AI Agents

AI-powered agents that automate tasks and surface insights across the sales cycle

Agentic AI

Custom reusable prompts to build smarter, contextual AI agents for your team and use cases

Conversation Summaries

AI call summaries that capture key insights and next steps to drive revenue impact

Opportunity Summaries

Instant opportunity summaries for risk, status, and next steps

AI Coaching Feedback

Automated coaching feedback that aligns reps to sales methodology and best practices

Conversation Scorecards

AI-driven scorecards that evaluate calls to improve rep performance and consistency

Opportunity Scorecards

AI-powered deal scorecards that assess opportunity health and forecast accuracy

Generative Follow-Up Email

AI-crafted follow-up emails that recap conversations and accelerate next steps

Deal Health / Deal Scorer

AI-powered deal scoring and health insights to forecast accurately and reduce risk

Revenue Forecast Analyzer

AI-driven contextual analyzer that identifies pipeline risks and improves forecast accuracy

Revenue Intelligence

Comprehensive AI-powered revenue intelligence to monitor, measure, and optimize growth

Ask About a Conversation

Ask anything about a conversation to uncover objections, decisions, and key insights

Ask About an Opportunity

Query anything about a deal to reveal risks, activities, and recommended next steps

Ask About an Account

Ask anything about an account to surface relationships, risks, and engagement history

Call Tracking

Track every inbound and outbound call to connect activity with outcomes

Call Routing

Intelligent routing that ensures every call reaches the right rep or team

Campaign Tracking

Attribute inbound calls to campaigns and measure true marketing impact

Call Recording

Secure call recordings that capture every conversation for coaching and compliance

CTI for Salesforce

Powerful, enterprise-level computer telephony integration solution

Call Transcripts

Generated transcripts that make every call searchable and actionable

Call Analytics & Metrics

Comprehensive call analytics that surface performance trends and insights

Call Logging

Automatic call logging in Salesforce to save reps time and improve accuracy

Voicemail Drop

Pre-recorded voicemail drops to speed up outreach and improve consistency

Local Presence

Local area codes that increase pickup rates and connect with more buyers

IVR (Interactive Voice Response)

Automated menus that route callers quickly to the right team or resource

SMS/MMS

Text and multimedia messaging built into workflows for faster prospect engagement

Call Disposition

Standardized call outcomes that improve reporting, coaching, and follow-up actions

Call Libraries

Organize, store, and share call recordings for coaching and training

Dial Next

Quickly power through Salesforce lead lists with automatic queuing for your next call

Call Transfer

Seamlessly hand off calls with warm or cold transfers to ensure smooth customer experiences

Admin Console

Centralized controls to manage, configure, and scale the Revenue.io platform

Revenue Insights

AI-powered analytics that turn sales activity into actionable revenue intelligence

SF Dashboards + Reports

Native Salesforce dashboards and reports built for sales and revenue leaders

Custom Fields

Flexible Salesforce-native fields to align Revenue.io with your unique workflows

Global Coaching & Transcription

Multilingual transcription and coaching for global sales teams

MS Teams Integration

Seamless Teams integration with AI-powered transcription, insights, and real-time coaching

Zoom Integration

Seamless Zoom integration for meeting transcription, coaching, and performance insights

Google Meet Integration

Google Meet integration that delivers transcription, call insights, and coaching in real time