Three Solutions to Keep Biz Ops Running Smoothly & Efficiently

Call Rail (www.callrail.com, 888/304-1923) is a lead intelligence platform that provides lead tracking and conversation intelligence to businesses of all sizes. The software is designed to help users track, analyze, and optimize phone calls, texts, forms, and web-based chats with potential or existing customers, with the aim of helping them evaluate effectiveness and ROI of marketing campaigns and promotions. It can also send text responses to callers when a business cannot pick up a call or can route calls to others on the sales/support team.  

CallRail uses AI-powered insights backed by a large language model trained (notes the developer) on over 12.5 million hours of audio, with the software’s Conversation Intelligence automatically transcribing and analyzing all inbound and outbound phone calls with “near human-level” accuracy.

According to the developer, the solution provides AI-powered analysis of the transcripts to identify key phrases that indicate common customer pain points and questions including: service requests, pricing inquiries and feedback on services provided. To help achieve conversions and improve the customer experience, it integrates with data from Google Analytics, Google Ads, Facebook, Hubspot, Salesforce, and dozens of other platforms.

You can take advantage of one type or two different types of call tracking. Source-level tracking is standard with every CallRail plan:

Visitor Tracking generates a pool of phone numbers that belong to your business exclusively. Every time a visitor arrives on your website, CallRail assigns a unique phone number from your pool. Each number is assigned to one visitor at a time, enabling you to link calls directly to individual visitors (minimum four numbers, which can increase during peak hourly traffic on your website).

When the visitor is finished browsing, CallRail frees up the numbers for use by a subsequent visitor. Depending upon your choices, you can track website visitors, or visitors only from Google Ads, PPC Search (Google, Bing, and Yahoo ads), by Loading Page visits, or by other parameters. 

Pricing: monthly or yearly plans, fixed initial fee plus additional fees per selected usage plan. Free 14-day trial.

RazorSync

RazorSync (www.razorsync.com, 877/675-4395) is SaaS software for residential and commercial service companies. It addresses a range of capabilities aimed at optimizing field service management. These include AI-enhanced scheduling and dispatching to help ensure assignment of the best tech for each job in terms of skills and travel time; Predictive Analytics, Augmented Reality, and Virtual Reality. The software can easily monitor inventory levels, which are visible on screen at a glance. 

Predictive Analytics, using data analysis and machine learning, can anticipate potential issues before they escalate, enabling proactive maintenance before they become major problems.  

Augmented Reality enables remote support to a tech on the spot, enabling them to visualize complex repairs and get real-time step-by-step guidance on how to perform them.

Virtual reality-based simulations can help technicians develop skills needed for handling complex troubleshooting and understanding different or out-of-the ordinary repair scenarios.

Asset maintenance gaps and repetitive failures can be spotted through detailed equipment tracking.

Technicians can update their status and record completed work orders in real time through the RazorSync mobile app. 

RazorSync syncs with QuickBooks.

Pricing: fee per month.

Deltek ComputerEase for Construction

Deltek ComputerEase for Construction (www.deltek.com/en/construction/computerease, 800/456-2009) is designed for the construction industry to facilitate efficient, accurate work-in-progress reporting by proactively managing work and profit using actual, real-time job data.

The solution supports cloud-based or web-based usage and is customizable, enabling set-up of the cost system and reporting to suit your business needs. It includes app-based options for field reporting, labor, unit-based costing, payroll, and expense management.

Key capabilities include maintaining field logs, purchase orders, time sheets, work orders, and construction payroll. Modules include purchase order and subcontract management, project management, field mobility, service management, equipment tracking and inventory management, customer relationship management.

A Job Center screen can show, as a single tell-a-lot display, profitability information about the original contract, change orders, and estimated and projected costs and profits, as well as actual billed and profit to date as line items and in color-coded graphs.   

You can bill customers while the job is active with progress billing (AI billing), manage invoices for unit billing, track retainage with time and material billing. (Also available from Deltek, construction payroll services designed specifically for Deltek ComputerEase users.)

The software integrates seamlessly with Microsoft Word, Excel, and is ODBC compliant.

Pricing: subscription-based.

Update

Zuper (www.zuper.co) recently added Zuper Connect and Zuper Pay, consolidating communication and payment workflows within the Zuper platform.

Bridging the communications gap between field teams and customers, Zuper Connect offers new several features. These include two-way texting, in-app calling, and advanced call routing, along with the ability to link communication records to job tickets and customer profiles for easy access and traceability. The software also provides call masking and secure routing options, helping ensure privacy and data security.

Zuper Pay facilitates instant processing of payments, using industry-leading security standards, and a range of flexible payment options online and onsite.

Patti Feldman writes articles and web content for trade magazines and manufacturers of building products. She can be reached at [email protected].