Name: CloseRev
Brand: CloseRev
Price: 49 USD
Availability: InStock

Question 1

Do I need to install anything?

Accepted Answer

No. CloseRev reconciles data you already have. There are no tracking numbers to buy, no scripts to add to your site, and nothing to keep maintained — which also means it works retroactively on months that have already closed.

Question 2

Why is there no per-call or per-minute fee?

Accepted Answer

Because we don't hand out phone numbers. Call-tracking tools meter numbers, minutes, texts and form submissions on top of their sticker price, which is why their real bill often lands at 1.5–3× what the pricing page said. You bring the data; we match it. One flat price.

Question 3

What exactly do I upload?

Accepted Answer

Two CSVs. First, your closed sales — a customer phone number or email, and the revenue. Second, your leads or calls tagged with the channel that produced them, exported from your ad platforms or from a call tracker like Invoca or CallRail. Any column layout works; you confirm the mapping before anything runs.

Question 4

How does the matching work?

Accepted Answer

Phone numbers are normalized to the international E.164 standard and emails are canonicalized, then records are matched in confidence tiers. An exact email or phone match counts toward revenue automatically. Anything weaker is flagged for your review and never counted silently.

Question 5

Enterprise or Agency — which one?

Accepted Answer

They solve different problems, which is why neither is simply bigger than the other. Enterprise is one business analysing a lot: a single workspace, ten seats and the highest record limit we offer. Agency is one team reporting on many businesses: ten separate client workspaces, each with its own data and its own limit, plus white-label reports with our mark removed so you can hand them to your client. If you have one company and a lot of sales, take Enterprise. If you have ten clients, take Agency.

Question 6

Can I put my own logo on reports?

Accepted Answer

Yes, on every plan including Starter — upload it in Settings and it appears at the top of every PDF. White-label goes one step further and removes the CloseRev mark entirely; that is part of Agency, because it is what handing a report to your own client requires.

Question 7

What counts toward my monthly limit?

Accepted Answer

The number of sales records we analyse across your imports in a calendar month. Your lead and call rows aren't counted. If you need more, add a records pack rather than jumping a whole plan.

Question 8

Is my customer data safe?

Accepted Answer

It's encrypted in transit and at rest, isolated per workspace, and you can delete any import — records and the original CSVs — in one click. We act as a data processor and provide a DPA, and we're built to GDPR, CCPA and PIPEDA expectations.

Question 9

Can I cancel anytime?

Accepted Answer

Yes, from the billing portal. You keep access through the period you've already paid for, and you can export everything before you go.

	Starter $49/mês	Growth $199/mês	Enterprise $499/mês	Agency $799/mês
Capacity
Client workspaces	1	1	1	10
Seats	1	2	10	10
Sales records / month	500	5,000	25,000	25,000 shared
Saved history	6 months	13 months	24 months	24 months
Matching and reports
Phone + email matching with confidence tiers	Included	Included	Included	Included
Assisted column mapping	Included	Included	Included	Included
CSV export	Included	Included	Included	Included
Your logo on every report	Included	Included	Included	Included
Campaign drill-down and period comparison	Not included	Included	Included	Included
PDF + shareable read-only report	Not included	Included	Included	Included
White-label — our mark removed entirely	Not included	Not included	Not included	Included
Team and security
Single sign-on through your identity provider	Not included	Not included	Included	Included
Roles, permissions and guided onboarding	Not included	Not included	Included	Included
Priority support	Not included	Included	Included	Included
Add-ons
Records pack, +$49 per 10,000	Not included	Not included	Included	Included
Extra client workspace, +$25 / mo	Not included	Not included	Not included	Included

Flat pricing. No per-call fees.

Starter

Growth

Enterprise

Agency

The parts that make the number defensible are never the upsell.

One question, and the right plan.

Everything on one page. Nothing behind a sales call.

Try it on a month that has already closed.

3 days free

Delete it all in one click

Cancel anytime

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