Customer Capture & Revenue Intelligence

See what brings customers. Know what earns revenue.

Bring enquiries, follow-up, sales and recorded revenue into one connected customer journey. ITeamo helps businesses and agencies understand where opportunities come from, what happens next and which results the evidence supports.

Your customer journey
EnquiriesCapture
OpportunitiesFollow up
Recorded revenueUnderstand
AttributionCheck evidence
The ITeamo platform

Connect customer activity to business outcomes.

Understand the journey beyond clicks: the lead, the conversation, the opportunity and the revenue that follows.

01

Customer capture

Keep leads and their sources connected to the business that owns them.

02

Follow-up & opportunities

Track the next action, customer conversations and won or lost opportunities.

03

Revenue intelligence

Record revenue with its source and history, including manual and cash entries.

04

Evidence-based attribution

Review how revenue connects to customer activity, with the matching method and confidence visible.

05

AI assistance

Ask about the ITeamo data you are permitted to see. Recommendations stay advisory; sensitive actions require the appropriate approval.

06

Connected reporting

View authorised provider reporting alongside recorded revenue. Advertising spend, recorded revenue and attributed revenue stay clearly distinguished.

From first enquiry to the next decision

Keep the whole customer journey in view.

Source → Lead → Contact → Follow-up → Quote / Opportunity → Won / Lost → Revenue → Attribution → Optimisation

Use the evidence to decide where to improve customer follow-up and marketing. Revenue efficiency is shown only where the available data supports it.

Built for businesses and agencies

One business, with its own customer records
Agencies working across separate client businesses
Delegated access with explicit permissions
Financial information restricted to authorised users
Provider connections with visible health and sync status
AI advice with approval controls
Platform rollout

Start with your business and your customer journey.

Create an account, complete your business profile and explore your ITeamo workspace.

Live provider connections and billing are still being validated for launch. We will confirm which connections are available for your business during onboarding.

Connect the systems behind your results

The platform is being built to connect advertising, CRM, accounting and job-management data through supported integrations.

Connections require provider authorisation and may depend on provider approval. Your provider credentials stay protected; your team sees only the data its permissions allow.

Advertising spend is separate from ITeamo subscription fees.

Managed advertising service

Google Ads management

A$1,250 / month

Google Ads management fee. Advertising spend is separate. This is the managed advertising service price; platform subscription plans are confirmed separately during onboarding.