RevPhlo offers an AI‑driven platform that automatically generates post‑call notes and end‑of‑day sales reports, eliminating manual Slack updates and guesswork. The system pulls data from Fathom recordings, captures outcomes, objections and next steps, and links directly to the full call for coaching. It also provides granular revenue attribution by closer, traffic source and funnel, letting high‑performing sales teams scale their processes with real‑time visibility.
Funding
Funding not disclosed
Founders
Product
Problem
High-ticket sales teams rely on multiple disconnected tools—CRM, call recordings, payment processors, and spreadsheets—to track daily activity, revenue, and performance, resulting in time‑consuming manual reporting, inaccurate data, and an inability to trace each dollar from source to cash.
Solution
RevPhlo consolidates the data from GoHighLevel, Fathom, Zoom, Stripe, and Slack into a single sales intelligence platform. Its AI engine automatically generates end‑of‑day reports and post‑call notes, extracting outcomes, objections, and next steps directly from call recordings. The system links each note to the full recording for easy coaching and provides one‑click submission of daily metrics. Integrated revenue attribution breaks down cash collected by closer, traffic source, and funnel, while automatic Stripe payment matching ensures financial data aligns with sales activity. Live leaderboards and dashboards give managers real‑time visibility into key performance indicators without manual spreadsheet updates.
Target Audience
Primary customers are high‑ticket sales teams that operate a setter‑closer model and use GoHighLevel, Fathom, and Stripe for their sales workflow.
Features
- AI‑generated post‑call notes that capture outcomes, objections, and next steps from Fathom recordings
- One‑click access to full call recordings for coaching and quality assurance
- Automated end‑of‑day report creation and submission, eliminating manual data entry
- Full‑funnel revenue attribution by closer, source, and funnel with granular drill‑downs
- Stripe payment matching that syncs payments to the corresponding calls and appointments
- Live leaderboards displaying cash collected, close rate, show rate, and other performance metrics
- Integration with GoHighLevel, Stripe, Zoom, and Slack to pull data automatically