Source Tracking
Where are our best leads and calls coming from?
Create sources, assign them to campaigns, and track performance by source, agent, and state — without exporting data or stitching together reports.
Sources for every campaign, inbound or outbound.
Create and manage sources directly in careCycle.
Sources support both outbound and inbound campaigns. Lead sources are used for outbound campaigns, where leads are uploaded through CSV or the /leads endpoint and routed into a campaign. Call sources are used for inbound campaigns, where each source receives its own dedicated number. One system covers every acquisition channel an agency runs.
Track the cost of every lead and every sale.
Sources support the commercial structures agencies already use with their vendors and downlines. Cost per Lead for fixed or dynamic lead costs. Cost per Lead for inbound calls based on duration thresholds. Cost per Acquisition for flat-rate sales payouts. Cost per Acquisition for percentage-based commissions. Spend is attached to the source it belongs to, so reporting reflects what each channel actually costs.
One number per source. One thread per member.
For inbound call sources, careCycle procures and assigns a dedicated number to the source. When someone calls that number, the customer, campaign, call record, and source reporting all stay connected. The same customer calling again from a different source preserves the original attribution, while the current source updates based on the latest tracked number. Members are never asked to repeat where they came from. Attribution stays intact across the full relationship.
Different sources. Different conversations.
Campaign automations now support lead source filters to route leads to specific campaigns. This lets campaigns run with different verbiage and conversation flows by source.
Leads from two different Facebook ads can be greeted according to the specific copy on the ad. A lead from a high-intent vendor can be routed into a different flow than one from a broader top-of-funnel source.
Lead uploads accept a sourceId and an optional leadCost. careCycle resolves the source, stores attribution on the customer, and uses the source assignment when campaign routing is available.
This is especially useful for teams buying from multiple vendors or running different acquisition channels with different pricing.
See which sources are working — and what they cost.
The Sources page surfaces performance at the source level. Leads dialed or total calls. Contact rate. Transfer rate. Appointments booked. Sales and sale rate. Source spend, usage cost, total cost, and CPA. Every metric an agency needs to evaluate channel quality lives in one view, alongside the spend that produced it.
For softphone teams, see exactly who is closing.
Agent-level breakdowns for teams transferring to the careCycle softphone.
Agent-level reporting shows which agents are taking the most calls, which sources they are working, how often they transfer, and how many sales they record. The new sales share and transfer share charts make it easier to spot where volume and performance are coming from at a glance. Source quality and agent performance can be evaluated together, instead of as separate questions answered by separate reports.
Source quality, agent performance, and spend in one place.
Agencies have always had this data scattered across CRMs, dialers, spend reports, and spreadsheets. Pulling it together took an afternoon. Keeping it current took a person. Source Tracking brings it into a single governed view. Decisions about which vendors to scale, which channels to cut, and where to invest in coaching are made from the same record the work runs on. The reporting matches reality, because the reporting is the system.
Source Tracking
Source Tracking turns scattered acquisition data into one connected record. Every lead, every call, and every sale stays attached to the source it came from — and the agent who worked it.
Agencies see what is working, what each channel costs, and where their best performance is coming from, without leaving careCycle.
Frequently asked questions
Yes. Lead sources are used for outbound campaigns where leads are uploaded via CSV or the /leads endpoint. Call sources are used for inbound campaigns and each one receives its own dedicated number, procured automatically by careCycle.
Sources support Cost per Lead for fixed or dynamic lead costs, Cost per Lead for inbound calls based on duration thresholds, Cost per Acquisition for flat-rate sales payouts, and Cost per Acquisition for percentage-based commissions.
The original source remains preserved on the customer record. The current source updates based on the latest tracked number, so attribution history stays intact while reporting reflects the most recent touch.
Yes. Campaign automations support lead source filters, so leads from different sources can be routed into campaigns with different verbiage and conversation flows. Leads from two separate Facebook ads can be greeted according to the specific copy on each ad.
For teams transferring to the careCycle softphone, agent-level breakdowns show which agents are taking the most calls, which sources they are working, how often they transfer, and how many sales they record. Sales share and transfer share charts surface where performance is concentrated across the team.
No. Source quality, agent performance, and spend live together in the Sources page. The reporting reflects the system of record, so there is no exporting or stitching together separate reports.
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