PhoneTrack

AI phone lead engine for call scoring, automation, and pipeline visibility
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Pick up the phone and turn conversations into a repeatable, trackable funnel. With PhoneTrack, you start by connecting your numbers, setting consent prompts, and defining recording rules by region, campaign, or team. Add tags and keyword watchlists (for offers, objections, or regulated phrases) and choose where each call should go—queues, reps, or inboxes. Build scorecards to define what “good” looks like, from discovery depth to next-step commitment. As calls come in, live dashboards show who’s talking, which sources drive volume, and where bottlenecks appear. Alerts surface missed high-intent calls so you can call back fast.

For daily selling, reps get automatic transcripts, speaker separation, and moment highlights within seconds of hanging up. The AI flags purchase signals, budget authority, and timing, then assigns a fit and intent score so you can sort follow-ups by impact. One click turns the call into a clean CRM record with summary, action items, and key quotes. Use the copilot to draft a tailored recap email, propose next steps, or generate a call script variation for the next dial. Create automations that text meeting links to qualified prospects, schedule reminders for stalled deals, or route hot leads straight to your top closers. Managers can review playlists of pivotal calls, comment with coaching tips, and benchmark reps on adherence to talk tracks without sitting on every call. more

Review summary

Features

  • Smart call capture with consent and regional rules
  • AI-driven transcription and conversation scoring
  • Intent and role detection for prioritization
  • Keyword and phrase watchlists for policy and messaging
  • Real-time dashboards and live alerts
  • NLP-based summaries, action items, and highlights
  • Automated CRM syncing and contact enrichment
  • Generative recaps and follow-up drafting
  • Call playlists and coaching annotations
  • Role-based permissions and audit trails
  • Compliance checks and review scheduling
  • Performance KPIs and leaderboard views
  • Notes, tags, and snippet extraction
  • Trend and anomaly detection
  • Campaign and source attribution
  • Multi-channel thread linking (calls, SMS, email)
  • API and webhooks for integrations
  • Custom routing and queueing
  • Lead scoring and routing rules
  • Export to BI and data warehouses

How It’s Used

  • SDR daily workflow: prioritize callbacks by AI score and send tailored recaps
  • Sales manager coaching: review top-impact moments and track talk-track adherence
  • Marketing optimization: compare script variants and shift budget to winning sources
  • Compliance auditing: enforce disclosures and review flagged calls on a schedule
  • Product discovery: mine objections and feature requests to inform roadmap
  • RevOps automation: auto-create opportunities and tasks when thresholds are met
  • Support handoff: route service-related calls with summaries to ticketing systems
  • Content creation: pull quotes and generate case-study snippets from real calls
  • Executive reporting: weekly pipeline impact and trend snapshots in BI
  • Developer integration: trigger webhooks to update external systems in real time

Plans & Pricing

Phonetrack

Custom

Tracking phone leads
Integration with Google Ads
Opportunity value
Real-time reports
Mapping of IVR
Integration with CRM
Automations
Lead classification
Keyword analysis
Recording of calls
Missed call alert
View by POS

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