Intelligent revenue execution for enterprise teams.
Revenue.io unifies dialing, engagement, real-time coaching, conversation intelligence, forecasting, roleplay, and AI into one platform built entirely inside Salesforce. No shadow CRM. No sync errors. One source of truth.
One platform for every moment of the sale.
Most tools are built for a single moment. Revenue.io guides reps before, during, and after every call, all inside Salesforce.
Salesforce-native architecture
Every call, email, meeting, and AI insight logs as standard Salesforce records. No sync layer, no shadow CRM.
Communications Hub
The #1 Salesforce dialer: calling, SMS, voicemail drop, and Local Presence across 40+ countries.
Sales engagement & Guided Selling
Multichannel sequences that run inside Salesforce and tie every touch directly to pipeline.
Real-time coaching
Moments surfaces battlecards, talk tracks, and objection handling live, on both phone calls and video.
Conversation intelligence & Revenue AI
Record, transcribe, score, and summarize every conversation, with AI trained on your data.
Deal health & forecasting
Daily 0 to 100 deal scores and Salesforce-native forecasting built from real pipeline and call signals.
Built on Salesforce. Not bolted onto it.
Most sales platforms run as a parallel system that syncs on a delay and creates a shadow CRM nobody trusts. Revenue.io keeps Salesforce as the system of record, and every interaction is captured there automatically.
- Every call, email, text, and meeting logs as standard Salesforce Tasks and Events
- Your existing flows, automation, and reporting keep working
- AI runs on your real fields, activities, and pipeline, so guidance is contextual
| Interaction | Logged As | Status |
|---|---|---|
| Outbound call | Task | Logged |
| Task | Logged | |
| Zoom meeting | Event | Logged |
| SMS | Task | Logged |
Because Revenue.io is Salesforce-native, we now get AI summaries, coaching information, and rich data about each interaction syncing directly into Salesforce in near real time. We didn’t have that before. Reps were jumping across multiple systems to find those insights.
| Opportunity | Score | Status |
|---|---|---|
| Northwind Renewal | 84 | Healthy |
| Acme Expansion | 61 | Needs Attention |
| Globex New Logo | 32 | At Risk |
| Initech Upsell | 77 | Healthy |
AI trained on your data. Not the internet.
Scorecards, summaries, Ask Anything, and Deal Health Scores all run on your Salesforce data and your actual conversations. Every insight is grounded in real activity and cited back to the source.
- Deal Health Scores from 0 to 100, updated daily from CRM and call signals
- AI scorecards and methodology coaching feedback on every qualifying call
- Ask Anything across any account, opportunity, or conversation
Coaching that happens during the call, not after it.
Moments listens to live conversations and surfaces the right guidance in the moment: a battlecard when a competitor comes up, a reminder when a qualifying question gets skipped. It ramps new reps up to 50% faster.
- Works on phone calls and video (Zoom, Teams, Google Meet)
- Triggers on keywords, talk patterns, timing, and live Salesforce data
- Feeds Revenue AI scorecards and coaching feedback after the call
| Scenario | Amount | Probability |
|---|---|---|
| Conservative | $4.1M | 72% |
| Base Case | $4.8M | 58% |
| Best Case | $5.5M | 34% |
Forecasting that keeps up with your quarter.
Because it reads live Salesforce opportunities, your forecast is always current. Model scenarios, roll up rep to manager to VP, and see conversation risk inside the forecast before a deal slips.
- Rep to manager to VP roll-ups with no manual hierarchy mapping
- In-product scenario modeling, no separate planning tool
- Deal risk surfaced from real call signals, not just stage
Build the skill before the call that counts.
Revenue Roleplay gives reps unlimited AI voice roleplay against buyers that behave like their real pipeline, scored on your methodology, with a coach-grade debrief the moment the call ends. It is how enterprise teams ramp new hires and keep top performers sharp.
- 180+ B2B SaaS scenarios plus AI generation from real deals
- 12+ methodologies with dimension-by-dimension scoring
- 30-day coaching insights across the whole team
| Layer | Score | Band |
|---|---|---|
| Universal | 87 / 100 | Strong |
| MEDDICC | 82 / 100 | Solid |
| Persona Read | 34 / 40 | Strong |
After evaluating the market twice, 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.
The full platform, module by module.
RingDNA Dialer
The #1 Salesforce dialer: calling, SMS, voicemail drop, and Local Presence.
CallerDNA
Inbound call tracking and routing with full marketing attribution in Salesforce.
Moments
Real-time in-call guidance on phone and video, powered by patented tech.
Guided Selling
Salesforce-native multichannel sequences tied directly to pipeline outcomes.
Conversation AI
Record, transcribe, and analyze every call, stored on the Salesforce Conversation object.
Revenue AI
Scorecards, summaries, Ask Anything, coaching feedback, and conversation agents.
Deal Health & Forecasting
Daily 0 to 100 deal scores and live, Salesforce-native revenue forecasting.
Revenue Roleplay
AI voice roleplay to ramp new hires and drill reps on your methodology.
Revenue Intelligence
140+ reports and 20+ dashboards, plus X-Ray performance analytics.
One platform, instead of three vendors and three data silos.
| Capability | Revenue.ioPlatform | Gong | Outreach / Salesloft |
|---|---|---|---|
| Salesforce-native architecture | ✓ | Shadow CRM | Shadow CRM |
| Native dialer, SMS, and voicemail | ✓ | — | — |
| Sales engagement and sequences | ✓ | — | ✓ |
| Real-time in-call coaching | ✓ | — | Limited |
| Conversation intelligence | ✓ | ✓ | Limited |
| Deal health from call transcripts | ✓ | Limited | — |
| AI roleplay and readiness | ✓ | — | — |
| One unified platform | ✓ | — | — |
One platform. Three teams it makes better.
Reps get the right action at every moment.
Prioritized leads, real-time guidance on calls, and AI that handles the follow-up so reps can focus on selling.
- Prioritized leads and account context
- Real-time guidance on every call
- AI drafts the follow-up
Managers coach the whole team at scale.
Full visibility into every rep, call, and deal, with automated scorecards and coaching feedback that make every 1:1 count.
- Automated scorecards on every call
- Coaching feedback tied to your methodology
- Pipeline reviews prepped in minutes
Leaders get one source of truth.
Pipeline, performance, and forecasting in one place, with AI that surfaces risk before it becomes missed quota.
- Pipeline, performance, and forecast together
- Deal risk surfaced before it costs quota
- Replicate what top performers do
Enterprise-grade by architecture.
Security, compliance, and governance built into a platform that keeps Salesforce as your system of record, deployed by a team that treats you like a partner.
Salesforce-native security
Your data stays in your Salesforce org. No shadow CRM and no second system of record to secure.
Certified & 5-star
Certified Salesforce ISV, rated 5-star across multiple products on the AppExchange.
Enterprise infrastructure
Hosted on AWS with enterprise-grade security and reliability at scale.
Recording compliance
Per-state and per-country consent controls, TCPA-oriented dialing, and agent-level overrides with audit logging.
SSO & role-based access
Single sign-on with permissions that respect your existing Salesforce roles and profiles.
Your data, your control
Customer-owned S3 storage options and configurable retention at the account, team, and user level.
Global scale
Local Presence across 40+ countries, proven on hundreds of millions of conversations.
A true partner
White-glove implementation and a dedicated team focused on your revenue outcomes, not just software.
Proven at enterprise scale.
Revenue.io has powered revenue teams since 2012, from high-growth companies to the Fortune 500.
See it on your Salesforce data.
Tell us about your team and we’ll show you exactly how the platform fits your revenue motion. One walkthrough, scoped to how you actually sell.
- A walkthrough on a workflow your team actually runs
- Straight answers on migration, security, and timeline
- A rollout plan mapped to your seat count and stack
Book your demo
Tell us about your team and we’ll be in touch.