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Click-to-Call

by Adithya Siva
Click-to-call is a form of digital communication that allows businesses and customers to contact each other directly from any device. Learn more.

What is click-to-call?

Click-to-call is a web-based communication method that allows users to click an element like a button, hyperlink, or text to connect with another user through phone call, voice-over-internet-protocol (VoIP), or text. 

This communication method helps prospects or customers connect directly and speak to a customer service agent. 

Potential or existing customers turn to companies with various queries. These can be general support questions or queries specific to a product or service that are difficult to answer via emails. Businesses often use outbound call tracking software to handle and fast-track multiple requests.

Click-to-call applications

Click-to-call enables companies to quickly connect with customers and manage important call records. It also helps generate localized numbers for better responses, automate voicemails, and integrate this functionality into their customer relationship management (CRM) solutions

Click-to-call is used in various industries, including: 

  • SaaS: The software-as-a-service (SaaS) industry uses click-to-call solutions in sales, pre-sales, onboarding, customer success, and even customer support. Visitors can find click-to-call buttons throughout a vendor’s website or fill out a form with their number for a quick callback. 
  • Tech: It’s not always easy to fix technical errors at home. Customers can connect with IT professionals through click-to-call for quick and easy solutions. 
  • Automobile: From prospective customers interested in buying a car to existing ones facing issues with their vehicles, click-to-call helps them connect with a representative and find an optimal solution. 
  • Travel: Click-to-call connects travel agents and customers for reservations or bookings.

Types of click-to-call technologies 

While the term click-to-call is used broadly, it’s a variation of three related technologies. 

  • Computer-based: This is the simplest type of click-to-call, where a prospect or customer fills out a form with their details such as name, email, and phone number for a representative to get in touch. Some forms enable the customers to choose when they want to be contacted. Computer-based click-to-call technology converts web-based traffic into direct telephonic communication. Older methods required a customer to download software to enable this functionality. 
  • Click-to-dial: While commonly confused with click-to-call, click-to-dial works differently. It triggers an internal dialer and allows a user to place a phone call. 
  • Click-to-talk: Click-to-talk uses WebRTC technology to enable users to make a phone call over their data network using a built-in microphone or speaker regardless of the device. 

Benefits of click-to-call

Click-to-call offers many advantages to users when implemented correctly. As the name suggests, the recipients are only a click away. Companies also benefit from using different numbers and gaining meaningful insights into their prospects or customers. 

Here are some other benefits of click-to-call: 

  • Improves customer satisfaction. Click-to-call allows companies to contact their prospects or customers at a convenient time. This allows customers to communicate with a real person and resolve their issues.  
  • Convenient for both companies and customers. It works well for both companies and customers without having either party waiting to connect.
  • Helps boost business. When businesses get in touch with prospects or customers, it increases the chances of purchase. This helps them feel more important, instead of them having to call the business. 
  • Improves customer journey. Agents provide a better customer experience by providing different forms of communication, such as co-browsing or video calling. This helps companies improve resolution rates, convert more customers, and improve customer satisfaction. 

Click-to-call features

To get the most out of a click-to-call system, here are some features that companies need to look out for when choosing one for their business:

  • Security: Click-to-call systems need to be highly secure to avoid compromising conversations. Most click-to-call systems are SOC 2 compliant. 
  • Reliability: Companies cannot afford failed calls as they drastically impact customer service. At the same time, customers don’t like failed calls or delayed responses. Therefore, click-to-call systems need to be highly reliable. 
  • Quality: Click-to-call systems should provide quality communication with great voice quality and without interruptions to ensure both a company and its customers fully understand a call’s context.
  • Ease of use: Click-to-call systems should be easy to set up and use, meaning. Businesses shouldn't require a separate team to set them up or waste valuable time training agents on using them. 
  • Flexibility: The system should ideally match a company’s requirements. It shouldn't compromise on scalability or flexibility. Users should also be able to modify its features at any time. 

How to create a click-to-call option

Companies can set up a click-to-call option on their website in many ways.

The most common (and free!) way to implement this is to embed the number on the company’s website. This allows users to get in touch with the company while browsing their website. Some global companies also provide local numbers to facilitate a personalized conversation. 

Companies can also share their toll-free numbers on social media such as Facebook or Twitter. This is also completely free and helps prospects and customers to easily get in touch with the company's support team.

Another way is to create a click-to-call option via Google Ads. Google Ads allows companies to set up a call option under the Ad Extensions tab. Every time someone searches for a company or service and their ad shows up, they also see a call option along with the hotline number. 

When interested, customers can click on the number next to the URL to call a business directly. This can be set up and optimized for desktop and mobile devices. 

While this is a paid service, it can extensively boost a company's visibility.

Click-to-call best practices 

While click-to-call is easy to implement and use, it’s important to understand some of its best practices for better functionality. 

  • Being prepared: Click-to-call makes communicating easier, so the number of calls a company receives is likely to increase. The agents should have all vital information handy to provide the best solution as quickly as possible. Companies need multiple agents to handle the increased traffic. It also makes sense to auto-route calls to available agents to reduce waiting times. 
  • Tactical placement: Companies should timely audit their website to ensure that their click-to-call number is updated, clickable on every page, and easy to find. This increases visibility and allows users to place a call regardless of the page they’re on. Businesses can also consider making the click-to-call button distinct so that users can quickly identify it. They can use a catchy headline for the button or make it part of sticky scrolling. 
  • Smartphone optimization: Apart from optimizing their pages' desktop version, companies should also make it smartphone-friendly and allow customers to find a click-to-call option regardless of their device. 
Adithya Siva
AS

Adithya Siva

Adithya Siva is a Content Marketing Specialist at G2.com. Although an engineer by education, he always wanted to explore writing as a career option and has over three years of experience writing content for SaaS companies.

Click-to-Call Software

This list shows the top software that mention click-to-call most on G2.

Talkdesk® is a global cloud contact center leader for customer-obsessed companies. Talkdesk believes that better customer experiences start with AI. With automation-first customer experience solutions, Talkdesk customers can optimize their most critical customer service processes. Talkdesk's speed of innovation, deep vertical expertise, and global footprint reflect its commitment to ensuring that businesses everywhere can deliver better customer experiences across any industry and through any channel, resulting in higher customer satisfaction and accelerated business outcomes. Over 1,300 innovative companies worldwide, including BankUnited, Canon, Evara Health, IBM, Michaels, Novobanco, On Running, and Teka, partner with Talkdesk to deliver a better way to excellent customer experience.

Sales Hub is a modern sales software that helps teams build pipeline, accelerate deal velocity, and create stronger customer connections. Powered by HubSpot’s Smart CRM, it combines AI, automation, and insights in one easy-to-use platform, so reps can sell smarter and scale without added complexity.

Invoca is the leading provider of AI-powered conversation intelligence to help marketing, sales, contact center, and customer experience teams acquire and retain more customers. Invoca’s platform is made up of four primary components: • Call tracking, featuring the most actionable online-to-offline attribution data • Conversation analytics, powered by transcripts, powerful AI, and automated call scorecards that are tailored for your specific business needs • Call management, featuring easy-to-configure conversational IVRs and intelligent call routing Integrations, with dozens of no-code and low-code ways to connect your data to the leading marketing, analytics, and CX technologies

Aloware is a contact center software that eliminates the hassle of hardware. You can use it anywhere and from any device, giving you all the freedom and flexibility of working anywhere. The best part is that it provides teams with an all-in-one platform where they can connect with hundreds of customers via call, text, email and social, automate workflows, and get better leads fast and easy. Power Dialer eliminates unnecessary leads from your list and dials all the numbers automatically. Reach up to 500 leads in one sitting, and close more deals with it. With triggers, teams can easily set up automations to make workflows more efficient.

Kixie is a powerful revenue communications platform built to elevate your team’s calling and texting game. With AI-driven automation, it streamlines outreach, boosts efficiency, and fuels real revenue growth—without losing the human touch.

Yesware is an email tool for salespeople. Track emails, create templates, CRM sync, and more. Yesware helps you close more deals faster.

A quick easy way for most businesses to get an immediate boost to their bottom line is to get better on the phone. Call Box helps companies discover what's generating their best calls and how their staff is performing on the phone.

Webex App is here to help you transform how work gets done, not just enable team chat. Webex Teams is an app for continuous teamwork that brings crystal-clear video meetings, group messaging, file sharing, calling and whiteboarding so your teams can work anytime, on any device, with anyone, across any workstream.

Flexible & scalable cloud-based call center solution designed for small & mid-sized businesses.

Transform the way you work and build your business with one collaborative tool.

Nutshell is CRM software that helps small-business sales reps win more deals.

Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams

Salesloft powers durable revenue growth for the world’s most demanding companies. Salesloft’s industry-leading Revenue Orchestration Platform uses purpose-built AI to help market-facing teams prioritize and take action on what matters most, from first touch to upsell and renewal. More than 5,000 customers including Google, 3M, IBM, Shopify, Square, and Cisco gain a performance force multiplier with Salesloft by shifting to a durable revenue engagement model, helping them solve the complexities of modern B2B sales and unlock revenue efficiency.

Insider is the first integrated Growth Management Platform helping digital marketers drive growth across the funnel, from Acquisition to Activation, Retention, and Revenue from a unified platform powered by Artificial Intelligence and Machine Learning.

Elead helps Auto Retailers bridge the gap between sales, service, and marketing operations. The companys automotive CRM, Contact Center, and Service Drive technologies are the foundations of its all-encompassing suite of retail solutions empowering dealers to operate more profitably through strategic business advantage.

Flowlu is All-in-one business operating system. Flowlu offers all required tools for efficient business management, from project & task management to sales & social collaboration.

Autoklose is an all-in-one outbound sales automation platform. It features automated lead generation, drip campaigns, calendar scheduling, and CRM integration.

Microsoft Teams is a chat-based workspace in Office 365. It brings together people, conversations and content along with the tools that teams need so they can easily collaborate to achieve more.

Tenfold digs deep into all your business history and aggregates all data, including sales, service, and marketing, into a unified view that users can access in real time. All contact points and interactions with your customers are captured, such as business call, email, text, and chat and you don’t have to put in the manual labor.

Platform that enables embedding audio and video communication into your apps.