We set up your phone system and call tracking, route calls to the right queue, and log every call on the CRM record with its source and recording. Missed calls send an alert so someone calls back, and your managers get dashboards for the whole team.
900+ integrations completed · We sign BAAs
How a call moves through it
The tracking number records the source, and routing sends it to the right queue
The call, its source and the recording land on the lead in your CRM
A missed call sends an alert, so your team can call back
A call center runs on two systems: the phones and the CRM. When they are set up apart, reps take notes by hand, missed calls go unseen, and nobody can tell which ads made the phone ring.
We set them up together. Each call lands on the lead in your CRM, whether that is Salesforce, Zoho CRM or another CRM whose API allows it, with its tracking source, recording and outcome. Reps see the history before they pick up, and managers see the whole team in one dashboard.
What's included
Users added, call queues created with a number for each, caller ID set, and recording turned on with an announcement.
Tracking numbers set up in CallTrackingMetrics or CallRail, and existing numbers ported over from your old provider.
Calls routed to the right queue or person, a voice menu carried over from your old system, and separate routing for after-hours calls.
Inbound and outbound calls and texts logged as activities on the CRM record, with the campaign number they came in on. CallRail and CallTrackingMetrics both have native Salesforce integrations, and we set them up and extend them.
Recordings played from the record. In Salesforce, calls are logged to a custom activity object that holds long text, which standard tasks and events cannot, so the AI call summary and the full transcription land on the record.
The lead opens when a rep answers, where your CRM and phone system support it, such as the telephony widget we set up in Zoho CRM.
Missed calls, missed chats and form fills sent as email or Slack alerts, plus a missed calls report so callbacks are not lost.
A call center dashboard, a live view of calls in queue, and reports on queues, lead status and dispositions.
Written steps for your reps and managers, so new hires learn the same process.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
One row per caller, not one per missed call. Ring time shows how long the call rang before it was missed. Open in CTM jumps straight to the call record. (client dashboard, names replaced)
Answered, missed, and outbound for every location. Long red bars stand out at a glance. Sorted by total calls. (client dashboard, names replaced)
One switch filters every report to your open hours. Weekend and after-hours calls stop counting against the team. Busiest day and busiest hour recalculated for open hours. (client dashboard, names replaced)
All 24 hours, every day of the week. Overnight gaps show at a glance.
Calls logged in Salesforce, Zoho CRM or another CRM whose API allows it
Native Salesforce integration set up and extended, with recordings and AI summaries on the record
Native Salesforce integration set up and extended, so calls land as leads with their source
RingCentral queues, numbers and caller ID set up, and Nextiva calls logged in the CRM
Text conversations saved to the same record as the calls
Form leads and calls tracked side by side
Calls from your ads tracked and counted as conversions
Calls sent to GA4 as events, with no personal details
The calls that became customers sent back to the ad platforms
Missed calls, queues and rep activity on one screen
Outbound calls that show your name instead of "Spam Likely"
Book a free call. We look at your phone system, your CRM and how calls are handled today, and give you honest advice on what to change. No obligation.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your phones, your call tracking, your CRM and how your team handles calls today.
Priced by project, not by the hour. You approve before we start.
Numbers, queues, routing and the CRM connection set up, then tested with real calls.
Your team moved over, with SOPs and training for reps and managers.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
We have set up CallTrackingMetrics, CallRail and RingCentral, and logged calls from Nextiva into Salesforce. Tell us what you use on the free call.
Salesforce and Zoho CRM, and other CRMs whose API allows it. Calls, texts and recordings are logged on the lead or contact record.
Yes. We port your existing numbers over, so callers keep dialing the same numbers.
They send an alert by email or Slack, and show up on a missed calls report, so your team can call back.
Yes. We can put a live view of calls in queue on your CRM dashboard.
By project, not by the hour. The first call is free, and you get a project quote after it.
