FOR AGENCIES
Run every client's call business from one login.
Per-client tracking, routing, and reporting in a single console, unlimited users and seats on every plan, and founder-level support that sets up your clients with you. No more juggling tools, logins, or per-seat fees.
Trusted by enterprise call buyers and sellers. Uptime live on status.callgrid.com.
| Client | Revenue | RPC |
|---|---|---|
| Vance Insurance | $182,361.84 | $53.32 |
| Harbor Legal | $151,873.40 | $92.61 |
| Summit Solar | $96,726.85 | $44.37 |
| Cardinal Leads | $49,926.42 | $38.70 |
| Bluepeak | $29,207.36 | $29.80 |
| Total | $510,095.87 | $53.64 |
Every client in one console, unlimited seats, one login.
THE JUGGLING TAX
Running calls for multiple clients means juggling separate tools, separate logins, and a stack of spreadsheets, and getting taxed per seat every time your team grows. The work is the clients, not the tooling.
The result is wasted hours stitching reports together, messy client updates that never quite line up, and margin quietly eaten by software. Every new hire adds a seat fee. Every new client adds another login. None of it makes a single call worth more. It is overhead between you and the work that actually pays.
MULTI-CLIENT MANAGEMENT
Every client in one console.
Manage all your clients from a single account. Switch between them in a click, and keep each one's campaigns, tracking numbers, and data cleanly separate. This is multi-client call tracking the way an agency actually works, no tool-hopping, no second login.
| Campaign | Tracking Number | Completed | RPC |
|---|---|---|---|
| Medicare Inbound | (415) 555-0142 | 1,840 | $54.62 |
| ACA Inbound | (415) 555-0188 | 1,120 | $52.31 |
| Final Expense Inbound | (415) 555-0173 | 460 | $50.60 |
| Total | 3,420 | $53.32 |
ATTRIBUTION AND REPORTING
Prove ROI per client, in one number.
Per-client tracking and attribution down to source and visitor, and clean reporting you can show a client, revenue, conversion, and RPC by campaign and source. Then pull it all up into an agency roll-up across every account, so you see the whole book at a glance.
| Client | Completed | Conversion % | RPC | Revenue |
|---|---|---|---|---|
| Vance Insurance | 3,420 | 64.0% | $53.32 | $182,361.84 |
| Harbor Legal | 1,640 | 58.0% | $92.61 | $151,873.40 |
| Summit Solar | 2,180 | 49.0% | $44.37 | $96,726.85 |
| Cardinal Leads | 1,290 | 52.0% | $38.70 | $49,926.42 |
| Bluepeak | 980 | 47.0% | $29.80 | $29,207.36 |
| Total | 9,510 | 56.2% | $53.64 | $510,095.87 |
UNLIMITED SEATS
No per-seat tax. Ever.
Every CallGrid plan includes unlimited users and seats. Add your whole team, give each client's stakeholders their own access, and never pay more for headcount. Your team can grow, your client list can grow, and your bill does not move because of it.
- Unlimited users and seats on every plan. No seat counter, no upgrade prompt when you hire.
- Give clients their own access. Each client's stakeholders see their own numbers, at no extra cost.
- Headcount stays out of your margin. Grow the team without growing the software bill.
| Name | Title | Role |
|---|---|---|
| Marcus Vance | Agency owner | Owner |
| Priya Nair | Account manager | Admin |
| Diego Salas | Media buyer | Manager |
| Renata Ortiz | Reporting analyst | Analyst |
| Karen Ellison | Client, Harbor Legal | View only |
Add a teammate or client, no extra charge.
THE RELIABILITY PROMISE
Your clients' calls do not drop.
A client's call should never hit the floor. Call Failover, Call Recovery, and Circuit Breaker keep calls connecting, so a client never loses a lead they paid to generate.
Call Failover
If one path cannot take the call, it reroutes instantly to the next one that can, so your client's lead stays connected.
Call Recovery
When something slips, CallGrid recovers the call instead of letting it disappear, so a hiccup never costs your client a lead.
Circuit Breaker™
If a path is failing, CallGrid trips it out of rotation automatically, so a bad route never costs a client live calls.
THE TEAM PROMISE
A team that has your back.
The number one reason operators leave a platform is support that goes quiet. CallGrid is built by operators with 20 years running calls, and founder-level support is included on every plan, building your client setups with you and answering when it matters. Migration is easy too. Many accounts move their whole book over in a weekend, with us building each client's setup.
YOUR WORKING SURFACE
This is what you work in, client by client.
The account switcher, every client's tracking numbers, and the agency roll-up, on one screen. Values are color coded the way the app shows them.
| Number | Campaign | Completed | Last Call | Status |
|---|---|---|---|---|
| (480) 555-0103 | Solar | 1,214 | 10:42:19 AM | Live |
| (480) 555-0151 | ACA Inbound | 920 | 10:36:05 AM | Live |
| (480) 555-0129 | Solar | 46 | Oct 4, 3:18:44 PM | Paused |
| Total | 2,180 |
EVERYTHING IN ONE PLACE
Built to run an agency's whole book.
Multi-client console
Run every client from one account and switch between them in a click, with each one's campaigns, numbers, and data cleanly separate.
Per-client attribution
Track every call down to source and visitor, separately for each client.
Client-ready reporting
Revenue, conversion, and RPC by campaign and source, clean enough to send.
Unlimited seats
Unlimited users and seats on every plan. Never pay more for headcount.
Calls do not drop
Failover, recovery, and circuit breaking keep every client's calls connecting.
Founder-level support
Operators who build your client setups with you, included on every plan.
"The flexibility to customize campaigns, create attribution models, and automate our call funnels has been fantastic. The built-in analytics give us clear insights, helping us make smarter decisions with our ads."
WHERE IT FITS
The whole agency workflow, connected.
Call Tracking captures each client's calls at the source, Real-Time Bidding wins them the highest revenue, Routing pushes them through fast, and Reporting rolls every client up into one view.
Reporting and Analytics
Roll every client up into one view, by campaign and source.
Explore ReportingCall Tracking
Capture each client's calls and their source the moment they ring.
Explore Call TrackingReal-Time Bidding
Win each call the highest revenue, the instant it arrives.
Explore RTBCall Routing
Push every client's calls through fast with Dynamic RPC and Turbo Routing™.
Explore RoutingFAQ
Running calls for multiple clients, answered
Yes. CallGrid is built for multi-client call tracking, so you run every client from a single account and switch between them in a click. Each client keeps its own campaigns, tracking numbers, routing, and reporting, cleanly separate, and you pull it all into one agency roll-up across every account. One login for the whole book of business.
No. Unlimited users and seats are included on every plan. Add your whole team, give each client's stakeholders their own access, and never pay more for headcount. There is no seat counter and no upgrade prompt when your team grows. See callgrid.com/pricing for plan details.
Yes. Every client has its own campaigns, tracking numbers, routing, and reporting, kept cleanly separate inside one account. You switch into a client to work only on their setup, then roll everything up to see the whole agency at once. No mixed data, no spreadsheets stitched together by hand.
Yes. Per-client tracking and attribution run down to source and visitor, and you get clean reporting you can show a client, revenue, conversion, and RPC by campaign and source. Give a client's stakeholders their own access at no extra cost, so they see their numbers without you exporting a thing.
Your client never loses a lead they paid to generate. Call Failover, Call Recovery, and Circuit Breaker keep calls connecting, so if one path has trouble the call reroutes to the next one that can take it. A hiccup becomes a routed call instead of a dropped client lead.
Fast. CallGrid is built by operators, and founder-level support is included on every plan, so we build your client setups with you. Many accounts move their whole book over in a weekend, with us configuring each client's campaigns, numbers, and routing alongside you. Integrations stay benefit-level and we set them up together.
Run every client from one login.
One console for your whole book, unlimited seats on every plan, and a team that sets up your clients with you.
CapacityGuard, PingGuard, BidGuard, Turbo Routing, and Circuit Breaker are trademarks of CallGrid, Inc.