CallSource vs Financial Statement Analysis

Starting Price

Not provided by vendor

$155.00/year/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.

This tool can be used by auditors, financial managers, other experts that need to generate report on financial effectiveness and position of the company.

Rating


4.4 / 5
(189)
Read All Reviews

4 / 5
(1)

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."


4 / 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."


4 / 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."


3 / 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
  • close Consolidation / Roll-Up
  • close Dashboard
  • close Key Performance Indicators
  • check Predictive Analytics
  • close Qualitative Analysis
  • check Quantitative Analysis
  • close Scorecarding
  • close Strategic Planning

Screenshots

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Capterra screenshot placeholder

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
  • close Live Online
  • close Webinars
  • close Documentation

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CallSource vs Financial Statement Analysis

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