Professional Services to Fine-tune Your Solution

Our experts help you position your business for success with a solid foundation from the start.

We Do the Work, So You Don’t Have To

Our industry experts employ an effective combination of industry best practices and in-depth product knowledge so your team is up and running quickly and efficiently.

Professional Services helps you:

  • Accelerate your organization’s growth
  • Transform customer interactions
  • Save time and execute complex tasks seamlessly
  • Optimize your account to maximize marketing budgets

What clients are saying about us One set of quotation marks.

Jim Stolberg, Coastal Insurance Solutions

“For a new user of CallTrackingMetrics, I would highly recommend using professional services not only for your early execution but also for the sake of spending time problem solving with this team of experts. For an experienced CallTrackingMetrics user like myself, I would still advise to work with the professional services team as their unique experience and prospective will improve your current setup and help guide your execution of future strategies.”

Jason Collar, Viking Pest Control

“The professional services team took care of confirming my set-up was accurate and helped build my account. I would absolutely recommend professional services to a colleague. For anyone with hesitations about working with professional services, set them aside. It’s absolutely worth the investment.”

Professional Services Projects

From the moment you become a customer, our number one priority is helping you achieve your goals. We’ll work together to think, create, build, and deliver in a way that accelerates your growth and transforms the way your organization interacts with customers.

Fast Track Packs

We do the heavy lifting for you. Our Fast Track Packs include paid onboarding services to help you build your platform to meet your unique needs so you’re up and running faster and proving ROI sooner.


Our Boost Packs are predefined projects for new and existing clients to help you use our platform to your fullest advantage. Have our team of professionals build complex workflows, set up features, connect advanced integrations, provide additional training, and more.

Account Assessments

Regular ‘checkups’ for your account ensure you are maximizing our product and its benefits. These account health checks are designed for our customers’ unique needs and individual use cases.

Custom Boosts

Helping you reach your goals is our first priority and we make sure that happens with Custom Boosts. These are for those cases where a customer wants something outside of our predefined scope of services.

Explore Fast Track Packs

Express Pack

Get started with 30-day custom onboarding to identify your goals and build your account to quickly meet your immediate objectives.

Remote Pack

Set your remote team up for success with tailored onboarding to help configure essential tools like the cloud-based softphone.

Professional Pack

Dive deeper into complex routing, tags, and workflows for your organization with additional optimizations, testing, and evaluations before launch.

Professional Plus Pack

Do more of everything, users, sub-accounts, numbers purchased or ported, custom fields, and actions. Train your organization for long-term success and choose an integration to be connected and configured.

Take a Look at a Few Sample Professional Services Projects:

Advanced Routing, Attribution, and Automation

Google Suite Integrations (including GA4)

Advanced Integrations like Salesforce, HubSpot, Magento, and more

Customized Softphone and Advanced Geo-routing Set-up

Help Desk

All CallTrackingMetrics customers have access to basic troubleshooting support via email, phone, and chat. Free live and on-demand training resources are also available anytime on our Launchpad Training Hub.

Contact Help Desk

Premier Help Desk

Solve complex problems fast with our team of dedicated agents. Get 1-on-1 screen time, in-depth support, and more from our most experienced support team.

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Custom Paid Training

Our hyper-focused training options cover everyday essentials on custom features, tools, and troubleshooting. Give agents the hands-on experience they need to connect with leads and customer, train admins and create in-house experts to teach your teams the ins and outs of CTM.

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Request more information 

We can help find the service level that’s right for you