Revenue Capture Desk by SalesHospitality

The call is only the beginning.

Revenue Capture Desk combines busy-time and after-hours call coverage with a practical workspace for captured opportunities, callbacks, next steps, and outcomes.

Answer the call. Capture the opportunity. Keep the follow-up visible.

Call 415-340-2977
Revenue Capture Desk illustration connecting an incoming call to an opportunity workflow
Concept illustration. Figures shown are illustrative, not customer results.

The handoff matters

What happens after a customer calls?

Your team may be helping another customer, working in the field, or gone for the day. If the call becomes a voicemail or an informal note, the opportunity can be delayed, misplaced, or forgotten.

When your team cannot answer a call, what happens next—and how do you know someone followed up?

How it works

From incoming call to completed follow-up

Illustration of a call becoming caller details, service needs, timing, and qualification information
From the caller’s request to the details your team needs.
  1. 01

    Answer

    Provide coverage during busy times and after hours.

  2. 02

    Qualify

    Collect the caller’s contact information, needs, timing, location, and other details your business requires.

  3. 03

    Route

    Send a clear opportunity recap to the correct person.

  4. 04

    Track

    Keep callbacks, notes, next steps, and outcomes visible in Revenue Capture Desk.

The service captures and qualifies the request. Your team performs the follow-up and makes the final decisions.

One opportunity, one clear record

Taking the message is only the beginning.

A message alone is not a follow-up system. Revenue Capture Desk gives your team one place to see the opportunity, review what the caller needs, set the next action, add notes, and record whether the business was won or lost.

  • Caller details and qualification together
  • A clear owner and next follow-up
  • Notes, activity, and outcome history
Revenue Capture Desk opportunity detailExample application workspace. Select the image to expand the caller details, qualification, and next action.

The bigger picture

See what still needs attention.

Revenue Capture Desk helps your team see new opportunities, working leads, upcoming follow-ups, and reported outcomes without searching through voicemail, email, and handwritten notes.

  • New opportunities
  • Follow-ups due
  • Working pipeline
  • Won and lost outcomes
  • Team-reported opportunity value
Revenue Capture Desk dashboardExample application workspace. Values and revenue are entered by the customer and are not independently verified accounting results. Select the image to expand.

Included workspace

Practical tools for the next action.

The workspace supports your team’s work after the call. It keeps the request, next action, and recorded result together.

Caller details and qualification
Review contact information, business-specific questions, and the captured opportunity summary together.
Pipeline and priority
See opportunity stages, mark priority, and keep working leads visible.
Callbacks and activity
Set follow-up dates, add notes, and keep the activity history with the opportunity.
Outcomes and reported value
Record Won or Lost, enter opportunity value, and record team-reported revenue.
Dashboard and reports
Review captured leads, follow-ups, pipeline activity, and reported outcomes.
Resources and supporting options
Use playbooks, templates, and review guides. Returning-caller visibility and optional notifications are available where supported.

Clear responsibilities

Coverage and visibility.
Your team stays in control.

  • The service captures and qualifies requests.
  • Your team confirms appointments, estimates, availability, prices, and final decisions.
  • Your team performs the actual follow-up.
  • Revenue Capture Desk keeps the opportunity and required next action visible.
  • Reported opportunity values and revenue are entered by the customer and are not independently verified accounting results.

Your business

Built around the calls your business receives.

Each setup is configured around the calls the business wants covered, the questions callers should be asked, and the people who should receive each opportunity.

  • Commercial service companies
  • Contractors and property services
  • Manufacturing and industrial businesses
  • Sign, graphics, and printing companies
  • Hospitality businesses
  • Professional offices
Revenue Capture Desk promotional illustration of industry playbooks and a resource library
Industry playbooks and resources — promotional illustration.

Questions

Clear answers before you decide

How does it work?

We use an AI phone assistant configured around your business. It answers the calls you choose, collects the information you need and sends the request to your team.

Can we choose when it answers?

Yes. During setup, we agree on the calls and times you want covered and confirm how that works with your phone service.

Will it book the appointment or promise a price?

The current service collects requests for your team to confirm. Your team controls appointments, estimates and final decisions.

How do we follow up?

The Revenue Capture Desk workspace is included in this offer. Your team uses it to see incoming requests, keep track of callbacks and record what happened.

What does it cost?

Revenue Capture Desk
$599/month + $599 one-time setup

Includes 2,500 AI voice minutes per month.

Includes: AI voice agent, custom qualification, Revenue Capture Desk workspace, pipeline, follow-ups, Won/Lost outcomes, revenue tracking, dashboard, and reporting.

High-volume accounts exceeding included usage may require a custom plan.

Revenue Capture Desk promotional image of a business professional on the phone
Revenue Capture Desk promotional visual.

A useful first step

Find out where calls and opportunities may be falling through.

We’ll review what happens when your team is busy or the business is closed, how the caller’s information reaches your team, and how the next action is tracked.

Get a Free Call-Coverage Check

No obligation. A short conversation about your current call and follow-up process.

Revenue Capture Desk by SalesHospitality

Make every opportunity easier to see and follow.

Tell us what customers usually call about, when your team needs coverage, and who should receive the opportunity. We’ll show you how the complete call-to-follow-up process could work for your business.