Revenue performance for service businesses

Know which marketing turns into paid clients.

Connect your marketing, leads and revenue in one place.

RevenueTie connects your advertising spend, phone calls and website enquiries to customer interactions, appointments, estimates, invoices and recorded payments. See what your marketing actually generates and keep every opportunity moving.

Built for service businesses that quote, book and get paid.

The RevenueTie dashboard: marketing spend, leads, estimates awaiting a decision, approved estimates and collected revenue for last month, with the funnel from spend to revenue

Product screens show illustrative demo data for a made-up company.

Your advertising reports show the leads. But what happens after they come in?

Google and Meta can show you clicks, calls and website enquiries. But those numbers don’t necessarily tell you which leads became customers or how much revenue your marketing generated.

An enquiry may receive a follow-up, turn into an appointment, receive an estimate, get approved, move into delivery, and eventually generate revenue.

Without a connected view, understanding that journey takes too much manual work. RevenueTie brings the journey together so you can see what happens beyond the initial enquiry.

The questionAd platforms aloneWith RevenueTie
How many clicks, calls and forms came in? Reported Connected
Which enquiries became real opportunities? Not visible Connected
Who got a follow-up, and who was missed? Not visible Connected
Which estimates were approved? Not visible Connected
What was invoiced and what was paid? Not visible Connected
Which campaigns brought in revenue? Not visible Connected

From the first click to the final payment. See the bigger picture.

Every stage contributes to the bigger picture. RevenueTie connects marketing activity with the customer journey and the revenue recorded by your business.

  1. Marketing $4,850 spent on ads
  2. Lead 64 enquiries
  3. Customer interaction 51 consultations booked
  4. Estimate 43 estimates sent
  5. Sale and delivery 18 approved
  6. Revenue $27,929 collected
One month for a made-up home services company. Illustrative demo data.

See How RevenueTie Works

Marketing performance

Know which marketing actually generates customers and revenue.

Connect advertising spend and campaign activity to leads, opportunities, customers and recorded revenue. Instead of judging campaigns only by clicks or lead volume, RevenueTie helps you understand how marketing contributes to business outcomes.

  • Compare marketing spend and campaign performance.
  • Understand the customer outcomes associated with different marketing sources.
  • Review recorded revenue associated with your tracked sources.
  • Understand cost per customer and advertising return based on recorded revenue, where supported by the available data.

Explore Marketing Performance

RevenueTie Campaign Performance report: leads, spend, cost per lead, approved estimates, collected revenue and return on ad spend for last month

Lead management

Every enquiry deserves a follow-up. Every opportunity needs an owner.

RevenueTie gives your team a connected workspace to manage enquiries, customer interactions, follow-ups and opportunities.

  • View leads and their customer journey.
  • Keep calls, interactions, notes and relevant history together.
  • Configure funnel stages around your sales process.
  • Assign leads based on sources, campaigns, channels, networks or a default owner.
  • Manage follow-ups and reminders.

Explore Lead Management

The RevenueTie Leads Workspace: a lead’s campaign source, deposit, stage change, booked installation and follow-up on one timeline, with owner and funnel progress

Everything between the first click and the final payment.

Attribution, follow-up, scheduling, estimates and team access in one connected workspace.

Know where your enquiries come from.

Connect website enquiries and phone calls to their marketing sources, so you can understand which campaigns and channels are generating opportunities.

Phone attribution depends on dedicated, campaign-specific numbers mapped to their marketing sources. Calls to a general business number can’t be attributed to a campaign automatically.

Explore Marketing Attribution

Give advertising platforms better signals about the customers that matter.

RevenueTie can send supported downstream conversion information and values back to connected advertising platforms.

Explore Advertising Optimization

Understand what your business sells and what generates revenue.

Maintain a product and service catalog, use those items in estimates and invoices, and review sales and revenue information through the available reporting.

Explore Revenue Tracking

Keep your appointments organized and connected to your customers.

Manage appointments as part of the customer journey, with multiple calendars for different teams and activities. Every appointment stays associated with the relevant lead or customer.

Google Calendar and Microsoft Calendar integrations are coming soon.

Explore Appointments and Scheduling

Your business is different. Your workflows and estimates should reflect that.

Not every service business follows the same process. RevenueTie lets you configure funnel stages and estimates around the way you work. A blinds company may need window quantities, dimensions, fabric selections and materials. An HVAC company may need equipment details, capacity, installation requirements, materials and labour.

Explore Product Customization

Give every team member the access and information they need.

Configure roles and permissions to control what team members can access, and keep team activity connected to the customer journey. Roles can match how you work: administrators, office administrators, sales representatives, installers and technicians.

Explore Team Accountability

Setup & implementation

We don’t just give you the tools. We help you put everything together.

Getting the right systems connected matters. RevenueTie offers optional implementation support to help you establish your marketing and tracking infrastructure.

Explore Setup and Implementation

  • RevenueTie setup and configuration
  • Advertising account integrations
  • Tracking infrastructure
  • Conversion tracking implementation
  • Landing page development
  • Marketing funnel development
  • Marketing technology setup

Built for service businesses that quote, book and get paid.

RevenueTie is configured around how each business works, so the same platform fits very different services.

Connect the tools you already use.

Bring advertising activity and customer communication into the RevenueTie workspace through supported integrations.

Google AdsAdvertisingAvailableMeta AdsAdvertisingAvailableQuoPhone & textsAvailable
LinkedIn AdsAdvertisingComing soon
Microsoft Ads (Bing)AdvertisingComing soon
Google CalendarCalendarComing soon
Microsoft CalendarCalendarComing soon

See all integrations

Stop guessing which marketing works. Start connecting it to revenue.

See how RevenueTie connects marketing performance, customer journeys and recorded revenue in one platform built around your business.

Frequently asked questions

What is RevenueTie?

RevenueTie is a revenue performance platform for service businesses. It connects marketing spend, leads, customer interactions, appointments, estimates, invoices and recorded payments in one workspace, so you can see which marketing turns into paying clients.

How does RevenueTie connect marketing spend to revenue?

Advertising spend and campaign data sync from connected ad accounts. Each lead keeps the source it came from: website enquiries through UTMs and tracking rules, and calls through campaign-specific phone numbers. As that lead moves through appointments, estimates, invoices and recorded payments, the outcome stays tied to its source, so spend and revenue can be compared by channel and campaign.

Can RevenueTie track leads from Google Ads and Meta Ads?

Yes. Google Ads and Meta Ads integrations sync campaigns and daily spend. Web form leads from those campaigns are attributed using their UTM parameters and your tracking rules, and calls are attributed through mapped campaign-specific phone numbers.

Can RevenueTie attribute phone calls to marketing campaigns?

Yes, through the Quo integration and dedicated campaign-specific phone numbers. Each number is mapped to a channel, network or campaign, and calls to that number create leads with that source. Calls to a general business number that isn’t mapped to a campaign can’t be attributed to a campaign automatically.

Can I customize my sales pipeline and funnel stages?

Yes. You can add, remove, rename and reorder funnel stages so they match how your business moves an enquiry from first contact to payment.

Can I customize estimates for my industry?

Yes. Estimates are built from your own product and service catalog, with custom lines, discounts, tax and deposits, so they reflect what your business actually sells.

Can RevenueTie manage appointments and multiple calendars?

Yes. You can run several calendars, for example consultations, installations and service visits, and every appointment stays linked to its lead or customer. Google Calendar and Microsoft Calendar integrations are coming soon.

Can I control what each team member can access?

Yes. Custom roles and permissions control what each person can see and do, including access to leads and to money figures such as revenue and spend.

Does RevenueTie offer setup and implementation services?

Yes, as an optional service. We can configure RevenueTie, connect your ad accounts and phone numbers, set up conversion tracking, and build landing pages and marketing funnels. See setup and implementation.

Does RevenueTie process customer payments?

No. RevenueTie records payments, such as deposits and invoice payments your team receives by e-Transfer, card or cash, so revenue is tracked against each lead and campaign. It doesn’t process, collect or hold customer payments.