Sales operations reconciliation
Connect every call, payment, refund, and commission
ClickToClose gives sales operations teams an exception queue for payments without calls, calls without payments, deposits, payment-plan installments, refunds, and dismissed records. Suggested matches use customer and transaction data while preserving human review.
Built for sales teams that cannot trust revenue or commissions until CRM and payment records agree.
Unlinked record queues
Separate sales without calls, calls without payments, deposits, and payment-plan exceptions.
Suggested matches
Rank matches using email, phone, transaction IDs, and controlled fuzzy-email comparison.
Refund operations
Import and review refunded sales and deposits without counting them as cash collected.
Audit history
Keep a chronological record of manual links, dismissals, and corrections.
How it works
- 1. Payment and call data arrive from connected systems.
- 2. Unmatched records enter the appropriate exception queue.
- 3. Operations reviews the suggested match and links or dismisses it.
- 4. Revenue, attribution, and commissions recalculate from the reconciled record.
Frequently asked questions
Can ClickToClose catch email typos?
Suggested matches can use controlled fuzzy-email comparison alongside exact email, phone, and transaction identifiers.
Can refunds be imported?
Yes. Refund files can be mapped, previewed, checked for duplicates, and imported.
Are manual links auditable?
Yes. Link history records the correction so teams can review who changed what and when.