CallSource vs StratPlan

Starting Price

Not provided by vendor

$69.00/month/user

Best For

Small to enterprise level businesses in the Automotive, Home Services, Hearing, Dental, and other Healthcare industries, as well as any appointment-based businesses that rely on marketing.

Web-based solution designed for small business owners, managers, and CEOs to keep staff on the same page with task management tools.

Rating


4.4 / 5
(189)
Read All Reviews

5 / 5
(2)

Ideal number of Users

1 - 99

1 - 1000+

Ease of Use


4.3 / 5


  • "I like the ease of use, the reporting is very diverse and we can really dig through the details. Love the recordings and the value that offers."

  • "Ease of use, aid in monitoring effectiveness of advertising campaigns and help in educating how calls should be handled."


5 / 5


Customer Support


4.5 / 5


  • "I really like the customer representative...she is very nice and a wonderful coach."

  • "The support staff is great. Easy to read the reports."


5 / 5


Features & Functionality


4.2 / 5


  • "This software is great for training purposes and tracking for marketing purposes. New dashboard is easy to navigate."

  • "Overall from the coaching they offer, amazing technical supper, optional add on's that enhance the user interface I have to give them a 10/10."


5 / 5


Value for Money


4.2 / 5


  • "With callsource we can monitor incoming traffic from different advertising source, which helps us to know how to manage our advertising budget."

  • "Pricing is fair, missed call notifications worked well, and it was easy to view enterprise reports."


5 / 5


Product Features

  • close Ad hoc Analysis
  • check Ad Hoc Reports
  • close Budgeting & Forecasting
  • close Consolidation / Roll-Up
  • check Dashboard
  • check Key Performance Indicators
  • close Predictive Analytics
  • close Qualitative Analysis
  • close Quantitative Analysis
  • check Scorecarding
  • close Strategic Planning
  • close Ad hoc Analysis
  • close Ad Hoc Reports
  • close Budgeting & Forecasting
  • check Consolidation / Roll-Up
  • check Dashboard
  • check Key Performance Indicators
  • close Predictive Analytics
  • check Qualitative Analysis
  • check Quantitative Analysis
  • check Scorecarding
  • check Strategic Planning

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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CallSource vs StratPlan

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