How to Get Started With CallRail and Maximize Its Benefits for Growth

Get Started with CallRail

Phone calls are crucial for the success of your business. They often serve as the final step before making a sale. In fact, some customers are unwilling to spend money without the opportunity to speak with someone over the phone. It’s important to understand what makes your phone ring and why.

This is where call tracking comes into the picture. Call tracking is a marketing tool that makes it easy to prove the effectiveness of your marketing efforts. It provides concrete return on investment (ROI) figures and valuable data to continually improve your results. If you’re not utilizing call tracking, you’re missing out on valuable insights.

Call tracking systems and analytics platforms are one of the best ways to gain valuable insights into your customers’ behavior. The team at FineView Marketing knows how important it is to understand what makes your phones ring and help you interpret the data to grow your business.

CallRail is a powerful call tracking and analytics platform that is revolutionizing the way businesses connect with their customers.

If you want to improve overall business performance, it’s time to set up an account and leverage CallRail’s powerful features.

Callrail call tracking for your self storage business

Set Up Call Rail

1. Create Your CallRail Account To get started, visit the CallRail website and sign up for an account. You’ll need to provide some basic information about your business, such as your name, email address, and phone number. Once you’ve completed the sign-up process, you’ll receive a confirmation email with instructions on how to verify your account.

2. Set Up Your Tracking Numbers Set up your tracking numbers once your account is verified. CallRail allows you to assign unique phone numbers to different marketing campaigns. This allows you to track the effectiveness of each campaign. Simply choose the area code and the quantity of tracking numbers you need, and CallRail will generate them for you.

3. Integrate CallRail With Your Website To fully leverage the power of CallRail, you’ll need to integrate it with your website. CallRail provides easy-to-follow instructions for integrating their tracking code with your website. Once the code is installed, CallRail will start tracking and recording your phone calls.

4. Configure Your Call Settings CallRail offers a range of customizable settings to suit your business needs. These include call routing, voicemail settings, call forwarding, and call recording, Configure these settings according to your preferences. This will ensure that you’re capturing the data you need and optimizing your call-tracking experience.

Track and Analyze Phone Calls

1. Assign Unique Tracking Numbers CallRail enables you to assign unique tracking numbers to different marketing channels. By using unique numbers, you can easily track and attribute incoming calls to specific campaigns. This enables you to make data-driven decisions.

2. Monitor Call Activity CallRail provides real-time call tracking, allowing you to monitor call activity as it happens. You can see the number of calls received, missed calls, and even the duration of each call. This information gives you valuable insights into the volume of calls generated by each marketing channel and helps you identify trends.

3. Keyword-Level Call Tracking One of the most powerful features of CallRail is its keyword-level call tracking. By integrating CallRail with your PPC campaigns, you can track which keywords are driving phone calls. This information is invaluable for optimizing your PPC campaigns and maximizing your ROI.

4. Call Recording and Transcription CallRail allows you to record and transcribe your phone calls. By reviewing recorded calls, you can identify areas for improvement in your customer service, sales techniques, and overall call handling. Transcriptions make it easy to search for specific keywords or phrases. This feature further enhances your ability to analyze and optimize your calls.

Understand and Interpret Data

1. Call Volume and Duration CallRail provides detailed call information. You’ll be able to view the number of calls received, the number of missed calls, and the duration of each. This helps you identify patterns, such as peak calling times. You’ll be able to better optimize your staffing levels and ensure that you’re providing adequate customer support.

2. Call Attribution CallRail’s call attribution feature allows you to track which marketing channels are driving phone calls. By assigning unique tracking numbers to each marketing channel, you can accurately attribute calls to specific campaigns. This information helps you measure the effectiveness of your marketing efforts and allocate your resources accordingly.

3. Advanced Analytics From keyword-level tracking to call scoring and sentiment analysis, advanced analytics tools give you an in-depth view of your call performance. By leveraging these tools, you can uncover hidden insights and identify opportunities for improvement.

Optimize Your Call Rail Experience

1. Set Goals and Conversions Defining what constitutes a successful call, such as a lead or a sale, helps you measure conversion rate. You’ll have the information you need to identify areas for improvement.

2. Integrate With Existing Tools CallRail easily integrates with your existing marketing and CRM platforms. You’ll be able to consolidate your data, streamline your workflows, and gain a holistic view of your marketing performance.

3. Utilize Call Routing and Call Forwarding With CallRail you can distribute calls to the right team members or departments. Set up rules based on time of day, call volume, or caller location to ensure that calls are handled efficiently.

4. Regularly Review and Analyze Your Call Date Don’t just track your calls, analyze them. Use insights gained from your analysis to optimize your marketing campaigns, improve your customer interactions, and drive growth.


By leveraging the power of CallRail, you can maximize the benefits for your business and accelerate your growth. From optimizing your marketing campaigns to improving customer interactions and identifying upselling opportunities, CallRail empowers you to make data-driven decisions and drive tangible results.