Show clients the calls their marketing generates
Connect phone enquiries with campaign context, review lead quality and build clearer client reporting without treating a tracked call as a guaranteed sale.
Useful evidence for client conversations
Use the configured products and data connections that fit each client's requirements.
Campaign attribution
Connect eligible calls with covered sources and campaign fields to see which marketing activity prompted phone enquiries.
Lead quality context
Where Caller Insights is enabled, review call summaries, transcripts or configured evaluation outputs alongside the source data.
Client reporting
Use available reports and supported integrations to share call activity and outcomes; reporting fields and delivery depend on the setup.
Optional lead follow-up
ACE can support agreed follow-up workflows where the required channels, client permissions and integrations are available.
Illustrative workflow: from campaign to client report
A visitor sees a client's campaign, calls a tracking number and is routed to the business. Where tracking is correctly configured, the call can appear with source or campaign context. A team member can review the call outcome and, if Caller Insights is enabled, use available analysis outputs to assess lead quality. An optional ACE workflow may help manage follow-up. Neither a call nor an attribution record is by itself proof of a sale.
See Call Tracking, Caller Insights, ACE and documented integrations.
Make the reporting match the engagement
Each client may have different ad platforms, CRM fields, privacy requirements and reporting expectations. Confirm the source data, call coverage, permissions and integration route before promising a particular report or automation.
- Agree the tracked channels and attribution fields
- Confirm which call outcomes the client wants to review
- Separate standard connectors from custom reporting or integration work
- Document who owns follow-up and client access
