Caboodle connects call-tracking numbers, website activity, and campaign reporting around the calls your business receives. We configure the supported setup, test the routing, and make the reporting limitations clear.
The final scope names the deliverables, dependencies, and review points before work begins. The work below provides the starting point for that discussion.
Measurement plan. Define which sources, campaigns, locations, and call outcomes need to appear in reporting.
Number strategy. Choose suitable tracking numbers or a supported website number-pool approach.
Platform setup. Configure the agreed CallRail or other selected platform account, destinations, and user access.
Website integration. Install supported number replacement or tracking components and inspect their behavior.
Routing verification. Check that each tracked number reaches the intended staff, phone system, or voicemail.
Recording controls. Configure approved recording and notice settings where permitted, based on the business's reviewed requirements.
Reporting connections. Connect supported analytics or customer systems and define how call outcomes will be reviewed.
Quality checks. Test source attribution, repeated visits, call routing, and known limitations before handoff.
How this works
Four steps from the first review to handoff.
Phase 1
Define what a useful call means
Agree on the sources to measure and the outcomes staff can consistently record.
Phase 2
Configure numbers and connections
Set up the platform, routing, website components, and supported reporting integrations.
Phase 3
Test real calling paths
Run representative source and device scenarios while confirming the destination and recorded context.
Phase 4
Review the reporting
Document attribution limits and establish a process for assessing calls alongside other customer actions.
Related services
Keep each conversation moving toward the right person.