Professional Services to Fine Tune Your Solution

Let’s work together so you can find value from call tracking sooner

Implement in weeks, not months

When you invest in call tracking, it’s important to position your business for success from the start. Our professional services team offers an effective combination of industry best practices and deep product knowledge to ensure you maximize return on your investment and get your team up and running quickly.

All new plans come with complimentary onboarding from our team.

Draft your blueprint for success

Endless tracking number options to satisfy your business needs

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

We provide full onboarding and migration support, as well as project-based guidance, and have worked extensively with clients across hundreds of industries to achieve results.

Our approach

We begin every conversation by reviewing your unique goals to help you plan and prioritize what customizations on CallTrackingMetrics will be most impactful for your business. Then, let our team do the heavy lifting for you. We offer special packages, called Fast Track Packs, that outline all the work we can take on so you don’t have to.

Explore Fast Track Packs


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

Priced at $1,500


Tailored onboarding to set your remote team up for success, configuring essential tools like the cloud-based softphone.

Priced at $3,250


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

Priced at $5,500


Train your organization for long-term success and have free range to configure as many advanced integrations and customizations as you need.

Priced at $10,000

What comes with a Fast Track Pack?





Guided porting process
250 numbers included
500 numbers included
1500 numbers included
Unlimited numbers
Testing of dynamic number insertion
Up to 5 sites
Up to 1 for each sub-account
Up to 1 for each sub-account
Up to 100 sites
Creation of custom tracking sources
Up to 5 sources
Up to 5 sources
Up to 25 sources
Google Ads/Analytics set-up
Up to 1 account
Up to 5 accounts
Up to 25 accounts
Up to 50 accounts
Configure advanced routing
Call Queues (up to 1)
Call Queues, Smart Routers, and Geo Routes (up to 25)
Call Queues, Smart Routers, and Geo Routers (up to 25)
Group training sessions
Up to 2 virtual sessions
Up to 5 virtual sessions
Up to 3 virtual sessions
Starting at $1,500
Starting at $3,250
Starting at $5,500
Starting at $10,000

Go beyond onboarding

Need help with a particular project or initiative? Let our team guide you towards the best solution. We’ve partnered with customers around the world to execute complex tasks, such as configuring geo-routing for businesses with hundreds of locations and numbers, to save you the headache.

Sample projects for customers like you

Outbound Dialer setup

Salesforce integration

Google integrations

Advanced call routing

Geo-routing setup

Customize softphone

In our customer’s words,

Absolutely worth the investment.

While the CallTrackingMetrics platform is intuitive, as a Marketing Director, I simply don’t have the time to understand the complete in’s and out’s of the software. The professional services team took care of confirming my set-up was accurate and helped build my account. James ensured my 200 phone numbers were configured properly so customers saw the appropriate tracking number based on the campaign and location they came through. I would absolutely recommend professional services to a colleague and look forward to hiring James again for my next initiative. For anyone with hesitations about working with professional services, set them aside. It’s absolutely worth the investment.

—Jason Collar, Marketing Director at Viking Pest Control

Need even more support?

When you’re handling a high volume of calls (75,000 per month or more) and rely on guaranteed response times and proactive account monitoring, it’s time to meet our dedicated support team.

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

Request more information

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