Phone numbers and call tracking for agencies and resellers

An agency runs campaigns for different clients, each with numbers, reports and budgets that must not get mixed up. TELQIO organizes this as organization, sub-accounts and projects.

The problem

In an agency, the phone number is often the only link between an advert and a sale made by phone. When every client goes through the same line, nobody can say which campaign made the phone ring, or whom to bill.

Admin work follows: one export per client, different access rights for each account manager, and the worry that a colleague might see another client’s calls. You need real data separation, not just a filter on a table.

How it flows

Agency organization
Client sub-account
Number per campaign
Tracked call
Export per client

Example journey

Agencies and resellers

01

One sub-account per client

A local marketing agency opens a sub-account for each client. The account manager for client B sees client B only.

02

One number per source

For the paid search campaign and the social ads campaign, the agency reserves two dedicated numbers. Each inbound call is tied to its source.

03

Routing to the right person

A flow sends calls to the client’s switchboard during opening hours, and to voicemail outside them.

04

Weekly review

The agency looks at call counts, durations and statuses per campaign, without mixing in another client’s data.

05

Export for the monthly report

An export filtered by client and period feeds the report handed to the client.

Limits to know

  • Call tracking ties a call to a source when the signal is valid. A visitor who writes down the number and calls back later may not be matched to the original visit.
  • Dynamic number insertion depends on the consent choices on your client’s site. You remain responsible for that integration.
  • Available numbers and required documents vary by country and number type.

Structure your client accounts

Give us a rough number of clients, target countries and export needs. We will propose a suitable account structure.