Historical imports
Choose 30, 90, 180, or 365 days and safely refresh matching activities.
CallRail integration
Turn call data into confirmed outcomes.
Import recent activity, collect consistent client decisions, and deliver qualified-lead truth without using a spreadsheet as the handoff.
Connected by design
From call record to client decision.
- 01
Connect the client account
Credentials are encrypted and isolated to the client workspace.
- 02
Import recent activities
Backfill calls plus forms and texts when the connected CallRail account makes them available, then refresh matching records without creating duplicates.
- 03
Review calls and forms
Clients use the same qualification categories, evidence, notes, and journey stages across imported calls, forms, and available texts.
- 04
Distribute the decision
Keep CallRail qualification, status, value, and notes import-only, then send the full outcome to a Zapier Catch Hook or your signed HTTPS endpoint.
Agency controls
A reliable feedback layer around the provider.
Client permissions
Invite reviewers and client admins without exposing other client workspaces.
AI on your terms
Use managed Good or Amazing reviews, enforce a budget, bring your own keys, or stay human-only.
CallRail is a trademark of its respective owner. LeadDecide is an independent product and is not endorsed by or affiliated with CallRail.
A better client feedback loop