For consultants who close on a call
Your sales happen on a call, not in a cart. FunnelTrace keeps the ad, the enquiry, the call notes and the payment on one record.
From enquiry to engagement
A high-ticket sale takes a few conversations. Each one stays on the same record.
The enquiry
A form on your page captures the enquiry with its source, whether that was an ad, a post or a referral link.
The call
After the call, note what was said on the lead and set the next task, so nothing waits on your memory.
The payment
Share a payment link or your bank details, then record the transfer against the client when it arrives.
The pattern
Over a quarter, you see which channels bring clients who pay, and which only bring questions.
Read next
CRM
Stages, tasks and notes for every enquiry.
Read about CRMAttribution
The source of each client, kept from the first visit.
Read about AttributionPayments
Bank transfers, payment links and Razorpay.
Read about Payments
Know which channel brings your clients
The pilot is by invitation, with early-bird pricing for the first coaches. Tell us about your brand and we'll set up a call.