CallRail Account Setup & Access Instructions

Follow the steps below to create your CallRail account and grant the 20North team access so we can set up and manage your call tracking.

Step 1: Create Your CallRail Account

1. Visit CallRail.
2. Select the plan that best fits your business needs and click to start your free trial.
3. Enter your business information and follow the prompts to create your account.
4. Once complete, log in to your CallRail dashboard.

Note: Your CallRail account will remain under your business's ownership, including billing and account settings.

Step 2: Locate & Share Your Account Number

Once your account has been created:

1. Log in to CallRail.
2. Click the Account icon in the top-left corner of your dashboard.
3. Your 9-digit Account Number will appear in the My Account panel.
4. Copy this number and email it to your 20North account manager.

Once we receive your Account Number, our team will submit an access request through CallRail.

Step 3: Approve 20North's Access Request

After our team submits the request:

1. Check the email inbox associated with your CallRail administrator account.
2. Look for an access request email from CallRail.
3. Open the email and click Grant Access to approve 20North's request.
4. Once approved, our team will receive confirmation and can begin configuring your call tracking.