Communications intelligence and analytics

Every call, tracedto what paidfor it

CallSumo gives every ad, mailer, billboard and web page its own tracking number. Every tracked call is recorded, transcribed and sorted, so you know which marketing brings in customers and which only spends money.

  • A number for every source
  • Recorded and transcribed
  • 14 AI call categories
  • Conversions sent to Google Ads
Live calls · Yobi Smiles Example data

Tracked numbers calls today

    On the line

    BookedThe call became a patient

    (281) 555-01023:12
    Mailer, new movers · (713) 555-0149
    Source: MailerNew patient · booked

    Today 49 calls

      By source calls · new patients

        What CallSumo does

        Shows what worked

        Online or offline, every campaign gets its own number. Then CallSumo tells you what each one delivered, in calls, in conversions, and in the customers who picked up the phone.

        01

        Track every marketing channel

        Measure every campaign, online or offline. Know exactly how many calls and conversions each channel delivers.

        02

        Build better customer connections

        Call reports and call auditing show what drives your phone calls, your conversions and your customers' experience.

        03

        Spend where it pays

        Know which of your marketing efforts return the most, and move the budget to them.

        04

        Save valuable time

        Voice AI reads each tracked call for you, so the calls that matter most, the leads, are easy to find.

        How it works

        From the ad to the answer, one line

        Your team answers the phone the way it always has. CallSumo does the rest, from the first ring to the report.

        01

        A number for every source

        Each ad, mailer, billboard and listing gets its own tracking number. Your website swaps in the right one for each visitor, automatically.

        02

        Calls ring straight through

        Tracking numbers forward to the line you already have. Every tracked call is recorded, and your team can listen in live.

        03

        AI sorts every call

        Each call is transcribed and tagged: new patient, lead, existing patient, spam. Calls the AI isn't sure about go to a person.

        04

        Reported, and sent back

        Reports show calls by source and outcome, and qualifying calls go to Google Ads as conversions, so your ads learn what books.

        14 call categories

        Every tracked call lands in one. "New patient" means the caller booked, not just that they called.

        New patientLeadExisting patientSpamWrong number…and 9 more

        Everything on the line

        Built for the calls that matter

        One set of tools for tracking, listening, and knowing who is calling before you pick up.

        Tracking numbers

        Local and toll-free numbers for every campaign, channel and location.

        Dynamic number insertion

        Your website shows each visitor the number for the ad, search or page that brought them.

        Conversion tracking

        Qualifying calls go back to Google Ads as conversions, so bidding follows the calls that count.

        AI caller ID

        Uses a caller's history to tell you who is calling, and whether they have called before.

        Live call listening

        Listen in as calls happen, to coach your team or check on a big one.

        Recordings and transcripts

        Every tracked call recorded and transcribed, searchable when you need it.

        Call forwarding

        Route tracking numbers to the right line, location or person.

        Mobile call tracking

        Track the calls that start from a tap on a phone, the way most calls start now.

        Sample reports

        The month, by what it brought in

        What a CallSumo report looks like for a dental practice. The numbers here are an example.

        Calls and new patients by sourceYobi Smiles · September · example
        Google Ads142 · 31
        Mailer, new movers89 · 18
        Facebook72 · 13
        Website61 · 11
        Billboard, I-4521 · 3
        CallsNew patients, booked
        At a glanceexample
        Tracked calls385this month
        New patients76callers who booked
        Missed19flagged for follow-up
        Best sourceGoogle Ads31 new patients
        • Missed(713) 555-0198 · Billboard
        • Missed(832) 555-0151 · Google Ads

        Revenue by campaign is coming. Today, every tracked call is tagged by source and outcome.

        Who it's for

        For anyone whose marketing makes the phone ring

        01

        Dental practices

        See which ads, mailers and listings bring new patients, and which calls turned into appointments.

        02

        Dental service organizations

        Every location's numbers in one place, compared side by side.

        03

        Enterprise

        Call tracking and analysis at scale, across brands, regions and teams.

        04

        Marketing and sales teams

        Prove what your campaigns deliver, and hand sales the calls that are real leads.

        In their words

        A must have

        New Patients Inc
        "We use Call Sumo for ourselves and our clients. The transparency and insights helps us deliver outstanding marketing results and eliminates bottlenecks to growing your business. It's a Must Have!"
        Mark DilatushNew Patients Inc
        Pinewood Dental
        "I love their analytical approach to call tracking. It really helps me keep an eye on my marketing dollars while running a busy practice. Call Sumo gets the job done!"
        Dr. Saqib MohajirPinewood Dental
        On the founder
        A "knowledge base" and an "ability to innovate" that reach across dental and other industries.
        Dr. Edward ZuckerbergPioneer in dental technology

        FAQs

        Good questions

        01How do tracking numbers work?

        Each source gets its own number. When someone calls it, the call forwards to the line you already use, and CallSumo logs where it came from. You keep your main number.

        02Does my team have to change how they answer?

        No. The call rings through to your phones as usual. CallSumo works in the background, recording, transcribing and tagging the call.

        03How does the AI sort calls?

        It transcribes each tracked call and applies one of 14 categories, like new patient, lead, existing patient or spam. "New patient" means the caller booked. When the AI isn't sure, a person reviews the call.

        04Can it track offline marketing?

        Yes. Mailers, billboards, radio and TV each get a number, so they show up in the same reports as your online ads.

        05Does it work with Google Ads?

        Yes. Qualifying calls are sent back to Google Ads as conversions, so your campaigns optimize toward the calls that turn into customers.

        06Will it show revenue by campaign?

        That's coming. Today, every tracked call is tagged by source and outcome, so you can see which campaigns bring in new patients.

        07How does CallSumo fit with Yobi and New Patients Inc?

        All three are YiB Inc. companies. New Patients Inc runs the marketing, Yobi's AI receptionist Kate answers and books, and CallSumo shows which marketing worked.

        The family

        One company, one loop

        CallSumo is a YiB Inc. company, with Yobi and New Patients Inc. Together they bring patients in, answer and book, and show what worked.

        See what your calls are telling you

        Book a demo and we'll walk you through CallSumo on campaigns like yours: the tracking numbers, the recordings, and the report that shows what worked.

        Call us(669) 322-7848
        75 E Santa Clara Street
        San Jose, CA 95113