Customer Service

Call recording and transcription: Achieving PCI compliance

Learn how your business can implement proper call recording and transcription practices to protect customer data.

Agency client relationship health checklist

Take control of client relationships. Download this checklist to “temperature check” yours today.

Clients tell all: What small businesses need from marketing agencies today

600 US-based business owners have spoken. They’re ready to tackle the new normal and are looking for agencies to help.

Template: Lead tracking spreadsheet

Take the guesswork and time out of tracking and filtering your leads. Make it easy by downloading our lead tracking spreadsheet.

The futureʼs calling: Why business communications software is the key to unlocking growth

The future of business communications is here. Read the report and explore how you can stay ahead of the pack with robust business communications software.

Why your business needs an omnichannel communications strategy

Check out this blog to explore what an omnichannel communications strategy is and why your business needs one to thrive in this digital communication age.

What Is a chatbot? A definitive guide to chatbots

People like variety and in the case of communication, it’s no different. Chatbots help to further streamline communication between people and businesses. Learn how, here.

New feature roundup - July 2021 edition

We want to make our customer's experience with CallRail the best it can be. Here's a look at our latest improvements.

Winning together: Customers help CallRail top G2 Spring Reports again

Thanks to our customers, we've topped G2's Spring 2021 Reports again! Click through to see our rankings.

A New Calling: An Open Letter from our Founder

Founder and CEO Andy Powell passes the torch to our Marc Ginsberg, ushing the next chapter of CallRail's growth and success.

How to build customer loyalty with educational, financial content

As a financial institution, it's vital to become a trusted resource for your customers. And the best way to do this is by providing educational content to build long-term relationships.

DE&I — Doing the work: A year later

After the racial injustices of 2020, CallRail took a stronger stance on our DE&I initiatives. Take a peek at where CallRail is today, and the strides we're taking to cultivate an inclusive and diverse workplace.

PCI compliance checklist: Protect your customers’ credit card data

Protecting customer data in today's digital world is extremely important. And there are few things you need to keep in mind to make sure your following best practices. Take a look at this checklist to get started.

Expand your reach: The multichannel approach to financial services marketing

The financial services industry is projected to grow by billions in the next couple of years, and it will be tough to attract new customers. Learn how financial institutions can expand their reach with multichannel marketing.

A guide to HIPAA-compliant VoIP

Looking for HIPPA-compliant VoIP? We can help. Check out our guide to get started.

Cold call scripts and tips for financial services

For any industry, genuine human interaction is key for conversion. After all, who wants to deal with a sales pitch robot? Check out these helpful cold calling scripts and tips for financial services companies.

Call follow-up scripts and email templates for small businesses

Drive more conversions with these call follow-up scripts and email templates.

Call quality scorecard template

Understanding your call quality score can reveal ways to improve customer service and experience. Download this template to get started.

D.R. Horton saves thousands in lost leads with Lead Center

Find out how America's largest homebuilder went from lost leads and little to no visibility to revenue growth, cost savings, and a 50% reduction in response time — all with Lead Center.

Report: How centralizing communications helped 5 businesses grow

Your lead response time influences your chances of closing a deal. Learn how CallRail customers are improving customer communications with Lead Center.

What is customer advocacy?

Customer loyalty is something every business desires. That's where customer advocacy comes in. Learn the importance of customer advocacy, how it works, and tips to build your own program.

The ultimate customer experience toolkit

Winning in today's crowded marketplace means delivering exceptional customer experiences. Read the guide to learn how CallRail can help.

STIR/SHAKEN: With CallRail, you’re covered

Tired of receiving spam calls? Then you're in for some good news. Starting June 20, 2021, the FCC is implementing new protocols to combat spam calls. Here's what to expect.

New feature roundup — May 2021 edition

Interested in learning what's new at CallRail? Look no further. Check out our release notes for the latest updates on the platform.

Call quality score: what it is and why you should measure it

Growing businesses must meet their customers where they are. And today, 85% of customers prefer live chat. So we beefed up Lead Center and added chat as a new functionality. Click through to see what it's all about.

Lead Center chat: Another way for customers to reach you

Growing businesses must meet their customers where they are. And today, 85% of customers prefer live chat. So we beefed up Lead Center and added chat as a new functionality. Click through to see what it's all about.

How to boost customer experience and increase revenue with Lead Center chat

Effectively communicate, manage chat conversations, and pinpoint the marketing that drives them with Lead Center chat.