20 Best Sales Call Tracking Software In 2025
Best Sales Call Tracking Software Shortlist
Here’s my shortlist of the best sales call tracking software:
With so many different sales call tracking software available, figuring out which is right for you is tough. You know you want to systematically track and improve your call-based sales efforts but need to figure out which tool is best.
I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different sales call tracking tools with various teams and accounts, with my picks of the best sales call tracking software.
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Best Sales Call Tracking Software Summary
This comparison chart summarizes pricing details for my top sales call tracking software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for customizable sales automation | 14-day free trial | From $12/user/month (billed annually, min. 3 seats) | Website | |
| 2 | Best cloud-based 360 solution for data | 14-day free trial | From $25/user/month (billed annually) | Website | |
| 3 | Best for small and medium-sized businesses selling B2B | 30-day free trial | From $29/user/month (billed annually) | Website | |
| 4 | Best for startups and small businesses | 14-day free trial + free plan available | From $18/user/month (billed annually) | Website | |
| 5 | Best all-in-one sales and marketing automation platform | Free plan available | From $15/user/month (billed annually) | Website | |
| 6 | Best for customer | 15-day free trial | $14/user/month (billed annually) | Website | |
| 7 | Best for multi-channel prospecting | 14-day free trial | From $25/user/month (billed annually) | Website | |
| 8 | Best for tailored interactions through the sales pipeline | 14-day free trial | From $249/user/month (billed annually) | Website | |
| 9 | Best for small businesses | 14-day free trial | From $29/user/month (billed annually) | Website | |
| 10 | Best for small and medium-sized Agile teams | Free plan available | From $8.99/user/month (billed annually) | Website |
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Expedite Commerce
Visit Website -
Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
Best Sales Call Tracking Software Review
Below are my detailed summaries of the best sales call tracking software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
HubSpot is a platform known for its comprehensive suite of tools designed to enhance marketing, sales, and customer service. With its robust VoIP capabilities, HubSpot stands out as a versatile solution for managing and optimizing sales calls.
As a sales call tracking software, HubSpot has advanced call logging and tracking features. Every sales call made through HubSpot is automatically recorded and logged into the integrated CRM, ensuring that all interactions are documented for future reference. Additionally, the platform provides detailed call analytics, offering insights into call durations, frequency, and success rates.
In addition to its core call-tracking functionalities, HubSpot offers features such as call transcription, which converts spoken conversations into written text for easy reference and analysis. The platform also integrates with email tracking and sales automation tools, providing a holistic view of customer interactions across different channels.
HubSpot Standout Features and Integrations
Features include lead scoring, custom reporting, live chat, mobile app access, email tracking, sales automation, task management, pipeline management, deal tracking, meeting scheduling, and AI-powered sales insights.
Integrations include Salesforce, Slack, Zapier, Mailchimp, Zoom, Google Workspace, Microsoft 365, Shopify, WordPress, LinkedIn Sales Navigator, PandaDoc, and Trello.
Pros and cons
Pros:
- Automated workflow features
- Customization options
- Integrates marketing, sales, and customer service tools
Cons:
- May take time to learn the platform
- Limited functionality on the free version
Squaretalk is a cloud-based contact center software for outbound call and text communications. It’s suitable for both in-office and remote call center workers, and has high-level security features to ensure remote call activity is well-governed.
Smart tools like skills-based routing to ensure the best possible agent receives every call, and call and callback queuing to ensure timely and well-prioritized responses. Squaretalk also lets users automate SMS outreach efforts such as reminder texts. Your team can also collect feedback via customer surveys sent out through text messages.
Workforce management tools are included in the platform, helping remote teams work more efficiently even from a distance. Administrators can monitor call activity and productivity levels to ensure resource maximization and efficiency.
Squaretalk Standout Features and Integrations
Features include smart predictive dialer, SMS management, custom workflows, contact management, file transfer, lead management, contact sharing, call recording, tracking, disposition, and comparative reporting.
Integrations include Zendesk, Telegram, Freshdesk, Zoho, Hubspot, Salesforce, Mailchimp, and Microsoft Teams.
Pros and cons
Pros:
- High security standards
- User-friendly and intuitive interface
- Extensive reporting and analytics features
Cons:
- No mobile app available
- Limited customization options
New Product Updates from Squaretalk
Real-Time Agent KPIs Now Available In Squaretalk
Squaretalk now displays real-time Agent Status KPIs to help contact center leaders track performance and react quickly to changes in workload. This improves operational visibility and supports faster decision-making. For more information, visit Squaretalk's official site.
CloudTalk is an AI-powered sales call tracking software designed to help your team make, receive, and analyze sales calls from anywhere. It connects all your communication channels into one platform, letting you monitor every stage of your sales conversations.
I picked CloudTalk because it helps sales teams go beyond basic logging to understand what drives conversions. Its AI conversation intelligence automatically summarizes calls, highlights key topics, and detects sentiment—giving you a clear view of customer tone and interest without listening to every call. You can see performance metrics across agents, track talk ratios, and review outcomes through post-call dashboards.
The power dialer and AI dialer tools also speed up outbound campaigns, letting reps connect with more prospects while the system tracks and records results automatically.
Standout features & integrations
Features include real-time monitoring, which lets you listen in on live sales calls, whisper feedback to reps, or join calls when needed for coaching moments. Additionally, the call flow designer helps route inbound sales calls to the right rep or queue based on conditions like region or deal stage.
Integrations include HubSpot, Pipedrive, Zoho CRM, Salesforce, MS Dynamics, OdooCRM, Intercom, Zendesk, Salesloft, Outreach, Bullhorn, and monday.com.
Pros and cons
Pros:
- Real-time call monitoring improves coaching
- Power dialer increases outbound reach
- AI summaries make reviews faster
Cons:
- Voice quality may vary by region
- Integration syncing delays occasionally
CallRail
Best for automatically tagging, qualifying, and prioritizing leads
CallRail is a marketing and business communications software that can deliver real-time insights for call centers, marketing campaigns, and customer support channels. Their call tracking solution utilizes built-in conversation intelligence to analyze calls and qualify leads through spoken keywords, customer sentiment, and auto-generated transcripts.
One of CallRail’s most useful features is their customizable call flow tool. To use this feature, you simply select the order of all the things you want to happen during the call, including a personalized greeting, queuing, geo-routing, call scheduling, voicemail, or hang up. It’s easy to create and visualize your call flow with a simplified, step-by-step chart.
CallRail is designed for businesses of all sizes across a variety of verticals, including home services, agencies, legal services, real estate, automotive, and healthcare. They offer several plan tiers, from basic call tracking to multi-channel tracking with all the bells and whistles.
CallRail Standout Features and Integrations
Features include local numbers and minutes, text messages, call transcriptions, keyword analysis, custom form builder, call recording and routing, conversation intelligence, and collaboration tools.
Integrations include Housecall Pro, HubSpot, Instapage, Marketo Engage, Meta for Business, Pipeline CRM, Salesforce, Slack, WordPress, and Zapier.
Pros and cons
Pros:
- Available both on and offline
- Great pricing flexibility
- Incredible support team
Cons:
- Implementation can take some time
- Monthly billing adjusts with usage
Best for tracking calls and pinpointing customer activity
This comprehensive integrated platform offers sales call tracking software as a core feature with tons of tools, like dynamic number insertion, smart call redirection, and automated dialers. ActiveDemand was designed with marketing agencies in mind and offers key online tools in one application.
One of the interesting features from ActiveDemand is their CallForensics, which utilizes call context, recordings, transcription, and keyword monitoring to provide a more complete review of actionable leads.
ActiveDemand is made for agencies because their pricing is based on the total number of contacts and not the number of users. This billing structure allows users to create an unlimited number of sub-accounts for each client within their individual branding. They offer plans for marketing agencies, businesses, and senior living facilities.
ActiveDemand Standout Features and Integrations
Features include DNI, whisper, smart redirection, automated calling, call context, call recording, transcription, keyword monitoring, analytics, notifications, custom dashboards, funnel builder, and workflow automation.
Integrations include Freshsales, Microsoft Dynamics 365, Nimble, noCRM.io, Pipedrive, Pipeline, Salesforce, Sherpa CRM, Yardi, and Zoho CRM.
Pros and cons
Pros:
- Voice and SMS integration
- Freemium version available
- Fast, simple setup
Cons:
- A bit of a learning curve
- Automation builder is clunky
Formerly known as DialogTech, Invoca is a conversation intelligence platform designed to ensure businesses can unlock and manage as much data as possible from customers looking for their services. They deliver full attribution for every phone lead and AI-powered insights for all conversations.
Invoca follows the customer journey on all marketing channels, so it makes sense that they have a tool to help users update and manage phone numbers through the tag manager implemented on your website. Once you change the number in the tag manager, it updates everywhere else too.
Invoca can support large, medium, and small organizations.
Invoca Standout Features and Integrations
Features include local phone numbers, toll free numbers, port existing numbers, visitor and keyword tracking, DNI, IVR, geo routing, call data, call recording, advanced reporting, conversation intelligence, and call scheduling.
Integrations include Adobe Analytics, CallTools, Google Analytics, Five9, HubSpot Marketing Hub, HubSpot CRM, Liine, Marketo Engage, NinjaCat, and Salesforce.
Pros and cons
Pros:
- Intuitive navigation and interface
- Customizable AI, dashboards, and training
- Great customer support
Cons:
- It can be difficult to find call recordings
- Requires hosting IVR
This sales and marketing automation platform offers so much more than just call tracking software. With CallAction, users can capture and engage with leads across all channels, including voice, text, and email.
One of the unique tools from CallAction is one that you can use after you’ve already gotten all the data from call tracking: automated outbound communication. With this feature, you’re using customer data to follow up and get in touch with them again by customizing your choice of channel, personalized message, and delivery date to fit any campaign.
CallAction is best for small organizations, but it does have the capacity to support medium and large companies, as well. They offer three tiers, with solo and group functionality to provide scalable versatility for any organization.
CallAction Standout Features and Integrations
Features include unlimited calls and texts, unlimited custom automations, over 60 prewritten campaigns, call recordings and transcription, call capture, text lead generation, VOIP dialer, and contact data append.
Integrations include CRM integrations available through Zapier and API.
Pros and cons
Pros:
- Easy to use
- Flexible, customizable system
- Personalized onboarding and setup
Cons:
- Not the best customer support
- Difficult to upload past leads
As a call and lead tracking software for agencies, WhatConverts offers multi-channel tracking features that include phone calls and other online channels, such as chat and form tracking. They allow users to set up new call tracking numbers with just a few clicks and include DPNI (Dynamic Phone Number Insertion), which automatically tracks website-based calls.
One of the features that most stood out to me about the WhatConverts tool is the variety of call tracking options. These call tracking types include offline tracking for non-digital marketing materials, marketing source tracking with dynamic number insertion, and keyword level tracking with dynamic number insertion to help users track which of their efforts are converting best.
WhatConverts is designed to support organizations of all sizes, including freelancers and enterprise-level operations. With five scalable subscription plans, users have more freedom to pay just for what they need. This platform also supports international calling to and from 22 countries for global marketing efforts across healthcare, real estate, education, and construction.
WhatConverts Standout Features and Integrations
Features include lead tracking with first party data, white label call tracking, call flow options, call transcription, call conversion tracking, call greeting, whisper, recording, call tracking triggers, DPNI, automated spam blocking, and HIPPA compliant tracking.
Integrations include AgencyAnalytics, Acuity Scheduling, Facebook Ads, Google Ads, Google Analytics, Intercom, Pipedrive, Salesforce, Squarespace, and Zoho CRM. WhatConverts offers over 1,000 integrations.
Pros and cons
Pros:
- Accurate reporting
- Easy to set up
- Great customer service
Cons:
- Limitations on some local numbers
- Limited routing capabilities
CrazyCall is a cloud-based platform that can help sales teams and contact centers with outbound and inbound call needs through auto dialers, interactive voice response, call monitoring and scripting, and affordable international calls.
One of the features you may want to add on to your CrazyCall setup is the Click-to-Call tool, which allows users to expand and refine any contact list. With accessibility to call data, users can add phone numbers as they browse the web, as well as make and receive calls.
CrazyCall offers non-technical solutions specifically for contact centers and sales teams with two pricing tiers designed to scale as the company grows. They’re a good choice for global companies, as they offer functionality in 60 countries.
CrazyCall Standout Features and Integrations
Features include agent panel, live call analytics, call recording and archiving, intelligent power dialer, script creator, conference calls, international connections, workforce management, queue management for inbound calls, and SSL encryption.
Integrations include Pipedrive and Zapier.
Pros and cons
Pros:
- One of the better integration options
- Very affordable calling tool
- Affordable international calling
Cons:
- A bit of a learning curve
- Emails may end up in spam
FluentStream is a comprehensive phone system that focuses on streamlining both management and analytics with features that optimize communications for the mobile world. With cloud-based technology, users gain better data management, accessibility, and security.
One of the coolest features from FluentStream is their focus on the customer experience — both for their customers and yours. Users have the ability to change voice recordings to display unique messages for customers and upload music files to change hold music at will. On the FluentStream side, their team focuses on 24/7 availability and a personal onboarding crew for better implementation.
A number of different industries and business sizes may benefit from FluentStream support, including healthcare, education, insurance, and legal organizations. They also offer tiered plans for scalable pricing.
FluentStream Standout Features and Integrations
Features include unlimited inbound and outbound calls in the US, HD voice quality, browser dialing, call groups, auto attendants, internet fax, SMS and messaging, mobile app, and marketing campaign optimization.
Integrations include ExecVision, Freshdesk, Google Workspace, Microsoft 365, Salesforce, Smith.ai, VanillaSoft, and Zendesk Suite.
Pros and cons
Pros:
- Very easy to use the dashboard
- Great customer service
- Good for small businesses
Cons:
- Limited mass texting
- Mobile app isn’t as robust as desktop
Other Sales Call Tracking Software
Here are some additional sales call tracking software options that didn’t make it onto my shortlist, but are still worth checking out:
- 800response
For creating 800 vanity numbers
- CallSource
For getting the data you need to take advantage of missed opportunities
- RingDNA
For guiding a global communication hub
- CallTrackingMetrics
Sales call tracking software for contact centers and agencies
- Phonexa
Call tracking software with logic module for all-in-one marketing
- CallFire
Call tracking platform for improving efficiency
- ResponseTap
Call and visitor tracking software to integrate with Google Analytics
- RingBa
Cloud-based software for managing call attribution, recording, and routing
- Marchex
Platform for engaging and nurturing leads through text or voice channels
- Convirza
Call tracking solution for managing marketing results and spending
Sales Call Tracking Software Selection Criteria
When selecting the best sales call tracking software to include in this list, I considered common buyer needs and pain points like integration capabilities and user-friendliness. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Record calls
- Analyze call data
- Track call outcomes
- Integrate with CRM
- Provide call reporting
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven insights
- Customizable dashboards
- Real-time call transcription
- Multi-language support
- Advanced analytics
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface
- Ease of navigation
- Customization options
- Responsiveness
- User feedback
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to templates
- Supportive webinars
- Chatbot assistance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Availability of live chat
- Response time
- Quality of support documentation
- Access to phone support
- Availability of community forums
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Feature set for price
- Availability of free trials
- Pricing flexibility
- Discount options
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Feedback on user experience
- Comments on customer support
- Mention of unique features
- Noted issues or limitations
How to Choose Sales Call Tracking Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Will the software grow with your team? Consider future growth and if the tool can handle more users and data without performance issues. |
| Integrations | Does it connect with your existing tools? Check for CRM, email, and calendar integrations to ensure smooth workflow integration. |
| Customizability | Can you tailor it to your needs? Look for options to customize dashboards, reports, and workflows to match your team's specific processes. |
| Ease of use | Is the tool user-friendly? Ensure the interface is intuitive to prevent long training times and help your team start using it quickly. |
| Implementation and onboarding | How easy is it to get started? Evaluate the availability of tutorials, support during setup, and how quickly your team can be up and running. |
| Cost | Does it fit your budget? Compare pricing plans, watch for hidden fees, and consider if the cost aligns with the value it provides your team. |
| Security safeguards | How does it protect your data? Look for encryption, user permissions, and compliance with data protection regulations to keep your information safe. |
Trends In Sales Call Tracking Software For 2025
Sales call tracking software has become more sophisticated, integrating advanced analytics, AI, and machine learning to provide deeper insights and more actionable data for businesses striving to optimize their sales processes and enhance revenue operations.
The best call tracking software solutions now offer comprehensive features that go beyond basic call recording. The latest trends indicate a clear direction toward more personalized, data-driven, and efficient sales call tracking solutions.
Integration and Automation:
- Enhanced integration capabilities with CRM systems, marketing platforms, and other business tools to provide a unified view of customer interactions and data.
- Increased automation of data entry and analysis, reducing manual tasks and allowing sales teams to focus on strategic activities.
Advanced Analytics and AI:
- Greater use of AI and machine learning algorithms to analyze call data, predict outcomes, and provide prescriptive advice for sales strategies.
- Implementation of advanced analytics features that offer deeper insights into call performance, customer sentiment, and behavior patterns.
Data Privacy and Compliance:
- As data privacy regulations tighten, sales call tracking software is adapting to ensure compliance while still providing valuable insights.
- Features that ensure data is collected, stored, and processed in line with global privacy standards are becoming standard.
Declining Features:
- Basic call logging and tracking functionalities are becoming commoditized and less differentiated.
- Standalone solutions that do not integrate well with other business systems are seeing reduced demand.
For businesses and revenue operation leaders, staying on top of these trends is crucial to selecting and utilizing sales call tracking software that not only addresses current challenges but is also poised to adapt to future developments. The focus is increasingly on solutions that offer comprehensive insights, seamless integration, and contribute to a superior customer experience, all while maintaining a keen eye on efficiency and data compliance.
What Is Sales Call Tracking Software?
Sales call tracking software is a tool used by businesses to record and analyze sales calls. It captures details about each call, including duration, caller information, and call outcomes. The software integrates call data with customer relationship management systems and provides analytics and reporting features to assess the performance of sales calls.
Features
When selecting sales call tracking software, keep an eye out for the following key features:
- Call recording: Captures and stores sales calls for future reference and analysis, helping teams learn from past interactions.
- Data analysis: Provides insights into call performance and sales trends, enabling data-driven decision-making.
- CRM integration: Connects with existing CRM systems to ensure seamless data flow and enhance customer relationship management.
- Customizable dashboards: Allows users to tailor the interface to display relevant metrics and insights, improving usability and focus.
- Real-time call transcription: Converts spoken words into text instantly, making it easier to review and share call content.
- AI-driven insights: Utilizes artificial intelligence to identify patterns and recommend actions, aiding in strategic planning.
- Multi-language support: Accommodates diverse teams by offering functionality in multiple languages, broadening accessibility.
- Advanced analytics: Offers in-depth analysis of call data to uncover hidden opportunities and areas for improvement.
- User permissions: Provides control over who can access and modify data, ensuring security and compliance with regulations.
- Interactive product tours: Guides new users through the software's features, enhancing the onboarding experience and reducing training time.
Benefits
Implementing sales call tracking software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved sales strategies: Analyzing call data helps identify successful tactics and areas for improvement, refining your sales approach.
- Enhanced customer interactions: Call recording and analysis provide insights into customer needs and preferences, leading to more personalized communication.
- Increased team efficiency: Integrating with CRM systems and providing real-time call transcriptions reduces manual data entry and speeds up processes.
- Better decision-making: AI-driven insights and advanced analytics offer data-backed recommendations, supporting strategic planning and execution.
- Secure data management: User permissions and security safeguards ensure that sensitive information is protected, maintaining compliance with regulations.
- Faster onboarding: Interactive product tours and customizable dashboards help new users get up to speed quickly, reducing training time.
- Broader accessibility: Multi-language support allows diverse teams to access and use the software effectively, enhancing collaboration.
Costs & Pricing
Selecting sales call tracking software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in sales call tracking software solutions:
Plan Comparison Table for Sales Call Tracking Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic call recording, limited analytics, and CRM integration. |
| Personal Plan | $10-$30/user/month | Call recording, basic analytics, CRM integration, and limited customization. |
| Business Plan | $30-$60/user/month | Advanced analytics, CRM integration, custom dashboards, and user permissions. |
| Enterprise Plan | $60-$100/user/month | Full analytics suite, CRM integration, AI-driven insights, and multi-language support. |
Sales Call Tracking Software FAQs
Here are some answers to common questions about sales call tracking software:
What are the types of sales call tracking software?
Sales call tracking software varies in type and functionality, catering to different business needs and operational scales. Understanding these types can help organizations select the right solution to optimize their sales processes and improve revenue operations. Here are the primary types of sales call tracking software:
- Basic Call Tracking Software: This type provides fundamental features such as call logging, recording, and simple analytics. It’s designed for businesses that need basic insights into call volumes, sources, and outcomes without advanced integrations or analytics.
- Advanced Call Tracking Software: Offering more sophisticated features, this type includes detailed analytics, keyword tracking, call scoring, and integration with CRM systems. It’s suited for businesses looking to gain deeper insights into their sales calls and align them with broader marketing and sales strategies.
- CRM-Integrated Call Tracking Software: Specifically designed to integrate seamlessly with customer relationship management (CRM) platforms, this type of software enables businesses to correlate call data directly with customer records, providing a comprehensive view of customer interactions and sales activities.
- VoIP Call Tracking Software: Utilizing Voice over Internet Protocol technology, this software tracks and records calls made over the internet, offering advanced features like dynamic number insertion, call routing, and detailed analytics within a VoIP infrastructure.
- Multi-Channel Call Tracking Software: This type tracks calls across various channels, such as online advertising, social media, and offline campaigns, providing a holistic view of how different marketing efforts contribute to sales calls and customer engagement.
- Marketing Attribution Call Tracking Software: Focused on attributing sales calls to specific marketing campaigns or touchpoints, this software helps businesses understand which marketing activities are driving calls and conversions, enabling more effective allocation of marketing resources.
Each type of sales call tracking software offers unique features and benefits, making it essential for organizations to assess their specific needs and choose a solution that aligns with their sales and marketing objectives, operational scale, and technological infrastructure.
What is the difference between sales call tracking and call recording software?
Sales call tracking software not only records calls but also analyzes call data, tracks outcomes, and integrates with CRM systems. Call recording software focuses solely on capturing audio. If you’re looking to improve sales strategies, choose call tracking software for its added insights and integrations.
How secure is sales call tracking software?
Sales call tracking software typically includes security features like encryption and user permissions to protect your data. When selecting a tool, look for compliance with data protection regulations like GDPR. This ensures your customer information remains safe and your business stays compliant.
Is sales call tracking software suitable for small businesses?
Yes, sales call tracking software can benefit businesses of all sizes, including small ones. Many providers offer scalable plans with features tailored to small teams. By using this software, small businesses can gain valuable insights into their sales processes without a large investment.
What’s Next:
If you're in the process of researching sales call tracking software, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.