Rootera traces every record to the vendor and file that sent it, catches duplicates before you pay twice, flags do-not-call risk, and shows which vendors actually turn into funded deals.
Upload vendor files as they come in. Rootera keeps the history straight so you never have to dig through old spreadsheets again.
See which vendor, which file and which day every phone, email and name came from, down to the original row.
Each upload is checked against everything you already own, so you know what's new before you pay for it.
Internal and federal do-not-call matches, TCPA litigator checks, and each caller's local time before you dial.
Match your CRM's funded deals back to their source and get conversion and cost per deal for every vendor and file.
Drop in a report of funded deals from Salesforce or any CRM. Rootera matches each one to the vendor that sent it first and does the math.
Paste numbers or drop a missed-calls report. In seconds you see the business on file, the vendor that sent it, other phones, and whether it's OK to call right now.
Stop paying twice for the same lead, keep do-not-call numbers out of your dialer, and put your budget behind the vendors that actually close.
Know exactly which campaign or source every lead came from, de-duplicate your inventory, and prove quality to buyers with real conversion numbers.
Every account is isolated at the database level. Your leads and your funded deals are never shared or pooled.
Every count and rate links to the rows behind it. Nothing is a black box.
Use a CSV export from Salesforce, HubSpot or your dialer. No integration project needed to start.
Click through a live account filled with made-up vendors, files and funded deals.