One workspace per client
Isolated data, separate allowances, rolled up for you centrally.
For Contact Centres & BPOs
Attribute the revenue your agents closed to the campaigns that produced the calls — per client, per programme, in one place.
No card required Nothing to install Cancel anytime
$1,062,000 59% of $1,800,000 paid
The blind spot
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.
What you get
Isolated data, separate allowances, rolled up for you centrally.
Which media produced the calls that closed, not the calls that connected.
An auditable report a client's finance team will accept.
A worked example
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.
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 402 | $594,000 | 33% | |
| Meta Ads | 233 | $306,000 | 17% | |
| LinkedIn Ads | 96 | $162,000 | 9% | |
| Direct / Unknown | 486 | $738,000 | 41% |
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.
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.
Why it matters
"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.
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.
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.
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.
Honest answers
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.
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.
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
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most contact centres and outsourcers who close revenue on the phone for their clients 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.
One business closing at volume
$499/mês
billed monthly
Questions
Anything else? Talk to us — a person answers, usually the same day.
Closed sales from your CRM or dialler: a customer phone number or email, the amount, and the date.
The client's ad platform lead exports or their call tracker. Whichever records where the enquiry came from.
Each client is a separate workspace with isolated data, its own record allowance and its own retention window.
Yes, on the Agency plan the CloseRev mark is removed entirely and only your branding appears.
Yes — a read-only shared report link, revocable at any time.
No. A CSV export is the whole interface.
Everything will land in Direct / Unknown, correctly. There is nothing to attribute and the report will say so rather than invent something.
Sales rows analysed per workspace in a calendar month. Calls and leads do not count.
Nearby
Match your clients' closed-sales exports to their ad and call data, and hand them a per-channel revenue report at renewal time.
See how it worksMatch the leads you delivered against the client's closed-sales export, so quality is a number you can both read rather than an argument.
See how it worksMatch closed revenue across every location to the national and local campaigns that produced it, without asking franchisees to install anything.
See how it worksStart today
Upload two exports and see your real revenue by channel in minutes. Three days free, no card.