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Built for high-performing sales teams

You’re running a 7-figure sales team off a Google Sheet.

Watch how high-ticket teams replace broken spreadsheets and manual EOD reports with real-time sales intelligence — without changing a single tool.

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01

The Old Way vs. The New Way with RevPhlo

Example of a handwritten end-of-day report with guessed numbers and corrections.

FIG. 01-A — THE OLD WAY
Dashboard
This Month · Feb 2026
Cash Collected
$570,133
up 2.6%
Closes
77
down 8.5%
Close Rate
20.2%
down 37.7%
FIG. 01-B — WITH REVPHLO
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

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02Before After

Replace every broken process with a system that scales

F.01
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
BeforeManual & unreliable

Example of a Google Form end-of-day report with validation errors and numbers that do not match Stripe.

With RevPhloAutomatic & live
AI Generated Closed
Prospect
Alan M. — Omaha, NE
Cash
$7,100
Objection
Authority — spouse
Source
Meta · Webinar Funnel
AI Generated Follow Up
Prospect
Sarah K. — Austin, TX
Objection
Financial — checking budget
Next Step
Callback Thu 2pm
FIG. F.01-A — THE OLD WAYFIG. F.01-B — WITH REVPHLO
F.02
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
BeforeManual & unreliable

Example of a broken sales-tracking spreadsheet with formula errors and unknown lead sources.

With RevPhloAutomatic & live
Revenue by SourceThis Month
Viewing Booking Source by Closer
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
FIG. F.02-A — THE OLD WAYFIG. F.02-B — WITH REVPHLO
F.03
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
BeforeManual & unreliable

Example of a broken end-of-day leaderboard spreadsheet with duplicate ranks and a note to recount.

With RevPhloAutomatic & live
LeaderboardThis Month
1Kyle M.38.2%$84,200
2Justin R.35.1%$67,500
3Cami L.31.7%$55,900
4Derek W.29.4%$43,800
FIG. F.03-A — THE OLD WAYFIG. F.03-B — WITH REVPHLO
F.04
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
BeforeManual & unreliable

Example of a handwritten note listing unmatched payments from unknown customers.

With RevPhloAutomatic & live
Unmatched Payment
$4,500
Stripe · Feb 14 · ****4821
Matched Appointment
Prospect
Maria Rodriguez
Closer
Cami L.
Setter
Zoha A.
Source
Organic · DM
FIG. F.04-A — THE OLD WAYFIG. F.04-B — WITH REVPHLO
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03How It Works

From checkout to a connected team

Start your account. Complete your setup. Open your dashboard.

Start your account

Complete checkout, verify your email, and add your company details. Your setup starts right away.

Connect and configure

Follow each setup question and action. Each step explains why it matters and who needs to complete it. Share tasks with a teammate when you need help.

Open your dashboard

Your full dashboard opens when all required setup checks pass. New bookings, calls, and payments appear as they arrive.

04Integrations

Plugs into your existing stack

GoHighLevel
Zoom
Stripe
Fathom
Zapier
Slack
HubSpot
Whop
05Questions

Everything you need to know

RevPhlo connects with tools such as GoHighLevel, HubSpot, Zoom, Stripe, Fathom, Zapier, Slack, and Whop. Setup shows the connection method, access, and configuration needed for the tools your business uses.

Setup starts directly after checkout. The time needed depends on your tools and who has access to them. RevPhlo guides you through each question and action. You can share tasks with teammates. The full dashboard opens after all required setup checks pass; you do not need to wait for a real sale.

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.

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.

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

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.

Guided setup · Clear setup checks

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