Revlio Documentation
Welcome to Revlio - the all-in-one billing and call management platform designed specifically for call tracking professionals, call centers, and lead generation businesses.
🎯 Automated Billing
Sync calls from your tracking platform and generate invoices automatically.
📊 Real-Time Monitoring
Watch calls come in live with instant revenue tracking.
🔗 Multi-Platform
Works with TrackDrive, Ringba, CallRail, Retreaver, and more.
🤖 AI Call QA
Automatic call transcription and quality analysis.
Revlio automates your entire billing workflow. Instead of manually exporting calls, calculating revenue, and creating invoices, Revlio does it all automatically. Connect your call tracking platform, set up your buyers and traffic sources, and let Revlio handle the rest.
Quick Start Guide
Get up and running with Revlio in 5 minutes. Follow these steps to set up your account and create your first invoice.
Create Your Account
Sign up for a free 14-day trial. No credit card required. You'll get access to all features during the trial.
Connect Your Call Tracking Platform
Go to Settings → Platform Integrations and enter your API credentials for TrackDrive, Ringba, CallRail, or other platforms.
Import Your Data
Click the Import button on the Buyers, Traffic Sources, or Campaigns page to pull in your existing data from your connected platforms.
Create a Billing Report
Go to Billing → New, select a buyer, date range, and traffic sources. Click "Sync from Platform" to fetch call data, then create the report.
Send Your Invoice
Open the billing report, customize the invoice design if needed, and click "Send Invoice" to email it to your buyer.
Dashboard Overview
Your dashboard provides a complete overview of your business at a glance.
Key Metrics
- Total Revenue - Sum of all billing report revenues
- Total Profit - Revenue minus traffic source costs
- Active Calls - Live calls currently in progress (if live monitoring enabled)
- Pending Invoices - Invoices awaiting payment
- Top Buyer - Your highest revenue buyer
- Conversion Rate - Percentage of calls that converted
Charts & Analytics
The dashboard includes interactive charts showing:
- Revenue Trend - Line chart of revenue over time
- Top Buyers - Bar chart of your top performing buyers
- Vertical Distribution - Donut chart showing revenue by vertical
- Call Volume - Area chart of calls over the last 7 days
Managing Buyers
Buyers are the companies or individuals who purchase your calls. Each buyer can have their own payment terms, contact information, and platform mapping.
Adding a Buyer
- Navigate to Buyers from the sidebar
- Click + Add Buyer
- Fill in the buyer details:
- Name - The buyer's company name
- Finance Email - Where invoices will be sent
- Payment Terms - Net 7, Net 15, Net 30, etc.
- Payment Method - Wire, ACH, Check, etc.
- Click Save
Importing Buyers from Platforms
Instead of adding buyers manually, you can import them directly from your call tracking platform:
- Click the Import dropdown on the Buyers page
- Select your platform (TrackDrive, Ringba, etc.)
- Choose which buyers to import
- Revlio will automatically map platform IDs for future syncing
Always import buyers from your platform rather than creating them manually. This ensures the platform IDs are correctly mapped for billing sync.
Traffic Sources
Traffic sources are the publishers, affiliates, or media buyers who send calls to your tracking numbers. You pay them for each qualified call.
Adding a Traffic Source
- Navigate to Traffic Sources
- Click + Add Traffic Source
- Fill in the details:
- Name - Publisher/affiliate name
- Vertical - Which vertical they work with
- Finance Email - For sending payout reports
- Payment Method - Wise, Payoneer, Bank Transfer, etc.
Payment Methods Supported
| Method | Required Info |
|---|---|
| Bank Transfer (ACH/Wire) | Bank name, Account number, Routing number |
| Wise | Wise email address |
| Payoneer | Payoneer email address |
| Remitly | Recipient name, Phone, Country |
Verticals & Campaigns
What are Verticals?
Verticals are the industries or niches you operate in. Examples: Auto Insurance, Medicare, Solar, Home Services, Legal, etc. Verticals help organize your buyers, traffic sources, and campaigns.
What are Campaigns?
Campaigns (also called Contracts) define the relationship between a buyer and your traffic sources for a specific vertical. They include:
- Buyer Rate - What the buyer pays you per call
- Traffic Source Costs - What you pay each traffic source
- Pricing Model - Fixed rate or revenue share
Pricing Models
| Model | Description | Example |
|---|---|---|
| Fixed Rate | Set dollar amount per call | Buyer pays $25/call, you pay traffic source $18/call |
| Revenue Share | Percentage of actual revenue | Traffic source gets 75% of whatever the buyer pays |
Billing & Invoicing
The billing system is the heart of Revlio. Create billing reports, track payments, and send professional invoices.
Creating a Billing Report
Select Buyer & Period
Choose the buyer and set the billing period (start and end dates).
Select Traffic Sources
Check which traffic sources to include in this billing report.
Sync Call Data
Click "Sync from TrackDrive" (or your platform) to fetch call counts and revenue automatically.
Review & Create
Review the numbers, then click "Create Billing Report".
Invoice Designer
Customize your invoice appearance with the built-in designer:
- Color Themes - Choose from violet, cyan, emerald, rose, and more
- Templates - Detailed, summary, or minimal layouts
- Custom Notes - Add payment instructions or terms
- Logo - Your company branding
Invoice Status Workflow
| Status | Description |
|---|---|
| Draft | Invoice created but not sent yet |
| Sent | Invoice emailed to buyer |
| Paid | Payment received |
| Overdue | Past due date, unpaid |
TrackDrive Integration
TrackDrive is a powerful call tracking platform. Revlio integrates deeply with TrackDrive for automatic call data syncing.
Setting Up TrackDrive
Get Your API Keys
Log into TrackDrive → Settings → API Keys. Copy your Public Key and Private Key.
Enter Credentials in Revlio
Go to Revlio Settings → TrackDrive tab. Paste your keys and your account's base URL.
Test Connection
Click "Test Connection" to verify everything works.
What Gets Synced
- Buyers - All buyers from your TrackDrive account
- Traffic Sources - Publishers and affiliates
- Offers/Campaigns - Your TrackDrive offer structure
- Calls - All call data including duration, revenue, payout, recordings
Revenue Share Billing with TrackDrive
For revenue share contracts, Revlio pulls actual revenue and payout values directly from TrackDrive:
- Buyer Revenue = TrackDrive "Revenue" column (what buyer pays you)
- Traffic Source Cost = TrackDrive "Payout" column (what you pay affiliates)
- Your Profit = Revenue - Payout (calculated automatically)
Ringba Integration
Ringba is a pay-per-call platform popular for performance marketing. Connect Ringba to import data and verify calls.
Setting Up Ringba
- Get your Ringba API token from your account settings
- Go to Revlio Settings → Platform Integrations
- Enter your Ringba API token and Account ID
- Test the connection
Features
- Import buyers and publishers
- Sync call data for billing
- Cross-reference calls for verification
- Real-time webhooks for live monitoring
CallRail Integration
CallRail is a call tracking and analytics platform. Connect CallRail to sync call data and tracking numbers.
Setting Up CallRail
- Generate an API key in CallRail (Settings → API)
- Note your Account ID
- Enter both in Revlio Settings → Platform Integrations
Features
- Import companies and tracking numbers
- Sync call logs with recordings
- Duration and revenue tracking
- Webhook support for live call monitoring
Retreaver Integration
Retreaver is an enterprise call tracking platform. Revlio supports full integration with Retreaver's API.
Setting Up Retreaver
- Get your Retreaver API key from your account
- Note your Company ID
- Enter credentials in Revlio Settings
Features
- Import campaigns and affiliates
- Sync call data (handles Retreaver's nested payload format)
- Real-time webhooks
- Call verification support
QuickBooks Integration
Sync your invoices directly to QuickBooks Online for seamless accounting.
Connecting QuickBooks
- Go to Settings → QuickBooks
- Click "Connect to QuickBooks"
- Sign in to your QuickBooks account and authorize Revlio
- Select your QuickBooks company
What Gets Synced
- Customers - Buyers are matched or created as QuickBooks customers
- Invoices - Push invoices to QuickBooks with one click
- Payments - Mark invoices as paid in both systems
Revlio automatically matches your buyers to existing QuickBooks customers by name or email. If no match is found, a new customer is created.
Live Call Monitoring
Watch calls come in real-time with the Live Dashboard. Track revenue, see call details, and get instant alerts.
Features
- Real-time feed - Calls appear instantly as they come in
- Filters - Filter by buyer, traffic source, campaign, or time period
- Hourly stats - Visual chart of call volume by hour
- Call details - Duration, revenue, recording playback
- Alerts - Get notified when call volume drops or revenue hits targets
Setting Up Webhooks
To receive live calls, configure your call tracking platform to send webhooks to Revlio:
TrackDrive: https://yourapp.com/live/webhooks/trackdrive/{workspace_id}
Ringba: https://yourapp.com/live/webhooks/ringba/{workspace_id}
CallRail: https://yourapp.com/live/webhooks/callrail/{workspace_id}
Retreaver: https://yourapp.com/live/webhooks/retreaver/{workspace_id}Find your exact webhook URLs in Settings → Platform Integrations.
AI Call QA
Automatically transcribe and analyze call quality using AI. Get scores, coaching tips, and compliance flags.
How It Works
- Transcription - Calls are transcribed using Whisper AI (~$0.003/minute)
- Analysis - GPT analyzes the transcript against your QA criteria
- Scoring - Each call gets a score (A+ to F) and detailed feedback
QA Results Include
- Overall Score - 0-100 with letter grade
- Criteria Breakdown - Scores for greeting, discovery, compliance, etc.
- Coaching Tips - Specific suggestions for improvement
- Compliance Flags - Automatic flagging of potential issues
- Key Moments - Important timestamps in the call
- Full Transcript - Searchable text of the entire call
Custom QA Templates
Create templates with your own criteria and weights. Perfect for different call types (sales, support, compliance).
Call Verification
Catch billing discrepancies before they become disputes. Cross-reference your calls against buyer platforms.
How Verification Works
Select a Billing Report
Open the billing report you want to verify.
Choose Buyer Platform
Select which platform the buyer uses (Ringba, CallRail, etc.).
Run Verification
Revlio fetches calls from both systems and compares them.
Review Discrepancies
See mismatched calls - missing, extra, or duration differences.
Resolve
Accept or reject discrepancies individually or in batch.
Matching Logic
Calls are matched using:
- Phone Number - With fuzzy matching for format differences
- Timestamp - ±60 second tolerance
- Duration - Flagged if >10% difference
Reports & Analytics
Generate detailed reports for revenue, traffic sources, campaigns, and more. Export to CSV, Excel, or PDF.
Available Reports
| Report | Description |
|---|---|
| Revenue Report | Revenue breakdown by buyer, vertical, and time period |
| Traffic Source Report | Performance metrics for each traffic source |
| Campaign Report | Call volume and revenue by campaign |
| Payout Report | What you owe each traffic source |
| Invoice Aging Report | Outstanding invoices by age (current, 30, 60, 90+ days) |
Settings
Configure your workspace, company details, and integrations.
Company Settings
- Company Name - Appears on invoices
- Logo - Your branding on invoices and emails
- Address - Company address for invoices
- Timezone - All dates/times displayed in your timezone
Invoice Settings
- Invoice Prefix - e.g., "INV-" for invoice numbers
- Default Payment Terms - Net 30, Net 15, etc.
- Default Notes - Payment instructions shown on all invoices
Email Settings
- SendGrid API Key - For email delivery
- From Address - Your billing email address
- SMTP Fallback - Optional backup email server
Team Management
Invite team members and control their access levels.
User Roles
| Role | Permissions |
|---|---|
| Owner | Full access, can manage billing, delete workspace |
| Admin | Full access except billing/subscription changes |
| Member | Can create and edit, cannot delete or change settings |
| Viewer | Read-only access |
Subscription Plans
Choose the plan that fits your business.
| Feature | Starter (Free) | Professional ($49/mo) | Enterprise ($199/mo) |
|---|---|---|---|
| Buyers | 5 | 50 | Unlimited |
| Traffic Sources | 10 | 100 | Unlimited |
| Team Members | 2 | 10 | Unlimited |
| Live Dashboard | ❌ | ✅ | ✅ |
| AI Call QA | ❌ | 100/month | Unlimited |
| Invoice Designer | ❌ | ✅ | ✅ |
| API Access | ❌ | ✅ | ✅ |
| Priority Support | ❌ | ❌ | ✅ |
Contact our support team at support@revlio.com for any questions or to request a demo.