CallRail
118 Case Studies
A CallRail Case Study
Alaniz, a full-service marketing agency in Novato, CA, faced the common challenge of chaotic attribution as clients moved to digital-first strategies. To solve this, Alaniz relies on the CallRail–HubSpot integration, using CallRail features like Dynamic Number Insertion and Call Recording to tie phone interactions into broader marketing and CRM workflows.
By implementing CallRail with HubSpot, Alaniz built systematic inbound workflows that record and tag calls to website entry points, auto-create contacts, and enable case vetting (for clients such as The Law Offices of James E. Crawford, Jr.). The CallRail integration gave the agency clearer channel-level attribution, streamlined record-keeping and missed-call follow-up, and helped Alaniz demonstrate measurable campaign ROI—improving client retention and campaign performance.
Andrew Erickson
Partner