We build CallRail dashboards that read CallRail calls through its API and put them next to your CRM data. Managers see which channels drive the phones, which calls were missed, who still needs a call back, and how calls turn into customers.
900+ integrations completed · Salesforce partner · We sign BAAs
How the CallRail dashboard is fed
Calls with their source, tracked number, agent and outcome from the CallRail API
Leads, callbacks and outcomes from Salesforce, Zoho CRM or the CRM you use
Source, missed calls, callbacks and agents, refreshed every five minutes
CallRail knows where each call came from. The CRM knows what the caller became. A CallRail dashboard joins the two, so marketing and the call center read the same numbers.
CallRail has a native Salesforce integration, which we set up and extend, so calls land on a custom activity object with their source. For Zoho CRM, we connect CallRail as well.
The dashboard is built with our sister company TrussCharts (trusscharts.com), outside CallRail and the CRM. It refreshes every five minutes, missed-call alerts are near instant, and call data is stored for long-range trends.
What's included
Calls by channel and tracked number, paired with CRM outcomes.
Calls in, answered and missed, with the miss rate.
Missed calls matched to the CRM and broken out by new, repeat and qualified callers.
Missed calls routed to people or groups per location or rep, with near-instant alerts.
Voicemails with the phone system's AI summary, to email, Teams or the dashboard.
Per-agent KPIs and each location side by side.
Calls and missed calls by hour and day, for staffing.
Call data stored, so month over month and longer comparisons work.
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 who has not been called back. Ring time and status on every row. Open in CallRail jumps to the call. (illustrative data)
Missed inbound calls only. Darker red means more missed calls. Totals for every day and every hour. (client dashboard, names replaced)
Native Salesforce integration set up and extended
CallRail calls in Zoho CRM
Calls as GA4 events
Call source carried to the CRM
The full call center dashboard
Our sister company's CallRail dashboard
Book a free call. We look at your CallRail account and CRM, and sketch the dashboard marketing and the call center would share.
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How it works
We look at your phone system, your CRM and the questions your managers ask every day.
Priced by project, not by the hour. You approve before we start.
Calls pulled from the phone system API, matched to CRM records, and stored so long-range trends work.
The dashboard built with TrussCharts, checked against the phone system, then handed over with training.
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.
Yes. CallRail has a native Salesforce integration, which we set up and extend, and we connect CallRail to Zoho CRM as well.
The live calls-in-queue widget and agent states are CallTrackingMetrics features. A CallRail dashboard covers calls, source, missed calls, callbacks and agents' call numbers.
Yes. Call data is stored outside CallRail, so long-range trends work.
The whole dashboard refreshes every five minutes, and there is a refresh button. Missed-call alerts and the CallTrackingMetrics live calls-in-queue widget are near instant.
Yes. We sign BAAs for healthcare work.
By project, not by the hour. The first call is free, and you get a project quote after it.
