Preparing Your Account for Launch

Take a deep dive into CTM's core concepts and terminology and define how each concept functions individually, as well as how they all connect.

Level Up Your Account

Advance your setup by utilizing the CTM Softphone, filters, exports, qualify your activities by star ratings, and send both your leads and sales into Analytics.

Lead Tracking and Marketing Attribution

This session focuses on marketing tools that allow you to resell, markup, and white label. Learn how to integrate with popular marketing platforms like Google Ads and attributing omnichannel activities such as forms, chats, and text messages.

Agent Workflows & Productivity Tools

This session is designed for new and existing users who want to improve their agent’s workflows and automate their processes. Increase security with account restrictions, user roles, access control groups, and customize team settings.