalities in real time such as ultrasound, and telehealth telemed carts, all without downloading an app. Easy and low cost. Used by more than 3000 locations including 70% of the top medical centers in more than 20 countries. Try us for free today.

Dealerships don't lose customers because of price. They lose them because the phone rings and nobody answers, the customer calls three times for one status update, and the manager finds out about a problem when the survey comes back. Numa is the AI Operating System that fixes this where it breaks: in the daily work. Operator answers and routes every inbound call, so nothing goes dark. Status Updates reaches the customer before they have to call, so advisors stop drowning in callbacks. Voice AI books the appointment in the conversation, so the customer never waits. LiveCSI™ flags upset customers in real time, so managers step in before the CSI score takes the hit. Opportunities goes after declined services, open recalls, and equity moments while they're still warm. One inbox. One shared context. Your whole team working from the same system. Surveys tell you what happened last month. Numa is what happens today.

Intermedia Unite® brings business communications, collaboration, and customer engagement into one easy-to-use platform—keeping teams connected, productive, and responsive from anywhere. It replaces fragmented tools by combining business phone service, video conferencing, team chat, and file sharing into one seamless experience, so employees can collaborate without switching apps. Unite delivers enterprise-grade calling with 100+ features, integrated customer engagement, and enhanced Microsoft Teams experiences. With mobile and desktop apps, users can call, meet, message, and engage customers from anywhere while maintaining a consistent business identity. AI-powered transcription, summaries, and insights help teams capture details and follow up efficiently. Backed by 99.999% uptime and J.D. Power-certified support, Unite ensures reliable performance—resulting in simpler communications, more productive teams, and better customer engagement.

Activate your new international phone number in 60 seconds. Choose from phone numbers in over 120+ countries and 1,000 cities. Forward your calls to any phone number in the world. Robust scheduling options allow you to route your calls based on the days and hours of your business. Route your calls to your main call center during business hours and to voicemail during non-business hours. Instantly view detailed information about calls made to your TollFreeForwarding phone number. Learn about your customers' call habits to help make decisions about outbound sales and follow-up. Keep track of your calls by recording all or some of your calls. Recorded calls are stored in call detail records and can be played or downloaded at any time.

Meet Healthee—your intelligent healthcare navigation platform. Healthee delivers instant, personalized answers to employees’ healthcare and benefits questions in one intuitive, mobile-first experience. Powered by Zoe, our AI Personal Health Assistant, employees get clear insights into coverage, costs, and care options - helping them make smarter decisions and reduce unnecessary spend. Healthee streamlines open enrollment with plan comparison tools, improves plan selection, and provides claims analytics for HR and CFOs to identify cost drivers, optimize benefits strategy, and control healthcare costs-without changing existing plans. The result: confident employees, healthier organizations, and a more cost-effective benefits strategy - right at your fingertips. As a total benefits administration solution, Healthee connects 50+ point solutions into one unified hub—giving benefits managers real-time visibility, streamlined vendor management, and measurable ROI.

800.com is a business phone and call tracking platform that helps small and growing businesses understand, manage, and respond to inbound calls more effectively. The platform provides local and toll-free numbers, call tracking, call recording, voicemail, SMS, and detailed call reporting so teams can see where calls come from and how they’re handled. Businesses use 800.com to track phone leads across websites, ads, social media, and offline marketing, improve response times, and follow up on missed calls. With integrations for Google Ads, GA4, Meta, Microsoft Ads, and popular CRMs, 800.com connects call data to marketing and sales workflows. The platform is easy to set up, flexible as businesses grow, and designed to turn phone calls into clearer insights and better customer experiences.

eMembership is labor union software, built for the way locals actually run. It brings member records, dues, employers, contracts, grievances, organizing, dispatch, communications, and member self-service into one system, so your staff can stop juggling spreadsheets and disconnected tools. More than 55 labor unions across the US and Canada run on eMembership, and most of them are locals. The platform has 18 configurable modules, including Member Management, Employer Management, Contract Management, Member and Employer Payments and Billing, Grievances, Organizing, Dispatch, Call Center, Meetings and Events, Surveys and Votes, Integrated Email and Text, Electronic Signatures, and Reports and Queries. We configure every implementation to your union's bylaws, contracts, and structure. eMembership handles classification-based dues across multiple contracts and multi-employer remittance. Grievances follow the steps in your contract, with deadline reminders routed to the assigned rep, and DOL-compliant electronic voting is built in. Members get a native iOS and Android app and a web portal. Both sync with your staff system in real time, so members can pay dues, update their information, and check their status without calling the hall. Winmill Software has been in business since 1994. We built the first version of eMembership in 2008, and we still build, run, and support it today. eMembership runs on infrastructure Winmill owns and operates inside a SOC 1 and SOC 2 audited, ISO 27001 certified facility, with HIPAA Security Rule and PCI DSS compliance maintained for the eMembership environment. We take care of the servers, security patches, monitoring, and nightly encrypted offsite backups, so your team can focus on members. Every engagement starts with a fixed-scope, fixed-price Discovery Project. Your data migrates into a parallel environment your staff validates, and nothing goes live until your team signs off. After launch, two scheduled releases a year are included in your subscription, and our US-based team provides support backed by defined response targets. Pricing follows the modules you use, with no per-seat or per-member fees, so adding members or staff never raises your software bill.