Built for high-performing sales teams

Stop managing your sales team blind

Full visibility into what happens after the call is booked — who's closing, what's converting, and where your revenue is leaking.

Book a Demo →See How It Works

The Old Way vs. The New Way with RevPhlo

📋 End-of-Day Report
Tuesday EOD — Marcus J.
Calls:
6... no wait 7
Closes:
2 (I think the 2nd went thru??)
Revenue:
$14,000$11,500
No shows:
2 or 3?
Source:
idk... fb maybe?
Objections:
spouse / money stuff
Notes:
one guy said he'll call back tmrw... forgot his name
Submitted 11:47pm 😬
Dashboard
📅 This Month · Feb 2026
TodayWeekMonth
Cash Collected
$570,133
↗ 2.6%
Closes
77
↘ 8.5%
Close Rate
20.2%
↘ 37.7%
Shows
381
↘ 74.0%
Show Rate
55.5%
↗ 116.3%
Calls
695
↘ 18.6%
Cash / Show
$1,496
↘ 41.0%
Qualified
74.8%
↘ 40.0%
Sales Cycle
5.5d
↗ 329.6%
See It In Action

3 minutes to see what
you've been missing

Watch how RevPhlo replaces broken reporting with real-time sales intelligence — from connect to dashboard.

Before → After

Replace every broken process
with a system that scales

⚡ AI Post-Call Notes

From sloppy EODs to auto-generated post-call notes

No more Slack messages at 11pm with guessed numbers. RevPhlo pulls from Fathom recordings and writes the report for your reps.

  • ✓Captures outcome, objections, and next steps automatically
  • ✓One-click link to full recording for coaching
  • ✓Replaces manual EODs entirely
End of Day Report
Submit your daily numbers by 6pm. Required *
How many calls did you take today? *
7... actually maybe 6?
⚠ Please enter a number
Total cash collected *
$14,000
⚠ Does not match Stripe ($11,500)
Lead source for your closes *
Short answer text
⚠ This field is required
Call outcome *
Closed — Full Pay
Closed — Payment Plan
Follow Up
✓ Closed⚡ AI Generated
ProspectAlan M. — Omaha, NE
Cash$7,100
ObjectionAuthority — spouse
SourceMeta · Webinar Funnel
↻ Follow Up⚡ AI Generated
ProspectSarah K. — Austin, TX
ObjectionFinancial — checking budget
Next StepCallback Thu 2pm
📊 Full Attribution

From "I think it was Facebook" to full revenue attribution

Slice revenue by closer, traffic source, funnel, setter — any combination. Every dollar traced to where it actually came from.

  • ✓Revenue by closer × source × funnel
  • ✓See which setters book highest-converting leads
  • ✓Source mapping from GHL tags, fields, UTMs
Sales Tracker — Feb 2026.xlsx
D7
=SUMIF(B:B,"Meta",D:D)
A
B
C
D
1
Source
Closer
Revenue
% of Total
2
Meta
Kyle
$45,200
=D2/SUM(D:D)
3
Meta
Justin
$31,000
=D3/SUM(D:D)
4
Google
#REF!
#REF!
#REF!
5
Organic
Cami
$18,500
#DIV/0!
6
DM?? idk
???
$12,000
7
=SUM(D2:D6)
#VALUE!
RevenueClosersPayments ⚠️
Revenue by Source
This Month
ViewingBooking Source ▾byCloser ▾
Phone Setter$314,783
Marcus T.$58,700
Kyle P.$47,500
Spencer K.$30,000
DM Setter$143,450
Chris P.$38,600
Rohail A.$31,600
Spencer K.$15,000
Direct$99,600
Spencer K.$22,500
Chris P.$16,500
Samuel L.$16,500
🏆 Rep Portal

From spreadsheet chaos to live leaderboards

Kill the Google Sheet that breaks every month. Every rep gets their own portal with KPIs, tasks, and shareable wins.

  • ✓Personal dashboard with pending PCNs
  • ✓Leaderboards by cash, closes, close rate
  • ✓Shareable wins — one-click to Slack or IG
Sales Tracker — Feb 2026.xlsx
D7
=SUMIF(B:B,"Meta",D:D)
A
B
C
D
E
1
Rank
Rep
Closes
Revenue
Rate
2
1
Kyle M.
14
$78,200
38%
3
2
Cami L.
11
$62,100
32%
4
2
Justin R.
12
$61,800
35%
5
3
Cami L.
11? 12?
$55,900
#N/A
6
4
Derek W.
9
$43,800
29%
7
^^ need to recount
=SUM(D2:D6)
RevenueClosersPayments ⚠️
Leaderboard — This Month
1
Kyle M.
38.2%
$84,200
2
Justin R.
35.1%
$67,500
3
Cami L.
31.7%
$55,900
4
Derek W.
29.4%
$43,800
💳 Payment Matching

From "who paid with that email?" to instant match

The appointment email and the payment email are almost never the same. RevPhlo lets you match any payment to the correct call in seconds.

  • ✓Search by name, email, or date
  • ✓Auto-syncs setter, closer, and source
  • ✓Commission tracking with custom splits
Unmatched payments?!
rodriguez_m@ — $4,500
jsmith99@ — $7,000
WHO ARE THESE PEOPLE
Unmatched Payment
rodriguez_m@gmail.com
Stripe · Feb 14 · ****4821
$4,500
↓
✓ Matched Appointment
Prospect
Maria Rodriguez
Closer
Cami L.
Setter
Zoha A.
Source
Organic · DM
"

We threw away our EOD form the first week. RevPhlo gave us back 10+ hours and showed us exactly which funnels were bleeding cash.

Sales Director · 8-Figure Sales Organization

How It Works

Live in 48 hours, not 48 days

Connect your stack. Map your sources. See everything.

01

Connect your tools

One-click OAuth with GoHighLevel, Zoom, Stripe, Fathom, and more. No developers needed.

02

Map your sources

Tell RevPhlo how to identify paid vs. organic, which funnels map to which tags, and your calendar structure.

03

See everything

Dashboard is live. Every call auto-dispositioned. Every dollar attributed. Drill into anything.

Integrations

Plugs into your existing stack

GoHighLevelGoHighLevel
ZoomZoom
StripeStripe
FathomFathom
ZapierZapier
SlackSlack
WhopWhop
Questions

Everything you need to know

What CRM / tech stack does RevPhlo work with?+

RevPhlo integrates with GoHighLevel, Zoom, Stripe, Fathom, Zapier, Slack, and Whop via one-click OAuth. If your leads flow through GHL and calls are recorded on Fathom, you're good to go.

How long does setup take?+

Most teams are fully live within 48 hours. Connect your integrations, map your sources and calendars, and your dashboard starts populating immediately.

How do the AI post-call notes work?+

RevPhlo pulls from your Fathom call recordings and uses AI to auto-generate post-call notes — outcome, objection type, prospect details, follow-up actions. Reps just review and confirm. No manual EODs needed.

What kind of teams is RevPhlo built for?+

High-ticket coaching businesses, agencies, SaaS companies, and enterprise sales orgs running sales teams at scale. Whether you're an SMB with 5 reps or an enterprise with 50, if you need post-booking visibility, RevPhlo is built for you.

Can my sales reps see their own data?+

Yes — every rep gets their own portal with personal KPIs, a daily task queue, call recordings, and shareable leaderboard wins.

How does payment matching work?+

Stripe payments sync automatically. When the paying email doesn't match the appointment email, search by name or date, match it to the right call, and all attribution data syncs instantly.

Ditch the EOD form.
See everything.

Book a 20-minute demo and we'll show you exactly how RevPhlo replaces your broken reporting with real-time sales intelligence.