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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 TaxPilot 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
See in detail which forms of marketing are giving you the best ROI
Purchase Toll-Free and Local Numbers
Use TaxPilot ‘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 call.
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
Look and see which marketing methods are working the best. The tax season is very short, so you need to know which method is working the best as soon as possible.