Form fills & call leads for every client, one place.
Compare
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min seconds
Each client uses its own saved call filters unless you override.
Pick a period and press Get report.
Export what's on screen:
Pick a period and press Refresh to pull leads.
Lead intelligence
Scores every call and form fill in the selected period — best leads ranked with reasons,
missed calls and missed opportunities flagged. Verdicts are saved on this PC, so past months stay a click away.
Pick a period above, then press Find best leads.
Manage clients
Add clients, set API keys & default call filters.Configure forms, call sources & cross-account mappings. Clients and API keys are managed on the office machine.
Shared agency CallRail key
Checking…
Week starts on
Defines what “this week” and “last week” mean everywhere.
Advanced — cross-account mappings
Count a form or call number from one client's account under another client.
Display & totals only — nothing is changed inside CallRail or JotForm.
Cached data
Form and tracking-number lists refresh every 10 minutes. Clear now if you just created one.
Add client
Fill what you have — you can add CallRail later.
JotForm (form fills)
CallRail (call leads)
seconds
These filters apply automatically. You can still override them per-report.
Shared account rules (optional)
Comma-separated. Leave blank to count everything in the account.
Use this on the main client when another client owns part of the same account.
Applies to both JotForm form names and CallRail source names, so newly
created forms and numbers are assigned automatically — no checkbox upkeep.
Configure
Export report
Uses the period and client selected on the dashboard.
One row per client: total form fills, total calls, and movement vs the previous period.
Monthly client packet
One polished report per client, ready to send — totals with % change, the missed-call trend,
best leads with the reasons they scored, and missed opportunities. All clients download as a single ZIP;
one selected client downloads as its document.
Pulls every selected client live — the first run of a period can take a minute; repeats are cached.
Cross-account mappings
Count an item from one client's account under another client. Saved once, applied everywhere —
dashboard, leads, insights and exports. CallRail and JotForm are never modified.