Revenue.io Mobile Is Here: Full Sales Execution From Your iPhone

Revenue.io Mobile is now available on iOS, bringing the full Revenue.io platform to your iPhone. Reps can call, text, capture in-person meetings, and review conversations from anywhere with every interaction automatically logged to Salesforce. This means no manual entry, no gaps in CRM data, and no conversations that disappear after the visit.

This post covers what the mobile app does, how it works, and what it means for field sales teams and their managers.

The Problem It Solves

Most sales conversations don’t happen at a desk. Reps are calling from job sites, texting from distribution counters, and meeting prospects face-to-face across a territory. Until now, those conversations were invisible. No recording. No Salesforce log. Nothing for managers to review or coach on.

The existing tools made this worse, not better. Standalone mobile dialers connect to Salesforce via middleware or third-party sync, leading to delays, gaps, and configuration headaches. SMS lives on personal phones. In-person meetings never make it into the CRM at all.

Revenue.io Mobile closes that gap entirely.

Two Ways to Access Revenue.io on Mobile

The mobile offering is available in two forms depending on your device and workflow.

Option 1: Progressive Web App (Android and iOS)

The PWA runs in your browser and can be added to your home screen on any device. It supports Web Push Notifications and functions like a native app without requiring an App Store download.

• Android: Navigate to softphone.revenue.io, tap the kebab menu, and select “Add to Home Screen”
• iOS: Navigate to softphone.revenue.io in Safari, tap the Share icon, and select “Add to Home Screen,” which requires iOS 16.4 or later for push notifications

The PWA supports full calling, SMS messaging, and Conversation AI access, making it a strong option for teams on mixed device environments.

Option 2: Native iOS App

The dedicated native iOS app, Revenue.io: AI Sales Dialer, is now available on the App Store. Sign in with your Salesforce credentials (Production, Sandbox, or Custom Domain) and grant permissions for microphone, notifications, and contacts on first launch.

The native app delivers a deeper calling experience with CallKit integration, in-call controls, and a full Calls tab for managing contacts, recents, voicemail, and favorites.

What Reps Can Do From Their iPhone

Make and Receive Calls

Outbound calls route through your designated call forwarding number. When your mobile number is set as the forwarding number, you get a native inbound call notification — and once accepted, the outbound dial to the contact begins automatically. Inbound calls trigger push notifications even when the app is in the background or closed.

Every call is recorded, transcribed, and summarized by AI. Every call logs to Salesforce as a completed activity with no manual entry required.

In-call controls on the native iOS app include:

• Mute/Unmute and Speaker
• Hold/Resume
• Warm and Cold Transfers
• Voicemail Drop
• Merge and Swap for managing multiple active calls

Call Compliance Built In

Before every call connects, the app automatically checks Do Not Call status, permitted calling hours, and blocked numbers. Non-compliant calls are prevented automatically, and reps see a clear reason if a call cannot be placed. Compliance is enforced before the dial goes out — not managed manually after the fact.

Send and Receive SMS

Reps can text prospects and customers from a business number directly in the app. Full conversation threads sync to Salesforce so the entire history is visible in the CRM — not buried in a personal phone. Message templates are accessible via the “+” icon, and every sent message is logged automatically.

Capture In-Person Meetings

This is the capability that sets Revenue Mobile apart from every other mobile dialer on the market. Reps can start an in-person meeting with one tap. The Revenue.io Meeting Assistant joins via Google Meet or Microsoft Teams, records the conversation, and generates a full transcript, AI summary, and next steps automatically. Participants are linked to Salesforce contacts and leads, so the visit becomes part of the pipeline record.

Field conversations no longer disappear. They become searchable, coachable data.

Access Contact and Account Context Before Every Call

Before any call or visit, reps can pull up a full Salesforce contact record, complete call history, and account details. The Calls tab on the native iOS app organizes this into:

• Recents — Recent inbound, outbound, and missed calls
• Favorites — Starred contacts for quick access
• Contacts — Search across Salesforce Leads, Contacts, Accounts, and users
• Voicemail — Play, delete, return calls, or send messages

Conversation AI on Mobile

Revenue.io Mobile extends Conversation AI workflows beyond the desktop. Reps, managers, and admins can review and annotate calls from anywhere — between meetings, on the road, or offline.

• Call access and discovery: View all permissioned recordings, search via free text, and access org-level saved searches and best-practice libraries
• Call review: Global audio player with waveform visualization, active speaker indicators, and an auto-scrolling transcript synced to playback — tap any transcript segment to jump to that moment
• Annotations: Add, edit, and view annotations on transcript segments; annotation notifications support async collaboration between reps and managers
• Offline support: Calls, audio, and libraries are cached for offline access; annotations created offline are queued and synced when connection is restored
• Deep linking: Notification links route directly into the relevant call, library, annotation, or saved search

What Managers Get From the Platform

Because every field interaction flows into Revenue.io’s Conversation AI, managers get the same visibility into field conversations as they do into inside sales calls — without riding along.

• Review any field sales call or in-person meeting from the web platform
• Search transcripts for deal-critical moments, objections, and competitor mentions
• Identify what top performers do differently and scale it across the team
• Coach reps on specific conversations without scheduling a debrief
• See field activity in Salesforce dashboards and reports in real time

The visibility gap between inside sales and field sales is gone. Managers have one complete picture of every rep’s activity, regardless of where the conversation happened.

How Revenue Mobile Compares to Other Mobile Dialers

Other mobile dialers connect to Salesforce. Revenue Mobile is built inside it, and it’s the only mobile app backed by a full conversation intelligence and coaching platform.

How to Get Started

Revenue Mobile for iOS is available now. There are three ways to get access:

• Download on the App Store: Search “Revenue.io” in the Apple App Store and sign in with your Salesforce credentials
• Use the PWA: Navigate to softphone.revenue.io in Safari or Chrome and add it to your home screen
• Talk to your rep: Contact your Revenue.io representative to get your team configured and ready

Field Sales Now Has Full Pipeline Visibility

Revenue Mobile for iOS means field conversations are no longer off the record. Every call gets recorded and summarized. Each SMS thread syncs to Salesforce. Every in-person meeting becomes a searchable, coachable asset. Reps show up prepared, execute in the field, and never touch a manual activity log. Managers see everything.

The Revenue.io platform is now wherever your reps are.