Call Tracking

Track Every Call, Enhance Every Interaction.

Now you have complete control over your entire marketing department!

Create and assign phone numbers to various marketing mediums to determine the most efficient method. Route calls to the necessary stores to aid the flow of traffic. Monitor the quality of your incoming phone calls, to ensure customer satisfaction stays high. All of these wonderful tools are included in TaxEdge Software’s CRM; control is at your fingertips!

Robust Reporting
Phone Routing
Track Each Call
Listen-in to all calls

You're in Control

Dictate which word coding you’d like for your phone numbers (ex. 901-XXX-4Tax or 1-800-Advance) Once your phone number is selected, simply access your Call Log, to visualize the performance of your marketing campaigns!

Marketing Report

Advertise your promotions and offers by sending customers flyers and coupons. Having a slow day? Drive more business to your store by letting your customers know about your automated-referrals program or other products you offer. They won’t know, what they don’t know

Purchase Toll-Free and Local Numbers

Use TaxEdge‘s CRM to track all of your calls! Knowing exactly how your marketing efforts are performing are essential to keeping marketing costs as low as possible

Route Calls In Real Time

Choose where you would like incoming phone calls to be forwarded, when one of your marketing phone numbers are dialed. You can enter a specific number, or select an office you’d prefer to receive the cal

Tap In To Every Call

Once a phone call is completed, you are able to listen in on what your employees and customer conversations. Make sure the quality of your phone calls are top-tier.

Track Marketing Expenses

Measure phone call conversions from your search, digital, and offline marketing campaigns including PPC keywords.

Automated Call Functions

Use our Multi-Touch CPL report to tie inbound call, text, and form data to ad spend data from Bing Ads, Facebook Ads, and Google Ads.

Set GEO Routing

Organize phone calls by zip codes so that when incoming calls come, they are directed to the appropriate office close to the client.

Extensive Reporting

This web-based application serves as the virtual hub for all of your operations. Deploy mass text message campaigns, create mobile return links, execute automated-referrals programs, manage sub-offices, gain insight to payout balances and pending deposits. Everything you need to know, in one convenient online application.