Marketing Lite Features and Pricing

An attribution focused plan to fill gaps in data so you can optimize campaigns with confidence.

Jump right into more informed marketing campaigns

Track and attribute all online and offline leads, across multiple platforms

Our Marketing Lite plan is designed with all the essentials you’ll need to discover which ads campaigns, keywords, and pages drive the most leads and highest-value conversions. Enjoy a base plan with premium features like call recording, routing, and scoring so you can optimize the best-performing campaigns, confidently prove ROI, and set up both your sales and marketing teams for success.

$65/Per Month

Billed Yearly + additional usage fees

  • Unlimited users
  • Attribute calls and texts to their source
  • Standard call recording, forwarding, and IVR routing
  • Manage inbound and outbound text campaigns
  • Integrations with Google and Microsoft
  • Access to knowledge base, training center, and ticket hub

Marketing Lite

Select Plan
Additional documentation may be required to obtain phone numbers outside of the U.S.


Monthly Fee
(billed monthly)
Monthly Fee w/ Annual Pre-Pay Option
(billed yearly)
Local Numbers
Local Minutes (call forwarding)
Local Minutes (CTM Softphone)
Toll-Free Numbers
Toll-Free Minutes (call forwarding)
Toll-Free Minutes (CTM Softphone)
Outbound Calls
Text Messages (SMS) – Inbound
Text Messages (SMS) – Outbound
Text Messages (MMS) – Inbound
Text Messages (MMS) – Outbound

Included Value

Tracking sources
A way to bucket your phone numbers for at-a-glance attribution in real-time feeds and reports.
Build workflows to automate everything from sending a follow up text after a form submission to sending a conversion to Google Ads.
Form Submissions

Tracking & Attribution

Dynamic Number Insertion swaps website phone numbers based on how the user arrived for accurate attribution of calls.
Multi-touch attribution
Offline tracking
Online tracking
Text tracking
Call whispers
These short announcements give the call receiver information before the call connects
Custom Fields
Form tracking
Dynamically show a local number on your website that corresponds to your visitor’s location

Conversation Intelligence

Call recording
Conversion marking
Tag activities that result in conversions for more data, better analysis, and to send to ad platforms.
Attach text labels to activities for segmented reporting and personalized automation.
Measure the quality of your conversations from 1 to 5 stars, including dollar values and text labels.
Keyword spotting
Automatically identify pre-defined words or phrases to trigger automated actions.

Lead Management

Send & receive text messages
Basic routing
Call forwarding
IVR menus
Geographic Routing
Advanced options to route conversations based on the caller’s location.
Smart Router
Automatically direct incoming calls to the right place based on a customized if/then flow.
Bulk text messages
Call Queues
Call transfers
Scheduled text messages
Skill and weight-based routing
Advanced routing options you can customize including agent priority and skills.

Sales Performance

Call scripts
Conference calls
Contact lists
Live coaching
Post-call surveys
Role-based settings
Group your users into relevant categories to customize what they can, and cannot, see to maximize productivity.
Smart Dialer
Expedite outbound calling by automatically calling and connecting with a list of pre-loaded phone numbers.
Our in-app phone that powers calls, texts, and more connected to the full intelligence contained in CallTrackingMetrics.


Activity Reporting
Built-in, filterable reporting to view things like volume of calls by source.
Real-time activity stream
A real-time feed of every communication being tracked within CallTrackingMetrics including attribution and contact details.
ROI reporting
Agency roll up reports
Custom field report
Live team performance

Developer Tools

API Access
Lambda Functions


Free number porting
Knowledge base
Live and recorded training
Ticket portal
Standard onboarding
1 hour
Extended onboarding
Live phone support
Live chat support
Premier Help Desk

Security & Compliance

Two-factor authentication
Automatic redaction
CCPA compliance
GDPR compliance
HIPAA compliance
PCI compliance
PIPEDA compliance


Version history
7 days
Restore deleted objects
4 days
Mobile app
Client signup pages
Client price mark ups
SAML (Identity Provider)
User access levels & controls (Team Settings)


Google Ads
Google Analytics
Looker Studio
Microsoft Advertising
Contact Form 7
Google Ads Lead Forms
Google Marketing Platform
Gravity Forms
Skai (formerly Kenshoo)
Snapchat Ads
Dialogflow CX
Facebook Messenger
Magento (Adobe e-Commerce)
Microsoft Dynamics 365
Salesforce Desk
Zoho CRM


Dual Channel Recordings
Encrypted Call Recordings
Enhanced Caller ID
Live Transcriptions
Monthly Live Translation Addon
Number Detection (for transcriptions)
PCI Detection (for transcriptions)
Redaction (for transcriptions)
SSN Detection (for transcriptions)
Spam Detective
Transcriptions (enhanced)
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Analytics and Reporting

Real-time and custom reporting to dive deeper into the attribution and conversation analytics coming from your marketing efforts. Get firsthand insights from your customer interactions to optimize campaigns, and get more from your advertising without increasing spend.

Accurate Attribution

Our tracking numbers and dynamic number insertion (DNI) technology unlock the online actions driving offline leads and conversions. Discover what keywords your customers are searching for, what channels they find you on, and which ones deliver the highest-value.

Core Integrations

Native integrations with key tools like Google Analytics, Google Ads, and Bing make it easy to sync your data. Marketing Lite integrations include preset options so you can focus on getting started with call tracking and not on the details.

Why Choose our Marketing Lite Plan? 

Our Marketing Lite plan comes loaded with robust attribution and conversation intelligence features, text tracking, and unlimited users you’d expect from a competitor’s more advanced plan. It’s the perfect plan for marketers looking to get started with call tracking and enjoy digging through data for insights. It’s also great for:

  • Small businesses looking to scale
  • Tracking results of one-off campaigns
  • Recording calls for sales team coaching
  • Measuring SEO success

Need more flexibility to strategize and customize your approach?

Check out our Marketing Pro plan to unlock even more value and options

Supercharge everything you love about the Marketing Lite plan with customizable triggers to automate your lead scoring, tagging, and conversion rules. Plus, the Marketing Pro plan comes with premium marketing integrations, form tracking, and a sub-account structure to align your strategy around multiple clients, teams, or locations.

Not sold yet on the Marketing Lite plan?

 Let’s get your questions answered and give you an inside look at the features with a live product demo.