Centralize your business's contacts, consolidate your team's calls, texts, and chats, and customize routing flows for incoming conversations. Lead Center gives you the tools you need to improve response times and craft 5-star customer experiences.
See customer timelines
Follow every customer interaction
Every time a contact reaches out to your business, they add a milestone to their interaction history. Follow along with a live timeline and place every conversation in context.
What are call flows? How do they work?
Call flows automate what happens when someone calls your business. CallRail offers several templates to get you started. You can customize them or build call flows of your own.
How can Lead Center help me make sure my callers reach the right person at the right time?
The answer is call flow automation — an intuitive point-and-click flow builder for determining who to ring, when to ring them, what to do if they’re not available, and more. Making changes on the fly is as easy as updating your availability in the Lead Center mobile app .
What’s the difference between cold and warm transfers?
Here’s the difference:
- Cold transfer: your team member transfers the call directly to another agent with no handoff
- Warm transfer: your team member places the caller on a brief hold and provides the new agent with contextual information or joins the call by merging the two together
Can I make sure calls get answered in the order they come in?
How do I add contacts to Lead Center?
You can add contacts manually (one by one) or in bulk (via contact list). Bulk uploads are especially handy if your business collects offline leads, like storefront walk-ins. This allows your team to keep a shared database of all leads and customers to reference at any time.
With CallRail’s Lead Center, our lead management went from being a free-for- all to an organized, strategized, and thought-out workflow.
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