One workspace per client
Isolated data, separate allowances, rolled up for you centrally.
For Contact Centres & BPOs
Your agents close it. Somebody else gets the credit.
Attribute the revenue your agents closed to the campaigns that produced the calls — per client, per programme, in one place.
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The blind spot
What's actually happening
You are measured on handle time, conversion rate and cost per call. None of those tell your client which of their campaigns your floor actually turned into money, and that is the number that renews the contract.
Programme-level channel truth
Which media produced the calls that closed, not the calls that connected.
Renewal-grade evidence
An auditable report a client's finance team will accept.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
August 2026
Total revenue $1,800,000
Attributed to a channel $1,062,000 59% of revenue
Average deal $1,480
Match rate 79%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Google Ads | 402 | $594,000 | |
| Meta Ads | 233 | $306,000 | |
| LinkedIn Ads | 96 | $162,000 | |
| Direct / Unknown | 486 | $738,000 |
Operational metrics are not commercial evidence
A contact centre is rich in metrics and poor in one specific number: the revenue attributable to each of the client's channels. Handle time, abandonment, conversion rate and quality scores all describe how well the floor performs against the calls it receives. None of them describe which media buy was worth making.
That gap matters at renewal. When a client cuts media spend, call volume falls, and the contact centre's own numbers all look worse through no fault of the floor. Being able to show which channels the floor actually converted changes that conversation from defensive to advisory.
Two files per programme, per period
Your CRM or dialler already records the outcome of every call and the value of every sale. The client's ad platform or call tracker already exports lead source. Neither side has to be integrated — the two exports are matched on phone and email.
Each client becomes its own workspace, so data never crosses between them, and each programme's report stands on its own. Unmatched revenue is reported as Direct / Unknown rather than being spread across the client's channels, which is the difference between a report a client trusts and one they argue with.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What contact centres & bpos usually push back on
We are not the media buyer — we don't own the ad data.
The client exports it, or authorises the agency to. It is a lead-source export, not account access, and it is usually a smaller ask than it sounds.
Our call volumes are very large.
Only closed sales count toward the record limit, not calls or leads. A floor handling tens of thousands of calls a month often analyses a few thousand sales.
Clients are sensitive about data sharing.
Each client is isolated in its own workspace with its own retention window, and only a contact detail, an amount and a date are needed. We act as a processor and provide a DPA.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most contact centres & bpos land on Enterprise — ten seats for the team and the highest monthly record allowance, since a year of closed deals is a lot of rows.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Single sign-on through your identity provider
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Single sign-on through your identity provider
- Roles, permissions and guided onboarding
Questions contact centres & bpos ask
Closed sales from your CRM or dialler: a customer phone number or email, the amount, and the date.
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