Some prospects fill out the form.
Others pick up the phone.
Waypoint captures the first group. CallRail captures the second — and tells you which ad, keyword, and campaign sent them. Neither one closes the loop alone. Together they produce a single record that follows the lead from first click to closed business.
Better together
Your forms and your phones,
finally on the same page.
Most multi-location operators already run both systems. Connecting them answers a question neither one can answer alone: which of the people calling you already filled out a form — and what did they tell you in it?
The call arrives warm
A prospect spends nine minutes on your pricing page, submits a form, then calls twenty minutes later. Your team picks up already knowing who they are and what they came for.
You can see who did both
Someone fills out a form, then calls in a few hours later. Matched on phone number, those two events become one prospect instead of two anonymous entries in two separate reports.
Spend gets easier to defend
A large share of your inquiries arrive by phone. Tying those calls back to a keyword and a campaign means your cost-per-lead reflects the whole funnel, not just the form half.
The integrated stack
Two systems. One shared record.
Everything on the left is Waypoint. Everything on the right is CallRail. They meet at the phone number.
Guides the visitor
Overlays and prompts sit on top of your existing site — no rebuild, no brand takeover — and route visitors toward the action they came for.
Captures intent and lead source
Multi-step forms adapt as the visitor answers, so you learn what they need, when they need it, and who is deciding — and every submission carries its own source, campaign, and keyword with it.
Answers after hours
Handles questions and qualifies leads at 11 PM on a Sunday, when your sales line goes to voicemail.
Holds the shared record
The prospect profile and its web attribution live here — and it's where CallRail's call data lands once the numbers match.
Swaps in a tracking number
Each visitor sees a number tied to their session, so the call carries its source, campaign, and keyword with it.
Attributes the call
Paid search, organic, social, referral, print — every inbound call gets a first-touch source instead of landing in an "unknown" bucket.
Reads the conversation
Transcription, summaries, and keyword spotting run inside CallRail. Waypoint pulls the resulting sentiment and lead scores onto the prospect's record — recordings and transcripts stay put.
Coaches the rep
Follow-up drafts and coaching cues generated from what was actually said on the call. Sold separately from the base Call Tracking package.
One prospect. One timeline.
Phone numbers are normalized on both sides and matched inside Premium Analytics. The form answers and the call record stop being two reports and become one — which is the only place a question like "has this caller already filled out a form?" can actually be answered.
What the join makes visible
Reporting that neither system
can produce on its own.
These views live in Premium Analytics and only populate once call data is flowing. Figures below are illustrative.
Where are prospects actually engaging?
Every unique prospect sorted by how they reached out. The middle group — people who did both — are the ones already comparing you against someone else.
The opportunity: if you're only counting form submissions, you're missing out on roughly two thirds of your inquiry volume — prospects who are already raising their hand. Add call data and they land in the same report as everyone else.
Which channels drive calls vs. forms?
Channel mix looks completely different depending on how the prospect reached out. Budget set on form data alone is optimizing for one of these three rows.
When are calls going unanswered?
Missed-call rate by hour of day. Every bar in the red band is an inquiry that reached your number and got nothing back.
Worst window: 4–6 AM — 68% missed. Straightforward to close once you can see it — a routing rule or voicemail protocol covers the window.
About these figures: illustrative sample data, shown to demonstrate report structure. No customer data is represented and no location, campaign, or caller is identifiable. Availability depends on your CallRail plan — sentiment and conversation analysis require CallRail Premium Conversation Intelligence, and Convert Assist is a separate add-on.
Division of labor
Two products.
No overlap.
Neither product duplicates the other. Each covers a stretch of the funnel the other doesn't reach, which is what makes them worth running together.
Web conversion
Navigator overlays, ProForms, and engagement surveys turn existing traffic into inquiries — without a site rebuild or a new agency.
Pre-call prospect intelligence
What they need, their timeline, budget signals, and browsing history are on the screen before your rep says hello.
Built for multi-location
Every form, call, and score rolls up by location and across the whole portfolio — so a regional team can compare sites without exporting anything.
Call attribution
Dynamic Number Insertion and keyword-level tracking across paid search, social, SEO, and offline campaigns.
Conversation Intelligence
Transcription, AI summaries, sentiment scoring, and keyword spotting on recorded calls.
Downstream integrations
Call data flows on to your CRM and ad platforms, so the systems your team already lives in stay current.
Partnership pricing
Don't have CallRail yet?
Come in through us.
Waypoint customers get special pricing on CallRail. Same platform, same features, at a special rate.
- ✓ Keyword-level call attribution across paid search, social, SEO, and print
- ✓ Conversation Intelligence — transcription, summaries, and sentiment
- ✓ Convert Assist for rep coaching and follow-up drafts (add-on)
- ✓ Call data flowing straight into your Waypoint prospect records
CallRail + Waypoint
Talk to us for your rate
Call tracking & DNI
Every call carries its source, campaign, and keyword
Conversation Intelligence
Transcription, summaries, sentiment scoring
Convert Assist (add-on)
Coaching cues and follow-up drafts
Marketing analytics
Campaign ROI, lead source reporting, GA4
Waypoint integration
Calls matched to prospect records automatically
No long-term contract required.
Next step
See both halves of the funnel
in the same report.
Tell us which platform you're already running and we'll show you what the joined view looks like against your own channels.
CallRail is a registered trademark of CallRail, Inc. Waypoint Converts is a LifestyleCX company.
