CallSource Features at a Glance

Feature

Function

Ad Source Dimensions / Filters Allows larger customers to add up to 4 additional ad source like

dimensions to allow for further drill down capability. Filter info is

appended to the Ad Source information in all reporting. Filter info is
input in the Campaign screen.
ADF XML integration with Automatic emails generated to a customer's CRM application at the
Automotive CRM applications end of every call. Can be sent at beginning, end or both sides of the

call. ADF at beginning doesn't contain Call Duration or Employee

Code.
Automated Notes by customer/site Automatic, time-stamped, user stamped notes created with a screen

shot of every saved screen in the provisioning application.

Call Allowing The inverse of Call Blocking. Ability to set a list of area codes that can

call a specified tollfree number.

Call Blocking Ability to block a single phone number, an area code or an area code

plus prefix from dialing a specified tollfree number. This is especially

useful for nuisance callers. Callers from these blocked areas are NOT
reported in the Client's reports
Call Centers Clients may choose to have a CallSource approved Call Center answer

their missed calls after hours or during specified times of the day.
Clients may also employ the CallCenter to answer all calls from a
specific ad source or place outbound calls on behalf of the client.
Some CallCenters have direct links to their reporting via the CallSource
Call Status Options Change the Sales and Call Type status by call to track the status of
sale or track the types of calls the customer is receiving.

Call2Action - Available directly An outbound voice system that allows Clients to remind their
through Eidoserve customers of service needs without having to place individual calls to

each. Clients setup their own outbound calling campaigns.

CallChallenge Customer specified calling tree for wrong number calls or multiple

department/ site calls. Used as a last resort after Call Blocking and
swapping out the tollfree.
CallMeNow Client may customize the logo, ad banner, ad target URL that the

potential client sees when clicking a CallMeNow link. Calls shown as

"w" in CallTrack reporting.
CallMeNow - Direct Lead Integration CallSource generates a CallMeNow call based on a web lead received

via email. Customer's web leads are copied to CallSource systems

and generate a CallMeNow call to their target number and then the
propect. Calls shown as "w" in CallTrack reporting.
CallReview All connected calls through the CallSource tracking numbers are

recorded and automatically saved within our application for 30 days.

Clients may save, indefinitely, up to 30 calls per unique site / target
combination. Listen to, save, delete or emailing CallReview to up to 5
recipients.

CallSource Features at a Glance

Function

Feature

CallReview Dislaimer Language Choose the language (English or Spanish) the incoming caller hears
Choice the CallReview disclaimer in. Disclaimers are required for legal

purposes on ALL tracking number calls with CallReview on.

CallReview via MRS Available to Clients without web access. Listen to CallReview calls via

CallSource's Message Retrieval System (MRS). Record a

personalized Voicemail Greeting via a phone system.
CallSource Advantage Combines the multifamily industrys best calltracking and recording

analytics, Telephone Performance Analysis and self-paced training, all

in one comprehensive solution. Includes Unlimited Tracking Numbers,
5 Sales Skills Self Paced Trainings and a monthly Telephone
Performance Analysis.
Co-Branding Client may provide CallSource with a logo to customize their
CallSource interface as well as all reports pulled from it. This product
also includes a custom logout redirect so that logging out of the site
takes a user to the customer's website.
Consumer Greeting A custom recording may be played to callers before the ringtone and

CallReview disclaimer.

Custom Login at any level Customers log in to the CallSource reporting site via their chosen

alphanumeric Username and Password. Infinite number of logins per

account. Logins can be at full account level, subset of sites with the
account, one site and may include provisioning as well as a restriction
on the number of reports seen.
Custom Scheduled Report / Daily Customize the Subject line, From Email address and From Name for all
Lead Sheets Scheduled Reports and / or Daily Lead Sheets in an account.

Customer Care Support Team Provides quality user support and account management. Fast,

courteous assistance is as close as your phone, e-mail or browser.

Email Notification - voicemail and/or Automatic email generated to clients based on calls answered by
missed call CallSource voicemail or missed.

Employee Code Sales Reps may input their code at the end of each call after the caller

hangs up.

Essentials Training Free CallSource product training. Customers can attend as many

trainings as necessary and their new employees are encouraged to

attend.
EXCEL Reporting CallSource Online reports may be converted into Microsoft Excel or

even emailed in MS Excel.

CallSource Features at a Glance

Function

Feature

Extension Routing Allows callers to press extension numbers to reach the CallSource

customer. Extensions can be up to 10 digits long, named, and do not

have to be sequential. Extensions can be up to 3 levels deep.
FaceMail - ON HOLD Allow you can "get personal" with your customers, prospects, co-

workers and employees by using video email to communicate.

***BETA***
Fax Daily Lead Sheets Daily Lead Sheets via FAX

Geo-Routing Allows one tollfree number to be routed to a pre-determined target

numbers based on area code or state of incoming caller. This feature

does not do round robin or any other flexible routing. Self Provisioned
Clients must pay for Nationwide access to these numbers.
Geo-Routing - Advanced Allows one tollfree number to be routed to a pre-determined target

numbers based on nearest location. Self Provisioned Clients must pay

for Nationwide access to these numbers.
Integration: XML or FTP Enables CallSource to integrate its' reporting or provisioing directly into

the Customer's application.

Journal for Call Detail record Each call on the Call Detail has its own notes section. These notes are

in a separate screen accessible from the Call Detail Report along with
Call Status Options Report.
Local Numbers CallSource offers local numbers for about 70% of area codes in the

US, CallSource offers local numbers. The minute pricing is different

from toll-free numbers.
Mail Master Based on phone number calling the tracking number, CallSource

provides the names and addresses of approximately 73% of callers

nationwide. A certain number of matches are included with most
contracts
MRS - Message Retrieval System CallReview / Voicemail calls retrieved via a phone system

OverFlow Routing Enables customers to route to an alternate target after a specified

number of missed rings / busy signals. Feature always comes with

Time of Day routing.
Private Label Branding Fully customizeable CallSource interface that allows the CallSource

website to feel like the customer's website. Includes: Custom Logo

and Colors, Hiding Help Center and User Guide links, Logout redirect
to customer's website, DLS and Scheduled Reports from address and
subject line customization.

CallSource Features at a Glance

Function

Feature

Repeaters Tollfree numbers with repeating digits. Self Provisioned Clients must

pay for Nationwide access to these numbers.

Scheduled Reporting Allows for any online web report to be setup for automatic email to a

recipient(s).

Self Provisioning Customers can choose to manage their sites and/or tracking numbers

without CallSource intervention and any time 24/7.

Time of Day Routing Enables customers to route to an alternate target by time of day (after

business hours) . Feature always comes with Overflow routing.

Training Classes CallSource exclusively offers instructor-led distance learning classes

for fair housing compliance, improving leasing effectiveness, improving

telephone performance, etc CallSource also offers a variety of and
self-paced learning classes
Utilization Reporting Reports showing user activity within a CallSource account. Available

to users in the account that have access to the entire account ONLY.

Vanity Numbers Custom Number requests (additional fees apply). Self Provisioned

Clients must pay for Nationwide access to these numbers. Access the
vanity lookup through www.callsource.com
Voicemail Ensures incoming calls are tracked properly in reporting (connected

versus no answered). Customized to pickup before the customer's

voicemail. Free with all but publishing contracts. Customer can record
a personalized Voicemail Greeting for calls coming from the tracking
numbers only.
Whisper Greeting Greeting played to customer/site before caller is connected. Refer to
the Quick Reference Guide for all training on this feature.