The Platform
Manage your sales team with clarity
One dashboard that replaces your dialer, CRM, calendar, texting tool, payment tracker, and reporting spreadsheet. Everything your team does, in one place.
Every number comes from the system
Calls log from the phone. Revenue logs from the processor. Lead sources log at opt-in. Reps cannot edit the numbers that matter.
What's in the dashboard
Lead Store
Every lead logs which funnel they came from, the traffic source, and every action since opt-in. Search by name, email, or phone. Filter by status, affiliate, or source.
- Full timeline: calls, texts, notes, bookings, status changes
- Automatic duplicate detection by email or phone
- Source attribution saved at opt-in
- One-click calling and texting from the lead page
Calling
Each rep gets their own phone number. Every call logs automatically — dials, connects, length, outcome. No manual entry. Managers can listen to any call recording.
- Call outcomes tagged by the phone system, not the rep
- Every call recorded and saved on the lead page
- Live call monitoring for managers
- Voicemail transcription included
SMS
Text leads directly from the dashboard. Every message logs with delivery status, timestamp, and who sent it. Running totals per lead update automatically.
- Two-way texting from assigned numbers
- Delivery status tracking
- Message history on the lead page
- No separate texting tool needed
Scheduling
Each closer sets their own availability. Slots generate based on their calendar. Setters book calls without leaving the dashboard. Calendar sync included.
- Personal booking links per closer
- Buffer time between calls
- Time zone handling
- Google and Outlook sync
End-of-Day Reports
Real metrics for every rep: dials, connects, conversations, meetings, shows, no-shows, closes, revenue. The page builds itself from actual activity, not self-reporting.
- Day-by-day breakdown by rep
- Setter and closer stats separated
- Filter by date range
- Performance ranking automatic
Payments
Revenue flows straight from the processor into the dashboard. Every payment tied to the closer, affiliate, and funnel. No spreadsheet reconciliation.
- Failed payment reason codes with suggested scripts
- Refund and chargeback tracking
- Manual payment approval workflow
- Revenue per closer, affiliate, and funnel
The old way vs. Scaleur
Also included
Funnel Builder
Create funnels with built-in affiliate tracking and UTM parameters.
Role-Based Access
Managers, setters, and closers each see what they need.
Call Recordings
Every call recorded. Play back from the lead page or search by date.
Team Notifications
New opt-ins, call outcomes, and task reminders sent to your team chat.
See it for yourself
Request a walkthrough and we'll show you how Scaleur works with your team.