Last Updated
Overview
CallTaker is designed for businesses needing structure in service request workflows. It offers CMS-based help libraries, request queues, and escalation features that ensure accountability. While the platform may lack deep analytics, its easy website embedding and catalog creation tools keep customer interactions streamlined and internally documented.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
CallTaker Specifications
- Customer Communication Tracking
- Customer Service/Support
- Workflow Automation
- Task Management
What Is CallTaker?
CallTaker is a cloud-based customer relationship management (CRM) system built to help businesses manage their customer service. It serves as a central platform for handling requests from both external clients and internal teams, making support center more efficient and organized. The system stores information for every customer, lead, and service request, including contact details and communication history. This helps ensure that every conversation is relevant and informed.
CallTaker Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
CallTaker Integrations
Who Is CallTaker For?
This software is ideal for a wide range of business types and use cases, including:
- Customer service teams
- Property and asset management firms
- Internal IT and HR help desks
- Service-based businesses
Is CallTaker Right For You?
Are you looking for a centralized platform to manage service requests with full visibility and control? CallTaker might be the right fit. It simplifies ticket tracking, automates workflows, and allows organizations to create self-service portals for faster resolutions.
Built for internal teams and service-based operations, the software reduces communication breakdowns and ensures that nothing falls through the cracks. CallTaker also offers a scalable structure suited for growing businesses across industries.
Still doubtful if CallTaker software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
CallTaker Features
Self-Service Catalogue
The platform enables users to create a self-service catalogue for internal or external customers to streamline service requests. It allows teams to define available services with descriptions, outline fulfillment activities, and establish clear workflow processes and escalation routes, empowering users to find solutions and make requests independently.
Workflow And Escalation Management
CallTaker offers advanced workflow management to control business processes and enforce KPIs. CallTaker features overdue escalation handling, service delivery team queue management, and request authorizations such as requiring manager approval for new equipment, ensuring compliance and accountability in all service requests.
Technician Dispatch And Monitoring
The software helps monitor faulty equipment in real-time and dispatch technicians directly to the site. Remote technicians can communicate directly with the office, take and upload photos of equipment to add to its service history, and enter comments, creating a complete record for every job.
Built-In Content Management System (CMS)
This feature allows users to easily create content pages for internal or external use. This helps build a multi-level online help library to support customers without them needing to contact the team or create information portals and learning pages for service personnel.
Social Collaboration Tools
CallTaker integrates built-in chat, email, and workflow collaboration features that connect teams around customer interactions. This promotes real-time updates, shared ticket visibility, and efficient teamwork during service delivery. The unified communications layer ensures everyone stays informed and aligned throughout customer support processes.
Pros And Cons of CallTaker
Pros
Can be used for both external customers and internal staff
Good support for mobile field service teams
Easy to set up and get started
Cons
Pre-built integrations with other apps is limited
Limited customization options
CallTaker Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 51-100 employees
“Excellent call handling software with minor flaws”
Pros
I can count on this software to perform consistently every day. The interface is simple to use and not at all complicated. It also has a wide range of features including everything I need.
Cons
The price point is quite high for what you get and there arent many ways to customize things to fit your specific workflow. Getting comfortable with the more advanced features takes some time and it is not as easy at first.
Rating Distribution
Ease of use
10
Value for money
6
Customer Support
10
Functionality
10
Frequently Asked Questions
What level of support does CallTaker offer?
CallTaker provides customer support through email and contact forms.
What other apps does CallTaker integrate with?
CallTaker does not publicly share specifics about its third-party integration support.
What types of pricing plans does CallTaker offer?
The CallTaker cost starts at $9.95/month. Request a personalized CallTaker price quote for your business today!
Does CallTaker offer an API?
Yes, CallTaker offers an API.
What language does CallTaker support?
CallTaker is primarily available in English.
Who are the typical users of CallTaker?
Typical users of CallTaker include customer support teams, internal help desks, property managers, and service-based businesses.
Does CallTaker have a mobile app?
No, CallTaker does not currently provide a dedicated mobile app.