CallRail is a leading provider of cloud-based call tracking and marketing analytics software. The company’s products allow customers to engage with clients, manage leads, attribute marketing spend, route calls, and perform advanced analytics. The company was founded in 2011 and headquartered in Atlanta, GA.

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