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About

CallSource - Own Every Lead. CallSource is the premier technology-enabled business performance system that optimizes our clients’ revenue, profit, and brand reputation. CallSource pioneered the call tracking industry and has become the leader in actionable analytics. We deliver insights to solve, strategize, and implement solutions for our clients engaging with their sales performance data. Since 1991, CallSource has recorded and analyzed over one billion phone calls, providing cost-per-lead analysis, sales conversion percentages, sales recapture solutions, and training and coaching solutions to thousands of businesses in the United States, Canada and Australia. As a business, CallSource believes in enhancing the performance and accomplishments of our clients and our people.

About

Spend less time prospecting and win more of your best-fit clients. Powerful insights to highlight your best leads. Understand your funnel with clarity and prioritize relevant leads that match your best-fit clients. The right approach at the right time. Target your leads with personalized engagement instead of generic outreach that doesn't resonate. Use your time wisely, confidently engage with your best opportunities and pursue the leads that can make the biggest difference to your practice. In addition to lead conversion insight, Catchlight is fueled by information about how individual leads and clients interact with a variety of engagement models and products. Catchlight is based on a rich data foundation, with a data set of over 80,000 lead conversions and growing, Catchlight's predictive engine is based on analysis of real-world outcomes from advice professionals. Lead optimization built for financial advisors.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses searching for a solution to improve their services and increase sales

Audience

Financial advisors searching for an AI solution designed to strategically grow their practice

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Pricing varies depending on package solutions. Month-to-month.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

CallSource
Founded: 1991
United States
www.callsource.com

Company Information

Catchlight
United States
catchlight.ai/

Alternatives

Alternatives

ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Categories

Lead Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Not Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Not Supported
Prospecting Tools Not Supported
Source Tracking Supported

Call Accounting Features

By-Extension Reporting Not Supported
Call Duration Supported
Call Monitoring Supported
Call Volume Supported
Caller Identification Supported
Inbound Reporting Supported
Outbound Reporting Supported
Unattended Call Management Not Supported
Who Answered Log Supported

Call Recording Features

Archiving Supported
Call Sharing Not Supported
Distributed Call Recording Supported
Event Triggered Recording Supported
File Transfer Not Supported
Instant Retrieval Not Supported
On-Demand Recording Not Supported
Recording Bookmarking Not Supported
Scheduled Recording Not Supported
Screen Activity Recording Not Supported
Video Call Recording Not Supported

Call Tracking Features

Call Log Not Supported
Call Recording Supported
Call Routing Supported
Caller Identification Supported
Campaign Management Supported
Conversion Tracking Supported
CRM Supported
IVR / Voice Recognition Supported
Keyword Tracking Supported

Marketing Analytics Features

A/B Testing Not Supported
Campaign Management Supported
Channel Attribution Supported
Customer Journey Mapping Not Supported
Dashboard Supported
Performance Metrics Supported
Predictive Analytics Not Supported
ROI Tracking Supported
Social Media Metrics Not Supported
Website Analytics Supported

Reputation Management Features

Campaign Management Not Supported
Gamification Not Supported
Response Management Supported
Review Generation Not Supported
Review Monitoring Supported
Sentiment Analysis Supported
Social Media Metrics Not Supported
Social Media Monitoring Not Supported
White Label Not Supported

Review Management Features

Campaign Management Supported
Dashboard Supported
Negative Feedback Management Supported
Response Management Supported
Review Monitoring Supported
Review Notification Supported
Review Request Supported
Sentiment Analysis Not Supported
Social Sharing Not Supported
White Label Not Supported

Integrations

AgencyAnalytics Supported
Five9 Supported
LeadPerfection Supported

Integrations

AgencyAnalytics Not Supported
Five9 Not Supported
LeadPerfection Not Supported
Claim CallSource and update features and information
Claim CallSource and update features and information
Claim Catchlight and update features and information
Claim Catchlight and update features and information