Revenue attribution for phone & offline sales

Prove which sales your ads actually closed.

Your ad platforms report leads. Your books report money. CloseRev matches the two on phone number and email and shows what each channel really earned. Nothing to install.

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MG Meridian Group Aug 2026

Revenue traced to a channel

$302,400 72.0% of $420,000 closed

Google Ads $155,400 · 96 sales +$2,180

Instagram Ads $67,200 · 54 sales

TikTok Ads $42,000 · 34 sales

Email marketing $37,800 · 28 sales

$117,600 · 80 sales

Lead · Aug 3 (512) 555-0100 Closed sale · Aug 9 $2,180 · 512.555.0100 Matched +15125550100 to a $2,180 sale · Aug 9

Every channel you buy, credited with what it closed

Reads the exports you already have InvocaCallRailCallTrackingMetricsHubSpotSalesforceYour CRM or POSAny CSV

The blind spot

Your ad platforms count clicks. Your CRM counts revenue. Nothing joins them.

Ads make the phone ring, and the deal closes days later — on a call, in the CRM, at the counter. The money lands in one export and the source in another.

The usual fix is call-tracking software you install, configure and keep paying for. CloseRev reconciles the exports you already have.

The ad platform says 1,412 clicks · 310 calls

The CRM says 292 closed · $420,000

CloseRev joins them 212 matched · $302,400 attributed

Google Ads closed 51% of every dollar we could trace
TikTok brings your smallest deals — $1,235 average

How it works

From two exports to attributed revenue in minutes.

Export two files

Your closed sales from the CRM or POS, and your leads or calls from the ad platforms — or from a call tracker you already run. Any column layout works.

We match on phone and email

Phone numbers are normalized to the international standard and emails are canonicalized, so the same person matches however each system wrote them down.

See revenue by channel

Attributed revenue, match rate and average deal for every channel — saved each month, so the picture compounds instead of resetting.

What you get

Attribution without the installation.

Nothing to install

No tracking numbers, no site scripts, no pixel to maintain. If you can export a CSV, you can attribute revenue today.

Numbers you can defend

Every match shows both records and why they matched. Confirm or reject any of them and the totals recalculate instantly.

Works with tools you already pay for

Running Invoca, CallRail or CallTrackingMetrics? We read their exports. CloseRev sits on top of your stack instead of replacing it.

Every channel, not just search

Search, social, video, retail media, programmatic and native. If it produced a lead with a phone number or an email, it can earn credit.

See every channel

Built for month over month

Each import is saved as a period, so you can compare this month to last and watch a channel's real return move.

Private by design

Encrypted, isolated per workspace, and deletable in one click: the records and the original files.

The dashboard

The answer, on one screen.

Revenue by channel is the first cut. Open a channel to see which campaign did the work, or cut the same total by product, location or deal size — every number tracing back to a specific matched sale.

Revenue by channel

Sales we could not tie to a source stay in Direct / Unknown rather than being spread across channels.

Channel Sales Revenue Avg deal Google Ads 96 $155,400 $1,619Instagram Ads 54 $67,200 $1,244TikTok Ads 34 $42,000 $1,235Email marketing 28 $37,800 $1,350 80 $117,600 $1,470

Built for how you sell

A sale means something different in every trade.

A signed roof, an accepted treatment plan, a retained client. See revenue by channel where your deals actually close.

Agencies Prove client ROI at renewal Dentists Implants, ortho and cosmetic Medical clinics Consultation to treatment Home services HVAC, roofing and plumbing Auto dealers Sold units and real gross Law firms Signed, fee-earning matters Ecommerce Online plus phone orders Real estate Inquiry through to closing All 152 industries A worked example for each one

What changes

The number that ends the argument.

Every marketing team knows which channel it believes in. Very few can prove it to whoever holds the budget, and that gap is where good channels get cut and dead ones keep their spend.

Before"We generated 400 leads." With CloseRev"This channel closed $186,400 last quarter."

Ask for more budget with evidence

The first invites a debate. The second comes with a reconciliation against your own sales export. The teams that get the next increase approved are the ones asking with a number finance already trusts.

Before"I think this one isn’t working." With CloseRev"It closed 4% of traced revenue on 19% of spend."

Cut the channel that stopped paying

Nobody argues with a channel that is quietly losing money once the loss has a figure beside it. Without one, the decision waits for a quarter nobody wants to lose.

Before"Attribution says Facebook, sales says referrals." With CloseRev"Both, and here is which sale went where."

End the meeting where the two numbers disagree

Every match traces to a specific closed sale, so the argument stops being about whose report is right and starts being about what to do next.

Why you can trust the numbers

No black box. No invented attribution.

Three rules the engine cannot break, because they are the whole reason the tool is worth paying for.

Only high-confidence matches count

An exact email or phone match attributes revenue automatically. Anything weaker is flagged for your review.

Never silently counted

Every match is auditable

See both records side by side and why they matched. Confirm or reject any of them and the totals recompute instantly.

No black box

Unmatched stays unmatched

Sales we can't tie to a source land in a clear Direct / Unknown bucket, shown rather than shared out.

Never redistributed

Pricing

One flat price. Nothing metered.

No tracking numbers, no per-minute fees, and you are never billed for going over. Two months free on annual billing.

Starter $9/mo A single business getting started 100 records / month

Growth Recommended $49/mo A business scaling ad spend 1,000 records / month

Enterprise $499/mo One business closing at volume 25,000 records / month

Agency $799/mo Reporting on many clients at once 25,000 records / month

Every plan includes phone and email matching with confidence tiers, the full audit trail, and CSV export. Compare plans in full →