Salestrail is a platform that captures and analyzes every call—whether via standard phone lines or WhatsApp—providing real-time insights, seamless CRM integration, and actionable data to help sales teams optimize their performance, enhance accountability, and drive more meaningful customer interactions.
Get a real-time overview of each team member's call activity
Follow your teams’ calling activity from anywhere - the office, train or your sofa. Get early warning signs to make sure your teams are on track to achieving the target.
Dive into a comprehensive overview of your sales team’s call performance in the Analytics tab. Track key metrics such as call volume, duration, and frequency to make data-driven decisions that boost productivity. Identify patterns, spot opportunities for improvement, and measure the success of new initiatives. With Salestrail’s clear visualization, you’ll uncover actionable insights that keep your team on the path to growth.
Customize your dashboard in just a few clicks using the “Create Own Views” feature. Easily filter or group data based on your unique criteria, whether it’s by rep, department, or time period. Save these personalized views for quick reference and share them with your team for consistent reporting. By tailoring the dashboard to your specific needs, you’ll always have the right information at your fingertips.
Table- for summarizing data
Leaderboard - to track top performers
Vertical bar charts - To track activity over time
Horizontal Bar chart- To track most active hours and bet times to call
Number Box: To highlight Key data points
Access a complete library of call recordings to review, analyze, and refine your communication strategies. Quickly pinpoint what works, identify areas for coaching, and ensure quality standards are met across the board.
Filter recordings by date, rep,phone number, or call type, making it easy to find exactly what you need.
Use our ready-made integrations or the push API to access recordings in your CRM
Multiple Teams Made Easy: Create dedicated groups and grant data access to the right people.
Simple Reporting: Quickly generate and analyze call reports by team or individual rep.
On-Demand Call Reviews: Search and listen to recorded calls straight from the dashboard.
Control Access and Permissions for Greater Security
Manage user access and permissions with ease in the User Management tab. Grant or limit specific functionalities according to each individual’s role, ensuring data security and compliance. Add new members, delete departing ones, and keep everyone’s information up to date in one centralized location. See with one glance that the user has given teh app the permissions it needs and that the integration is on and working.
It’s a straightforward way to stay organized and maintain control over who sees what.
Connect Salestrail seamlessly with your favorite CRMs and other essential tools through the Integrations section. Sync calls, recordings, and analytics data automatically, minimizing manual entry and reducing the risk of errors. This ensures your entire sales ecosystem remains up to date, allowing reps to work more efficiently. By unifying platforms, you’ll enjoy a streamlined workflow that keeps your team focused on selling.
Fine-tune Salestrail within the Settings tab to align perfectly with your team’s requirements. Even small adjustments can significantly enhance your team’s efficiency.
Enable Manual Call Logging: Let users add calls manually in the app.
Untrackig of calls: Allow users to untrack calls that have been previously tracked.
Call Recording Options: Grant permissions for call recording.
Salestrail automatically logs every call your sales team makes—whether it’s a regular cell call on the GSM network, WhatsApp or a WhatsApp Business call—to the Salestrail cloud analytics dashboard or any existing system you use. By capturing your entire call log, you’ll have complete visibility into all conversations.
- You can choose to call from your normal dialer – All incoming and outgoing calls will be logged and recorded to the analytics dashboard
- Call through the app and all your outgoing calls will be logged to the analytics dashboard.
Markus Tandefelt
Lauri Hyry
Salesforce user since 2010
Arshdeep Sharma
Sales Director, WhiteHat Jr
Alex Ursu
Liid Oy, Arkadiankatu 28a,
00100 Helsinki, Finland
Call us: +358 40 768 3813