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Call tracking and revenue attribution for agencies

Call tracking that follows every call to the sale it closed.

Tracking numbers on your site and your offline ads, with forwarding and recording. Every call and form is matched to the sale it became in your CRM, so you see the dollars each channel, campaign and keyword brought back.

14-day free trialMonthlyCancel anytimeFree setup call for our first 25 customers

Example data
  1. Ad click

    Google Adskitchen remodel search

    $41.20 spent

  2. Phone call

    WhatConverts6 minutes, first-time caller

  3. Quote sent

    HubSpotdeal created

    $38,500 quote

  4. Sale closed

    HubSpotdeal won

    $38,500

A $41.20 Google Ads click became a $38,500 kitchen remodel for Northstar Home 21 days later. ROAS Insights credits it to the Kitchen remodel search campaign, even though Google Ads stopped counting at the phone call.

Example data. The businesses, leads and amounts are illustrative, not customer results.

Your call tracker counts calls. Your CRM counts sales. Nothing connects them.

Google says 40 conversions. Meta says 25. Your call tracker says 90 calls. None of them can tell you which of those calls turned into a $38,500 kitchen remodel six weeks later, so you keep funding the campaign that makes the phone ring instead of the one that makes money.

ROAS Insights puts it in one place:

  • Calls and forms: our tracking numbers and script on your site, plus source numbers for offline ads
  • Spend: Google Ads, Meta Ads and Microsoft Ads
  • Closed revenue: HubSpot, or any CRM or job system you can export to CSV or Excel

…and credits each sale to the source, campaign and keyword of that customer's first call or form.

Call tracking, built in.

  • Numbers that swap on your site.

    A pool of local numbers swaps onto your website, and each visitor keeps the same number for their whole visit. If anything fails, your own number stays.

  • Numbers for your offline ads.

    Give each mailer, truck wrap or listing its own number and see which ones ring.

  • Forwarding and recording.

    Calls ring straight through to your phone, with an optional whisper message before you're connected. Record calls, with a disclosure message you control.

  • Every call tied to the visit.

    See the source, campaign, keyword, ad click ID and landing page behind each call.

Know how much money your ads actually made.

Every closed sale is credited to the channel and campaign that started it. Open a channel to see which campaigns to spend more on and which to stop.

Example data

Ad spend $11,200

Revenue $60,800

5.4xROAS

  • Kitchen remodel search

    Ad spend $5,400

    Revenue $41,300

    ROAS 7.6x

  • Bathroom remodel search

    Ad spend $3,700

    Revenue $16,800

    ROAS 4.5x

  • Performance Max

    Ad spend $2,100

    Revenue $2,700

    ROAS 1.3x

Ad spend $7,600

Revenue $36,200

4.8xROAS

  • Before-and-after video

    Ad spend $3,400

    Revenue $21,700

    ROAS 6.4x

  • Spring remodel lead form

    Ad spend $2,600

    Revenue $12,100

    ROAS 4.7x

  • Website visitor retargeting

    Ad spend $1,600

    Revenue $2,400

    ROAS 1.5x

Ad spend $6,000

Revenue $29,400

4.9xROAS

  • Kitchen remodel search

    Ad spend $3,100

    Revenue $18,900

    ROAS 6.1x

  • Bathroom remodel search

    Ad spend $2,200

    Revenue $9,300

    ROAS 4.2x

  • Home remodeling broad match

    Ad spend $700

    Revenue $1,200

    ROAS 1.7x

  • Campaigns to scale, fix, or cut

    Every campaign's ROAS plotted against break-even, the line where revenue equals spend. The ones above it earn more budget. The ones below get a hard look.

  • Spend without sales

    The campaigns and keywords that spent money and produced zero closed sales. Start every budget review here.

  • When and where paying customers reach out

    ROAS and revenue by the day, hour, device, state and city of each paying customer's first lead. Set dayparting and geo bids on revenue, not clicks.

  • Real lead counts, real sales cycles

    Count unique leads only, so repeat callers don't inflate your numbers. See the days from first lead to sale, and sales revenue by lead type.

Live in an afternoon. Smarter every month.

  1. Add the script and pick your numbers.

    Paste one snippet on your site, choose local numbers for your pool and any offline ads, and point them at your phone.

  2. Connect your ad accounts.

    Sign in with Google and Microsoft and pick your accounts. During early access, we help you connect Meta Ads. Up to two years of spend loads automatically.

  3. Connect your revenue.

    Connect HubSpot, or upload a CSV or Excel export of quotes and closed jobs from ServiceTitan, Jobber or any CRM. We match each sale to a call or form by email or phone.

  4. See ROAS in dollars.

    As tracked calls and forms turn into sales, your overview shows revenue and ROAS by channel, campaign and keyword. Moving from WhatConverts or CallRail? Connect it and bring up to two years of history, so you see ROAS the same day.

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Show every client the money their ads made.

Give each client a free login to their own calls, spend and revenue, and nothing else. Add white label, and they sign in on your subdomain, on a login page with your logo.

  • Priced per client account. ROAS Insights is $100 a month per account. Call and form tracking is $50 plus usage. Each client account has its own subscription: enter your client's card at checkout, or send the account to your client to pay. No per-seat fees.
  • Unlimited client accounts and teammates under one agency login
  • White label for $50 a month: your logo and your subdomain on the client login. One CNAME record; SSL is automatic.
  • Free client logins that only see their own results
  • Campaign and source groupings per client, so reports read the way your client talks

Works with the tools you already pay for.

Spend comes from your ad accounts, calls and forms from our tracking, and revenue from your CRM.

Ad spend

  • Google Ads
  • Meta Ads
  • Microsoft Ads

Leads and traffic

  • WhatConverts
  • CallRail
  • Google Analytics 4
  • Google Search Console

Revenue

  • HubSpot

Salesforce, ServiceTitan, Zoho, Pipedrive, Jobber and more: import closed sales by CSV or Excel.

Call tracking, plus the revenue behind every call.

Call tracking, plus the revenue behind every call.
FeatureCallRailWhatConvertsROAS Insights
Tracking numbers, number swapping, recordingYesYesYes
Form tracking“Complete” plansPlus and upEvery account
Agency white labelPaid add-on+$50/mo+$50/mo: your logo and subdomain on the client login
How you're billedPer company account, plus usagePer account, or agency plans with unlimited accounts, plus usagePer account: $100 for ROAS Insights, $50 plus prepaid usage for call and form tracking
Charge per form fill2¢ above the plan10¢None
Free trial14 days14 days14 days, card required. Monthly, cancel anytime.

In every account, ROAS Insights matches each call and form to the sale it closed in your CRM, and shows ROAS by campaign and keyword.

Two plans. Use one or both.

ROAS Insights is $100 per account a month. Call and form tracking is $50 per account plus usage, with $20 of usage included every month and no charge per form fill. Each new account gets a 14-day free trial. Our first 25 customers get a free setup call.

Frequently asked questions

Can I switch from CallRail or WhatConverts without losing anything?

Yes, one step at a time. Start by putting our numbers on your website. If you use WhatConverts or CallRail, connect it and bring up to two years of history with you. Keep the numbers printed on trucks, mailers and listings on your old provider until you're ready to move them.

Can I bring my existing numbers?

Not yet. Moving (porting) numbers into ROAS Insights is on our roadmap. Until then, use new numbers from us for your website and new campaigns, and keep printed numbers where they are.

Do you record calls?

Yes, if you turn it on. You choose whether to play a disclosure message at the start of the call.

Do you transcribe or score calls?

Not yet. Today we track, forward and record calls, and match them to revenue.

Which CRMs do you support?

HubSpot connects directly: the deal amount counts as the quote and the closed-won amount as the sale. Pool businesses on Poologics connect with their Poologics login. For anything else (ServiceTitan, Salesforce, Jobber, spreadsheets), upload a CSV or Excel (.xlsx) export and map the columns once.

How do you match a sale to an ad?

We match each quote and closed sale to a call or form by email or phone, then credit it to the source, campaign and keyword of that customer's first lead.

How soon will I see my ROAS?

Tracking starts the moment your numbers and script are live. ROAS fills in as those calls and forms turn into sales, which can take a few weeks depending on your sales cycle. Moving from WhatConverts or CallRail? Connect it and up to two years of history loads, so you see ROAS the same day.

How often does the data update?

Calls and forms show up as they happen. Ad spend refreshes whenever you open a report, and in the background too: every 6 hours from Meta Ads and Microsoft Ads, and every 12 hours from Google Ads. HubSpot deals sync when you connect, once a day after that, and whenever you click Sync Now. Spreadsheet imports update when you re-upload.

Will the tracking script slow my site down?

It's about 11 KB compressed, has no dependencies and loads asynchronously, so your page doesn't wait for it.

Why does Google say it hasn't verified ROAS Insights?

Google reviews every app that connects to Google Ads, and it's still reviewing ours. Until it's done, choose Advanced on that screen, then continue to ROAS Insights.

Why does Google ask to let ROAS Insights edit my Google Ads account?

Google lists edit access because Google Ads gives apps a single permission that covers both reading and editing. There's no read-only version for us to ask for. ROAS Insights only reads your Google Ads accounts and their campaign, keyword and spend reports. It never changes your campaigns, budgets, bids or ads. Google Analytics and Search Console connect read-only.

Is there a free trial?

Yes. Each new account gets 14 days of ROAS Insights and call & form tracking free, one trial per business. A card is required to start the trial, and nothing is charged until the trial ends. Cancel anytime before then from Billing, and you won't be charged. Tracking numbers and call minutes aren't included. They're paid from usage funds you add in advance. White label isn't part of the trial. Our first 25 customers get a free setup call to get their tracking live and their CRM connected.

Can my clients log in?

Yes. Invite each client to a free login that shows only their own results. With white label ($50 a month), they sign in on your subdomain, on a login page with your logo.

Find out which calls turned into sales this month.

Put tracking numbers on your site, connect your ads and your CRM, and see ROAS in dollars by campaign and keyword.

Start free trial