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Best automated CallRail reports for marketing teams

Build automated marketing reports for your analytics teams and clients using CallRail data.

Automate CallRail reports and dashboards
Connect CallRail data and create automated reports and dashboards
Automated marketing reports
Business features include
 
Automated CallRail reporting
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights
 
Automated marketing reports

Automate CallRail reports and dashboards

Connect CallRail data and create automated reports and dashboards

Multi-channel templates for CallRail

We created over 300 professional reports for you to use. Modify CallRail data reports or create new reports from scratch.
Automated marketing reports
 
Seo client reporting templates for agencies

Build CallRail reports quickly — Use our templates

No need to study all CallRail metrics or build reports from scratch. We have created over 350 templates for your dashboards and reports for you to choose from.
You can also create custom CallRail reports or modify any of the existing templates.
Seo client reporting templates for agencies
 
Octoboard business cloud data dashboards for churn reduction

Showcase your CallRail data

Show how hard you work for your clients. Create CallRail graphs and metrics that demonstrate positive historical changes and results.
Compare historical CallRail KPI changes and prove ROI to any business with regular and automated reporting.
Octoboard business cloud data dashboards for churn reduction
 
White label client portal

Enable white label client portal

Create and host white label client portal on your website using CallRail data. Use our library of templates, place your logo and send automated reports in seconds.

Share data view links

Create public and private CallRail dashboards and reports. Embed data views into any page of your website. Setup is very easy and does not require IT support.
White label client portal
 
Automated cloud data insights

Use OpenAI and ChatGPT to indentify CallRail data trends

Octoboard will constantly monitor CallRail data changes for you. We use ChatGPT and OpenAI to identify CallRail trends and send regular updates.

Connect once and enable our AI engine

We employ our own machine learning algorithms to automatically discover CallRail trends that you may miss. Connect to your CallRail data and receive insights in your Email box.
Automated cloud data insights

CALLRAIL REPORTING

Call analytics metrics from CallRail - call statuses, mediums, leads.

Octoboard data dashboard: Callrail application dashboard

CallRail provides call analytics to more than 50,000 companies and marketing agencies in North America. CallRail’s software helps data-driven marketers optimize the performance of their advertising campaigns, increase sales effectiveness, and improve customer retention.

Marketing agencies use CallRail to create client reports.

Business combine CallRail metrics with Marketing and Web analytics data.

Notes
To connect to CallRail to Main Menu > Profile. Select "API Keys" menu item and click "Create API V3 Key". Copy and paste generated key into Octoboard.
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Last reviewed:
20-Sept-23
Dashboards:
Reports:
Client portals:
White label:
Data refresh:
OpenAI Data insights:
Office TV output:
Multi-client:

CallRail metrics

CALLS

Incoming calls breakdown by answer
Description
Calls broken down by outcome - Missed - Answered - Voicemail.
USE THIS METRIC

CALLS OVER TIME

Incoming calls tracked over time
Description
Total calls vs answered and missed calls in line graph series over time.
USE THIS METRIC

TOTAL CALLS

Total number of incoming calls
Description
Total calls over time
USE THIS METRIC

FIRST CALLS

Total number of "first calls" (incoming)
Description
"First calls" tracked over time.
USE THIS METRIC

CALLS ANSWERED

Total number of answered incoming calls
Description
Answered calls tracked over time.
USE THIS METRIC

CALLS MISSED

Total number of missed incoming calls
Description
Missed calls tracked over time.
USE THIS METRIC

CALLS VOICE-MAIL

Total number of calls on voicemail.
Description
Calls on voice mail tracked over time.
USE THIS METRIC

AVG DURATION

Average call duration in seconds
Description
Average daily call duration tracked over time.
USE THIS METRIC

CALL CITIES

Ranked incoming call cities
Description
Call cities ranked by number of calls.
USE THIS METRIC

CALL SOURCES

Ranked incoming call sources
Description
Call sources ranked by call numbers.
USE THIS METRIC

CALL MEDIUMS

Ranked incoming call mediums
Description
Call mediums ranked by call numbers.
USE THIS METRIC

LEAD STATUS

Incoming call lead statuses
Description
Call lead statuses ranked by call numbers.
USE THIS METRIC

LATEST CALLS

List of latest calls.
Description
List of latest calls with links to call recording.
USE THIS METRIC

LATEST FORM SUBMISSIONS

List of forms submitted by visitors.
USE THIS METRIC
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