Meet the new Lead Center

You’re behind everything we do.

See something we should perfect? We fine-tune it. Have an idea for a new feature? We build it. Need tips on how to do business smarter? We share them.

It’s why we’ve launched an all-new version of Lead Center. Based on feedback from customers like you, we’ve rebuilt Lead Center from the ground up.

Now you can place and receive phone calls and messages — and manage leads — within the CallRail platform. You can also manage all your inbound and outbound interactions (calls, texts, form submission, and more) in one place.

Talk about never missing another lead.

So what’s going to happen to the legacy version of Lead Center?

The legacy version of Lead Center will no longer be available after February 14, 2021. All accounts who were using it will be switched over to the new Lead Center. But no need to fret. This will be done at no monthly cost to you through June 30, 2021.

Read the support article to learn more about the migration to the new Lead Center.

If you’re ready to make the switch today, you can do so by clicking this link. Learn more about our Lead Center plans here.

The best part about migrating to Lead Center? You won’t experience any interruption in your workflow once you make the switch. All agents, customer timeliness, and previous interactions will automatically transfer over.

Now let’s take a look at the good stuff.

What’s really new with the latest version of Lead Center?

 

Lead Center has always been a fan favorite. But we’re always looking for ways to improve our products. So, we took your feedback and worked on making Lead Center an even better tool for you. Here’s how.

Robust call management functionality

Call Flows

You’ve already been using Lead Center to take and place phone calls and texts. With the new Lead Center, you can do that and more like:

  • Setting up teams of agents to route specific calls to
  • Having callers wait in a queue (with hold music) to speak to someone rather than just sending them to voicemail or the next step in your call flow
  • Transferring calls to another agent when needed (like in the case of an escalation) or to make sure the callers speak to the best agent suited to handle their needs

Remember when you had selected a call tracking number to call back a customer or prospect? With the new Lead Center, this process is automated. Through smart caller ID functionality, you can now return calls or texts using the same number callers reached out to you on.

With so much added functionality, you can now say goodbye to your costly phone system and manage it all in CallRail. Read this case study to learn how one company benefited from the switch.

One customer-focused inbox for all your calls, text, forms, and chats

Call Recording

Working in the digital world requires a whole new set of tools to better communicate and interact with customers. So we re-engineered Lead Center to make it easier for you to keep track of it all.

Now you can see all ingoing and outgoing interactions — calls, texts, online forms, and chats (coming soon) in one single, customer-focused inbox. Plus, all interactions are tracked by contact, not interaction type.

We also added search functionality for all contacts. All you have to do is type in a name or part of a phone number to see all interactions for that specific prospect or customer. Additional omnichannel communication capabilities include:

  • Viewing incoming form fills and being able to respond to them directly within the platform

Forms

  • Sending and receiving multimedia text messages (MMS) like photos and videos

MMS

  • Using as many characters as you want when engaging with customers and prospects over text messages
  • Communicating with customers and prospects via live chat on your website via our live chat widget (coming soon)

One-stop lead management tool

Active Call

When you’re onboarding a new account or following up with a customer or prospect, you don’t want to sift through multiple platforms to access your notes. So, we made this part of your day to day easier. The new Lead Center allows you to qualify, tag, add value to, and annotate your interactions in real-time.

That’s right! Whether you’re on the phone, texting with a customer, or reviewing an online form submission — you can do it all within CallRail.

Enhanced quality assurance and coaching tools

Transfer, Monitor, Record

If you’re just tracking inbound calls, you’re only getting part of the story. The new version of Lead Center lets you in on the other half by automatically recording outbound calls. And with the past version, you could only monitor phone calls. But with the latest version, you can join live calls to offer agent support or privately say something that only the agent can hear.

New mobile experience built for remote work

Mobile App

It’s safe to say that remote work is here to stay. You and your team need something that can help you stay connected on the go. With the Lead Center mobile app, now you can. Through the app, you can make, take, and respond to calls. You can even see all incoming, active, and recent calls in the inbox. And let’s not forget about MMS and short message (SMS) texting capabilities. Those will be included soon.

Sounds great! What are the main differences between legacy Lead Center and the latest version?

We’ve made many changes to Lead Center. And we know that there’s a lot to unpack. So, we created a chart to give you a better overview.

Features New Lead Center Legacy Lead Center
Softphone - Inbound and Outbound Calling
SMS Functionality
Text - Unlimited character limit
Quick Texts
MMS Functionality
Caller ID
Smart Caller ID
Call Recording (Auto recording of inbound calls, selective recording of outbound calls)
Automatic Recording Setting for Outbound Calls
Make outbound calls through CallRail’s mobile app
Make outbound calls through the new Lead Center mobile app
Receive inbound calls through Lead Center mobile app
Connect outbound calls through your mobile phone or landline
Form Response
Chat (coming soon)
Team View
Agent Set Up
Basic Call Monitoring
Join a call in progress
Privately speak to an agent during a live call
All Companies View
Agent Inbox
Agent Voicemail
Agent Availability Setting
Browser Notifications
Cold Transfers
Warm Transfers
Call Routing
Teams
Call Queues
Hold Music
Previous Handling Agent
Number Blocking (coming soon)
Mark as Spam (coming soon)
Person Details & Interactions Timeline
Interactions History
Actions: Tagging, Qualifying, Notes
Lead Center Mobile App - iOS
Lead Center Mobile App - Android
Filter Inbox
White Label Support
Verified Caller ID Number

Building something great

At CallRail, we’re committed to developing incredible products that help your business scale and grow. And we’re always looking for ways to create the tools you need to be successful. This latest version of Lead Center is only the beginning. There’s a lot more we have in store for this robust virtual phone and communication hub. Learn more about this tool by checking out this webinar: Replace your phone system with Lead Center.