# Features

> Explore the Lead Source call tracking toolkit, from website attribution and call routing to recordings, transcripts, team access, and campaign reporting.

Canonical page: https://getleadsource.io/features/

The Lead Source toolkit

## Every part of the call. In focus.

Explore the tools behind your call operation—from the campaign that brings someone in to the conversation, outcome, and next step.

Website inquiries open the visitor's email application for review and sending. The website does not store the inquiry.

[Tracking & attribution](https://getleadsource.io/features/#tracking)[Call handling](https://getleadsource.io/features/#calling)[Conversation intelligence](https://getleadsource.io/features/#intelligence)[Reporting & monitoring](https://getleadsource.io/features/#reporting)[Teams & data controls](https://getleadsource.io/features/#workspace)[Connections](https://getleadsource.io/features/#connections)[Pay per call](https://getleadsource.io/features/#partners)[Billing & payouts](https://getleadsource.io/features/#finance)

01 Explore the toolkit

### Tracking & attribution

Connect the campaign, the visit, and the person who calls.

[Call trackingSee which campaigns generate calls, then connect the source with the conversation and its outcome.Explore the workflow](https://getleadsource.io/features/call-tracking/)[Tracking numbersFind and manage US local and toll-free numbers for the campaigns, clients, and locations you track.Explore the workflow](https://getleadsource.io/features/tracking-numbers/)[Website attribution & number swappingUse dynamic number insertion to connect website sessions, campaign information, and incoming calls.Explore the workflow](https://getleadsource.io/features/website-attribution/)[Form trackingConnect website form inquiries with lead records, source information, and your team's follow-up.Explore the workflow](https://getleadsource.io/features/form-tracking/)[Lead management & outcomesOrganize people, custom lead details, follow-up stages, and recorded outcomes alongside call activity.Explore the workflow](https://getleadsource.io/features/lead-management/)[Number transfer planningOrganize the work of moving existing numbers while coordinating the actual transfer with the carrier.Explore the workflow](https://getleadsource.io/features/number-transfers/)

02 Explore the toolkit

### Call handling

Build the path to a useful conversation, then follow up.

[Call routingSend callers to the right team with direct, priority, round-robin, and weighted call routing.Explore the workflow](https://getleadsource.io/features/call-routing/)[Call flow builder & phone menusBuild greetings, keypad menus, and call-handling steps around the way your team answers.Explore the workflow](https://getleadsource.io/features/call-flows/)[Business hours & fallback routingUse schedules and fallback handling to match incoming calls with the team's availability.Explore the workflow](https://getleadsource.io/features/business-hours/)[Browser callingCall a lead from your computer using its microphone and a number owned by your account.Explore the workflow](https://getleadsource.io/features/browser-calling/)[Two-way text messagingReview incoming texts and follow up with leads who have given permission to receive messages.Explore the workflow](https://getleadsource.io/features/text-messaging/)[Callbacks & appointmentsOrganize callbacks, follow-up tasks, and appointments around the inquiry that started them.Explore the workflow](https://getleadsource.io/features/callbacks-appointments/)[Caller ID & business trustManage business identity and carrier trust registration for the numbers your team uses to call.Explore the workflow](https://getleadsource.io/features/caller-id/)

03 Explore the toolkit

### Conversation intelligence

Hear the call, understand the request, and review the evidence.

[Call recordingReview recorded calls with their campaign, routing details, and saved outcomes.Explore the workflow](https://getleadsource.io/features/call-recording/)[Call transcriptionReview English call transcripts alongside recordings, source information, and the call outcome.Explore the workflow](https://getleadsource.io/features/transcripts/)[AI transcript analysisCheck call transcripts automatically, review supporting quotes, and add a human assessment.Explore the workflow](https://getleadsource.io/features/ai-transcript-analysis/)[Lead scoring & quality rulesUse conversation rules and scores to help your team review the quality of incoming leads.Explore the workflow](https://getleadsource.io/features/lead-scoring/)[Unwanted caller blockingManage suppression rules by phone number, ZIP code, or tag and check whether a caller is allowed.Explore the workflow](https://getleadsource.io/features/caller-blocking/)[Spam call screeningReview incoming caller checks and use account-level filtering to hold back calls flagged as spam.Explore the workflow](https://getleadsource.io/features/spam-screening/)

04 Explore the toolkit

### Reporting & monitoring

Turn call activity into decisions your team can explain.

[Call analytics & reportingReview call activity, sources, destinations, and recorded outcomes across your campaigns.Explore the workflow](https://getleadsource.io/features/reporting/)[Custom reports & CSV exportsFilter call and operational reports, then download results as a spreadsheet-ready CSV file.Explore the workflow](https://getleadsource.io/features/report-exports/)[Alerts & monitoringMonitor unanswered calls, low balances, and failed deliveries so your team can investigate.Explore the workflow](https://getleadsource.io/features/alerts-monitoring/)[Campaign experimentsReview experiment assignments and results using consistent call and campaign criteria.Explore the workflow](https://getleadsource.io/features/campaign-experiments/)[Usage & costsReview usage for numbers, minutes, texts, and caller checks with the charges attached.Explore the workflow](https://getleadsource.io/features/usage-costs/)

05 Explore the toolkit

### Teams & data controls

Give each team the right access and each record a clear lifespan.

[Multiple client accountsManage separate business accounts while keeping a consistent way to track calls and review campaigns.Explore the workflow](https://getleadsource.io/features/team-access/)[Team roles & permissionsInvite teammates and control who can view or change information in each account.Explore the workflow](https://getleadsource.io/features/team-permissions/)[Data retention controlsSet retention rules for recordings, transcripts, and messages around your operational needs.Explore the workflow](https://getleadsource.io/features/data-retention/)[Sensitive information redactionApply transcript redaction controls to remove supported sensitive information from conversation text.Explore the workflow](https://getleadsource.io/features/transcript-redaction/)

06 Explore the toolkit

### Connections

Bring call and lead information into the tools you build around it.

[API accessUse account API keys to connect your own software with supported Lead Source data and actions.Explore the workflow](https://getleadsource.io/features/api/)[Webhooks & event deliverySend call and lead events to your own systems, inspect deliveries, and retry failed attempts.Explore the workflow](https://getleadsource.io/features/webhooks/)

07 Explore the toolkit

### Pay per call

Bring publishers, buyers, and call delivery into one workflow.

[Real-time biddingRequest bids from connected buyers and review how a call is matched to an eligible offer.Explore the workflow](https://getleadsource.io/features/real-time-bidding/)[Publisher ping/post connectionsLet a publisher's system request a price and use the accepted terms for the call handoff.Explore the workflow](https://getleadsource.io/features/publisher-ping-post/)[Buyer managementManage the businesses buying calls, their contact details, receiving numbers, and commercial settings.Explore the workflow](https://getleadsource.io/features/buyer-management/)[Publisher managementOrganize publishers, campaign participation, tracking numbers, and the calls they send.Explore the workflow](https://getleadsource.io/features/publisher-management/)[Offers & payout termsDefine the accepted calls, buyer prices, and publisher earnings behind a campaign.Explore the workflow](https://getleadsource.io/features/offers-terms/)[Geographic targeting & call capsApply location, operating-hour, and capacity requirements before choosing a receiving buyer.Explore the workflow](https://getleadsource.io/features/geographic-targeting/)[Call qualification & disputesApply commercial call rules and review disputed outcomes against the call details and agreed terms.Explore the workflow](https://getleadsource.io/features/call-qualification/)[Partner accessLimit access around specific campaigns, buyers, or publishers instead of exposing the whole operation.Explore the workflow](https://getleadsource.io/features/partner-access/)

08 Explore the toolkit

### Billing & payouts

Follow the money from a qualified call to an invoice or payout.

[Buyer balances & credit limitsReview buyer funds and credit limits as part of the commercial call workflow.Explore the workflow](https://getleadsource.io/features/buyer-balances/)[Buyer invoicingCreate buyer invoices, review payment status, and keep adjustments connected to the underlying calls.Explore the workflow](https://getleadsource.io/features/buyer-invoicing/)[Publisher payout managementReview publisher earnings, prepare payout batches, and track approvals and payment status.Explore the workflow](https://getleadsource.io/features/publisher-payouts/)

### No features match those filters.

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One call business. A dedicated overview.

### See pay per call in motion.

Follow a call through publishers, buyers, routing, qualification, and the commercial
workflow.

[Explore pay per call](https://getleadsource.io/features/pay-per-call/)

[Find your use case](https://getleadsource.io/use-cases/)[Compare call platforms](https://getleadsource.io/compare/)

Frequently asked questions

### Questions, answered.

Explore the details. Open a question for the answer.

How should I choose which Lead Source features to explore first? +

Start with the decision you need to make: identify a source, connect a caller, understand a conversation, or manage a commercial relationship. Follow the feature pages for that workflow.

Are call-tracking features and pay-per-call features the same workflow? +

They share a tracking foundation, but ordinary tracking measures your own inquiries. Pay Per Call adds buyers, publishers, accepted terms, and commercial review.

Does the feature library include a page for each individual tool? +

Yes. Individual pages explain the feature's purpose, capabilities, example workflow, related tools, and common questions. The library groups them by the work they support.

How can I find a feature without knowing its technical name? +

Use the library's search and category controls, or start with a use-case page describing your business. Feature descriptions use the task and outcome to explain the tool.

Do feature examples guarantee a particular business result? +

No. Examples illustrate the intended workflow. The outcome depends on the campaign, configuration, receiving team, and the results actually recorded.

Where can I check plan limits for the features I am considering? +

The pricing page lists the published software plans, client and number limits, and separate usage rates. Discuss any specific availability requirement during early access.

Does API access in the feature library mean the documentation is complete? +

No. The API feature page explains the connection's purpose. Getting Started, API reference, and Support documentation are being withheld while their content is prepared.

What belongs in the tracking & attribution feature group? +

Connect the campaign, the visit, and the person who calls. Open the individual feature pages in this group for the supported workflow, setup considerations, and limits.

What belongs in the call handling feature group? +

Build the path to a useful conversation, then follow up. Open the individual feature pages in this group for the supported workflow, setup considerations, and limits.

What belongs in the conversation intelligence feature group? +

Hear the call, understand the request, and review the evidence. Open the individual feature pages in this group for the supported workflow, setup considerations, and limits.

What belongs in the reporting & monitoring feature group? +

Turn call activity into decisions your team can explain. Open the individual feature pages in this group for the supported workflow, setup considerations, and limits.

What belongs in the teams & data controls feature group? +

Give each team the right access and each record a clear lifespan. Open the individual feature pages in this group for the supported workflow, setup considerations, and limits.

What belongs in the connections feature group? +

Bring call and lead information into the tools you build around it. Open the individual feature pages in this group for the supported workflow, setup considerations, and limits.

What belongs in the pay per call feature group? +

Bring publishers, buyers, and call delivery into one workflow. Open the individual feature pages in this group for the supported workflow, setup considerations, and limits.

What belongs in the billing & payouts feature group? +

Follow the money from a qualified call to an invoice or payout. Open the individual feature pages in this group for the supported workflow, setup considerations, and limits.

Meet your next growth tool

### Let’s connect the dots on your calls.

Get an early look at Lead Source, built for the way your business handles calls.

[Explore the walkthrough](https://getleadsource.io/demo/)[Explore the platform](https://getleadsource.io/platform/)
