Optional white-label dashboard and email brandingAdd-on
White Label is listed as an additional $50 per month.
Plan: Call Tracking: Optional add-on · Plus (Single Account): Optional add-on · Pro (Single Account): Optional add-on · Elite (Single Account): Optional add-on · Plus (Unlimited Accounts): Optional add-on · Pro (Unlimited Accounts): Optional add-on · Elite (Unlimited Accounts): Optional add-on
Lead Manager for organizing, qualifying, valuing, and exporting tracked leadsIncluded capability
Official help states that Lead Manager is available on all plans.
Plan: Call Tracking: Included · Plus (Single Account): Included · Pro (Single Account): Included · Elite (Single Account): Included · Plus (Unlimited Accounts): Included · Pro (Unlimited Accounts): Included · Elite (Unlimited Accounts): Included
Vendor-stated SOC 2, GDPR, HIPAA, and CCPA safeguardsIncluded capability
Product-wide vendor claims; HIPAA plan access is separately tied to Pro and Elite pricing.
Custom Report Builder and scheduled reporting from Pro upwardPlan-dependent capability
Pro adds Report Builder and scheduled reports; Elite inherits Pro features.
Plan: Call Tracking: Unavailable · Plus (Single Account): Unavailable · Pro (Single Account): Included · Elite (Single Account): Included · Plus (Unlimited Accounts): Unavailable · Pro (Unlimited Accounts): Included · Elite (Unlimited Accounts): Included
Customer journeys and multi-click attribution on Elite plansPlan-dependent capability
Elite plan cards list Customer Journey and Multi-click Marketing Attribution.
Plan: Call Tracking: Unavailable · Plus (Single Account): Unavailable · Pro (Single Account): Unavailable · Elite (Single Account): Included · Plus (Unlimited Accounts): Unavailable · Pro (Unlimited Accounts): Unavailable · Elite (Unlimited Accounts): Included
Form, chat, and transaction tracking from Plus upwardPlan-dependent capability
Call Tracking covers calls and texts; Plus, Pro, and Elite add forms, chats, and transactions.
Plan: Call Tracking: Unavailable · Plus (Single Account): Included · Pro (Single Account): Included · Elite (Single Account): Included · Plus (Unlimited Accounts): Included · Pro (Unlimited Accounts): Included · Elite (Unlimited Accounts): Included
Lead Intelligence automation and AI analysis on Elite plansPlan-dependent capability
Official help states Lead Intelligence is available on Elite plans.
Plan: Call Tracking: Unavailable · Plus (Single Account): Unavailable · Pro (Single Account): Unavailable · Elite (Single Account): Included · Plus (Unlimited Accounts): Unavailable · Pro (Unlimited Accounts): Unavailable · Elite (Unlimited Accounts): Included
Bidirectional HubSpot lead and sales-value workflows through ZapierThird-party integration
Separate Zapier workflows are required for each data-flow direction.
HubSpot and Zapier
Bidirectional Salesforce lead and opportunity-value workflows through ZapierThird-party integration
Separate Zapier workflows are required for each data-flow direction.
Salesforce and Zapier