Agencies with many clients
Organize client accounts, assign team access, and build a repeatable reporting process while keeping each client's campaigns in context.
Explore agency workflowsMore teams. A clearer operating picture.
Build around the way your business handles calls.
When one account or one campaign no longer tells the whole story, start with your organization, your call volume, and the people who need to act on the results.
Different organizations, different requirements
Scale the structure along with the work.
Larger teams need a consistent view of performance without losing the details that make each client or location different. Account ownership, permissions, reporting definitions, and call handling all belong in the evaluation. Volume matters, but the way work moves between people matters just as much.
Businesses with many locations
Connect calls to the relevant location and marketing source. Review local opening hours, destinations, and fallback behavior alongside central reporting needs.
Explore multi-location workflowsNetworks with call partners
When pay per call is part of your business, evaluate routing, qualification, partner access, and financial review as a connected operating workflow.
Explore network workflowsYour evaluation
Bring the operational questions first.
-
Map the organization
List client businesses, locations, internal teams, and external partners. Decide which information each group needs to see.
-
Model real usage
Bring number counts, call minutes, peak activity, recording needs, and messaging volume. Include how those figures change across accounts.
-
Agree the acceptance checks
Choose representative call routes, attribution journeys, and reports. Define the evidence your team needs before approving a wider rollout.
-
Confirm the commercial fit
Discuss pricing, service requirements, rollout responsibilities, and any requested contractual terms. Confirm them explicitly before committing.
An evaluation brief
The details that make a useful conversation.
- Account structure
- How many client businesses or locations need separate workspaces? Who owns each relationship and who manages access?
- Traffic and destinations
- What generates calls, when do callers arrive, and which United States teams or partners should receive them?
- Reporting
- Which definitions do you use for a qualified call, an appointment, and a customer? How will results be reviewed across accounts?
- Connections
- Which records need to move into another system? Identify whether you need exports, event delivery, or a custom connection.
- Data requirements
- What recording access, transcript handling, retention, and security review does your organization require?
- Commercial requirements
- What budget, billing structure, procurement review, and service expectations need to be considered?
A connected decision
Compare the software and the operating cost.
The published pricing page provides the starting point for software plans and usage rates. Higher plan limits can help with account growth, while number and usage charges still contribute to the total. Bring a typical month and a busy month so the evaluation reflects more than an average.
For a larger rollout, a written acceptance checklist can be as valuable as a feature comparison. Check caller experience, reporting accuracy, permissions, and the handoff between teams. Expand only when the people responsible for the workflow understand and approve the result.
Frequently asked questions
A few more things, explained.
Explore the details. Open a question for the answer.
Who is the enterprise evaluation intended for?
It is for larger agencies, multi-location businesses, and call networks with requirements that need a more detailed review. The right fit depends on organization, workflow, usage, and commercial needs.
Is there a fixed enterprise price listed here?
No. The published plans and usage rates remain on the Pricing page. Discuss additional requirements and confirm any account-specific commercial proposal directly with the team.
What usage figures should I bring to an enterprise discussion?
Bring your active number count, local and toll-free minutes, recording usage, messaging volume, and expected busy periods. Explain how these are divided among clients or locations.
Does unlimited client access mean unlimited usage at no charge?
No. Plan limits and usage charges are different. Unlimited clients or numbers removes the applicable plan limit; phone numbers and metered usage still have their own charges.
Can an enterprise evaluation cover separate client accounts?
Yes. Account structure is a central part of the evaluation. Map each client business to the people who should manage or review it and assess the available account controls.
How should franchises evaluate their call tracking needs?
Review location-level numbers, destinations, opening hours, source attribution, and reporting. Decide which responsibilities stay with each location and which belong to a central team.
Does this page promise a dedicated service-level agreement?
No. Any requested service level, support arrangement, or contractual commitment must be discussed and explicitly confirmed. It should not be inferred from the enterprise page.
Are custom integrations included in an enterprise inquiry?
Connection requirements can be part of the discussion. Describe the data and systems involved, then confirm the supported approach, implementation work, and responsibilities.
Can enterprise call routing include destinations outside the United States?
No. United States-only calling and messaging is a product rule. A larger account or a custom commercial discussion does not create an exception.
What should our team test in a multi-account pilot?
Test permissions, source attribution, representative call routes, and the reports each team uses. Include a check that the correct account context is visible before people make changes.
How do we compare enterprise call tracking and pay-per-call requirements?
Define them as distinct workflows. Call tracking measures and handles your own calls; pay per call adds buyers, publishers, qualification terms, and financial review.
Can we request a review of data retention requirements?
Yes. Describe the types of call information involved, desired retention periods, and any required review. Confirm the actual controls and conditions before adopting the workflow.
Does the enterprise page guarantee capacity for any traffic peak?
No. Share expected volume, peak concurrency, and routing complexity during the evaluation. Capacity and operational requirements need confirmation for the proposed use.
What belongs in a rollout acceptance checklist?
Include successful call connection, correct source reporting, intended access boundaries, representative reports, and ownership of follow-up work. Agree measurable checks with the people responsible.
How can I start an enterprise conversation with Lead Source?
Contact the team with a short description of your business, approximate accounts and usage, and the main requirements. The initial inquiry does not require private caller records or credentials.
Meet your next growth tool
Let’s understand the shape of your business.
Bring your accounts, call volume, and operational requirements. We’ll start with the workflow.