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The lead, and what happened next – and then reporting on everything to the point where you can then analyze it in real-time.” – David Pickard, CEO at Phonexa Here’s how Phonexa can help affiliate and performance marketers: Here are the eight proprietary solutions you get at a single price (online price calculator): LMS Sync Lead tracking & distribution software Call Logic Call tracking & distribution software E-Delivery Email & SMS marketing software Cloud PBX Cloud phone system Lynx Click tracking software Opt-Intel Suppression list management software HitMetrix User behavior recording & analytics software Books360 Automated accounting software Build your plan now, or book a demo to learn more about Phonexa. Frequently Asked Questions Why is call routing important for business? Intelligent call routing makes it possible to connect callers to the best live operator and optimize their experience during the call, which is especially valuable for bigger businesses with multiple live operators and heterogeneous audiences. What is the best call routing service for business? Call Logic might be the best call routing system for business because it enables almost limitless call routing customization while perfectly integrating into the other seven Phonexa products, creating a comprehensive lead management system. At the same time, you only pay for the features you use and can choose to enable and disable among dozens of built-in features. What phone system do I need to route calls? To build a phone call routing system, you need a VoIP phone system for VoIP call routing or a PBX phone system. With Phonexa, you get it all in a single bundle as your cloud-based software, and you don’t have to install any hardware on your side. How much is call routing software? The cost of call routing software with Phonexa depends on the features you use, starting from $250 per month for the Lite subscription plan. Use this calculator to get an accurate estimate.

Not Process List (DNPL) to ensure compliance with TCPA and GDPR $0.0005 per lookup Tracking: Call Criteria Custom phone number routing (for example, routing high-value calls to best-performing agents) $0.0005 per unit Tracking: Facebook Conversion Linking phone calls to Facebook ad campaign performance $0.0005 per unit Tracking: Add to Five9 List Adding qualified leads to a Five9 campaign for a follow-up $0.0005 per unit Tracking: Google Ads Conversions from clicks Tracking which Google Ads clicks convert into profits $0.0005 per unit Tracking: Google Analytics Checking how calls contribute to overall marketing goals $0.0005 per unit Tracking: Google Sheets Enabling data sharing and teamwork $0.0005 per unit Tracking: Claim Lead Real-time lead distribution among live operators $0.0005 per unit Tracking: Ping Url Sending calls to a specific URL of an external system $0.0005 per unit Tracking: Send Slack Message Notifying the team when a specific call is generated $0.0005 per unit Tracking: SMTP with Custom Connection Sending email follow-ups to callers $0.0005 per unit Tracking: SMTP ESP Automating email follow-ups to callers $0.0005 per unit Tracking: Trusted Form Claim Claiming ownership of a Trusted Form Certificate to ensure that the lead is compliant $0.0005 per unit Tracking: Trusted Form Retain Providing compliance evidence for autoing and dispute resolution $0.0005 per unit Tracking: Twilio Integrating with Twilio to enhance call processing $0.0005 per ping Device Fingerprint with Client Credentials Creating a unique ID for every user based on data like their IP address, browser activity, etc. $0.0005 per ping TikTok Ads Insights into TikTok Ads performance $0.0005 per ping Phonexa’s external tracking allows advertisers to create more efficient lead acquisition strategies, while affiliates can know how their leads evolved beyond the sale. Built-In Consent Management with Phonexa With the FCC update still rocking the industry, ensuring compliance is a big deal. With Phonexa, though, it’s as simple as using its Consent Branches or collecting voice consent with our IVR*. Here’s all you need to know about the FCC update. With Phonexa’s IVR, you can ask for verbal consent in the most natural manner, and then the system paves the customer journey depending on whether the caller has given consent. For the callers who refused to provide consent, our IVR ensures that no consent-based actions, like marketing calls or data sharing, are initiated within the system. Here’s a step-by-step guide on setting up consent collection with your IVR within Phonexa. *Note: Please consult your attorney or compliance advisor before setting up the Voice Consent Collection to ensure all legal requirements are met. We recommend using one of the pre-recorded Consent audio files provided by Phonexa. Intelligent Call Routing with Phonexa All the call routing rules serve one single purpose – optimizing your lead routing flows and, therefore, maximizing your profits with every type of lead that goes through the system, be it high-intent, medium-intent, or low-intent leads. Here’s an example of call routing principles you can use for your business with Phonexa: Route the highest-intent leads to the verified buyers directly Route the

To collect essential data like the type of auto insurance the caller is looking for, the details of their current insurance policy, and other information that can help accurately qualify the caller Google Sheets logs the caller’s responses in real time for reporting Step 4 – The Phone Call is Evaluated Before Matching Phonexa evaluates the call to determine its quality before sending it to the best-fitting buyer through an Automatic Call Distributor (ACD) or to a ping tree campaign stack. Here’s what happens: Call Criteria analyzes the caller’s demographics, the time of the call, and the data collected by the IVR to evaluate its quality and intent so it’s possible to objectively categorize the call as high-quality, medium-quality, or low-quality Custom scoring rules may apply, where incoming calls are scored (and therefore routed) differently based on demographics, engagement, past performance, and other factors. Step 5 – The Phone Call Is Sold to a Matching Buyer Based on the comprehensive evaluation, the lead is sent to the best buyer or a lead market. Usually, the highest-quality leads are sent to premium buyers, whereas leads of lower quality are released to the market or added to a suppression list. Here’s what happens: Call Logic ensures the required lead information and the consent record are sent to the buyer’s CRM, email address, or Google Sheets Google Ads Conversion Tracking, Slack Notifications, and Google Analytics send conversion notifications to the buyer The result of such call routing is a win-win for everyone: The affiliate sells the call at the highest market price to a matching advertiser The advertiser receives a high-intent call at a fair price The affiliate network (if involved) receives a commission The caller connects to the product they are looking for How Call Routing Analytics Translates into Revenue with Phonexa As a marketer, you’d surely like to conduct testing and experiment with different scenarios. With Phonexa’s Predictive Modeling, you can do it in a safe way. Predictive Modeling software can forecast campaign outcomes based on real-time and historical data – demographics, time, locations, etc. – simulating possible scenarios so you can go with the winners and never waste time or resources or the losers. Leverage Call Routing and Sell More Phone Call & Web Leads with Phonexa Phonexa’s Call Logic, Cloud PBX, and IVR are great on their own, but you can get even more out of it if you synergize these systems. And this is exactly what Phonexa does – we unite eight performance marketing solutions for web leads and phone calls within one all-covering software suite, with every bit of data being pulled to a single dashboard. You get it all aligned and streamlined and only pay for what you use. “Put everything in one place – that’s what we tried to do. Phonexa is about tracking everything – the call outcomes, the source of the calls, the route that the call went through, which publisher it came from, which IVR model it went through, which buyer bought

Longer than expected.That said, once you push through that initial phase, it’s smooth sailing. The platform becomes second nature, and the flexibility it offers is well worth the effort. Plus, they provide comprehensive training, which really helps flatten that steep learning curve.It has its quirks, sure, but the benefits far outweigh the drawbacks. If you're ready to invest a bit of time upfront to learn the ropes, it’ll pay off in spades.What I like about Phonexa:The support team is absolutely fantastic. Every time I've had an issue, they've been quick, friendly, and incredibly helpful. It feels like they genuinely care about solving problems.I love that the team is really accommodating about adding new functionalities! It shows that they care about their users. What G2 users like about Phonexa:"Phonexa is an awesome platform! Not only is it user-friendly, but it also makes managing and optimizing lead generation completely effortless. The easy-to-navigate design and powerful analytics help with campaign efficiency and drive results. The support and service is also an added bonus, the team is always responsive and helpful, making sure we get the most out of the platform. As a frequent, everyday user of the system it's helpful to know that the reps are always there to help. I would recommend it to anyone looking for an all-in-one platform!"- Phonexa Review, Amanda B. What I dislike about Phonexa:Setting everything up initially felt pretty daunting. I had to spend a lot of time figuring out where things were and how to configure

Caller Identity screens the caller’s name, address, and other details against a third-party database $0.16 per ping iClear: Litigant Alert iClear: Litigant Alert checks the caller’s phone number against existing TCPA, FDCPA, and FRCA lawsuits $0.003 per ping iClear: Liens Check iClear: Liens Check performs real-time liens validation $0.11 per ping iClear: Judgments Check iClear: Judgments Check checks for legal judgments against the caller $0.11 per ping iClear: Foreclosure Check iClear: Foreclosure Check validates whether the caller has gone through a foreclosure due to not paying a loan $0.11 per ping iClear: Bankruptcy Check iClear: Bankruptcy Check validates whether the caller has filed for bankruptcy $0.11 per ping iClear: Criminal/Infractions Check iClear: Criminal/Infractions Check screens for the caller’s criminal records or legal infractions (for example, speeding tickets) $0.11 per ping iClear: Address Validation iClear: Address Validation identifies the caller’s city, street name, house number, etc. $0.02 per ping Do Not Call Check The Do Not Call Check scrubs the phone number against the DNC list in real time, ensuring FCC compliance $0.005 per ping iClear: Full IDV iClear: Full IDV allows you to get the full lowdown on the caller, including their address, date of birth, SSN, bankruptcy, deceased indicator, and more details $0.30 per ping Simple IDV Simple IDV is a reduced version of Full IDV for basic screening $0.16 per ping This is not all, though. To get more value out of every incoming call and ensure intelligent call routing, you can set up data flows between Call Logic and other Phonexa products like, for example, LMS Sync or E-Delivery. Here’s how you can synergize Call Logic and other Phonexa tools: Feature Use Case Price Tracking: Add to DNPL Adding a phone number to the Do Not Process List (DNPL) $0.0005 per ping Tracking: Send To E-delivery Contact List Sending call details to a designated email list $0.0005 per ping Tracking: Send to Opt-Intel Sending call details to Opt-Intel for managing opt-ins and opt-outs $0.0005 per ping Tracking: Export To PBX Exporting data to Cloud PBX to process the call within the PBX environment $0.0005 per ping Tracking: E-delivery unsubscribe list Adding the caller’s email to an unsubscribe list for E-delivery campaigns $0.0005 per ping Tracking: Opt-Intel unsubscribe list Adding the caller’s contacts to the Opt-Intel unsubscribe list $0.0005 per ping Here’s a detailed guide on iClear. Find it complex? Book a demo to learn more about Phonexa and how it contributes to the intelligent call routing and safe lead generation environment. Post-Processing Tech: How Phonexa Collects Exhaustive Caller & Caller Insights for Clients With Call Logic, you can track and analyze phone calls even after they are routed and sold, unlocking insights that might remain unavailable with other software. Here are some of the post- call routing tracking features with Call Logic: Feature Use Case Price Third-Party Database Lookup Checking data against trusted third-party sources to verify phone numbers, addresses, and other caller details $0.0005 per lookup DNPL Lookup API Checking the phone number against the Do