Contact Center

Phone Call Tracking Software Explained: A Comprehensive Guide

Abhishek Punyani
April 2, 2024
 mins read

Last modified on

Phone call tracking software is an invaluable tool for businesses that rely on phone communication to drive customer engagement, sales, and service. Understanding how this technology works and selecting the best software can transform your call center's efficiency and effectiveness.

Here's a detailed exploration of phone call tracking software, including how it works, the best options available, and its benefits, particularly in call center environments.

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What is Phone Call Tracking?

Phone call tracking is a technology that allows businesses to capture and analyze detailed information about incoming and outgoing phone calls. This data can include the caller's phone number, call duration, the time and date of the call, and the caller's geographical location. Businesses can gain insights into customer behavior and campaign effectiveness by attributing phone calls to specific marketing efforts or customer interactions.

Phone call tracking is a sophisticated technology that provides businesses valuable insights into their communication channels, particularly focusing on the nuances of phone-based interactions. 

1. Key Components of Phone Call Tracking Software

  • Dynamic Number Insertion (DNI): A feature that dynamically assigns unique phone numbers to each visitor to a website, enabling precise tracking of call sources.
  • Multi-Channel Attribution: Allows businesses to attribute phone calls to the correct marketing channels, clearly showing which strategies are most effective.
  • Call Recording and Analysis: This service allows users to record calls and analyze the content for training, quality assurance, and gathering customer insights.

2. Types of Phone Call Tracking

  • Inbound Call Tracking Software: Focuses on tracking and analyzing incoming calls, helping businesses understand how customers find them and why they call.
  • Outbound Call Tracking Software: Monitors and evaluates outbound calls made by the business, essential for sales and customer service performance analysis.

By offering a granular view of telephonic interactions, phone call tracking software plays a pivotal role in the strategic planning and operational efficiency of modern businesses. It's not just about tracking calls; it's about unlocking a treasure trove of data that can propel a business toward greater success and customer satisfaction.

How Does Phone Call Tracking Software Work?

Phone call tracking software stands out as a transformative tool, providing in-depth insights into how and why customers engage with your business over the phone. We can uncover the sophisticated processes behind tracking phone calls by delving into the mechanics of call generation, data capture, integration, analysis, and real-time insights.

This software offers a comprehensive view of customer communication, whether assigning unique call tracking numbers, capturing vital call data, or integrating with key business systems for enriched analysis.

1. Call Generation

  • Unique Number Allocation: Phone call tracking software assigns distinct call tracking numbers to various marketing campaigns or channels. This ensures each campaign has its unique identifier, making it simpler to track its performance.
  • Dynamic Number Insertion (DNI): This advanced feature dynamically changes the phone number displayed on a website based on the visitor's source, providing precise tracking of online campaigns.
  • Keyword-Level Tracking: Businesses can track which keywords are driving calls by associating specific phone numbers with keywords, enabling a deeper understanding of SEO and PPC campaign effectiveness.

2. Data Capture

  • Call Metadata Collection: When a call comes through, the software captures critical data points like call duration, caller ID, geographic location, and the time of the call.
  • Call Recording: Many phone call tracking systems offer call recording capabilities, allowing businesses to review conversations for quality control, training, and additional insights into customer needs.
  • Caller Journey Mapping: Tracking the caller's journey before, during, and after the call provides comprehensive insights into customer behavior and preferences.

3. Integration and Analysis

  • CRM Integration: By integrating with Customer Relationship Management (CRM) systems, call tracking software can enrich customer profiles with call data, offering a 360-degree view of customer interactions.
  • Analytics Integration: Integrating with analytics tools allows businesses to combine call data with other metrics, providing a holistic view of marketing performance and customer engagement.
  • Data Visualization: Advanced call tracking platforms offer dashboards and reporting features that visualize call data, making it easier to identify trends, patterns, and areas for improvement.

4. Real-Time Insights

Different kinds of battle cards in real time help agents track phone calls!
Different kinds of battle cards in real time help agents track phone calls!
  • Live Dashboard Monitoring: Real-time dashboards provide immediate insights into call volume, call outcomes, and campaign performance, enabling businesses to make informed decisions swiftly.
  • Event-Triggered Alerts: Real-time notifications can alert staff to important events or trends, such as a surge in call volume or an increase in calls from a particular campaign.
  • AI-Powered Analysis: Some advanced call tracking systems employ AI to offer predictive analytics and sentiment analysis, providing deeper insights into customer intent and satisfaction.

5. Enhanced Focus on Key Terms

  • Inbound Call Tracking Software: This focuses on tracking and analyzing incoming calls, helping businesses understand how customers find them and what drives them to call.
  • Outbound Call Tracking Software: Useful for businesses that actively reach out to customers or leads, this software tracks the success and details of outgoing calls.
  • Call Tracking Numbers: These are unique numbers assigned to different campaigns or channels, essential for segregating and analyzing call data effectively.
  • Call Tracking Software: Encompasses the tools and technologies used to track, record, and analyze telephone calls, providing valuable insights into marketing effectiveness and customer interactions.

By deeply understanding each of these components, businesses can leverage phone call tracking software to optimize marketing strategies, enhance customer service, and ultimately drive growth.

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5 Best Software for Phone Call Tracking

1. Convin

Functionality: Convin leverages advanced AI to offer conversation intelligence, providing in-depth analysis of phone calls, chats, and emails. It's designed to extract meaningful insights from customer interactions, aiding in enhancing agent performance and customer satisfaction.

  • Key Components
    • Real-Time Monitoring: The software monitors conversations as they happen, offering instant feedback and alerts to help agents navigate calls more effectively.
    • Conversation Analysis: Utilizing machine learning and natural language processing, Convin analyzes the content and sentiment of conversations, providing actionable insights to improve future interactions.
    • Performance Tracking: It tracks key performance indicators (KPIs) for agents and overall contact center operations, identifying trends and areas for improvement.
  • Use Case: Convin is particularly beneficial for contact centers that operate across multiple channels (calls, emails, chats) and aim to boost agent performance, optimize customer interactions, and increase overall efficiency.
  • Example: Consider a scenario where a contact center experiences a dip in customer satisfaction scores. Using Convin, the center can pinpoint specific conversation elements that lead to customer dissatisfaction. The software analyzes various interactions, identifying common issues and trends.

2. CallRail

  • Functionality: CallRail provides comprehensive phone call tracking solutions, enabling businesses to track and analyze phone call sources. It's especially effective in monitoring marketing campaign performance and customer engagement.
  • Key Components 
    • Call attribution to identify the marketing campaigns driving calls.
    • Keyword-level call tracking for SEO and PPC campaigns.
    • Dynamic number insertion to change the number displayed on a website based on the visitor's source.
  • Use Case: This case is perfect for marketers and businesses wanting to understand the effectiveness of various advertising channels and optimize their marketing strategies.
  • Example: A digital marketing agency uses CallRail to attribute phone leads to specific Google Ads campaigns, adjusting their ad spend based on the campaigns that generate the most calls.

3. Invoca

  • Functionality: Invoca specializes in AI-powered call tracking and analytics, offering deep insights into caller intent and conversion paths.
  • Key Components
    • AI-driven conversation analytics to assess call quality and customer intent.
    • Signal AI feature to detect specific words or phrases during calls.
    • Integration with digital advertising and analytics platforms.
  • Use Case: Ideal for enterprises and agencies that require advanced analytics to optimize marketing performance and enhance customer experiences.
  • Example: A healthcare provider uses Invoca to identify which marketing channels generate the most appointments, using conversation analytics to refine their messaging and patient outreach.

4. DialogTech (Now part of Invoca)

  • Functionality: DialogTech, now integrated with Invoca, offers robust call tracking and analytics solutions, emphasizing voice interactions' role in the customer journey.
  • Key Components
    • Comprehensive call analytics to track customer interactions and outcomes.
    • AI-driven insights to understand caller intent and optimize marketing strategies.
    • Seamless integrations with marketing platforms and CRM systems.
  • Use Case: Best suited for businesses in sectors like healthcare, automotive, and travel, where phone calls play a critical role in customer acquisition and service.
  • Example: An automotive dealership leverages DialogTech to pinpoint which marketing efforts are driving high-intent buyers to call, thereby focusing their budget on the most effective channels.

5. CallTrackingMetrics

  • Functionality: CallTrackingMetrics offers a unified communications platform that combines call tracking, contact center, and marketing attribution in one.
  • Key Components 
    • Real-time reporting and analytics for comprehensive call tracking.
    • Advanced routing and interactive voice response (IVR) systems.
    • Integration with numerous platforms, including Google Ads and Salesforce.
  • Use Case: Suitable for businesses of all sizes looking to blend their call tracking needs with robust contact center features and marketing attribution.
  • Example: A retail chain uses CallTrackingMetrics to not only track the source of inbound calls but also to route calls efficiently to the correct department, enhancing customer experience and streamlining operations.

Each of these software options offers unique features and functionalities that cater to different business needs, ensuring that phone call tracking is not just about recording calls but gaining actionable insights to drive business growth and improve customer satisfaction.

Transform your call tracking management today!

How to Select the Best Phone Call Tracking Software?

Selecting the best phone call tracking software is critical for businesses aiming to optimize their call center operations and marketing strategies. Here's a more in-depth look at the steps to choose the right software, focusing on the key terms of phone call tracking.

1. Identify Your Needs

  • Business Objectives: Clearly define what you want to achieve with phone call tracking. Whether improving customer service, enhancing marketing efforts, or increasing sales, your objectives will guide your choice.
  • Call Volume and Type: Assess the volume of inbound and outbound calls your business handles. The software should be robust enough to handle your call load efficiently, whether for inbound call tracking software or outbound call tracking software.
  • Integration Needs: The software should seamlessly integrate with your existing CRM, analytics tools, and other business systems. This ensures a cohesive workflow and maximizes the utility of call tracking data.

2. Evaluate Features

  • Call Recording and Analytics are essential for reviewing and analyzing calls to glean insights and improve strategies. Ensure the software provides detailed analytics on call duration, caller location, and conversion tracking.
  • Real-Time Tracking: Look for real-time call tracking software, enabling immediate responses to call trends and customer needs.
  • User Interface: The software should have an intuitive, user-friendly interface, making it easy for your team to utilize its full range of features effectively.

3. Consider Scalability

  • Growth Adaptability: The software should not only meet your current needs but also have the capacity to accommodate future growth in terms of call volume and business expansion.
  • Feature Expansion: Ensure that the software can incorporate additional features or modules as your business evolves and your needs change.

4. Read Reviews and Testimonials

  • Credible Feedback: Seek out reviews and testimonials from credible sources and existing users. This can provide insight into the software's reliability, customer support quality, and real-world performance.
  • Peer Insights: Consider feedback from businesses similar to yours in size or industry, as their experiences can be particularly relevant and insightful.

5. Trial and Comparison

  • Free Trials/Demos: Make use of free trials or demos offered by the software providers. This firsthand experience is invaluable for assessing how well the software aligns with your business's needs.
  • Feature and Price Comparison: Compare multiple software options based on their features and pricing. Ensure you're getting the best value for your investment without compromising on the essential features your business requires.

By thoroughly evaluating your needs, the features, scalability, user feedback, and by testing the software firsthand, you can make an informed decision when selecting the best phone call tracking software for your business. This careful selection process ensures you choose a solution that enhances your ability to track, analyze, and optimize phone calls for improved business outcomes.

What are the Benefits of Using Phone Call Tracking Software in Call Centers?

Every interaction can be a pivotal moment for customer satisfaction and business growth, and phone call tracking software emerges as a game-changer.

This innovative technology offers a treasure trove of insights, allowing businesses to fine-tune their strategies, elevate agent performance, and enhance customer engagement. 

1. Enhanced Customer Insights

Know how sentiment analysis works and stay ahead with phone call tracking!
Know how sentiment analysis works and stay ahead with phone call tracking!
  • Behavioral Analysis: Phone call tracking software provides detailed insights into customer behaviors, preferences, and sentiments by analyzing the content and context of calls.
  • Segmentation: It allows for segmenting callers based on various criteria, enabling targeted responses and personalized service.
  • Journey Mapping: By tracking the origin and progression of calls, businesses can map customer journeys and understand how various touchpoints influence the customer experience.

2. Improved Marketing ROI

  • Campaign Attribution: Call tracking numbers help attribute phone calls to specific marketing campaigns, offering clear insights into their effectiveness.
  • Resource Allocation: With clear data on what's working, businesses can allocate their marketing budget more efficiently, focusing on high-performing channels.
  • Conversion Tracking: Tracking phone calls helps understand which marketing efforts lead to conversions, enabling more focused optimization of marketing strategies.

3. Optimized Agent Performance

Give your agents custom training based on their needs
Give your agents custom training based on their needs [Source]
  • Real-time Feedback: Inbound and outbound call tracking software provides real-time data for immediate feedback to agents, enhancing their performance on the fly.
  • Training and Development: Analyzing tracked calls helps identify areas where agents excel or need improvement, shaping targeted training programs.
  • Performance Metrics: Call tracking software provides each agent key performance indicators (KPIs), fostering a culture of accountability and continuous improvement.

4. Increased Conversion Rates

  • Lead Scoring: By tracking phone calls, businesses can score leads based on their interaction, focusing efforts on those most likely to convert.
  • Customer Retention: Call tracking insights can help identify at-risk customers, enabling proactive measures to improve retention rates.
  • Sales Strategies: Understanding the customer's needs and behaviors through call tracking enables the refinement of sales strategies, aligning them more closely with customer expectations.

5. Comprehensive Reporting

  • Data Consolidation: Call tracking software consolidates data from various sources, providing a holistic view of customer interactions and agent performance.
  • Customizable Reports: Businesses can generate customized reports to focus on metrics that matter most to their operations and decision-making processes.
  • Strategic Planning: Access to detailed and comprehensive reports aids in strategic planning, helping businesses make informed decisions based on empirical data.

By leveraging phone call tracking software, call centers can transform their operations, offering a more data-driven and customer-centric approach. This not only enhances the efficiency and effectiveness of the call center but also significantly improves the customer experience, leading to higher customer satisfaction and loyalty.

Revolutionizing Call Center Operations: Convin's Integration of Call Tracking Software

Convin leverages advanced technologies in its call tracking software to enhance the performance and efficiency of call centers. Convin incorporates call recording, post-call quality assurance, and real-time monitoring into its system.

1. Call Recording

a. Comprehensive Data Capture: Convin's call tracking software records every customer interaction, capturing a wealth of data from each call. This includes the caller's information, the conversation's content, call duration, and more, providing a rich dataset for analysis.

b. Quality Control and Training: The recordings serve as a valuable resource for quality control and agent training. Managers and trainers can review calls to identify best practices and areas for improvement, using real-life examples to guide agents.

c. Legal Compliance and Dispute Resolution: Call recordings can also help ensure compliance with regulatory standards and can be instrumental in resolving disputes or misunderstandings, providing a verifiable record of customer interactions.

2. Post-Call Quality Assurance

Convin’s AQM system generating agent performance
Convin’s AQM system generating agent performance

a. Automated Analysis: Convin's software analyzes call recordings post-interaction, assessing various metrics to gauge call quality and agent performance. This includes evaluating adherence to scripts, customer sentiment, and the effectiveness of communication strategies.

b. Feedback and Improvement: Insights from the analysis are used to provide targeted feedback to agents. By identifying specific areas where an agent excels or needs improvement, Convin facilitates personalized coaching and development.

c. Performance Benchmarking: The software allows call centers to establish performance benchmarks and track improvements over time, ensuring that quality assurance is an ongoing process.

3. Real-Time Monitoring

Real-time Agent Assist solves knowledge gaps and prompts agents on live calls
Real-time Agent Assist solves knowledge gaps and prompts agents on live calls

a. Live Call Insights: Convin's real-time monitoring feature allows supervisors to oversee live calls and provide immediate support or intervention when necessary. This helps maintain high-quality customer service during every interaction.

b. Alerts and Notifications: The system can send alerts or notifications to supervisors or agents when it detects deviations from expected call-handling procedures or identifies an opportunity for upselling or customer retention.

c. Agent Assist: Leveraging AI, Convin's Agent Assist feature provides agents with real-time guidance, suggestions, and prompts during calls, helping them navigate complex customer interactions more effectively.

Phone call tracking software is a powerful tool for businesses looking to enhance their communication strategies, understand customer interactions, and improve overall efficiency. Call centers can significantly enhance their operational effectiveness and customer service quality by selecting the right software and leveraging its capabilities.

By integrating these features into its call tracking software, Convin empowers call centers to track and record calls and continuously analyze and improve their interactions. This holistic approach to call tracking and analysis helps call centers enhance customer service quality, improve agent performance, and drive better business outcomes.

Unlock the answers to the call tracking solutions; schedule your demo with Convin today to upgrade your contact center!


1. Which software is used to track phone calls?
Software like CallRail, Convirza, and Convin are used to track phone calls, providing data on caller demographics, call duration, and campaign effectiveness.

2. What software is used in call centers?
Call centers use software like Avaya, Cisco, and Convin for managing calls, tracking performance, and analyzing customer interactions.

3. How are phone calls tracked?
Phone calls are tracked using dedicated software that assigns unique phone numbers to campaigns, records calls, and analyzes data to provide insights on performance and customer behavior.

4. What is inbound call tracking software?
Inbound call tracking software monitors and analyzes incoming calls, helping businesses understand how callers found them and how these calls impact sales and marketing efforts.

5. Why use call tracking software?
Call tracking software is used to gain insights into marketing campaign performance, improve customer service, optimize sales strategies, and enhance the overall customer experience.

6. How can I track an outbound call?
Outbound calls can be tracked using software that records call details, monitors agent performance, and evaluates the effectiveness of outreach strategies.

7. What is customer tracking system?
A customer tracking system collects and analyzes data on customer interactions across various touchpoints, providing insights into behavior, preferences, and the customer journey.

8. What is outbound call center software?
Outbound call center software assists in managing and optimizing outbound calls, featuring tools for dialing, monitoring, and analyzing calls for sales, surveys, or customer updates.

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