Analytics · CRM

Close the loop between the click and the closed deal.

Your CRM already knows which leads were good. The ad platforms don't.

The most valuable data in your business is sitting in your CRM: which leads became customers and what they were worth. Almost nobody sends it back.

We connect the two so the platforms optimize toward the customers you actually want.

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Stage 05Sales & revenue — Search to Sale

What we connect

  • Click ID capture

    GCLID stored on every lead record automatically, whether the lead came from a form, a call, or a chat.

  • Stage and value sync

    Won, lost, and revenue pushed back on a schedule you don't have to think about.

  • Clean lead sources

    Consistent source values so your CRM reports stop disagreeing with your ad reports.

  • Reporting on real outcomes

    Cost per closed customer by campaign, service line, and month.

Stage 05 · Sales & revenue

Broken, and working.

What it looks like broken

  • The lead that closed for five figures looks identical to the one that never answered
  • Reporting stops at form submissions
  • Budget decisions are made on cost per lead alone
  • Sales and marketing keep separate, disagreeing spreadsheets

What it looks like working

  • Lead status and closed value flow back from the CRM
  • Reporting on cost per booked job and revenue per channel
  • A plain answer when a channel isn't earning its place
  • One set of numbers both teams use

What you actually receive

  • CRM field and stage mapping document
  • Lead source tracking wired from first click to closed deal
  • Revenue-by-channel reporting view
  • Monthly review of cost per booked job

What fixing it costs

Integration work is scoped per project depending on your CRM, then maintained inside an ongoing partnership at $1,750 to $6,000 per month.

See full pricing

Analytics · CRM questions

Which CRMs do you work with?
HubSpot, Salesforce, Jobber, ServiceTitan, Pipedrive, GoHighLevel, and most tools with an API or a Zapier connector.
What if my team doesn't update the CRM?
Then we start there. Attribution is only as honest as the data entry behind it.

Want closed revenue in your ad reporting?

This is one stage of Search to Sale, our system for connecting visibility, leads, and closed revenue.