The dashboard
The CallTrackingMetrics list is from a client dashboard with names and numbers replaced. The CRM status, after-hours, and CallRail lists are illustrative.
Every caller still waiting for a call back
Unresolved missed calls from CallTrackingMetrics, newest first. When someone calls the number back, the row clears.
- One row per caller, not one per missed call
- Ring time shows how long the call rang before it was missed
- Open in CTM jumps straight to the call record
Know who is calling before you call back
The same list, with each caller matched to their status in your CRM by phone number.
- CRM status on every row, such as Pending Admission or VOB Approved
- Qualified callers get called back before strangers
- Works with Salesforce, Zoho CRM, HubSpot, and Pipedrive
The morning list
Everyone who called while you were closed, waiting for the team when it logs in.
- After-hours calls tagged so they stand out
- Your hours, whether that is closed nights, weekends, or open around the clock
- Clears as the team works through it
The same list on CallRail
The same unresolved missed-call list, built on CallRail instead of CallTrackingMetrics.
- Missed calls and callbacks work on CallRail too
- Open in CallRail on every row
- Location and ring time on each call
Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Unresolved Missed Calls
Every caller still waiting for a call back, newest first.
CRM Status on Each Row
So a qualified caller is called before a stranger.
After-Hours List
Everyone who called while you were closed, ready for the morning.
Ring Time
How long each call rang before it was missed.
Open the Call
A button on each row opens the call record in CallTrackingMetrics or CallRail.
Alerts
Missed-call and voicemail alerts to email, Microsoft Teams, or the dashboard, near instant.
Who looks at this dashboard
Front desk and call teams
Who to call next.
Location managers
Their own location’s callbacks owed.
Operations
Whether callbacks are actually happening, by location and by rep.
Where the numbers come from
CallTrackingMetrics or CallRail
Missed calls, ring time, and call back status.
Your CRM
Each caller’s status, matched by phone number.
Common questions
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