The numbers people know
List each active number, where it appears, who controls it, and which campaign it represents. A transfer depends on eligibility and the current provider's process.
Explore number transfer planningA clearer next chapter
Move your call tracking forward.
Your numbers, campaigns, and client relationships deserve a considered move. Start with what you need to keep, then build a transition around your business.
Start with the whole picture
A new platform. A familiar business.
Switching call tracking is more than replacing a line on your software bill. A tracking number might appear in a paid search campaign, a client website, a directory, and a printed brochure. A call route might contain business hours, a menu, and a second team to try when the first is busy. Document those connections before deciding what to move.
Use Lead Source's feature pages and product walkthrough to assess the workflow you actually need. Review attribution, conversation review, client access, and the costs of your expected usage. Then discuss availability and transfer requirements before changing a live campaign.
The way your team answers
Capture destinations, opening hours, greetings, menus, and fallback behavior. Recreate and test the intended call journey before relying on it.
Explore call flowsThe history you rely on
Save the reports and records you need from your current provider. Historical calls and recordings do not automatically follow a phone number.
Explore reporting exportsA practical transition
Give each stage a clear owner.
A smaller, representative pilot can expose missing details before a wider rollout. Agree how you will judge readiness, who can approve the change, and what you will do if a check fails.
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Inventory
Map active numbers to campaigns, websites, client accounts, and the people who answer. Include numbers used outside your website.
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Confirm
Review number eligibility, account ownership, feature fit, and any restrictions with the relevant providers. Agree the transition responsibilities.
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Pilot
Test attribution, call connection, opening hours, and reporting with a limited campaign. Verify the experience from the caller's side as well as the dashboard.
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Review
Check the first live results and reconcile expected call activity. Retire old services only after the move is confirmed and the records you need are retained.
Compare the full bill
Look beyond the plan price.
A useful comparison uses the same number count, local and toll-free minutes, recording volume, and text usage on both sides. Add the software subscription and any applicable additional charges. Separate a lower unit rate from a lower total bill: the right plan depends on both usage and the workflow it includes.
- Software
- Compare the account and number limits, the features your team needs, and monthly versus annual billing.
- Usage
- Use realistic number and minute volumes. Include recording and messaging when you use them.
- Transition
- Check overlapping subscriptions, number-transfer conditions, historical exports, and the time your team needs to validate the move.
Coming from another platform?
Start with the comparison that fits.
From CallRail
Compare attribution, lead review, client accounts, and the way each platform connects marketing activity to calls.
Read the CallRail comparisonFrom CallScaler
Review tracking, operating costs, account structure, and the requirements that matter to your team.
Read the CallScaler comparisonFrom Ringba
Evaluate call tracking alongside your pay-per-call routing and partner requirements when those are part of your business.
Read the Ringba comparisonFrequently asked questions
A few more things, explained.
Explore the details. Open a question for the answer.
What should I review before switching to Lead Source?
Start with your active numbers, campaign sources, call routes, client accounts, and reporting needs. Compare those requirements with the product and confirm availability before changing a live service.
Can my current tracking numbers move to Lead Source?
A number may be transferable, but eligibility, ownership, documentation, and the current provider's process must be checked. Confirm each number before committing to a move.
Should I cancel my existing call tracking account first?
Keep the existing service available while transfer and continuity requirements are being confirmed. Premature cancellation can complicate number access and leave gaps in your records.
Does transferring a number also transfer its call history?
No. Number transfers and historical data are separate. Save the reports, recordings, and account information you are entitled to retain before retiring the previous service.
Can I try a smaller campaign before moving every client?
A limited pilot is a useful way to evaluate attribution, routing, and reporting. Confirm the available account setup and choose a campaign that represents your real workflow.
How should I compare costs when changing providers?
Use the same software requirements and usage assumptions for both providers. Include numbers, local and toll-free minutes, recording, messaging, and any applicable additional charges.
Will switching automatically reduce my monthly bill?
Savings depend on your previous plan, actual usage, and the Lead Source plan you choose. Use the published rates to make a like-for-like estimate instead of assuming a fixed saving.
What happens to my website number-swapping setup during a move?
The website configuration and number pool need their own review. Test the displayed number, source attribution, and call connection before relying on the replacement setup.
What should an agency include in its migration inventory?
Include client ownership, access permissions, campaign names, destinations, reporting periods, and every place a tracking number appears. Assign someone to confirm each client's readiness.
Can I move numbers that appear on printed advertising?
List those numbers early because printed materials are harder to change. Confirm transfer eligibility and continuity arrangements before making a decision about the campaign.
Are call menus copied from my current provider automatically?
Do not assume that menus, greetings, business hours, or fallback rules will copy automatically. Document the intended journey and verify the replacement route through test calls.
How long should I allow for a provider transition?
There is no universal timeline. Number eligibility, provider approvals, account setup, and testing all affect the schedule. Agree the expected milestones for your specific move.
Is migration assistance included with every Lead Source plan?
Discuss your account and migration needs with the team. The scope, availability, and cost of any assistance should be confirmed rather than inferred from this planning page.
What should I validate immediately after switching a campaign?
Check that calls reach the intended team, hours and fallbacks behave correctly, and the right source appears in reporting. Compare the results with your written acceptance checks.
Where can I discuss a move from another call tracking platform?
Use the Contact page and describe your current platform, approximate number count, and the workflows you need. Keep credentials and private caller data out of the initial inquiry.
Meet your next growth tool
Plan your next move with a clearer picture.
Tell us how your team tracks calls today and what you need from the next chapter.