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and today we want to focus on call tracking call tracking is crucial because you need to know how many leads come in through the door from each source that you have because if you don't know what's coming in then you have no way to track it and you have no way to scale it in order for you to scale it you need to be able to know what is going on it's crucial a lot of people I think get stuck on the how of this there's also there's different ways to do it it's just about having a away one shipper form another to know how many calls are you getting where they're coming from and hopefully that'll give you that light and then tunnel so there's a couple ways let me just bring it up up front and then we'll get into it the first way which I think is the ideal way is call rail is a tool that does exactly that it's literally meant for call call tracking I'm not an expert in call rail Mike Smith is so he'll be doing a little demo and then there's also legal funnel CRM has a call tracking kind of feature if if fraud is here I'm going to ask him to show how that's done but those are kind of like the typical routs to take so Mike you can join us so let me share my screen screen so this is the sort of login screen this is the first thing you see and let's talk a little bit about what colell is it's it's really a couple of different things one it does call tracking and there's a couple of ways that you can do that the first thing the reason that I started using call rail many years ago is that it has something called Dynamic number insertion and the way that works is you have a pool of numbers and there's a little bit of JavaScript code you drop on your website and then every person that visits your website is randomly given one of those numbers and that tracks where they came from it gives you the UTM parameters which is a tracking code essentially for where that person came from so that's one thing that call rail does the second thing that call rail does is it allows you to set up numbers just like you've done in legal funnel so you could set up a number that you're going to use in in Google my business or Google business profile or a Facebook ad or a print what whatever you wanted to do you can set up a number to use and then when someone calls that number you get information that tells you that you know where they came from so this is sort of the home screen that we're looking at here and this shows you you know a lot of information this is just sort of a dashboard on the top that shows you you know how many inbound and outbound calls we got today you know what the source of those calls was Etc and then I can click into activity and I get a line by line listing of each call and then I can listen there's a recording of the call that I can listen to and it also uses AI to transcribe the call so and and you pay extra for that but I'll show you in a minute why that's a neat thing to have so this is this is how this is set up and then if we go and look at our settings here you can see that we have different numbers that are assigned to different things so we have a pool of seven numbers that we use for website traffic and then each of our different ad sources we have a a number that's assigned to that and so like this this one's called Medicaid trifold so we had a a trifold brochure years ago that we put a Medicaid that we put a phone number on and I think we we gave away all those brochures probably 10 years ago and we still get calls on that number occasionally you know we were running local service ads here's our local service number here's our gmbb number Google my business number so you can you can set up a number for anything and then the third thing that call rail does is it offers a viip service it's called lead Center you know it's the same thing as open phone or ring sensor or whatever that's what call rail does now the data that call rail sends is extremely useful and that's how that's that's where automation comes in and I'll show you some of the neat things you can do with it so what I do is I have a zapier setup a zap setup so every call that gets completed in call comes in to zapier and then I have a filter that filters out if it's the first call because I'm only interested in the first call so it filters if this is the first call and it is also looking for it to be an inbound call then it does a little bit of formatting and then we get down here and we have certain rules so if it's gmbb it goes to a certain campaign and lead lead connector is legal funnel local service ads goes to another one and then we've got our general ones that go to other campaigns in lead connector and when we when we send these into legal funnel lead connector is just what it is the sort of separate API that go high level built to connect leads into go high level which legal funnel is is part of go high level so what we're able to do I can drop them into a particular workflow in legal funnel and I'll show you the workflows in just a second I can pull in the the name information the phone number I've tagged that lead so we know what it is I can take the source this comes directly out of or it can come directly out of call rail this one I've hardcoded in there and then I've I've pulled in a summary of the call the recording and notes so it uses AI to create a summary for me and then in lead Center it has the capability for the inakerya what we want to accomplish so I'm like this one's for Google business profile leads and when they come in we have a condition whether the call is answered or not if the call was answered then it sends it down one track if it wasn't answered then it sends an SMS automated message back to the caller saying hey sorry we couldn't get your call we'll call you back as soon as possible a slack notification goes out to my staff and a task is added in for followup on that you know same thing with with the other calls that come in so basically every inbound call that is a first caller first time caller gets added as a lead in here and then we're we're addressing that that lead depending on whether we were able to answer the call or not if we didn't answer the call then it then we're you know we're instructing the staff calling back we did answer the call then there's just a hey we need you to update the information in in legal funnel if if it's not already in there and then the reporting I wanted to show you the reporting in call rail as well you can get more in depth reporting so when you go into the reports it it will tell you all kinds of different things depend you know you can look at calls by sentiment so you can they use AI to measure the sentiment you can see you know if they're negative calls like hey I need to check on that and see what happened on that call you can review your different agents and see how many calls they're taking inbound and outbound and you can listening on those calls you can look at calls by a tag you can look at day and time so I mean you can get a lot of information on what's going going on with your with your phone system through through call Rail and then up here you've got like lead attribution you got call attribution so just a lot of different reports that that give you really great insight into you know what's going on with your phone system how the calls are being answered like we we determined that you know we weren't answering calls fast enough until we worked with our with our team on on how to improve that so this is what what call rail do for you Sam that that's all I got unless you anybody else does just want to give a heads up this this is you know as advanced as it gets when it comes to this stuff and especially how far Mike took it with the pths and that separation all that stuff so at the very least I would say if anybody's interested in this again sign up for call account and then have our team help you with the setting up these things for you simple to start I'm sure marike didn't go straight from creating this it took some time to put this together so Sam yeah very briefly are you guys using this in conjunction with like open phone or it's like is this like like something different than you replace open phone with this this is a different so you can use it in conjunction with open phone call rail also offers its own viip service which is a competitor to open phone so that is this lead center right here is the competitor to open phone if you will although you can use call rail just for pure call tracking if you just want the data on where your calls are coming from and you want to be able to assign numbers different marketing channels so you can use it just for the call tracking or you can also use the the lead Center viip service it probably would I mean it sounds like now you're using different system so it's always better for at least for me to use one system for multiple than than to kind of overlap and now if one thing goes wrong you have to deal with two different companies you know type of thing I agree that's why I use lead Center because I was already using I was and I've tried a bunch of different viip services not open phone but other ones and I found it just like it was too much trouble to keep track and so when they came out with lead Center I jumped on board with that Adam asked the question about if we have to make disclosures the call is recorded I don't I'm in Georgia and only one party on the phone has to has to one party can consent to it being recorded so I can consent to it being recorded I don't have to ask for permission to record it and I feel totally comfortable with doing that and Jason yeah you can add a whisper message so you can have it tell the person who's answering the call where the call came from this is you know this is a Facebook lead this is whatever and it just kind of Whispers In Your Ear as you pick up the phone and and lets you know I've been using call rail all wrong we have it for my I have it inherited from some different marketing agencies so I have a ton of my marketing numbers through it then I have a ton of lawyer numbers I've gotten from retired lawyers and our main numbers so we have them in two separate kind of systems so I I need I'm going to start using some of the apps I might reach out to because I'm going look through it try to keep organized because I know my Google my business has different phone numbers and there's a couple different numbers on our website I just don't really look at any of that I before MLA I had somebody an account rep that would looked at that stuff and just you know analizing the back end but now that I'm taking more of a proactive approach I need to figure out what I'm going to do with it because it's you know I'm paying for it I think I have the transcription as well I just yeah transcriptions right into your leads in legal funnel or in your case management system system like I have another zap that runs for my case management system and so when when a call comes in it looks in my case management system to see if that phone number's in there and if it is then it puts the transcription into the case management system a summary of the call that way I don't have to count on my people to do that so it's it's pretty nice like for the sake of for my two cents am I on yeah yeah Jason so I I was the same I have the call rail set up I have open phone but I answering service and then just this past two weeks some of my people caught that my answering service had missed like approximately like it was just under 10 calls since August and we couldn't figure out what happened and the answering service couldn't figure out what's happening so we went to the call Rail and and sort of did some forensic stuff and we think it there were Hang-Ups I don't I don't know if I trust my answering service about that but but but anyway it's a way it's another like that's the first time I really sort of jumped into the car rail I mean forensically and used it so it's a good tool to have but but I agree with Mike that the recording part is really good too because another aspect that came up in the last two weeks in in your for those that use the Google LSA Google LSA loves for you to put some feedback in there and when when they record their the listing of the calls and you put in there like something right and and and Google likes that interaction with it and then you you'll rise up in the Google L this is how it was explained to me I'm not pretending right really Mike Smith would know exactly better how it works but anyway so your Google LSA results will increase if you're using that sort of feedback and call rail has a lot of that AI generated feedback so it's really easy to like like put that feedback into the LSA screen and so I'm having my people do that too so we can sort of generate those better LSA results to um Mike for the people that want to keep it super simple can they just use open phone yeah I mean they can I don't I'm not familiar with what I can get what data I could get out of open phone with call rail like if you if you look at this you can see scroll down here I don't know if that demonstrates it as well hold on one sec so what I'm always concerned with is like what information can I get out of the back end of of the system and it depends on what their API what they've exposed from their API and so like with call rail I gota wait okay when you go into the action you can you can see what call rail what information it feeds you so this is all the information that I can pull out of call rail this list that's scroll I can't make it more I can't make it easier to see on here but this gives me you know UTM parameters if I if I've got them where the customer was located recording you know what what the referring URL is if there is one you know whether it was answered the transcription how long the call lasted I mean all of that information is in the back end of this and I can do whatever I whatever I want to with that information so like I use that information in this case to build leads in legal funnel I don't know if open phone has as much data on the back end that's exposed that way it is pretty good it is pretty good if you're an open phone just look into the reporting first start with that if that doesn't fulfill needs then I'll like anything else I want F to also show Leal fun CRM questions about how does it into Leal F CRM but any no I I do I do I'm interested in the legal funnel phone system that uh I played around with a little bit in go high level before legal funnel was set up and it it doesn't seem to be quite as robust as call at this point but I'm going to keep my eye on that to see if how that de velops I can just add just to clarify for everybody else you can actually your numbers get forwarded back to your whatever phone system you have as well so it's not like it's a one of the other they can kind of be used in conjunction right Mike that's right yeah so that leads to my question which is if folks are highly developed in open phone like we are and they want to add the benefit of call tracking uh basically those call tracking numbers are simply redirected to one or multiple of your you know answers right an hour max yeah that that's exactly what we do yeah yeah and so and so I guess my question to Mike is or or Sam if you guys have looked I'm I just shared the call rail pricing page thus if you kept open phone at a relatively cheap price per user rate per month for all the features and the team sharing and you all the reasons that Sam has convinced us of what would be the appropriate add-on from call rail is that simply the the basic call tracking at $40 per month which comes with like five tracking numbers or yeah it's the basic call tracking then you can add I I think there's the ability to add more numbers if you want to like you can pay an extra batch of numbers if you want to so yeah that if anybody if you scroll down on that anybody Scrolls down there's a you know a standard feature Matrix and it says that adding another number would be $3 each per number but my I guess my next question is Mike which of these plans includes the the you know TurnKey you know phone system that you use of the four plans I'm looking at that's the lead Center and I don't know I'm not looking at the same thing are so I don't know exactly how they the yeah if you look at the link if you can click the link in the chat yeah there either way yeah second one yeah they don't share the pr so the call tracking plus lead center is right here and they're not sharing the pricing in there I don't know why exactly but this is what I have is the call tracking complete plus lead Center so that 130 per month plus whatever they're charging for lead Center and you you don't know what that is yeah I don't I don't I don't remember it's it's it's around I feel like I'm paying around 250 somewhere in that neighborhood for the whole kick and Kaboodle but but you're also paying per minute outbounds for text and calls right that's right well no there's a certain number of minutes included and then after that you're paying got it let's simplify I think that there's some questions like I have this tool do I need it let's simplify what's even the point of this again the first one is to know how many calls you're getting from each Source how many calls you're getting from each source is the first purpose second is call record for quality control the first ask does whatever I have ring central go to connector any of those have those two things can I tell how many calls I got from each Source if it doesn't then yes that's that's when one of these Solutions the call rail or the legal funnel CRM whatever is going to fulfill that void and second is call recording for the sake of knowing what's going on with these calls A lot of times and you spend money but you're not sending clients a lot of times it's because the calls are not being handled correctly just yesterday we were talking to our director as 4050 integers under him you told him go into the weeds listen to the calls and cre a great quality controlled score and everybody should get a score and was that report so yeah but let's have you share with us yeah we started listening in to our intake calls more frequently recently and discovered that it was not going really well on the intake calls and so we're now working through training our team but I mean that's incredibly useful information I mean if you don't if you're not recording your calls you have no idea there's no way you so it's it's really useful to have that information thank you Mike and then yes's presenting we'll give our input but let's have aod when you go to settings and then to phone numbers you should be able to see all of your phone numbers over here and then pardon me but I still haven't done my ATP I hope all of you have so over here when you when you're buying a new phone number you also have the ability to get a new number which is essentially used to track income and calls if you click on that you should be able to select a marketing campaign and then all visitors and then you can you can just write whatever name you want over here so I I want to track all the calls from my website so I'm just going to website graffic or however you want to do this and then just type in the number where you want to forward these calls to so this can be your business number office number cell number however you prefer it and then the swapping number is essentially the number that is on top of your website if you want to swap it with the new number then you can just untick it and you can change that number over here but if your business phone number is on the website and you want to forward these calls on sale then you'll be using this otherwise if you want to use the same number to forward the call to then it's not needed and then just click on here and choose numbers it'll prompt you to select a few numbers select them and I've already done that so I'm going to show you that right here and then you can just quickly go to number configuration if you do that you should be able to see the simple script that they have generated for you just simply copy it and then take it to your website so I'm on a website over here you just need to create a custom HTML JavaScript code it won't be displayed on on the front end so you don't need to worry about it you can put it wherever you want just bring it it on if you click here you should be able to see this one right here you can just drag it and drop it wherever and then open code editor put it in here once you have the code in there you can simply publish your page by saving it and then now if someone calls on this number from my website then I should be able to go to my legal funnel in the reporting section in the call reporting and I should be able to get all the statistics over here and it even tells me if this number was a first time caller if there were not a first time caller I would be able to see that it was a repeat caller and then you can enable call recording for it and then in the conversation section it will show you the entire call recording you'll be able to listen with just to emphasize a little further on Mike's Point over here you need to listen to how your calls are going and so essentially it solves that problem as well you can also get different number pools for different sources and then that way you can you can identify where this call is coming from very good I told straight to the point and it did make it straight to the point but just to summarize legal f is not used as the phone service it's just used as the phone tracking service as ifon showed you if you can click on that where it was to get the phone number again yes I'm just right here on the left you go to settings and phone numbers add a number that pop up again add a number P what's the difference between phone number and number so a phone number is just a phone number that someone can call you but a number pool is essentially a number that is tracking all the calls and recording on top of it so it is a different number that you're buying it will be set up on the back of it not to be too technical over here but that's not the number that'll be displayed on the front it's just the number that the call is routed through to track the call also we have added a new functionality in here as well so now you should be able to forward these you should be able to pick up these calls inside legal funel which was not possible before and just over the internet you should be able to get a new call right inside legal funnel website also if you have the mobile app you should be able to get it on the phone as well so in that case what you can do is you can you can you can forward this call to three or four different intak and then whoever wants they can pick it up first so if everyone has the legal phone app on their phone everyone's phone will ring all at once on M is asking when is that available is that already available uh that is already available you just need to go to Labs over here and then you need to enable it from here so all of the beta features they go to Labs first and then after a few days inside Labs we were collecting feedback in during that time then we enable them for every so you can go over here and it should be somewhere here if it's not already pushed out yeah you can just enable that phone number from new phone number feature from here and then it should work for you better wanted us to clarify yeah this is just the second mean of all TR either power Royal as demoed by mik or funnel DRM seeing somebody do sort of like a neutral unbiased like you know feature comparison not not deep but I mean if we already have you know the capabilities in legal funnel do they provide similar or you know sort of essential tracking data maybe perhaps what's missing if we did it through legal funnel versus callrail sentiment and other AI things I mean does somebody want to speak to that the difference between legal funnel CRM and callrail well not the CRM but the the the phone tracking call tracking features that are built in I would assume they're 99% the same again because the whole point of it is as long as you can tell what how many calls came from each specific Source both of them do not check second listen to calls Che both think it Mike is probably going to say a couple more advanced teachers go ahead Mike you're reporting I mean I'm I'm not I'm not necessarily I mean call rail was what was available I mean there was nothing else in the marketplace so that's why I adopted call rail when I did like 10 years ago now they've got me on some of their marketing stuff I think but I mean I'm not I don't I'm not a shell for the company or anything I think it's great but if if legal I mean legal funnel wasn't around so this is all new so I don't I can't do a comparison at the moment because I don't have enough time you know using legal funnel to be able to say like hey this no need for uh no need to use call rail anymore you know and I mean it's like Sam said I mean he he's using open phone but as soon as legal funnel has incoming calls and we know that's working well he's probably going to switch off of that I mean I I'm I'm completely platform agnostic I'm always just looking yeah