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Average Ratings 238 Ratings

Average Ratings 10 Ratings

Total
ease
features
design
support

Description

Phonexa is an enterprise-grade marketing automation platform that unifies lead management, call tracking, pay-per-call campaigns, email, SMS, accounting, compliance, and more. Designed for performance marketers and enterprise brands, Phonexa streamlines how businesses capture, manage, validate, and distribute leads and calls at scale. At the core of Phonexa’s ecosystem are LMS Sync for intelligent lead management and lead distribution and Call Logic for advanced call tracking, routing, and pay-per-call campaigns. Each solution is enhanced by automation, real-time analytics, and data-driven decision-making, ensuring every lead and call delivers measurable impact and higher ROI. Serving industries like finance, insurance, and home services, Phonexa empowers brands and performance marketers with complete visibility, fraud protection, and compliance management at scale. Its intelligent lead distribution and AI-driven Call Agents enable marketers to convert more qualified leads and achieve measurable business growth.

Description

Podium is a comprehensive AI-driven platform designed to streamline lead management and customer communication for businesses, currently serving more than 100,000 customers. Its flagship feature, the AI Employee, guarantees round-the-clock engagement with leads, enabling faster responses that translate into higher conversion rates and increased sales. Businesses benefit from a unified dashboard that merges calls, texts, payment requests, and bulk messaging to nurture prospects and drive repeat business effectively. Podium’s intelligent automation handles customer inquiries seamlessly across all communication platforms, ensuring consistent and accurate messaging. The company has gained industry acclaim, appearing on Forbes’ Next Billion Dollar Startups, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies lists. Founded in 2014 and headquartered in Lehi, Utah, Podium enjoys backing from top investors such as Accel, Summit Partners, GV, and Y Combinator. Its platform empowers businesses to build lasting customer relationships through efficient, AI-enhanced communication. Podium continues to innovate, helping companies scale their lead conversion efforts globally.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AIM POS No 
CDK Global No 
Corpay Complete Yes 
Corpay One Yes 
Dentrix No 
Google Business Profile No 
Google Cloud AI Infrastructure Yes 
Gusto No 
Instagram No 
Instagram Ads Yes 
Jornaya Yes 
Kindo No 
Nekton.ai No 
QFloors No 
ReferPro No 
Rides Rental Software No 
SalesRabbit No 
Tekmetric No 
VICIdial Yes 
WildJar No 

Integrations

AIM POS Yes 
CDK Global Yes 
Corpay Complete No 
Corpay One No 
Dentrix Yes 
Google Business Profile Yes 
Google Cloud AI Infrastructure No 
Gusto Yes 
Instagram Yes 
Instagram Ads No 
Jornaya No 
Kindo Yes 
Nekton.ai Yes 
QFloors Yes 
ReferPro Yes 
Rides Rental Software Yes 
SalesRabbit Yes 
Tekmetric Yes 
VICIdial No 
WildJar Yes 

Pricing Details

Contact us to customize your Phonexa experience with the features you need.
Direct Post and Ping-Post Lead Routing
Real-time Tracking, Reporting, and Analytics
Ping Tree Management
Fraud Detection
Real-time Filtering and Duplicate Checks
Ping-Post Calls / Real-Time Bidding (RTB)
Drag and Drop IVR builder
AI Call Agents
Real-time Tracking, Reporting, and Analytics
Call Recording
Free Trial No 
Free Version No 

Pricing Details

$399 per month
Try Podium for free for 14-day, no strings attached.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Phonexa

Founded

2016

Country

United States

Website

phonexa.com

Vendor Details

Company Name

Podium

Founded

2014

Country

United States

Website

www.podium.com

Product Features

Affiliate

Phonexa equips affiliate and performance marketers with the tools to monitor, organize, and enhance their campaigns across various platforms, promoting transparency, adherence to regulations, and quantifiable outcomes throughout the process. Its affiliate tracking features offer comprehensive insights into partner effectiveness, conversion rates, and payment processes while ensuring compliance and safeguarding against fraudulent activities. The platform's real-time analytics and in-depth reporting enable marketers to fine-tune their lead distribution and acquisition tactics. By providing automated workflows and effortless integrations, Phonexa streamlines affiliate management and fosters data-informed decision-making, paving the way for growth in performance-oriented marketing initiatives.

Affiliate Management Yes 
Affiliate Tracking Yes 
Banner Management Yes 
Commission Management Yes 
Contest Management No 
Coupon Management No 
Email / Newsletter Communication Yes 
Fraud Detection Yes 
Multi Level Marketing (MLM) No 
Multi-Language Yes 
Social Sharing No 

AI Voice Agents

Phonexa's AI Call Agents are designed to work seamlessly with the Call Logic platform and IVR systems, revolutionizing the way companies handle incoming calls. These advanced conversational AI solutions streamline the processes of lead qualification, nurturing, and intelligent call routing, allowing for natural engagement with callers while enhancing efficiency and reducing response times. Each agent is equipped with industry-specific templates and customizable FAQ sections, ensuring that interactions remain pertinent to your sector and adhere to your call flow guidelines. Companies can effortlessly integrate product information from LMS Sync, automate follow-up communications via E-Delivery, and tailor every prompt or response to meet their needs. Additional features such as silence detection, limitations on conversation duration, dictation assistance, spell-check options, and real-time testing facilitate smooth and precise dialogues. Users can also access call transcripts, recordings, and performance metrics through the AI Agents menu. Available around the clock and fully scalable, these agents significantly improve lead handling and pay-per-call operations through automation that enhances overall performance.

Business VoIP

Phonexa’s Cloud PBX offers a state-of-the-art voice communication solution tailored for contemporary marketing and operational teams. This platform features functionalities such as call recording, skill-based routing, interactive voice response (IVR) menus, voicemail systems, and detailed call logs and summary reports, all without the need for physical hardware on-site. Integrated within Phonexa’s suite of tools, the business VoIP system harmonizes with campaign processes by delivering in-depth analytics at the call level, which supports extensive lead management and pay-per-call tracking. Users have the ability to establish call groups, set allowable calling hours, manage do-not-call lists, and evaluate agent performance through call dispositions, tagging, and scoring. With Phonexa's Cloud PBX, you benefit from a cohesive and scalable voice channel that effortlessly connects to your lead distribution and conversion strategies, while also boosting agent efficiency and providing enhanced operational visibility.

Call Parking Yes 
Call Recording Yes 
Contact Management Yes 
Encryption Yes 
IVR / Voice Recognition Yes 
Ring Groups Yes 
SIP Trunking Yes 
Unified Communications Yes 
Voice Quality Enhancement Yes 

Call Recording

Phonexa's Call Logic boasts a sophisticated call recording capability that offers comprehensive insights into all incoming and outgoing communications. Companies can record, save, and scrutinize conversations to enhance agent efficiency, ensure compliance, and elevate customer satisfaction. The platform features built-in analytics and reporting tools that allow users to assess call results and associate recordings with particular marketing initiatives, such as pay-per-call campaigns. By integrating call tracking, attribution, and quality assessment, Phonexa empowers brands and marketers to maximize conversion rates and enhance customer loyalty.

Archiving Yes 
Call Sharing Yes 
Distributed Call Recording Yes 
Event Triggered Recording Yes 
File Transfer Yes 
Instant Retrieval Yes 
On-Demand Recording Yes 
Recording Bookmarking Yes 
Scheduled Recording Yes 
Screen Activity Recording Yes 
Video Call Recording Yes 

Call Tracking

Phonexa's Call Logic provides immediate call tracking, comprehensive analytics, and efficient management of pay-per-call initiatives. It empowers you to gain insights into every incoming call, assess performance metrics, and fine-tune your marketing strategies with accuracy. Features such as call recording, keyword monitoring, and in-depth caller data enable marketers to pinpoint which sources and advertisements yield the most valuable calls. With intelligent call routing, AI-driven Call Agents, and sophisticated IVR systems, callers are seamlessly directed to the most suitable buyers or representatives, thereby improving conversion rates and enhancing customer satisfaction. Moreover, robust reporting capabilities and compatibility with CRM systems and analytics platforms deliver an all-encompassing perspective on call performance and the return on investment for pay-per-call campaigns.

CRM No 
Call Log Yes 
Call Recording Yes 
Call Routing Yes 
Caller Identification Yes 
Campaign Management Yes 
Conversion Tracking Yes 
IVR / Voice Recognition Yes 
Keyword Tracking Yes 

Cloud PBX

Phonexa's Cloud PBX provides a dynamic and adaptable virtual telephone solution tailored for contemporary enterprises. This system allows teams to effortlessly handle calls, manage extensions, access voicemail, and control routing through an integrated dashboard. Seamlessly integrated with Phonexa's call tracking, pay-per-call, and lead management functionalities, it fosters transparency and accountability while optimizing call efficiency. Featuring intelligent routing, comprehensive analytics, and adjustable configurations, Phonexa's Cloud PBX significantly improves both internal communication and customer interactions at every level.

Call Recording Yes 
Call Routing Yes 
IVR / Voice Recognition Yes 
Ring Groups Yes 
SIP Trunking Yes 
Virtual Extensions Yes 
Web Conferencing Yes 

Email Marketing

Phonexa’s E-Delivery solution equips marketers with the tools needed to streamline and enhance their email marketing initiatives while ensuring adherence to compliance regulations. It offers a variety of features, including tailored drip campaigns and transactional messages, along with sophisticated targeting capabilities, A/B testing, and monitoring of email deliverability. The platform integrates effortlessly with lead management and distribution systems, fostering data-driven interactions across various channels. With real-time analytics and behavioral segmentation, users can optimize their return on investment, cultivate leads effectively, and ensure consistent brand messaging during every stage of the customer journey.

A/B Testing Yes 
Artificial Intelligence Yes 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content No 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

IVR

Phonexa's Interactive Voice Response (IVR) solution enables brands to streamline their call management processes while providing tailored, lifelike interactions. Utilizing advanced conversational AI, the IVR directs callers through adaptive menus, gathers information, assesses leads, and efficiently links them to the appropriate agents or departments. Fully integrated with lead distribution and call tracking systems, this IVR enhances response times and improves overall customer satisfaction. With customizable routing rules, voice recognition capabilities, and detailed reporting at the campaign level, every interaction is designed to boost conversion rates and improve operational effectiveness.

Call Center No 
Call Logging Yes 
Call Recording Yes 
Call Routing Yes 
Multiple Scripts Yes 
Phone Key Input Yes 
Survey Management No 
Text to Speech Yes 
Voice Customization Yes 
Voice Mail Yes 

Lead Capture

Phonexa empowers brands and marketers to effectively gather, assess, and enhance leads via various channels, including web forms, calls, and campaigns. This ensures the collection of reliable data and expedites the connection process with verified prospects. The platform features real-time validation tools that confirm contact information, minimizing the occurrence of fraudulent or duplicate entries. With its lead management and distribution integrations, Phonexa ensures that only top-tier leads are funneled into your system. Thanks to its automation and segmentation capabilities, marketers can initiate tailored campaigns, monitor performance metrics, and achieve rapid growth while upholding compliance and transparency across all data channels.

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Lead Generation

Phonexa offers an all-encompassing solution for distributing calls and leads, enabling businesses to generate leads at scale through advanced data insights, effective lead management, and predictive analytics. This platform empowers marketers to convert incoming traffic into valuable customers. By integrating automation, analytical tools, and fraud detection, Phonexa guarantees that all leads meet established quality criteria before being sent to buyers or sales teams. Users have the capability to track campaign effectiveness, analyze traffic sources, and evaluate conversion metrics to enhance their acquisition methods. Whether overseeing affiliate traffic or managing pay-per-call initiatives, Phonexa provides marketers with the essential resources to optimize their operations, lower acquisition expenses, and boost return on investment through intelligent, data-centric lead generation practices.

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools Yes 
Visitor Identification Yes 

Lead Management

Phonexa enhances the lead management process through its LMS Sync feature, which covers everything from lead capture and scoring to distribution and reporting. This comprehensive solution gives marketers extensive oversight, clarity, and the ability to optimize performance on the fly. By integrating all aspects of lead management into one user-friendly platform, Phonexa removes the need for manual tasks. With the power of automation, segmentation, and in-depth analytics, users can effectively track leads across various channels, observe buyer behaviors, and refine their campaigns in real time. Phonexa guarantees that each lead is accurately validated, scored, and directed, offering a cohesive, data-driven lead management experience that boosts both efficiency and return on investment.

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Performance Marketing

Phonexa provides a robust platform designed for performance marketers to efficiently monitor, refine, and expand their multi-channel marketing efforts. By integrating information from lead management, distribution, and pay-per-call tracking, Phonexa offers complete insight into return on investment and partner effectiveness. The system features affiliate tracking, instant analytics, and tailored reporting to spotlight high-performing channels and boost conversion rates. With Phonexa, businesses can leverage data-informed strategies, improve transparency, and ensure compliance throughout their marketing activities.

Product Features

Brand Management

Approval Process Control No 
Artwork Management No 
Asset Management No 
Change Management No 
Fulfillment Distribution No 
Project Management No 

Business Phone Systems

Call Logging No 
Call Monitoring No 
Call Recording No 
Call Routing No 
Employee Directory No 
IVR / Voice Recognition No 
Mobile Access No 
Virtual Call Center No 
Web Conferencing No 

Business VoIP

Call Parking No 
Call Recording No 
Contact Management No 
Encryption No 
IVR / Voice Recognition No 
Ring Groups No 
SIP Trunking No 
Unified Communications No 
Voice Quality Enhancement No 

Chatbot

Call to Action No 
Context and Coherence No 
Human Takeover No 
Inline Media / Videos No 
Machine Learning No 
Natural Language Processing No 
Payment Integration No 
Prediction No 
Ready-made Templates No 
Reporting / Analytics No 
Sentiment Analysis No 
Social Media Integration No 

Cloud PBX

Call Recording No 
Call Routing No 
IVR / Voice Recognition No 
Ring Groups No 
SIP Trunking No 
Virtual Extensions No 
Web Conferencing No 

Customer Communications Management

Batch Communications No 
Chat / Messaging Yes 
Content Management Yes 
Email Distribution No 
Interactive Content No 
Multi-Channel Communications Yes 
On-Demand Communications Yes 
Personalization Yes 
Print Management No 
Template Management No 
Video Content Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation No 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management No 
Multi-Channel Collection Yes 
Sentiment Analysis Yes 
Survey Management Yes 
Text Analysis Yes 
Trend Analysis Yes 

Customer Feedback

Alerts / Notifications No 
Behavior Analytics No 
Bug Reports No 
Community Feedback Tools No 
Live Chat Yes 
Negative Feedback Management No 
Net Promoter Score (NPS) Yes 
Screenshot / Screen Capture No 
Surveys No 
User Testing Tools No 
Video Feedback No 
Visual Feedback Tools No 
Voice of the Customer (VoC) No 
Website Feedback No 

Customer Satisfaction

360 Degree Feedback Yes 
Analytics Yes 
Call Reporting No 
Complaint Monitoring Yes 
Feedback Collection Yes 
Survey Management Yes 

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics No 
Queue Management No 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback Yes 
Virtual Assistant No 
Workflow Management No 

Dental

Appointment Management No 
Appointment Reminders No 
Claims Management No 
Clinical Charting No 
Imaging No 
Inventory Management No 
Patient Account Management No 
Patient Billing No 
Patient Records Management No 
Treatment Planning No 

Email Management

Data Recovery No 
Email Archiving No 
Email Deletion No 
Email Discovery No 
Email Monitoring No 
Email Recall No 
Queue Manager No 
Response Management No 
Routing No 
Shared Inboxes No 
Signature Management No 
Spam Blocker No 
Whitelisting / Blacklisting No 

Lead Capture

Business Card / Badge Scanning No 
Dashboard No 
Data Extraction No 
Lead Distribution No 
Lead Notifications No 
Lead Nurturing No 
Lead Qualification No 
Lead Scoring No 
Online Forms No 

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Visitor Identification No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Live Chat

Canned Responses Yes 
Customizable Branding Yes 
Geo Targeting No 
Offline Form Yes 
Proactive Chat No 
Screen Sharing No 
Third Party Integration No 
Transfers / Routing No 
Website Visitor Tracking Yes 

Local Marketing

Advertising Management Yes 
CRM Yes 
Email Marketing No 
Feedback Management Yes 
Live Chat Yes 
NAP Management (Name/Address/Phone) No 
Online Listings Management No 
PR Management No 
Reporting / Analytics Yes 
Review Management Yes 
SEO Management No 
Social Media Management No 
Store Locator No 
Website Management No 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions No 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code No 
Export to PDF No 
HIPAA Compliant No 
Import Existing Forms No 
Mobile Forms No 
Offline Forms No 
Pre-made Templates No 
Quizzes / Questionnaires No 
Reporting / Data Visualization No 
Signup Forms No 
Surveys No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments Yes 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

Reputation Management

Campaign Management Yes 
Gamification No 
Response Management Yes 
Review Generation Yes 
Review Monitoring Yes 
Sentiment Analysis Yes 
Social Media Metrics No 
Social Media Monitoring Yes 
White Label No 

Review Management

Campaign Management Yes 
Dashboard Yes 
Negative Feedback Management Yes 
Response Management Yes 
Review Monitoring Yes 
Review Notification Yes 
Review Request Yes 
Sentiment Analysis Yes 
Social Sharing No 
White Label No 

SMS Marketing

2-Way Messaging No 
Artificial Intelligence No 
Contact Management No 
MMS No 
Mass Texting No 
Message Personalization No 
Mobile Coupons No 
Mobile Keywords No 
Polls / Voting No 
Reporting/Analytics No 
Scheduled Messaging No 
Shortcodes No 
Text-to-Win No 

Survey

Custom Survey URLs No 
Data Analysis Tools No 
Email Marketing No 
Mobile Survey No 
Offline Response Collection No 
Paper Survey No 
Question Branching No 
Question Library No 
Site Intercept Survey No 
Skip Logic No 
Supports Audio / Images / Video No 

Video Conferencing

Electronic Hand Raising No 
Mobile Access No 
On-Demand Webcasting No 
Presentation Streaming No 
Presentation Tools No 
Private Chat No 
Real-Time Chat No 
Record & Playback Ability No 
Screen Sharing No 
Two-Way Audio & Video No 
Video Conferencing No 
Whiteboard No 

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