What Phonexa does

Phonexa is a Glendale, California-based private SaaS company founded in 2016 that operates an integrated suite for pay-per-call and pay-per-lead performance marketing. The platform is anchored by two core modules — LMS Sync for lead tracking, ping tree distribution, and real-time lead analytics, and Call Logic for inbound call tracking, IVR, automatic call distribution, and call analytics — and is extended by eight add-on modules covering email and SMS marketing (E-Delivery), cloud telephony (Cloud PBX), click and affiliate tracking (Lynx), suppression list management (Opt-Intel), user behavior analytics (HitMetrix), automated accounting (Books360), AI-driven call automation (AI Call Agents), and compliance and fraud mitigation (ValidRecord). The suite processes hundreds of data points across each call or lead journey in real time and integrates with 100+ external platforms including Salesforce, HubSpot, Oracle, Google Ads, and TUNE.

Phonexa monetizes through a mix of recurring SaaS subscriptions, usage-based fees tied to pay-per-call and pay-per-lead transaction volume, transaction fees on distributed leads, and professional services for implementation and custom integrations. Pricing is quote-based and tiered by call volume, lead volume, integrations, and feature scope, with a monthly billing cadence. The platform is sold primarily through direct enterprise sales targeting large-scale performance marketing operations and supplemented by a referral-based Partnership Program with commission-bearing partner codes. Customer segments include insurance carriers and agents, financial service firms, home services businesses, affiliate networks and marketplaces, brands and advertisers, performance marketing agencies, and large-scale publishers, with named enterprise customers such as Billy.com, Leadtree Global, USAmeriCare, Catch Media, Warwick Financial Services, Lead Prodigy, and Calls By Brand.

The company is privately held under Phonexa Holdings, LLC with no disclosed institutional funding rounds, indicating founder or management-led ownership. Operations are led by a small executive team including founder and president David Gasparyan, CEO and CFO Lilit Davtyan, CTO Alexey Sidora, COO Jeff Schaffer, and Chief Events Officer Kristen Haines, supported by function leadership such as VP of Onboarding and Client Success Mohd Abbas. Geographic reach includes the US headquarters and localized UK and Canada operations. Security and compliance posture includes SOC 2 Type II certification covering Security, Availability, Confidentiality, and Privacy, 256-bit SSL encryption, and CCPA compliance.

Name

Phonexa

Legal name

Phonexa Holdings, LLC

Website

https://phonexa.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

101–250 employees

Short description

Phonexa, founded in 2016 in Glendale, California, provides a SaaS suite for pay-per-call and pay-per-lead performance marketing. It serves insurance, finance, and home services enterprises with call tracking, lead distribution, ping trees, AI call agents, and compliance tools, sold through direct enterprise sales.

Ownership category

akta.pro rank

Product category

Performance Marketing Software

NAICS

Telephone Call Centers (56142), Wired and Wireless Telecommunications (except Satellite) (5171), Telemarketing Bureaus and Other Contact Centers (561422)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Telephone Communications (No Radiotelephone) (4813)

akta.pro primary industry

Contact Center (CCaaS) & Customer Engagement Voice (HDAIAHAF)

akta.pro secondary industries

Contact Center Operations & Tools (ACD/IVR/CRM/WFM) (EDABACAA), Cloud PBX & Hosted Telephony (HDAIAHAB), Customer Service, Support & Contact Center CRM (HDAEAFAC)

Keywords

• Pay per call software
• Pay per lead software
• Lead distribution platform
• Call tracking software
• Performance marketing automation

Headquarters

HQ city

Glendale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Platform/SaaS Subscription: Phonexa operates as a SaaS platform providing access to its integrated suite of marketing automation tools for call tracking, lead management, email/SMS marketing, and analytics. Pricing is based on usage tiers and feature access.
2. Pay Per Call Transactions: Revenue generated from managing pay per call campaigns where businesses pay for qualified inbound phone calls. The platform tracks and distributes calls while charging based on call volume or campaign performance.
3. Pay Per Lead Transactions: Revenue from lead generation and distribution services where clients pay for qualified leads generated and routed through the platform's ping tree technology.
4. Professional Services: Additional revenue from implementation support, custom integrations, and specialized onboarding services for enterprise clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Phonexa provides an integrated pay-per-call and pay-per-lead SaaS platform that tracks, routes, and distributes inbound calls and leads for performance marketing businesses. The unified suite combines call tracking (Call Logic), lead management (LMS Sync), email/SMS marketing (E-Delivery), cloud telephony (Cloud PBX), click and affiliate tracking (Lynx), suppression list management (Opt-Intel), behavior analytics (HitMetrix), automated accounting (Books360), AI-driven call automation, and compliance tooling (ValidRecord), supported by 100+ integrations.

Product overview

Phonexa is an integrated pay per call and pay per lead software platform designed for enterprise-grade performance marketing. The platform operates as a unified suite of interconnected modules built around a core architecture combining lead management (LMS Sync) and call intelligence (Call Logic). Supporting modules include E-Delivery for email/SMS marketing, Cloud PBX for telephony, Lynx for click/affiliate tracking, Opt-Intel for suppression list management, HitMetrix for user behavior analytics, Books360 for automated accounting, AI Call Agents for autonomous call automation, and ValidRecord for compliance. The platform supports 100+ integrations including Salesforce, HubSpot, Google Ads, and Oracle, targeting insurance, finance, home services, and other high-volume compliance-heavy industries.

Differentiator

Problem solved

Functional benefit

Products and services

• LMS Sync Lead management and distribution software that provides real-time lead tracking, automated ping tree distribution, granular lead analytics, and CRM synchronization for pay-per-lead campaigns. Designed for performance marketers running high-volume lead operations.
• Call Logic Pay-per-call software providing inbound call tracking, interactive voice response (IVR), automatic call distribution, call analytics, and AI Call Agents for intelligent call routing and campaign optimization. Built for enterprises managing inbound phone leads at scale.
• E-Delivery Email and SMS marketing automation platform enabling personalized multi-channel campaigns, A/B testing, automated workflows, deliverability tracking, and behavioral segmentation for performance marketing teams.
• Cloud PBX Cloud-based private phone system providing full call control, outbound calling capabilities, agent call scoring, and VoIP infrastructure with 100% uptime for call center operations.
• Lynx Click tracking and affiliate marketing software that provides granular attribution, affiliate link management, performance tracking, and real-time dashboard analytics for connecting leads, calls, clicks, and revenues.
• Opt-Intel Suppression list management solution ensuring email compliance through automated data transfers, opt-out domain white labeling, CAN-SPAM violation notifications, and secure list sharing with partners.
• HitMetrix User behavior recording and analytics platform providing session replay, heatmaps, click tracking, friction insights, and data visualization to optimize the customer journey across website touchpoints.
• Books360 Automated accounting solution integrated with lead management that provides invoice generation, cash flow tracking, payout preferences (ACH, PayPal, bank), and exportable financial reporting.
• AI Call Agents AI-driven call automation enabling 24/7 intelligent inquiry handling and call routing without human intervention, improving customer experience and conversion rates for pay-per-call campaigns.
• ValidRecord

Quantifiable outcome

• 20% increase in month-over-month lead conversion rates in the first month
• +3 more outcomes

Named customers7 records

Segments7 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability5 records

Feature12 records

Partnerships

One partnership is on record.

• ConvosocoreTechnology or Integration · 9 October 2025Phonexa and Convoso announced an integration partnership enabling outbound call centers to connect call outcomes with marketing spend. The integration allows call disposition data to flow into Phonexa, facilitating smarter targeting and campaign optimization. This enhances visibility into campaign ROI and ROAS for outbound call centers.

Scale indicators5 records

Recent moves6 records

Expansion highlights7 records

Broad incumbents

• Salesforce Marketing Cloud: Salesforce (including Marketing Cloud and Sales Cloud) provides enterprise CRM, journey orchestration, and increasingly inbound call functionality — competing with Phonexa's CRM integrations and lead distribution for large enterprise marketing budgets.
• HubSpot: HubSpot's Marketing Hub bundles email marketing, CRM, basic call tracking, and lead routing into a broad platform — already a Phonexa integration partner but also a competitor as it expands native call and lead management capabilities aimed at the same mid-market buyer.

Direct peers

• CallRail: CallRail is a leading call tracking and analytics platform serving SMB and mid-market advertisers across verticals like legal, healthcare, and home services — directly competing with Phonexa's Call Logic and LMS Sync modules for pay-per-call and inbound call attribution budgets.
• Invoca: Invoca provides AI-powered call tracking, conversation analytics, and inbound call intelligence for enterprise marketers — overlapping directly with Phonexa's Call Logic, AI Call Agents, and predictive modeling capabilities, and targeting the same enterprise buyer.
• WhatConverts: WhatConverts offers call tracking, lead management, and conversion attribution in a single platform — closely aligned with Phonexa's integrated suite spanning Call Logic, LMS Sync, and Lynx, primarily serving marketing agencies and SMB advertisers.
• Marchex: Marchex provides call analytics, conversation intelligence, and lead attribution for enterprises — a direct competitor in the pay-per-call analytics and call outcome measurement space where Phonexa's Call Logic also operates.
• Ringba: Ringba is a pay-per-call routing, tracking, and analytics platform used by affiliate networks and advertisers — directly overlapping with Phonexa's ping tree routing, call distribution, and real-time call analytics capabilities.
• CallTrackingMetrics: CallTrackingMetrics delivers call tracking, routing, and analytics for sales and marketing teams — overlapping with Phonexa's Call Logic and Cloud PBX products, particularly for SMB and mid-market customers seeking integrated telephony and attribution.
• ActiveProspect: ActiveProspect provides lead compliance, consent management, and routing infrastructure (LeadConduit) — competing with Phonexa's ValidRecord, LMS Sync, and Opt-Intel modules for compliance-heavy buyers in insurance, finance, and home services.

Emerging players

• LeadsPedia: LeadsPedia offers lead tracking, distribution, and ping-post routing for affiliate networks and lead buyers — a niche but functionally overlapping competitor with Phonexa's LMS Sync in the performance lead generation space.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/phonexa
• Xx.com/phonexacalls
• Facebookfacebook.com/phonexa

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Phonexa