Marketing Pro Features and Pricing

A strategy-forward plan with advanced features and automation to drive the leads that matter most to you.

Elevate Your Full-Funnel Marketing Strategies

A flexible solution to customize your approach to attribution, conversion, and analytics

Our Marketing Pro plan builds on our core call tracking functionality to add form tracking and a breadth of features to put you in full control. Unlock our premium marketing integrations to seamlessly sync conversation analytics across your tech stack and layer on custom fields, API access, and triggers to build and automate your ideal solution. Our Marketing Pro plan gives you the tools to discover what’s driving real value for your business, and then automate it to fuel your growth.

$149/Per Month

Billed Yearly + Additional Usage Fees

  • Agency-friendly structure with included sub-accounts
  • Form tracking for 5,000 submissions included
  • Integrations including Google Ads, GA4, and HubSpot
  • Automate conversation analytics, lead scoring, and tagging
  • AI lead qualification powered by ChatGPT
  • Enhanced security and HIPAA/GDPR compliance
  • Triggers to automate workflows & analysis
  • Full access to live support from product experts

Marketing Pro

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.
$50 for additional packs of 25
Form Submissions
$.02 each additional submission

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
2 hours
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
300 days
Restore deleted objects
14 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)
AskAI Questions
Full White Label (per agency)
Image Obscenity Detection for MMS (per MMS)
Online Fax
Agency suitcase icon

Agency Forward

Onboard new clients with ease under one account, seamlessly integrate with your favorite martech platforms, and leverage white-labeling and billing options to turn our software into your profit center.

Fingerprint icon

Intelligent Analytics

Instantly qualify, score, and tag leads using AskAI, recordings, and transcriptions to reveal actionable data and send customized high-value conversions back to your ad platforms to inform smart bidding.

Blue outline lightning

Advanced Automation

Take control of your attribution and lead management strategies through customizable triggers. Define your conditions, set your desired actions, and let our automation put your vision to work.

Why Choose our Marketing Pro Plan? 

Supercharge your conversation analytics with automation, artificial intelligence (AI), and flexibility to customize everything from conversion conditions to lead scoring and routing. Plus, with form tracking, premium marketing integrations, and a sub-account structure it’s the perfect plan for marketers with a holistic marketing strategy. It’s also great for:

  • Agencies managing client ad spend
  • Teams responsible for multiple locations
  • Industries with a focus on compliance
  • Marketers with a sophisticated marketing mix

Get Sales Excited for the Marketing Hand Off

Check out our Sales Engage plan to fuel your revenue operations

Remove the distance between marketing and sales, and leads and conversions. Our Sales Engage plan gives sales teams the tools they need to take your leads and run with them. Automatically follow up on leads, sync to Salesforce, and generate endless real-time coaching opportunities to close the loop on your marketing efforts, and close more deals.

Handshake icon and circle of marketing icons
Cube with Google suite icons.

When it Comes to Google, our Marketing Pro Plan has you Covered

Our Marketing Pro plan is where our automation and customization capabilities come together with Google to really shine. Our customers rely on Google at the center of their advertising and reporting approach, so we’ve built our integrations to amplify those efforts. From two-way communication to inform smart bidding with only the conversions you define, to informing your analysis with custom Google Analytics (GA4) events.

Not sold yet on the Marketing Pro plan

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