More context. Less manual logging.
Automatically capture supported sales interactions and associate activity with customer records.
Built for Salesforce
Your Salesforce.
Your sales motion.
Revenue.io is the Salesforce-native revenue orchestration platform. Capture sales activity, use CRM context to guide reps, and turn conversations into action on the records your team already trusts.
Salesforce is the foundation. Your workflow sets the direction.
A connected sales motionSalesforce native
CaptureConversations & activity
Calls · Email · SMS · Meetings
↓ Activity connected to CRM records
Salesforce foundationYour customer context
↓ Context powers configured workflows
OrchestrateThe right next action
Route · Engage · Coach · Update
Trusted by teams
that run on Salesforce.
Native by design
Your CRM becomes part of the sales motion.
Salesforce holds the context that makes selling personal: who owns the account, where the deal stands, and what should happen next.
Revenue.io uses that context across dialing, sales engagement, live coaching, and conversation intelligence. Activity flows back to Salesforce, so the next interaction starts with a clearer picture.
Put your Salesforce fields to work.
Use ownership, deal stage, and custom fields to configure routing, sequence rules, and coaching triggers.
Keep the next step connected.
Make conversation insights useful to reps and leaders, with configured updates to Salesforce fields.
See the connection
CRM context.
Real sales actions.
Explore four ways Salesforce data and conversation intelligence can shape your team’s workflow.
Connect the caller to the right person.
Configure inbound call routing around Salesforce context such as account ownership, territory, or opportunity status. A known relationship can shape where the call goes.
Explore CallerDNAWorkflow example Illustrative
Salesforce context
Account owner
Assigned account executive
Configured action
Route inbound call
Use the account-owner routing rule
Connect the conversation to the team that owns the relationship.
Workflow rules are configured by your team.
Let your CRM guide the sequence.
Define sequence entry and exit criteria using standard and custom Salesforce fields. Keep outreach aligned with changes to lead status and the sales process.
Explore Guided SellingWorkflow example Illustrative
Salesforce context
Lead status changes
The prospect meets your exit criteria
Configured action
Exit the sequence
Stop the remaining outreach steps
Keep the sales motion aligned with the current customer record.
Workflow rules are configured by your team.
Make coaching specific to the deal.
Combine conversation cues with Salesforce field values to trigger relevant Moments guidance. Help reps handle a pricing question differently at discovery than at negotiation.
Explore MomentsWorkflow example Illustrative
Salesforce context
Opportunity stage
Negotiation
Conversation cue
Pricing question
Matches your configured coaching trigger
Surface the guidance your team has configured for that situation.
Workflow rules are configured by your team.
Turn the conversation into a next step.
Conversation Agents extract information such as next steps, objections, and competitor mentions from qualifying transcribed calls. Admins can map outputs to supported Salesforce fields.
Explore AI AgentsWorkflow example Illustrative
Conversation insight
Next step identified
Schedule a technical review
Admin mapping
Salesforce field update
Write to the configured field when conditions are met
Keep the next step available on the record your team uses.
Workflow rules are configured by your team.
Capture with context
Activity is useful when it belongs to a customer.
Keep a record of the work and the context behind it. Revenue.io connects supported interactions to Salesforce so your team can follow the relationship across touchpoints.
Explore Activity CaptureStandard activities
Sales activity is captured through Salesforce Tasks and Events, associated with the relevant Lead, Contact, Account, or Opportunity.
Conversation context
Revenue.io’s Conversation object adds rich call metadata linked to activity, helping teams connect the interaction to the customer record.
Reporting your team can use
Use Salesforce dashboards, reports, and custom report types to understand activity and performance alongside your CRM data.
The Salesforce advantage
A foundation your operations team can build on.
Your Salesforce investment carries forward: customer relationships, fields, and the process your team has already defined.
Explore customer stories
“Seamlessly integrates with Salesforce, limitless reporting, and a top-notch implementation that truly feels like partnership.”Angela HunterDirector of Global Sales Operations, Sinch
Connected to Salesforce. Available where selling happens.
Explore the platform Revenue.io also supports work across connected email, video meeting, and mobile experiences. Salesforce remains the CRM foundation.
Make it your own
Start with your sales process.
A useful evaluation goes beyond a feature tour. Bring your Salesforce workflow and see how Revenue.io fits it.
Map your records.
Review activity association, the standard objects you use, and the fields that provide customer and deal context.
Define the rules.
Choose routing logic, sequence entry and exit criteria, coaching cues, and the conditions for AI field updates.
Plan the rollout.
Confirm product access, connected channels, user permissions, and the reports your leaders will use to measure adoption.
Your questions
A closer look at Salesforce native.
What does Salesforce-native mean for Revenue.io?
Salesforce is the CRM foundation for Revenue.io. The platform uses Salesforce records and field context to support sales workflows, captures activity in Tasks and Events, and connects call metadata through its Conversation object.
Can we use our custom Salesforce fields?
Standard and custom Salesforce fields can inform configured workflows such as Guided Selling sequence rules and Moments coaching triggers. Review the specific objects, fields, and use cases with the team during your evaluation.
Can AI insights update Salesforce?
Yes. Conversation Agents can extract supported information from qualifying transcribed calls and optionally write it to configured Salesforce fields. Admins select the target object, field, and update conditions. Revenue AI and Conversation AI licenses and administrator enablement are required.
Does every interaction happen inside Salesforce?
Revenue.io is Salesforce native and also provides connected experiences for email, video meetings, and mobile selling. The workflow and activity captured depend on the products, supported channels, and integrations you enable.
What should our Salesforce admin review?
Review Salesforce access and API requirements, product licenses, record association, connected channels, user permissions, field mappings, and reporting needs. Use your actual sales process to define the rollout.
Built around your team
Bring your Salesforce workflow.
See what comes next.
Show us the way your team sells. We’ll walk through how Revenue.io can connect your records, conversations, and next actions.
Book a demoA demo grounded in your sales process.