How CallMatrix Works
From setup to revenue in five steps. No engineering team required.
Set Up
Create Your Account and Configure Campaigns
Sign up for Starter in 60 seconds — month-to-month billing, no annual contract, cancel anytime. Provision phone numbers by area code with one click. Create campaigns that tie together your routing plan, IVR tree, and tracking numbers. Configure buyer destinations with pricing, capacity caps, and business hours. Everything is self-service through the dashboard.
Capture
Track Visitors, Qualify Callers, Capture Leads
Add the DNI snippet to your website to track every visitor with a unique phone number and capture their Google Click ID. Build IVR voice menus to collect caller information. Deploy lead capture forms and callback widgets that trigger outbound calls automatically. Every interaction is recorded with GCLID, UTM parameters, geographic data, and timestamps.
Route
Qualify, Bid, and Connect to the Best Buyer
The IVR qualifies callers and feeds data into the routing engine. Conditional rules filter buyers by geography, time of day, IVR responses, and more. When ping-post is enabled, buyers bid in real time. The routing engine selects the winner, checks capacity caps and business hours, and rings the buyer. If they don't answer, the next buyer is tried automatically.
Connect
Bridge the Call and Record Everything
The call is bridged to the winning buyer in real time. Monitor all active calls on the live call board, watching them move from IVR to Auction to Bridged status. Call duration, revenue, cost, and profit are recorded automatically. For forms and widgets, the system calls the agent first, then bridges in the visitor.
Optimize
Analyze Performance and Close the Attribution Loop
Dashboards reveal performance across every dimension: revenue trends, buyer fill rates, geographic patterns, and hourly volume. The conversion upload module sends qualified calls back to Google Ads as conversions. Google's Smart Bidding algorithms learn which clicks generate revenue, and your campaigns improve automatically.
Ready to See It in Action?
Set up your first campaign in under 10 minutes. Month-to-month billing, cancel anytime.