CallRail is the lead intelligence platform that makes it easy for businesses of all sizes to market with confidence. Serving more than 200,000 companies worldwide, CallRail’s solutions help businesses track and attribute each lead to their marketing journey, capture and manage every call, text, chat, and form, and use real-time insights to optimize their marketing.

Date of Investment: September 2017
Sageview Contact(s):

Sageview Value-Add

  • Operations

    • Helped upgrade KPI metrics and financial reporting
  • Sales & Marketing

    • Helped optimize pricing
    • Led analysis to refine paid media spend
    • Assisted in performing customer segmentation analysis
  • Human Resources

    • Played key role recruiting CRO, CFO, and independent board member
  • M&A

    • 10+ acquisition targets evaluated to date
  • Capital Markets

    • Enabled secondary transactions in 2017 and 2020
    • Introduced bank financing sources