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Escape the Shadow CRM:

Stop Running Your Sales Team in Tools That Don’t Talk to Salesforce.

Restore trust in your data and your team with a Salesforce-native platform that eliminates sync issues and data silos.

Replace disconnected tools like Gong, Outreach, and Salesloft with one platform that unifies every workflow inside Salesforce.

See Your ROI Impact

Powering the World’s Leading Revenue Organizations on Salesforce with Revenue.io

When Salesforce isn’t trusted, reps stop using it

Reps turn to spreadsheets, inboxes, and notepads when Salesforce feels slow, unreliable, or out of sync. These Shadow CRMs create hidden silos that break reporting, make coaching guesswork, and drain RevOps with endless cleanup.

What Is A Shadow CRM?

A Shadow CRM is the invisible tech stack your team actually uses to manage revenue outside of Salesforce. Think unsynced call logs, untracked emails, or notes buried in third-party tools. These systems form when your CRM isn’t real-time, native, or trusted.

No sync failures

Everything lives inside Salesforce, so there’s nothing to break or delay.

Contextual AI

Incorporates all Salesforce activity data into AI responses and outputs for a unified revenue motion.

No data loss

Activity is captured automatically and in real time, no more missed calls, emails, or updates.

What Our Customers Say

“Cannot recommend Revenue.io enough! My team previously used Salesloft and made the switch a few months ago. More functionality, better insights, and their support team is out of this world!”

Sara Trax

Global Lead Development Manager, ECAM, GardaWorld

“At two fast-growing companies, I chose Revenue.io both times over Salesloft. The platform’s depth, adaptability, and long-term value consistently outpaces the competition”

Joseph Monahan

VP of Sales and Business Development, Ylopo

Replace Your Sync-Heavy Stack

One Salesforce-native platform beats stitched tools that sync later.

Capability	Revenue.io (Salesforce‑native)	Add‑on Tools (Sync‑based stack)
Activity capture	• Calls, emails, meetings auto‑logged directly in Salesforce	• Captured in separate systems, pushed to Salesforce later
Data latency	• Instant, real‑time	• Minutes to hours; sync windows and delays
Data loss risk	• Near zero (no middleware, no nightly jobs)	• High: API limits, failed jobs, field mismatch
Forecasting	• Built on live Salesforce activity and deal changes	• Often based on stale or incomplete data
Coaching	• In‑the‑moment guidance during calls	• After‑the‑fact review once data syncs
Summaries & follow‑ups	• Generated and written to the record immediately	• Created elsewhere; copy/paste or delayed sync
Admin overhead	• No ETL, no duplicate objects, minimal upkeep	• Maintain integrations, mappings, audits, troubleshooting
Rep workflow	• Single workspace for dial, meet, email, SMS	• App‑hopping, inconsistent logging behavior
Security & compliance	• SOC 2, HIPAA, GDPR, TCPA with Salesforce controls	• Multiple vendors increase surface area and risk

Typical outcome

Customers retire 3–5 point tools in the first 90 days, while improving data fidelity and speeding up coaching and forecasting.

One Salesforce-native platform to power
your entire revenue team.

Consolidate your tools and accelerate results with the complete revenue intelligence platform built for Salesforce.

→

Everything your reps need.
Nothing they don’t.

Built natively for Salesforce, designed for revenue teams

✓

Real-time call tracking — logged instantly inside Salesforce

✓

Automatic activity capture — no manual entry required

✓

Live AI coaching — right in the workflow

✓

Native forecasting — powered by real Salesforce data

Ready to eliminate the Shadow CRM?

It’s time to get full visibility into pipeline activity and help your team win with clean, complete, real-time data.

The impact of eliminating Shadow CRMs

Real results from real customers

$1,180

Average monthly cost per rep eliminated from manual data entry

6 hours

Time saved weekly from logging data instead of selling

34%

Better forecast accuracy

99%

Fewer Salesforce headaches for admins

Frequently asked questions

What is a Shadow CRM?

Why is a Shadow CRM a problem?

How do you get rid of a Shadow CRM?