CallRail offers phone call tracking, recording and analytics.
$50
per month
ServiceTitan
Score 5.6 out of 10
N/A
ServiceTitan is a cloud-based field
service management solution. The platform includes CRM, intelligent dispatch,
comprehensive reporting, marketing management tools, mobile connectivity for
field techs, and QuickBooks integration.
The platform's core product offers
advanced job booking, drag and drop dispatch board, communication with
technicians via integrated texting, email and calls, and advanced reporting.
The technician mobile solution allows for paperless invoicing, virtual…
This is great software for differentiating where phone traffic is coming from. Whether it's paid/organic search, you can see exactly where the calls are coming in from. I'd love to see them add text/SMS features in the future, but it does what it claims. I'd also like to see more CRM integrations, but not sure that other users share the same sentiment
ServiceTitan seems to be incredibly customizable depending on what is needed, and therefore I would recommend it in any case where customers and jobs are recorded and scheduled. It can be used in a variety of ways and has multiple functions, including revenue and inventory tracking. Whether a big or small company, I feel with proper training anyone could utilize ServiceTitan very effectively to improve both productivity and record-keeping.
Reporting - We love the breakdown for attribution and sources for calls. CallRail makes reports easy to understand and lets you share them with clients.
Call Tracking - This may be obvious, but you get so many options with CallRail in terms of your number pool, recording options, picking your numbers, etc. It gives you the metrics you care about and they haven't experienced any calls mis-forwarding.
Support - With other companies, I've had to wait for days and days to hear back. With CallRail, they normally get back to us on our tickets fairly quickly and they have a great knowledge base for common questions too!
Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.
Sometimes the automatic tagging can be wrong, in terms of whether it's a lead or not, or what the call was about.
It's not an all-encompassing platform, and would be so much better if it weren't so isolated to its core functionality - would like to see some more integrations.
Setting up the phone numbers can be difficult for some people.
We'd like to be able to text estimates (currently, email is the only function)
We'd like to have audit trails on Customer and Location records (currently only at the job level)
We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office.
The platform is easy to use and we really don't have any complaints with using it so far. The information is invaluable for clients that rely on phone calls to drive more business. Not much negative to say about it at this point. We're actually really happy with it so far and the cost is manageable.
I rarely run into any issues while using ServiceTitan other than the occasional scheduled maintenance. It is very intuitive and easy to learn, with many capabilities that can be suited to any job position in a business. The functions are consistent regardless of your department or use case, and can be easily customized to fit any and all of a company's needs.
Fortunately, we had a lot of experience with CallRail. That in itself is an indicator that it has just worked for us, and done what the product is supposed to. We've never once wondered if the data was tracking accurately. This is unfortunately less common these days it seems, but we're happy with CallRail as a whole in our organization
We have utilized Google call tracking within AdWords before, but considering it is a Google product, it can sometimes be biased. Having that third party vendor elevates that. Google Call tracking is only limited to running AdWords campaigns, so if we need to use a phone number in any other fashion within our business, it couldn't be used.
autotask has a sales team that can work with you to understand your specific business scenario. They have offered to scope an integration project with us. We are looking forward to making progress on a tailored solution with them
Historically, I used CallRail for hundreds of Clients and it allowed us to track more than 50% of conversions that came from a website for service style businesses. It's actually extremely eye opening to see how much comes in for phone calls for some types of services. With SaaS it's interesting to see how reliant on a human conversation people can be in order to make a decision about something so intangible.
